We're looking for people to join an Assisted Asset Transfers team as Client Onboarding Administrators.
As a Client Onboarding Administrator, you will oversee the asset transfer process from beginning to end, including client onboarding and handling queries from adviser firms and customers. Acting as a strong advocate for customers, you'll strive to ensure the best possible outcomes.
Every day you'll be managing multiple requests through varied channels all with the aim of ensuring everything is dealt with within agreed timeframes, enabling advisers to get the best outcome for their clients.
In this role you will be working 35 hours per week, between the hours of 08:30 am-07:30 pm Monday- Friday.
What's in it for you:
The company offer a competitive blend of benefits, including:
- Financial Security: Competitive salary (up to £27,000 DOE), annual reviews, 10% non-contributory employer pension, performance-linked bonus, income protection, and life assurance.
- Work-Life Balance: Hybrid working model (3 days at home, 2 days in the office post-12 weeks of training), 35-hour workweek (Mon-Fri 8:30 am - 5:30 pm), 25 days holiday + bank holidays, additional holidays with length of service, and holiday trading options.
- Wellbeing: Private medical insurance, stocked office pantry, discounted gym memberships, cycle-to-work scheme, employee assistance program with confidential counselling, and support from trained mental health first aiders and menopause ambassadors.
About you:
Your attention to detail sets you apart. You ask insightful questions to fully understand expectations and react swiftly to solve problems. You are organised, manage your time well, and take pride in delivering exceptional customer service. You thrive in a collaborative environment where you're empowered to take initiative but can always rely on team support.
You'll thrive in this role if you:
- Take initiative to provide exceptional service.
- Enjoy identifying and driving business improvements.
- Plan and manage workloads effectively, ensuring you and your team meet service standards.
- Maintain company values and uphold branding across all interactions.
- Collaborate with and influence colleagues to achieve the best outcomes for customers.
- Take accountability for resolving issues and seeing things through to completion.
- Embrace opportunities for personal development and growth.
If you are interested in this Client Onboarding Administrator role, click 'Apply Now' and a member of our team will be in touch!
Greenbean is an equal opportunities employer committed to promoting a diverse and inclusive workplace. We oppose all forms of unlawful or unfair discrimination on the grounds of any protected characteristic. Our aim is to create an environment that encourages diversity, builds on individual differences, and responds equitably to the needs of all. We proactively take steps to fulfil our legal obligations, remove barriers, monitor for fairness, reflect the communities we serve, and enforce a zero-tolerance policy for breaches of our Equality and Diversity policy.