Client Administrator

TN United Kingdom; Worthing; On-site; GBP 30,000 - 50,000; Full time

Job summary

Join a forward-thinking company as a Share Plan Client Administrator, where you'll lead the operational delivery of discretionary plans for corporate clients. This role offers the chance to develop specialist knowledge while working closely with various teams to ensure exceptional service. With a commitment to employee growth and a supportive environment, you'll have opportunities to advance your career while contributing to a diverse and inclusive workplace. Enjoy a comprehensive benefits package, including a pension plan and generous holiday allowances, as you help shape the future of share plan services.

Benefits

Equiniti Pension Plan

Long Term Incentive Plan (LTIP)

Employee Assistance Programme

Life Assurance at 4x Salary

Employee Discounts

Flexible Benefits

28 Days Holiday Plus Bank Holidays

2 Volunteer Days Annually

Equiniti ICON Award Vouchers

Qualifications

• Strong proficiency in Microsoft Excel and customer service principles.
• Ability to work independently and collaboratively in a team.

Responsibilities

• Plan and deliver discretionary plan tasks for corporate clients.
• Collaborate with the Client Relationship Team to understand client needs.

Skills

Customer Service Principles

Microsoft Office (Excel)

Attention to Detail

Team Collaboration

Problem Solving

Job description

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Share Plan Administrator - Discretionary Plans Client Administrator - Full Time

EQ is a leading international provider of shareholder, pension, remediation, and credit technology. With over 5,000 employees, it supports 37 million people across 120 countries. EQ’s purpose is to care for every customer and simplify every transaction, with a focus on environmental sustainability.

EQ’s vision is to be the leading global share registrar, offering complementary services to its client base.

Role Summary

As our Employee Share Plan Services continue to grow, we are looking for Share Plan Client Administrators to join our established Discretionary Plans operational team, responsible for delivering our Discretionary Plan Service. In this role, you will lead the operational planning and delivery of key tasks, develop specialist knowledge of share plans, and liaise with corporate clients.

Our large Share Plans Operations team comprises various sub-teams focusing on specific share plans or providing shared services. Due to the diversity of EQ’s Share Plan services, team members have excellent opportunities to develop their knowledge and advance within the wider team.

Core duties and responsibilities:

• Planning and delivering discretionary plan tasks for a portfolio of corporate clients
• Collaborating with the Client Relationship Team to understand client requirements
• Attending client meetings to support task planning and service reviews
• Configuring discretionary plan system parameters and web services
• Preparing schedules and files related to task deliverables
• Working closely with the Discretionary Plans team, including Dealing & Settlements, Admin Support, and Reporting
• Identifying and resolving client and employee queries
• Maintaining data integrity and reconciling all service records
• Supporting business readiness activities for new client setups

Skills, Attributes, and Behaviour:

• Enthusiasm and willingness to learn
• Ability to work independently and as part of a team
• Understanding of excellent customer service principles
• Exceptional attention to detail
• Proficiency in Microsoft Office, especially Excel
• Ability to work under pressure and focus on delivering excellent service

What We Offer:

• Save For Your Future - Equiniti Pension Plan; company matches contributions up to 10%
• All Employee Long Term Incentive Plan (LTIP) – Opportunity to benefit if the company is sold profitably
• Health and Wellbeing – Employee Assistance Programme, life assurance at 4x salary, and optional enhanced cover
• Employee discounts – Cashback and discounts at high street stores via EQ Wins Platform
• Flexible Benefits – Purchase benefits like gadgets, travel insurance, will writing, holiday trading, and more
• Time Off – 28 days holiday plus bank holidays, with 2 volunteer days annually
• Recognition – Equiniti ICON award vouchers for exemplary contributions

Please note, this is a full-time role. We are open to discussing flexible working arrangements post-training, which initially requires working from our Worthing office. We are committed to diversity and encourage applications from all backgrounds. Employment is contingent on satisfactory pre-employment checks, including activity & GAP verification, DBS or Access NI, credit, sanctions, and CIFAS checks.