Vacancy Search

Client Services Administrator

Job Ref: LF 40062
Leapfrog Jobs

Are you ready to make a meaningful impact in the financial services sector? As an Administrator in the Client Relationship Team, you'll be the backbone of a vital operation, ensuring retirement products are handled seamlessly and clients feel valued. This role combines administrative precision with relationship-building, making every day varied, impactful, and rewarding.

Location

Guernsey, Channel Islands

Duties for this role include, but are not limited to:

Managing administrative tasks related to retirement products.
Responding to and resolving member queries and administrative requests.
Updating internal systems, such as Viewpoint, to ensure accurate record-keeping.
Allocating work from shared inboxes to other team members.
Using detailed checklists to ensure the accuracy of various administrative processes.
Collaborating with intermediaries, introducers, and investment houses to address queries and manage relationships.
Verifying the suitability of received documents, including client due diligence and member instructions.
Coordinating all retirement product requests, ensuring all relevant information is prepared for the Client Services Team.
Liaising with compliance and accounts teams to manage fund movements, raise and settle fees, and ensure compliance checks are completed.

Skills / Qualifications

The ideal candidate will excel in a role that blends organisation with people skills. They will have proven experience managing administrative processes within financial services or a similar environment, demonstrating meticulous attention to detail and excellent communication skills. A proactive and adaptable team player, the ideal candidate will thrive in a supportive and collaborative team setting. Familiarity with compliance requirements and proficiency in Microsoft Office will ensure success in this role.