Client Resource Administrator

Recruiter
Anderson Recruitment Ltd
Location
Brockworth, UK
Salary
Competitive
Posted
19 Aug 2019
Closes
06 Sep 2019
Ref
1235878290
Sector
Accountancy
Contract Type
Permanent
Hours
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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