• Client Resource Administrator – ELP594

    My fantastic client based in Brockworth, Gloucester is currently recruiting for a Client Services Administrator to join their team on permanent basis. The successful candidate will be joining a dynamic and forward-thinking company with more than 20 years’ experience in their market.

     

    The ideal candidate will hold a degree within a data analytical subject such as Maths, Science, Economics or Geography.

     

    Candidate Responsibilities;

    -The accurate production and issue of all product illustrations.

    -Application Processing which will include the accurate and timely processing of application forms, check anti-money laundering, issue Terms of Business, check application form information against SalesForce and add new details.

    -The accurate and timely processing of pre and post dealing which will include creating document packs and resolve queries and create welcome packs

    -Accurate and timely production of ad-hoc valuation requests

    -Quarterly processing run of valuations including letter and statement production and issue.

    -General Product Administration

    -The professional answering of adviser and client phone call or email enquiries within service standard.

    -Compliance with company policies, regulatory, professional and legal requirements.

    -Any other ad hoc duties that maybe required.

     

    Candidate attributes;

    -Degree educated

    -Excellent organisational skills.

    -High quality interpersonal skills.

    -Extremely accurate with an eye for detail.

    -Computer literate, with a knowledge of Microsoft programmes, as well as the ability to use database and CRM systems.

    -Strong and flexible work ethic.

    -Self-motivated and tenacious.

     

    Hours- Monday – Thursday - 8.30am - 5.30pm & Friday 9am - 5.00pm

    Salary- £18,000


Working Hours

Monday – Thursday - 8.30am - 5.30pm & Friday 9am - 5.00pm



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