Client Services Administrator

Reed Insurance
19 Jun 2017
19 Jul 2017
Contract Type
Full Time
An opportunity to join an award winning Financial Planning and Investment company has come up in central Bristol for a Client Services Administrator.

Do you hold over two years experience within the industry with a desire to further develop your career through additional qualifications?

Please see an over view of the job role below, if you feel now is the time to take your next step, please do not delay and get in touch today on 0117 930 4820 or email your CV through to

• Proactively develop and maintain effective relationships with clients, colleagues and 3rd party firms
• Point of contact for all client servicing and new business queries; to research and resolve client issues timely and efficiently.
• Preparation for client meetings and attend as and when required.
• Process all business in accordance with required processes & proactive pipeline management.
• Prepare and print illustrations, key features and applications as required.
• Maintain core systems ensuring that all tasks are carried out and completed in line with company policy and procedures.
• Request policy information from third party policy providers.
• Coordinate and produce client valuations as part of the advice delivery process.
• Maintain client records in accordance with internal Compliance requirements.
• Prioritise workload to ensure all activities are timely, compliant and conducted in a manner that will meet the agreed performance standards and deliver outstanding service to clients.
• Maintain an awareness of, and act in accordance with, all Compliance and legislative obligations.
• Cover Front of House responsibilities as and when required.

• 2-5 years of operational experience within the financial services industry.
• A proven strong ethic of client service
• Excellent standard of education ideally with Certificate in Financial Administration (CF1)/equivalent with a desire to further development through additional qualifications.
• Proficient IT skills in core Microsoft Office systems.
• Organisation and prioritisation skills being able to work independently and within a team.
• Professional telephone manner along with excellent written communication skills; to have an eye for detail.
• Initiative - all ideas and input to the team are welcome. Use judgement and reasoning in order to propose solutions to problems.

Reed Specialist Recruitment Limited is an employment agency and employment business