Our client is seeking a Client Relationship Administrator to join their friendly Team, focusing on building and maintaining strong relationships with members, their advisors, and other third parties. This role involves the administration of retirement products, responding to queries, and coordinating tasks with internal departments to ensure efficient service delivery. This is an excellent opportunity for someone with a background in financial services or client servicing who is motivated to contribute to a supportive and professional environment. Click here to read more
Job Duties:
- Administer day-to-day tasks related to retirement products.
- Handle member queries and administrative requests promptly and accurately.
- Update internal systems, including Viewpoint, to maintain accurate records.
- Allocate tasks to team members and monitor progress.
- Follow checklists to ensure accuracy in the administration of various tasks.
- Liaise with intermediaries, introducers, and investment houses as required.
- Verify the suitability of documents, including due diligence and member instructions.
- Collate and present information for processing client requests efficiently.
- Work closely with accounts and compliance teams to manage monetary transactions, fees, and compliance checks.
- Maintain professional relationships with advisors and introducers.
- Support company values and adhere to mission and vision statements.
- Undertake additional tasks as needed to support team operations and service delivery.
Job Requirements:
- Minimum 5 GCSEs (grade C or above), including English and Maths.
- 1-2 years’ experience in a client servicing or financial services role.
- Experience in pensions administration is desirable.
- Proficient in Microsoft Word, Excel, and Outlook.
- Knowledge of client recording systems and compliance requirements.
- Understanding of regulations regarding money laundering and financial crime prevention.
- Strong organisational and communication skills.
- Excellent attention to detail and ability to work as part of a team.
- Proactive, empathetic, and patient approach to problem-solving.
What You’ll Love:
Our client values professionalism, collaboration, and personal growth. This role offers the chance to develop your skills in a supportive environment while contributing to a company that prioritises positive client outcomes and high standards. You’ll be part of a dynamic team dedicated to delivering exceptional service in the financial services sector.
Interested? Register today, confidentially, with one of our friendly and dedicated recruitment specialists by clicking here
