Client Support Administrator

Reed Insurance
11 Mar 2017
10 Apr 2017
Contract Type
Full Time
A fantastic opportunity is available for a large wealth management company in their Knutsford office. The company have a great kudos and pay leading salaries and offer very good benefits.
Salary expected to be up to £25,000 with a vast benefits package including flex benefits.

In the role you will;
• 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.

Full role specification, please apply.

Reed Specialist Recruitment Limited is an employment agency and employment business