Client Service Administrator

We are working with a brilliant company who are looking to add a Client Service Administrator to their team in York. Offering a range of Financial Services including planning, pensions and investment management, you'll be joining a very successful business
and supporting a great team of professionals. The role covers a wide range of general administration including the following • Fielding of client calls/emails to relevant Client Manager/Consultant• General post/email scanning and filing to document systems• Banking documentation prep- applications, mandate updates• Investment documentation prep- applications, top up, encashments• Internal documentation prep - Scheme application/takeover forms, Member applications, Benefit forms, Loan Agreements, General client correspondence• Scheme payments - issue of instructions to clients and submission to bank• Payroll - preparation of bank files and issue of payslips, P60 issuing• Property Management - issuing of invoices to Tenants and reconciliations• Client Reports – initial preparation and issuing to clients• Issuing client documentation and monitoring for return• Ensuring accurate records are maintained on back office systems• Project admin support - client mailings/mail merges Key Skills • Pensions experience not required but may suit those with experience in Financial Services• Good communication skills• Ability to self-organise and work under own initiative Apply today and a member of the team will be in touch to discuss the role in more detail and answer any questions you may have.
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