Our client is seeking an Administrator for their Client Relationship Team to build and maintain relationships with members, their appointed advisors, and other third parties. This role involves liaising internally to coordinate various administrative tasks, playing a vital part in the day-to-day administration of retirement products. The successful candidate will handle incoming phone calls, respond to member queries and administrative requests, and ensure all records are updated accurately. This position is essential in maintaining the flow of information between members and the client servicing team, ensuring compliance checks are appropriately conducted. The role also entails verifying Customer Due Diligence documents and managing all retirement product requests to facilitate timely processing.
Job Duties:
- Manage administrative tasks related to retirement products.
- Address incoming phone calls from Members, intermediaries, and introducers.
- Respond and action member queries and administrative requests.
- Update Viewpoint and other relevant systems accordingly.
- Follow checklists to ensure the accurate administration of diverse tasks.
- Coordinate with the Client Servicing Team to provide clear instructions for action.
- Liaise with members, intermediaries, and introducers to handle queries.
- Check the suitability and validity of new requests and conduct internal reviews for outstanding information or documentation.
- Review Customer Due Diligence documents to ensure correctness and compliance with certification guides.
- Compile and organise information related to retirement product requests for the Client Services Team.
- Collaborate with the compliance department to conduct necessary checks before processing requests.
- Maintain ongoing relationships with advisors and introducers.
- Operate in alignment with the organisation's Mission, Vision, and Values.
- Undertake training as needed and handle additional duties as required.
Job Requirements:
- Minimum of 5 GCSEs at grade C or above, including English and Maths.
- 1 to 2 years’ experience in a client servicing or financial services role.
- Experience in pensions administration is highly advantageous.
- Proficient in Microsoft Word, Excel, and Outlook.
- Previous experience with manual and/or electronic client recording systems.
- Understanding of Compliance and Client Due Diligence requirements.
- Knowledge of regulations concerning Money Laundering and countering Financial Crime.
- Numerate, diligent, and well-organised with excellent communication skills.
- Strong client and company focus with a high level of attention to detail.
- Problem-solving skills and a collaborative team player.
- Good time management skills and ability to handle sensitive matters with discretion.
What You’ll Love:
Our client offers a supportive environment that fosters growth and development within the team. You will appreciate the strong emphasis on providing superior service and the opportunity to work collaboratively with various departments, enhancing your professional skill set. The role promotes a culture of continuous learning, and you'll be part of a team dedicated to achieving excellence in their service delivery. If you are looking for a position that not only challenges you but also allows you to build meaningful relationships while contributing positively to the lives of members, this is an opportunity not to be missed.
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