Client Services Administrator

Our client, an international provider of corporate benefits who provide advice on all aspects of employee benefits with a particular specialisation in foreign companies who have groups of employees in the UK and Europe is currently recruiting for an experienced Employee Benefits Administrator to join their busy team.Required Qualifications:Certificate in Business Administration - DesirableWorking towards Level 4 in Financial Planning - DesirableResponsibilitiesMaking sure that you act in good faith, avoid causing foreseeable harm and support retail customers to pursue their financial objectives to achieve four set outcomes:Products and services are fit for purposesProducts and services represent fair valueClients are equipped to make informed decisionsClients receive adequate support to meet their needs.Making sure you follow the firm's compliance processes and procedures at all times, including the following areas:
T&C, complaints, financial crime, anti-money laundering, anti-bribery,
financial promotions, data security, date protection, conflicts of interest, inducements, record keeping, best execution. Complying with the Financial Services and Markets Act 2000, the FCA's Conduct Rules / FCA Statements of Principle and Code of Practice and the and the relevant FCA rules at all timesMaking sure all client contact is carried out in a professional and courteous way.Making sure all client records are retained in line with the firm's date security, Data Protection and record keeping policyDealing with queries in an efficient and timely manner.Deal with the following in a timely and compliant manner:-New business applications (following cases through to issue and payment)Claims processingDay to day queries from scheme members, employers and/or HRReferring any issues / technical queries to the Client Relationship Managers (CRM)Process and record changes to members personal detailsChecking and issue of policy documents to scheme membersProcessing scheme leavers and joinersIssue of annual statements to scheme membersUpload monthly GPP premiums on product provider systemsProcess group scheme renewals, including requesting and checking quote and aiding the CRM negotiating rates with providers and drafting recommendation reports from templates.Preparation and issue of invoices to employerLiaising with product providers, clients and advisers as necessaryEnsure that new and existing records, both computerised and manual,are kept up to dateRun monthly reports from online benefits portalAssist with monitoring of divisional Aged Debt reportFiling - in accordance with in-house paperless office proceduresProvide general administrative and clerical support, as requiredManage own bank of clients once fully trainedMaintain all standards of performance as required by the firmObtain and maintain the level of competence as required by the firmMaking sure clients receive relevant documentation in a timely wayAny other reasonable tasks or duties as requested by Management
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