Client Service Administrator

Prime Appointments • Permanent • Bury-st-Edmunds, Suffolk, England, United Kingdom • £12.71 - £13.18 / hour • 11h ago

A client of ours in the Bury St Edmunds area are recruiting a Client Service Administrator to join their team. This is a full-time permanent position working Monday - Friday 9.00am - 5.00pm and paying £12.71 - £13.18 per hour depending on experience.

Following a successful probation period, this role offers hybrid working, with 2 days from home and 3 days in the office.

Key Duties include but are not limited to:

Maintain accurate client records and documentation within internal systems.
Prepare client review packs and support review processes.
Analyse risk profile questionnaires and policy information.
Complete post-review administration and follow established procedures.
Conduct anti-money laundering checks and manage provider correspondence.
Monitor upcoming client reviews and maintain records.
Provide administrative support to the Private Client team.
Maintain training and development records and support continuous professional development.

Skills and Experience required to be considered for this Client Service Administrator position:

Previous Administration experience
Interest within wealth management or financial services.
High attention to detail
Proficient IT skills
Highly organised
Excellent communication skills

Great Benefits to working for this company include:

Pension (6% company contribution & 3% employee contribution)
Bupa cash plan
25 days' holiday + 1 day off for birthday, plus bank holidays'
Christmas Shutdown
Income Protection

If you feel like you meet the above criteria & would like to be considered for this Client Service Administrator position, please apply with your CV. #officejobs

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