Client Servicing Administrator

Job Description

This is a great opportunity to join a lovely and rewarding organisation, and prior experience in the industry is not essential as full training will be provided. Whats most important is the desire to learn, and build a worthwhile career.

Hours: 5 days per week - 9am until 5pm (35 hours per week)Salary; £25,000Contract type: PermanentBenefits;1. 30 days holiday (inclusive of bank holidays, increasing with length of service, Christmas company Shutdown is also in addition)2. NHS Top up Medical Cash Plan (increasing with length of service)3. Gym membership4. Free onsite parking5. Bike to work scheme6. Exam support and funding7. Inhouse development path for those that want to develop throughout the various roles8. Team socialsRole purpose: An exciting new opportunity has arisen with this long established business. . The role will be in the Client Servicing team providing admin support to the business's Financial Team and wider business.

Key Duties and Responsibilities: Updating client personal information onto our CRM system (Salesforce)Review letter completionComplete full annual review advice set on our CRM system (Salesforce)Protection quotations through Solution builder appAnswering of incoming office callsSupporting with any broader general office supportSupporting with client generic queriesPerson Specification: Genuine interest in Financial ServicesConfident phone manner and dealing with clientsKeen to develop and learnHigh level of attention to detailHighly organised and works with a proactive attitudeExcellent written and verbal communication skillsExcellent IT SkillsApproaches work positively with a can-do attitude and take responsibility for own tasksManages time effectively and can work within set timescalesWorks well as an individual and as part of a large teamThis is a great opportunity to join a lovely and rewarding organisation, and prior experience in the industry is not essential as full training will be provided. Whats most important is the desire to learn, and build a worthwhile career.