Client Service Administrator

Marstep Resourcing Solutions; Wales; On-site; GBP 24,000 - 25,000; Full time

Benefits offered by this job

30 days holiday (inc. BH) increasing w

NHS Top up Medical Cash Plan

Gym membership

Free onsite parking

Bike to work scheme

Exam support and funding

Inhouse development path

Team socials

Job summary

Marstep Resourcing Solutions is seeking a proactive administrator to join the Client Servicing team in a permanent role. You will provide admin support to the Financial Team and wider business, with full training provided.

You will manage meeting packs, client changes, diary management, and email/phone communications, working 35 hours per week from 9am to 5pm. No prior experience required beyond a desire to learn.

Qualifications

• Genuine interest in Financial Services
• Confident phone manner
• Excellent written and verbal communication skills
• Excellent IT Skills
• Highly organised and proactive
• Attention to detail
• Able to work within set timescales

Responsibilities

• Preparation of meeting packs
• Completing client change requests in contributions/bank details/address
• Diary management
• Appointment booking via telephone and email
• Review and overdue meeting management
• Adding leads and prospects to the system
• Withdrawals - client instruction and security checks
• Pre population of client information in key documents
• ID & anti-money laundering checks
• Logging documentation
• Preparation of welcome packs
• Certifying documentation
• Policy services requests for information
• Calling third-party providers for information
• Scanning and processing incoming post
• Answering incoming office calls
• General office support
• Assisting with client queries

Skills

Financial services interest

Phone communication

Attention to detail

Organised / proactive

Written & verbal communication

IT skills

Time management

Tools

MS Office

Job description

This is a great opportunity to join a lovely and rewarding organisation, and prior experience in the industry is not essential as full training will be provided. What's most important is the desire to learn, and build a worthwhile career.

Hours: 5 days per week - 9am until 5pm (35 hours per week)

Salary; £24,000-£25,000 (35 hour week)

Contract type: Permanent

Benefits;

• 1. 30 days holiday (inclusive of bank holidays, increasing with length of service, Christmas company Shutdown is also in addition)
• 2. NHS Top up Medical Cash Plan (increasing with length of service)
• 3. Gym membership
• 4. Free onsite parking
• 5. Bike to work scheme
• 6. Exam support and funding
• 7. Inhouse development path for those that want to develop throughout the various roles
• 8. Team socials

Role purpose: An exciting new opportunity has arisen with this long established business.. The role will be in the Client Servicing team providing admin support to the business's Financial Team and wider business.

Key Duties and Responsibilities:

• Preparation of meeting packs
• Completing client change requests in contributions/bank details/address's
• Diary Management
• Appointment booking via telephone and email
• Review and overdue meeting management
• Adding leads and prospects to the system
• Withdrawals - taking client instruction and completing security checks
• Pre population of client information in various key documents
• ID & anti-money laundering checks
• Logging documentation
• Preparation of welcome packs
• Certifying documentation
• Policy services request for information
• Calling third-party providers for information
• Scanning and processing incoming post
• Answering of incoming office calls
• Supporting with any broader general office support
• Supporting with client generic queries

Person Specification:

• Genuine interest in Financial Services
• Confident phone manner and dealing with clients
• Keen to develop and learn
• High level of attention to detail
• Highly organised and works with a proactive attitude
• Excellent written and verbal communication skills
• Excellent IT Skills
• Approaches work positively with a can-do attitude and take responsibility for own tasks
• Manages time effectively and can work within set timescales
• Works well as an individual and as part of a large team

This is a great opportunity to join a lovely and rewarding organisation, and prior experience in the industry is not essential as full training will be provided. What's most important is the desire to learn, and build a worthwhile career