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Location

Guernsey | United Kingdom

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Job description

Our client is a fiduciary services company seeking to recruit a Client Relationship Administrator.

Overall purpose of the role:

This role involves building and maintain relationships with their members, their appointed
advisors and other third parties, and liaising internally to co-ordinate administrative tasks. Responsibilities will include the day-to-day administration of retirement products.

Key responsibilities will include;

• Dealing with administrative tasks relating to retirement products
• Responding to and actioning member queries and administrative requests
• Updating Viewpoint and other relevant systems
• Allocating work from inboxes to other administrators on the team
• Following a range of checklists to ensure accurate administration of a range of tasks
• Liaising with, and responding to queries from intermediaries and introducers
• Liaising with investment houses

The successful candidate will have:

• 1 - 2 years’ experience in a client servicing or financial services role
• Experience of pensions administration will be desirable
• A good working knowledge of how to operate Microsoft Word, Excel and Outlook

Desirable:

• Previous experience of manual and/or electronic client recording systems
• Understanding of Compliance and Client Due Diligence requirements
• Understanding of relevant regulations on Money Laundering, countering Financial Crime

For more information, please email: [email protected] or call: +44 1481 723221. Please visit our website for our latest vacancies.

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Job tags

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Salary