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Are you looking to join a dynamic and established financial services company? Do you have good communication and organisation skills? Are you flexible and have a proactive and can-do approach? Juice is delighted to be supporting a reputable professional services company based in Bath, with their search for a Client Service Administrator. You will be providing administration support to the Corporate Financial Planners and assisting the team with day-to-day client administration, whilst delivering excellent service This is a fantastic opportunity to kickstart your commercial career, by joining an organisaiton that offers long-term development. DAY TO DAY: Point of contact for all incoming calls and emails from our clients, product providers, and Corporate Financial Planners. All correspondence coming in and out of the department is to be professional and friendly. Complete data requests in a compliant manner. Make sure CRM records are up to date and managed. Request data from providers as and when required. Produce reports when required. Process new business applications on third-party sites. General office administration duties, including filing, scanning, and dealing with post. WE WOULD LOVE TO SEE: Strong experience using MS Office products. At least 5 A-C GCSE's including Maths and English. Excellent communication skills, both written and verbal. Be highly organised with good attention to detail. Demonstrate being flexible and proactive with your approach. Experience working as an administrator or someone who has a strong desire to work in financial services. Self-motivated and adaptable to change. Experience in producing accurate and timely information. AND FOR YOU: 25 Days holiday plus Bank Holiday. Holiday buy and sell scheme. Life assurance. Group pensions. Private medical care. Income protection. A range of discounts for schemes. Additional volunteering days. Vehicle and tech schemes. Employee recognition schemes. Charity fundraisers and social events. Please apply today to be considered for this fantastic role!
Reed Business Support in Bath is working with a Bath based business in their search for an Administrator to join their Operations team. This Administrator role would suit someone to graduate calibre either looking for their first job or with 1 year administrative experience. Permanent 35 hours per week, Monday to Friday Office based £22,000 - £23,000 To provide day-to-day administration support to the Operations team in order to provide their clients with excellent client service, including but not limited to: Prepare and package reports Preparation of transactional templated client letters, such as letters of authority, change of address and client disengagement letters Obtain and assist with the completion of application/instruction forms and fact finds Obtain policy information, documents, factsheets, illustrations and product comparison quotes through appropriate sources Uploading plan statements and other documents to client records following agreed naming conventions Maintain accurate client information and record client interaction on the back office system Assist with the onboarding process of new clients Assist with the annual review process of existing clients Any additional ad-hoc requests and support on company projects as and when required Ideally you will have: Experience of working with Microsoft Office products including Word, Excel, Outlook and PowerPoint Previous experience in an administration role Experience of working in a small to medium sized environment Desire to deliver exceptional service at all times Ability to consistently deliver within service standards Excellent organisational skills, flexible and proactive approach to getting the job done Strong interpersonal skills, both written and verbal communication Accuracy and attention to detail to balance demands of role If you are interested in this role please click apply' and email your cv to