Client Service Administrator

We are working with a brilliant company who are looking to add a Client Service Administrator to their team in York.  Offering a range of Financial Services including planning, pensions and investment management, you'll be joining a very successful business and supporting a great team of professionals.

The role covers a wide range of general administration including the following

• Fielding of client calls/emails to relevant Client Manager/Consultant

• General post/email scanning and filing to document systems

• Banking documentation prep- applications, mandate updates

• Investment documentation prep- applications, top up, encashments

• Internal documentation prep - Scheme application/takeover forms, Member applications, Benefit forms, Loan Agreements, General client correspondence

• Scheme payments - issue of instructions to clients and submission to bank

• Payroll - preparation of bank files and issue of payslips, P60 issuing

• Property Management - issuing of invoices to Tenants and reconciliations

• Client Reports – initial preparation and issuing to clients

• Issuing client documentation and monitoring for return

• Ensuring accurate records are maintained on back office systems

• Project admin support - client mailings/mail merges

Key Skills

• Pensions experience not required but may suit those with experience in Financial Services

• Good communication skills

• Ability to self-organise and work under own initiative

Apply today and a member of the team will be in touch to discuss the role in more detail and answer any questions you may have.