client administrator
Responsibility
- proactively managing own workflow and following processes to meet deadlines
- keeping member communications up-to-date and compliant
- obtaining and checking data from clients and providers
Show more +9 - drafting scheme reports - including data manipulation, and chart production
- peer reviewing work produced by others - to ensure accuracy and consistency
- answering client and member queries, by email and phone - helping to resolve basic issues and improve the member experience
- accurately raising invoices and recording income in line with procedures
- liaising with clients, providers and consultants to ensure the smooth running of clients' schemes
- recognising possible improvements in processes and suggesting these to your line manager
- accurately completing and maintaining relevant records, including s filing documents correctly
- provides administration support to Financial Planners to enable them to provide their clients with outstanding service, including personalised financial planning advice, to meet the client's needs, ensuring fair outcomes always
- support the running of the office as required
Requirements
- business Support
- client Support Administrator
- customer Support Advisor
Show more +27 - client Advisor
- client Support Executive
- client Services Executive
- client Services Support
- client Services Assistant
- understand the business propositions of the Punter Southall Aspire Group. In particular, the Financial Planning Division
- client Support Assistant
- ability to work well as part of a team
- understand the business operations of the organisation
- proactive, self-motivated and positive approach to work
- customer Delivery Executive
- experience of working in an office / administrative based environment, ideally financial or other professional services
- wishes to develop personally within the role and shows a willingness to study further as career develops
- IT systems and software including platform/provider websites/portals
- well organised, always thinking and planning ahead
- ideally educated to at least A Level or equivalent standard
- continues to seek ways of innovating, simplifying and improving quality, service delivery and processes
- able to communicate clearly with clients, colleagues and providers
- strong customer service
- able to develop working relationships with colleagues and clients
- acts professionally with integrity and discretion
- demonstrates a high degree of accuracy and attention to detail, both written and numerical
- demonstrates a business acumen and ability to recognise and work towards meeting the interests of clients and Punter Southall Aspire
- analytical and problem-solving skills, capable of identifying and raising problems and supporting resolution
- awareness of commerciality and time/cost whilst undertaking all chargeable activity
- organisational, prioritisation and time management skills
- willing to study towards relevant industry qualifications
Salary in other companies in the position client administrator
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| SEARCH | 2958 £ | 2666 £ 3920 £ |
| PARKSIDE RECRUITMENT | 2948 £ | 2666 £ 3920 £ |
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| ADDITIONAL RESOURCES UK | 2916 £ | 2666 £ 3920 £ |
| ASHLEY KATE HR | 2916 £ | 2666 £ 3920 £ |
| TAY ASSOCIATES | 2880 £ | 2666 £ 3920 £ |
| TRANSACT | 2750 £ | 2666 £ 3920 £ |
| AUXERIS | 2666 £ | 2666 £ 3920 £ |