Client Service Administrator

Are you looking to join a dynamic and established financial services company? Do you have good communication and organisation skills? Are you flexible and have a proactive and can-do approach?

Juice is delighted to be supporting a reputable professional services company based in Bath, with their search for a Client Service Administrator.

You will be providing administration support to the Corporate Financial Planners and assisting the team with day-to-day client administration, whilst delivering excellent service

This is a fantastic opportunity to kickstart your commercial career, by joining an organisaiton that offers long-term development.

DAY TO DAY:

• Point of contact for all incoming calls and emails from our clients, product providers, and Corporate Financial Planners.
• All correspondence coming in and out of the department is to be professional and friendly.
• Complete data requests in a compliant manner.
• Make sure CRM records are up to date and managed.
• Request data from providers as and when required.
• Produce reports when required.
• Process new business applications on third-party sites.
• General office administration duties, including filing, scanning, and dealing with post.

WE WOULD LOVE TO SEE:

• Strong experience using MS Office products.
• At least 5 A-C GCSE’s including Maths and English.
• Excellent communication skills, both written and verbal.
• Be highly organised with good attention to detail.
• Demonstrate being flexible and proactive with your approach.
• Experience working as an administrator or someone who has a strong desire to work in financial services.
• Self-motivated and adaptable to change.
• Experience in producing accurate and timely information.

AND FOR YOU:

• 25 Days holiday plus Bank Holiday.
• Holiday buy and sell scheme.
• Life assurance.
• Group pensions.
• Private medical care.
• Income protection.
• A range of discounts for schemes.
• Additional volunteering days.
• Vehicle and tech schemes.
• Employee recognition schemes.
• Charity fundraisers and social events.

Please apply today to be considered for this fantastic role!