Job Title: Client Services Administrator
Location: Sherborne, Dorset
Contract Details: 9am - 5.15pm Monday - Friday (1 hour lunch break)
Salary: £24,000 - £28,000 per annum
About Our Client:
Our client is a highly reputable organisation in the corporate industry. They are known for providing personalised and high-quality services to their clients. With a strong commitment to delivering exceptional customer support, our client has established a welcoming and supportive working environment for their team.
Benefits & Perks:
- Auto Enrolment Pension Scheme with employer contribution of 3% of salary
- Company Pension Scheme - employer contribution of 6% after 6 months of probation
- Holiday entitlement increasing up to 30 days per annum FTE
- Medical Insurance with income protection, critical illness, and death in service benefits
- Healthcare options for employees and dependants
- Fantastic working environment - friendly, welcoming, supportive, and team-oriented
Responsibilities:
As a Client Services Administrator, you will play a vital role in supporting the client services team to ensure the delivery of exceptional service to all clients. Your responsibilities will include:
- Client on-boarding: Ensuring accurate documentation is provided to/received from clients, establishing client records, and carrying out anti-money laundering checks.
- Data Retention: Accurately inputting and updating client data across all systems.
- Transfers: Managing the process of receiving and forwarding correct documentation to relevant third parties.
- Processing instructions: Efficiently processing instructions from clients and ensuring prompt execution.
- Managing client communications: Taking incoming and making outbound calls to clients and third parties, maintaining ongoing client relationships, and addressing client queries.
- Continuous Professional Development: Updating your knowledge of the rules and legislation surrounding the products and services offered by our client.
Essential:
To excel in this role, you will possess the following:
- A professional and proactive approach, with the ability to learn quickly and support busy teams.
- Good working knowledge of MS Word, Excel, and Outlook.
- Strong attention to detail with high levels of accuracy.
- Excellent oral and written communication skills.
- Ability to meet deadlines and work within restricted timescales.
- Ability to work both independently and collaboratively as part of a team.
- A positive 'can do' attitude.
How to Apply:
If you are ready to take on an exciting role with a supportive organisation, please email your CV to or call and speak to Debbie Searle on . We look forward to hearing from you.
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