Client Service Administrator - Part Time 12m Contract

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2019-07-24 09:33:491970-01-01 Coast Specialist Recruitment
Job Type Permanent part-timeTemporary/Contract
Location Northwich
Area Cheshire, UK Northwich
Sector FINANCIAL SERVICES - Sales Support
Salary £9,500 - £10,500
Start Date
Advertiser John Heffernan
Telephone 01372738020
Job Ref keh-13182
Job Views 335
A very large, successful Financial Services organisation based in Northwich has an excellent opportunity for a Client Service Administrator to join them on a 12 month contract, on a part time basis.
The organisation is one of the UK's largest and longest-established providers of high-quality financial planning advice and discretionary investment services. The successful candidate will  assist with general administrative support for the company’s Advisers and Clients, ensuring that a competent and efficient service is delivered to all.
This is a part time (21 hours) 12 month maternity contract
Main Duties:
  • Document management – ensure documentation is scanned, saved and archived in accordance with department operating procedures
  • Handling and administration of incoming and outgoing mail/communications covering all aspects of client instruction with respect to their portfolios, general enquiries and advice related documentation
  • Call management/ Client contact
  • Diary management and booking appointments for client meetings if required
  • Checking new business paperwork to support the Client Service Executives
  • Accurate and timely data entry of client data onto back office systems to specified Service Level Agreements
  • Gather provider information; valuations, transactions to prepare client valuations
  • Bank cheques
  • Greet internal and external visitors, providing refreshments when required
  • Manage incoming phone calls efficiently to the correct part of the business
  • Ensure room booking for meetings
  • Action travel booking when required
  • Accept deliveries
  • Financial services experience
  • Excellent attention to detail
  • IT skills
  • Team Player
  • Good communication skills – verbal and written
  • Excellent record keeping and reporting capabilities
  • Proactive nature to gain efficiencies
  • Ability to multi-task and demonstration of initiative
This is a fantastic opportunity to join a company that  recognise the value of a work life balance, and have put together a benefits package that reflects this including pension, life assurance, private medical insurance and a range of further benefits.
If you would like to apply for this vacancy, please contact Karen Halliday
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