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Client Services Administrator

CV-Library • Montpellier, Gloucestershire • 4d ago

What’s in it for you?

Part-time role with flexible working days
Competitive starting salary
Discretionary bonus
Hybrid working environment
20 days annual leave plus bank holidays
Additional discretionary days over the Christmas period
Clear career progression with support towards professional qualifications
Pension scheme
Christmas and summer company outings Must have’s
Friendly and well-organised approach
Previous experience within pensions and/or investments
Ability to follow processes and procedures accurately
Experience updating CRM systems with strong attention to detail
Confident communication skills, both written and verbal
Strong telephone manner with a focus on excellent client service
Ability to work effectively both independently and as part of a team So, what will you be doing?
Handling client queries and providing clear, timely responses
Supporting advisers by managing emails, calls and follow-up tasks
Completing documentation and due diligence for case submissions
Preparing meeting notes and review letters
Keeping internal systems fully up to date
Working closely with advisers to build strong relationships with them and their clients
Processing new business for advisers Interested? Send your CV to Ellie at i2i Recruitment today! Our mission of ‘Making Recruitment Personal’ also means making recruitment fair. As a result, we are committed to reviewing every application with a sense of diversity and inclusion. We strive to personally connect with each applicant, but due to the number of applications we receive, this is not always possible. We will still aim to update you on your application, regardless of if it’s successful