Business Administrator - Hybrid Working

Are you passionate about providing exceptional service to clients? We’re seeking a Client Services Administrator to join a dynamic team. Your role will be crucial in ensuring smooth interactions with our valued clients.

As a Client Services Administrator, you’ll have the opportunity to learn and grow in a professional services environment. You’ll handle client inquiries, manage appointments, and assist with administrative tasks. If you’re detail-oriented, organised, and eager to gain hands-on experience, this role is perfect for you

Location: Birmingham City Centre

Salary: £23,000

Monday to Friday, full time permanent role – 35 hours per week

Hybrid working: 3 days office, 2 days working remotely

Key duties:

• To post client documentation to the client or product providers as appropriate
• To issue client letters to providers and obtain the relevant information
• To accurately maintain client personal details and policy information on Intelliflo Office enabling ease of ongoing client communication and meeting GDPR requirements
• Deal with and respond to written, telephone and electronic general enquiries for colleagues, clients and providers
• Maintaining relationships and contacts with providers to ensure a professional service
• Deal with any resulting fee and commission queries
• To operate and manage an effective diary within Intelliflo Office to ensure that all activities are planned for and carried out in a timely manner
• To ensure that Managers are informed of any client related events and issues in a timely manner
• To provide cover and carry out duties for other Client Service Administrators in the team, in their absence.
• Answering the telephones in a professional manner, conforming to Company standards
• To be responsible for the opening, scanning and distributing the post, working within the company timescales
• Shredding documents as and when required
• To report any compliance issues or suspected compliance breaches to the Compliance Manager as soon as they are made aware of them

Experience / Skills Required

• Computer literate in Microsoft Office and other applications
• Excellent communication skills both written and verbal
• Client centric in approach
• Organised and highly motivated
• Good attention to detail
• Accurate data entry and record keeping skills
• Enthusiastic, positive and confident telephone manner
• Client confidentiality
• Ability to follow processes and procedures in a compliant manner