Are you passionate about providing exceptional service to clients? We're seeking a Client Services Administrator to join a dynamic team. Your role will be crucial in ensuring smooth interactions with our valued clients.
As a Client Services Administrator, you'll have the opportunity to learn and grow in a professional services environment. You'll handle client inquiries, manage appointments, and assist with administrative tasks. If you're detail-oriented, organised, and eager to gain hands-on experience, this role is perfect for you
Location: Birmingham City Centre
Salary: £23,000
Monday to Friday, full time permanent role – 35 hours per week
Hybrid working: 3 days office, 2 days working remotely
Key duties:
- To post client documentation to the client or product providers as appropriate
- To issue client letters to providers and obtain the relevant information
- To accurately maintain client personal details and policy information on Intelliflo Office enabling ease of ongoing client communication and meeting GDPR requirements
- Deal with and respond to written, telephone and electronic general enquiries for colleagues, clients and providers
- Maintaining relationships and contacts with providers to ensure a professional service
- Deal with any resulting fee and commission queries
- To operate and manage an effective diary within Intelliflo Office to ensure that all activities are planned for and carried out in a timely manner
- To ensure that Managers are informed of any client related events and issues in a timely manner
- To provide cover and carry out duties for other Client Service Administrators in the team, in their absence.
- Answering the telephones in a professional manner, conforming to Company standards
- To be responsible for the opening, scanning and distributing the post, working within the company timescales
- Shredding documents as and when required
- To report any compliance issues or suspected compliance breaches to the Compliance Manager as soon as they are made aware of them
Experience / Skills Required
- Computer literate in Microsoft Office and other applications
- Excellent communication skills both written and verbal
- Client centric in approach
- Organised and highly motivated
- Good attention to detail
- Accurate data entry and record keeping skills
- Enthusiastic, positive and confident telephone manner
- Client confidentiality
- Ability to follow processes and procedures in a compliant manner