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Job Role : Client Servicing Administrator

Job Type : Permanent

Location : Guildford

Salary : £26,000

Reference : P 11206

Job Specification

Our client is a leading Pensions & Savings company based in Surrey and London. 
Due to further expansion they are looking for a skilled Senior Client Services Administrator from the Pensions sector to join their talented team.
This is a fantastic opportunity to join a highly professional employer of choice and develop your career further.

Job purpose summary

Working closely with consultants, and clients, as prime day to day contacts, provide high quality support on defined contribution (DC) pension schemes.

 

This will include but not be limited to:


Including, but not limited to:

Delivering efficient customer service to existing clients, both in writing and orally, in order to maintain and further develop our excellent client relationships.

Providing effective administrative support to a dynamic team of consultants in areas such as preparation of client presentations, reports, new business pitches and corporate communication exercise.

Updating and drafting client communication documents. Updating and creating relevant pension administration records and systems including Advisor Office/1st Software.

Using Microsoft packages, including Word, Excel and PowerPoint.

Communicating with clients effectively at all levels, both orally and in writing.

Receiving and handling internal and external correspondence and telephone queries from both members and clients.

Attending client meetings, and taking minutes, as required

General office administration and support as required.

Take an active role in developing the client’s proposition and also in improving the profitability of the existing client base.

Knowledge and experience

Previous relevant office administration gained within a financial services or pensions industry.

Able to demonstrate an awareness and/or knowledge of the DC pensions industry.

Demonstrate an ability to learn quickly and apply knowledge.

Demonstrate experience of providing high quality administrative support and customer service.

If you have the skills and experience for this role then please APPLY NOW!




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