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Financial Services Administrator
Location: Salisbury, UK
Salary: Competitive
Ref: KF327
Date posted: 7th September 2018
Our client provides expertise and specialist financial advise to a wide range of businesses across the South West. They are currently looking to fill a Client Liaison Support position to work closely with the Employee Benefits team, ensuring an excellent level of service and care is maintained both internally and with clients. This is a varied role and requires someone who is confident at dealing with people at all levels within a professional capacity.
This is a varied role and requires a self-motivated individual who can prioritise their own workload and think on their feet. If you offer experience of working within a financial services environment, then this would be a distinct advantage.
Due to high volumes of applications we are unable to respond to everyone, therefore, if you have not heard from us within 3 working days please deem your application unsuccessful.
Responsibilities:
- Develop and maintain excellent relationships both internally and with clients
- Develop and maintain strong working relationships with the various providers and ensure up to date knowledge of any portal enhancements
- Support the on-boarding of new clients into the business
- Maintain and prepare client review communication and business development material
- Act as main point of contact or conduit for both new enquiries and existing client queries
- Support the consultants in the development and maintenance of internal relationships to help them maintain business flow and meet their agreed targets
- Promote the profile of the business within the profession as well as to wider communities
Requirements:
- Educated to GCSE level (or equivalent) minimum, with grades A-C to include English and Maths
- Computer literate, with working knowledge of Microsoft Office
- Experience using Intelligent Office desirable but not essential
- Efficient, methodical, organised, punctual and able to work independently
- Creative thinker, to be able to come up with new ideas to improve customer service standards
- A keen attention to detail
- Able to work under pressure and prioritise workloads to meet client expectations
- Customer service and administration experience
Your Contacts
Katie Fletcher
Recruitment Consultant - Office Division
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