Client Relationship Administrator, Retirement & Savings

This role involves the provision of comprehensive administrative support within the Client Relationship Management department, specifically focusing on Retirement and Savings clients. The position is full-time, based in Guernsey, and the successful candidate will report to the Client Relationship & Business Development Manager. Key responsibilities include processing various administrative tasks efficiently and accurately for both corporate plans and individual policies. The administrator will also be responsible for chasing outstanding debts and developing a customer-centric approach. Building relationships with clients and brokers is crucial, as is ensuring client-specific documentation is maintained correctly. Additionally, the role requires the administrator to anticipate clients' needs, coordinate Client Due Diligence documentation, and respond to client requests promptly. Meeting key performance indicators regarding debt management and client queries is essential.

Job Duties:

• Process administration tasks for corporate plans and individual policies in a timely and accurate manner.
• Chase outstanding debts over 45 days and refer problem cases as necessary.
• Develop a customer-centric approach within the team.
• Build relationships with clients/brokers and respond to queries promptly.
• Liaise with other teams to ensure clients' needs are met.
• Promote the use of the online service centre.
• Ensure client-specific documentation is up to date and accurate.
• Anticipate clients' requirements to proactively service their accounts.
• Coordinate and maintain the required Client Due Diligence (CDD) documentation for each client type.
• Complete and respond to requests for service agreements or due diligence inquiries.
• Monitor debtors and refer debts above 45 days to management.
• Process administration requests within 24 hours and respond to client queries within 2 business days.

Job Requirements:

• Ability to use initiative and enhance processes and procedures to maximise efficiencies.
• Proven delivery of high-quality customer service with a professional, client-focused approach.
• Excellent communication and problem-solving skills.
• Flexibility and adaptability to meet clients' and business needs.
• Intermediate proficiency in Word, Excel, and Outlook software.
• Well-organised with the ability to plan work and meet deadlines.

What You’ll Love:

​​​​​​​This role offers the opportunity to play a significant part in fostering strong relationships with valued clients. Working in a dynamic environment, you will be able to enhance your skills in client management, actively contributing to high levels of customer service and retention. The organisation promotes a collaborative atmosphere where professional growth is encouraged, allowing you to develop your capabilities within the wealth management sector. There are also ample opportunities for training and career progression within the business.

Interested? Register today, confidentially, with one of our friendly and dedicated recruitment specialists by clicking here