Client Service Administrator - Training & Career Growth

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

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.