Job Title/Location:Client Services Administrator, London (walkable stations include Waterloo, Southwark, Borough, London Bridge, Lambeth North + Elephant & Castle)Office/WFH: 3 days office + 2 days WFHSalary:£27,000 + bonus to £4,000Requirements:At least 1-2 years solid administration experience in any sector, strong IT proficiency & very good attention to detail.Role Snapshot:Help manage the client database, process appointments, monitor Advisor contact with clients & help compile MI reports for corporate partners.Excellent opportunity for someone to break into Financial Services with a highly expansive business committed to staff development. Full training & support provided.The Company: This is a well-established, dynamic company within the mortgage sector, expanding at a very healthy pace, 9 people within this team, around 45-50 people within the admin/support team in general. The role is open due to an internal promotion, a regular occurrence within the business.The Role: This Client Services Administrator role sits within an area of the business that works alongside a number of global corporations including banks and law firms, offering an employee financial wellbeing service. Key responsibilities include:Process appointments for third-party services promptly & accuratelyInput all prospective leads into the CRM, capturing the data accuratelyRespond to all inbound client enquiries in a timely & professional mannerProcess and log all client feedback and report on any issues identifiedMonitor adviser contact with existing clients and prospective clientsHelp monitor review dates and activity following dead-linesSupport the development of one particular project, assisting with enhancing system efficienciesAssist the Corporate Account Managers in compiling MI reports for corporate partnersSkills / Experience Required: For this Client Services Administrator vacancy, our client seeks someone who has at least 1-2 years administration experience within a client services setting. You must be highly computer literate, accurate, a hard-working team player, proactive, with excellent communication skills. You should also be willing, on occasion, to cover Telephonists within the team during busy/holiday periods, so confidence in making outbound client care calls is needed.Additional Information: The Client Services Administrator salary is £27,000 with a quarterly bonus adding up to £4,000 over the year. This is a hybrid role, 3 days office and 2 days WFH with the first two week’s being mainly office based. Hours are 9am – 5.30pm (Mon – Thurs) and 9am – 5pm (Fri). This role is all about working for an expanding business, with the opportunity to learn, develop and progress within Financial Services, one of the UK’s biggest sectors. Please apply below.
