Client Services Administrator

Successful Business with excellent salary and benefits package, seek a Client Service Administrator to join their team.

As the ideal candidate, you will have a background in pensions administration and a desire to learn and develop in your career.

You will be joining an outstanding business founded on traditional values, integrity, courtesy, fairnessand loyalty.

WHAT YOU WILL WANT TO KNOW AS A CLIENT SERVICES ADMINISTRATOR …

• £24,000 - £26,000
• Monday - Friday 08.30-17.30
• Lifestyle awards
• cycle2work scheme
• Travel ticket loan schemes
• Company pension
• Share Incentive Plan

A SNAPSHOT OF THE CLIENT SERVICES ADMINISTRATOR DAY…

• 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 pay slips, 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 Assisting in the preparation of year-end audit pack for auditors and providing auditors with any information requested
• Overseeing tax payments and conducting internal audits
• Supporting accurate and timely processing of financial transactions

Does this sound like a good fit for you? Please read on for the essential skills our client is hoping you will be able to showcase:

• Excellent working knowledge of Microsoft Office including Excel.
• Pensions experience not required but would be advantageous.
• Strong interpersonal skills and an effective communicator both verbally and written.
• Attention to detail.
• Strong work ethic and the ability to work proactively.

You may have experience in addition to this which we will be happy to discuss. If all the above aligns with your experience and you would like to learn more, we would love to hear from you.

Please send your CV and let’s discuss the role.

We do our best to make our adverts as specific as possible so that you do not waste your time applying for roles which are not a match. If you meet the criteria for the role we will be in contact with you. If you do not, we will email you to advise you of this. If we feel there may be other roles available for you, we will add your details to our database.

Charterhouse Recruitment (Yorkshire) Ltd is committed to a policy of equal opportunities in relation to job applications. A copy of our Diversity Policy is available upon request.

Charterhouse Recruitment (Yorkshire) Ltd is acting in the capacity of an Employment Agency for permanent appointments and an Employment Business for temporary assignments.

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