Client Services Administrator Cheltenham£25,5009.30am-5.30pmHybrid option when establishedRoles and Responsibilities
Customer Service:
- Able to develop solutions to ensure an exceptional service is provided at all times.
- Consistently and appropriately update service users on progress and status of tasks where appropriate
- Support the Compliance & Risk Team with the completion of client due diligence, conflict checking and the Anti Money Laundering processes
- Create new files and maintain and update existing files
- Deal with internal and external postal deliveries and arrange couriers services as necessary
- Working effectively on the system to log and record documents
- Undertake all file closing procedures including the processing of archiving and retrieval
- Complete searches at the request of senior management
- Photocopying, printing, scanning, binding, and filing tasks
- Supporting the Finance team by ensuring receipts, cheques and bills are correctly loaded onto the system
Group Specific Tasks:
- Depending on which group you are working in, there will be some additional tasks specific to that group which may include:
- Producing document packs to be used by the groups
- Producing court bundles
- Keeping client specific records updated where necessary
- Preparing files for costs assessments
- Undertaking basic Land Registry searches
- Checking Companies House for company registration numbers, addresses, director details etc
- Updating the group intranet pages
Person specification
- A minimum of 6 months administration experience
- GCSEs graded A to C to include maths and English (or equivalent level of qualification)
- Solid customer service experience and good work ethic
Competencies
- Excellent verbal and written communication
- Good communication skills
- Proactive Team Player
- Organised with excellent attention to detail
- Good interpersonal details with the ability to adapt style and approach
Our mission of 'Making Recruitment Personal’ also means making recruitment fair. As a result, we are committed to reviewing every application with a sense of diversity and inclusion.
We strive to personally connect with each applicant, but due to current circumstances, this is not always possible. If you haven’t received a response within 5 working days, please understand that your application has not been successful on this occasion.