Client Relationship Administrator
Job Ref: LF
28044
This role focuses on building and maintaining relationships with our members, their appointed advisors, and other third parties, while working closely with internal teams to coordinate administrative tasks. As a client-facing position, the candidate must be confident in both phone and face-to-face interactions.
Location
Guernsey,
Channel Islands
Responsibilities
Duties will include, but are not limited to;Dealing with administrative tasks relating to retirement products.
Responding to and actioning member queries and administrative requests.
Updating Viewpoint and other relevant systems.
Allocating work from inboxes to other administrators on the team.
Following a range of checklists to ensure accurate administration of a range of tasks.
Liaising with, and responding to queries from intermediaries and introducers.