Client Relationship Team Administrator
Job Ref: LF
41248
As an Administrator within the Client Relationship Team, you'll be responsible for supporting the day-to-day administration of retirement products while delivering excellent service to members, advisers and third-party contacts. This is a varied, client-facing role that offers the opportunity to build strong professional relationships while developing your knowledge of pensions administration and financial services.
Location
Duties for this role include, but are not limited to:
- Manage the day-to-day administration of retirement products, ensuring all work is completed accurately and within agreed timescales.
- Respond to enquiries from members, advisers and third parties via telephone and email, providing a professional and efficient service.
- Process client requests and administrative instructions, ensuring all required information and documentation is complete.
- Maintain and update client records across internal systems with accuracy and attention to detail.
- Review customer due diligence documentation and identify any outstanding information required to support client onboarding and ongoing administration.
- Liaise with internal teams to coordinate administrative tasks and ensure client requests are progressed efficiently.
- Work closely with compliance colleagues to facilitate required compliance checks before processing requests.
- Build and maintain positive relationships with clients, advisers and internal stakeholders.
- Follow established procedures and checklists to ensure regulatory and operational requirements are consistently met.
- Support training and undertake additional responsibilities as required to meet the needs of the business.
Skills / Qualifications
The ideal candidate will have previous experience within client services or financial services and enjoy building strong relationships while delivering exceptional customer service. You'll be organised, accurate and confident managing multiple priorities, with excellent communication skills and a proactive approach to problem-solving. A good understanding of Microsoft Word, Excel and Outlook is essential, while experience of pensions administration, customer due diligence and anti-money laundering requirements would be advantageous. Most importantly, you'll be a collaborative team player with a strong work ethic, excellent attention to detail and a genuine commitment to delivering positive client outcomes.
How To Apply
For a full job description or further information on this role please call 711188, or email [email protected].If you wish to apply for this role, please submit your CV via the Apply Now button below.