Client Relationship Administrator, Learning & Development

The Client Relationship Administrator plays a vital role in supporting Client Relationship Executives in the effective management of a portfolio of Life and Disability clients, ensuring exceptional client service. This position entails close collaboration with both the local and cross-jurisdictional teams to guarantee that clients receive the highest level of service. This role requires a proactive approach to handle client queries and develop a comprehensive understanding of products, market knowledge, and client requirements, leading to the ability to manage a portfolio independently. The administrator will undertake tasks such as drafting client-specific documentation, vetting renewal data, reviewing process changes, and preparing Welcome Packs for new clients. The focus will also be on active management of new business requests, adhering to operational procedures, and fostering strong relationships with internal and external stakeholders. Candidates should be prepared to meet service level agreements, ensure high-quality communications, and contribute to team objectives in a fast-paced environment.

Job Duties:

• Assist Client Relationship Executives with client queries.
• Develop and acquire knowledge of products and market demands.
• Ensure clients' needs are met through effective liaison with teams.
• Draft and manage client-specific documentation.
• Vet renewal data, identify missing information, and request from clients or brokers.
• Recommend process changes for efficiency.
• Prepare Welcome Packs for new clients.
• Actively manage new business requests including vetting and logging quotes.
• Ensure adherence to operational procedures during quote management.
• Build and maintain positive relationships with internal stakeholders.

Job Requirements:

• Ideally 2-3 years’ experience in a client service role, preferably within the finance industry.
• Intermediate level proficiency in Word, Excel, and Outlook.
• Strong attention to detail and excellent time management skills.
• Ability to work independently with strong organisational skills.
• Effective communication skills with a focus on client retention and relationship building.
• Capacity to meet deadlines in a fast-paced environment.
• Compliance with all company policies regarding risk, audit, and training.

What You’ll Love:

​​​​​​​This role offers the chance to play a key part in maintaining and enhancing the jurisdiction’s reputation. You will work in a collaborative environment with opportunities to develop your skills in regulatory oversight, policy creation, and risk-based supervision. The organisation values professional growth and offers ample opportunities for training and career development.

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