Client Support Administrator

• Deliver outstanding customer service to clients, companies, and third parties, ensuring a positive and professional experience.
• Ensure compliance with all internal procedures, regulatory guidelines, and necessary controls to maintain service excellence.
• Support a range of client service initiatives and projects designed to enhance efficiency and improve the overall client journey.
• Accurately update and maintain client data records, ranging from simple accounts to complex trust structures.
• Process outward surrender payments in line with company policies.
• Develop a strong understanding of the Group's product offerings.
• Provide support to team members as needed, including occasional reception desk coverage.
• Adhere to the company's Anti-Money Laundering (AML) procedures and guidelines at all times.
• Take on additional responsibilities as required, contributing to various teams and projects within your capabilities.

• Strong attention to detail with a high degree of accuracy.
• Excellent critical thinking and problem-solving skills.
• Strong organisational and time management abilities, with the ability to prioritise workloads and meet deadlines.
• Effective communication skills (both verbal and written) to handle a range of client queries, from routine to complex.
• A proactive and client-focused mindset, demonstrating responsiveness and commitment to exceptional service.
• Prior experience in financial services or client service roles is advantageous but not essential.
• Proficiency in Microsoft applications and a willingness to learn new systems.

Your specialist: Mark Burman

Quote job ref: 16342

Hi, I'm Mark and I look after all the temp / contract roles. If this exciting job sounds up your street, please submit your details, we look forward to hearing from you.

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