Client Resource Administrator

Anderson Recruitment Ltd
Brockworth, UK
19 Aug 2019
06 Sep 2019
Contract Type
Full Time
My fantastic client based in Brockworth, Gloucester is currently recruiting for a Client Services Administrator to join their team on permanent basis. The successful candidate will be joining a dynamic and forward-thinking company with more than 20 years' experience in their market.

The ideal candidate will hold a degree within a data analytical subject such as Maths, Science, Economics or Geography.

Candidate Responsibilities;

-The accurate production and issue of all product illustrations.

-Application Processing which will include the accurate and timely processing of application forms, check anti-money laundering, issue Terms of Business, check application form information against SalesForce and add new details.

-The accurate and timely processing of pre and post dealing which will include creating document packs and resolve queries and create welcome packs

-Accurate and timely production of ad-hoc valuation requests

-Quarterly processing run of valuations including letter and statement production and issue.

-General Product Administration

-The professional answering of adviser and client phone call or email enquiries within service standard.

-Compliance with company policies, regulatory, professional and legal requirements.

-Any other ad hoc duties that maybe required.

Candidate attributes;

-Degree educated

-Excellent organisational skills.

-High quality interpersonal skills.

-Extremely accurate with an eye for detail.

-Computer literate, with a knowledge of Microsoft programmes, as well as the ability to use database and CRM systems.

-Strong and flexible work ethic.

-Self-motivated and tenacious.

Hours- Monday - Thursday - 8.30am - 5.30pm & Friday 9am - 5.00pm

Salary- £18,000

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