22 Feb 2024

Client Services Administrator

Ref 36661

Do you have 2-3 years' experience in a financial services role? Do you have good social and presentational skills? If so, this just might be the job you are looking for! Our client is seeking a Client Relationship Administrator to take on this non-client-facing role. 

Key responsibilities:

  • Day-to-day administration of retirement products, with an insight to Trust and Companies.
  • Dealing with administrative tasks relating to retirement products.
  • Liaising with the accounts and compliance department with regard to the monetary movement of funds.
  • Responding to, and actioning member queries, and administrative requests.
  • Preparing, collating, and dispatching documentation.
  • Preparing trustee minutes, and resolutions.
  • Dealing with all retirement product requests.
  • Updating Viewpoint and other relevant systems.

Previous experience with manual and/or electronic client recording systems is desirable for this role, as well as experience in pensions administration. Flexibility with hours of work is essential, along with a strong commitment to this organisation. If this is something that you believe you can take on, email us today for more details!


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