Client Service Administrator

Marstep; Oswestry; On-site; GBP 25,000 - 35,000; Full time

Job summary

A financial services organisation based in Oswestry is looking for a Client Services Administrator to deliver exceptional client care. The role involves processing new business, maintaining client relationships, and handling client communications. Ideal candidates will possess strong communication and problem-solving skills and a commitment to continuous improvement. This position reports to the Client Services Manager and emphasizes teamwork and client satisfaction.

Qualifications

• Excellent communication skills to inform and advise clients.
• Strong listening abilities to understand client needs.
• Creative thinking for improving customer service.

Responsibilities

• Provide first-class client care.
• Process new business following company procedures.
• Maintain good relationships with clients.
• Handle client enquiries effectively.
• Support onboarding of new clients.
• Achieve client service standards.

Skills

Communication skills

Listening skills

Problem-solving skills

Confidence and politeness

Creative thinking

Ability to work under pressure

Organisational skills

Good presentation

Commitment to self-improvement

Job description

This is a great opportunity to work for a fantastic financial services organisation where you will have the opportunity to develop a worthwhile career.

The Role

The role of the Client Services Administrator is to provide first class client care for clients of the business.

Key Responsibilities and Outputs

• Processing of new business following all company procedures and processes
• Maintaining good relationships with all clients of the business; enhancing the profile of the Company among its client and community
• Deal with new and existing client communications and queries
• Supporting and dealing with new enquiries
• Supporting and dealing with existing client enquiries
• Supporting the development and maintenance of internal relationships to help maintain business flow and meet agreed targets
• Continuous professional development to meet personal development needs.

Nature and scope of responsibilities

Reports to: Client Services Manager/Operations Manager

The role holder will have primary responsibility for:

• Ensuring that all processes, procedures and client communications are conducive to a high standard of customer care
• Supporting the on‑boarding of new clients into the business
• Maintaining existing client review communications
• Working within the Client Services team to support and deal with queries from all clients and from within the Company to a high standard, ensuring client satisfaction is maintained
• Supporting the delivery of and achievement of the client service standards
• Client continual improvement feedback communications and maintenance
• Individual workflow and task delivery.

Skills

• Communication skills that allow you to inform, help and advise clients clearly and to liaise effectively with other professionals
• Listening skills, to understand exactly what clients require
• Problem‑solving skills
• Confidence, patience, politeness, tact and diplomacy, when dealing with difficult situations
• Creative thinking, to be able to come up with new ideas to improve customer service standards
• An ability to work well under pressure
• Organisational and planning skills to develop customer services policies
• Good personal presentation, especially when working with clients face to face
• A commitment to improve your own customer service skills on an ongoing basis

The role holder will keep up to date with legislative and industry changes which affect the business and its clients.