Client Services Adviser / Administrator
Location
Ellesmere Port, Cheshire | United Kingdom
Job description
We have an exciting opportunity for you to join a fantastic International financial Services firm as a Client Service Coordinator ( advisor / administrator ) based in Ellesmere Port. Are you a detail-oriented individual with a passion for client satisfaction? Do you have a strong commitment to regulatory compliance and providing top-notch customer service in the financial services sector? If so this is the role for you!
As the Client services advisor you will: - Process new business applications, from initial submission to issue and payment.
- Handle claims processing.
- Address day-to-day queries from scheme members, employers, and HR.
- Refer complex issues or technical queries to Client Relationship Managers (CRMs).
- Update and record changes to members' personal details.
- Issue policy documents to scheme members.
- Process scheme leavers and joiners.
- Issue annual statements to scheme members.
- Upload monthly GPP premiums on product provider systems.
- Assist in processing group scheme renewals, including negotiating rates with providers.
- Prepare and issue invoices to employers.
- Collaborate with product providers, clients, and advisers as necessary.
- Ensure that all records, both computerized and manual, are kept up to date.
- Set up clients on an online benefits portal.
- Manage and update the online benefits portal with new joiners and member changes.
- Run monthly reports from the online benefits portal.
- Support in monitoring divisional Aged Debt reports.
- Maintain electronic filing in accordance with our paperless office procedures.
- Provide general administrative and clerical support as required.
- Manage your own bank of clients once fully trained.
- Uphold all performance and competence standards required by the firm.
- Ensure clients receive relevant documentation in a timely manner.
- Complete any other reasonable tasks or duties as requested by Management.
Client services advisor you must: - Act in good faith, ensuring that client interests are paramount, and avoid causing foreseeable harm.
- Support retail customers in achieving four key outcomes:
- Ensure products and services are fit for their intended purposes.
- Guarantee that products and services represent fair value.
- Equip clients to make informed financial decisions.
- Provide adequate support to meet clients' needs.
- Follow the firm's compliance processes and procedures, including T&C, complaints, financial crime, anti-money laundering, anti-bribery, financial promotions, data security, data protection, conflicts of interest, inducements, record keeping, and best execution.
- Comply with the Financial Services and Markets Act 2000, the FCA's Conduct Rules, FCA Statements of Principle and Code of Practice, and relevant FCA rules.
- Ensure all client interactions are professional and courteous.
- Maintain client records in line with the firm's data security and record-keeping policies.
- Efficiently handle client queries.
This vacancy is being handled by Aspire Recruitment. Please be aware we receive a high volume of applications and regularly receive applications from candidates who exceed the job credentials. We will only contact you within the next 14 days if you are selected for interview. Should you apply for this role, we will process your data as detailed in our Privacy Policy and by applying for this opportunity I agree that Aspire Recruitment will keep me informed about potential employment opportunities regularly and that I can choose to opt out of receiving information at any time.
Job tags
Salary
£22.5k - £23k per annum
