Client Service Administrator

Client Service Administration - Employee Benefits

£22,000 - £25,000

Hybrid

Bath or Cheltenham

Responsibilities

• Point of contact for all incoming calls and emails from our clients, product providers and Corporate Financial Planners
• Complete data requests in a compliant manner
• Make sure CRM records are up to date and managed
• Ensure all data is captured and entered accurately onto the CRM system
• Regularly check data, fill gaps and amends errors where necessary
• Adhoc duties
• Undertake any relevant ad hoc activities in support of EB Team
• Ensure that all tasks are completed within agreed service standards and every effort is made to exceed these wherever possible.

Requirements

• Good working knowledge of Microsoft Office including Word, Excel, Outlook and PowerPoint
• Previous experience working in an administration role
• Experience of delivering accurate, relevant and timely information
• Strong interpersonal and communication skills
• Excellent customer services skills and commitment to providing quality service