08 Nov 2024

Administrator - Client Relationship

Ref 37156

Do you have administrative experience? Our client is seeking an administrator to join their client relationship team dealing with the day-to-day administration of retirement products.

Key responsibilities:

  • Actioning member's queries
  • Updating the IT system
  • Following checklists to ensure procedures are followed for a range of tasks
  • Checking documents received 
  • Liaising with the various parties such as investment houses, intermediaries, introducers, and in-house teams
  • Maintaining relationships with advisors and introducers
  • Collating information to ensure requests can be processed 

For this role, a minimum of 1 -2 years experience in a client-facing or financial services role is required, along with good IT skills and excellent communication skills.

If this sounds interesting, get in touch with our friendly team to find out more!

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