Client Administrator Job at Office Angels (Taunton)

Client Administrator

The Client Administrator provides comprehensive administrative and operational s...

Location

United States , Kansas City

Salary:

Not provided

Brown & Brown UK

Expiration Date

Until further notice

Requirements

Well-developed reading, writing, and mathematical skills
Strong attention to detail
Ability to manage multiple tasks
Demonstrated administrative, secretarial, and clerical skills
Good keyboard and PC skills using word processing, spreadsheet and graphics software
Familiarity with various software applications and the ability to learn new software systems
Ability to identify and resolve exceptions and to interpret data
Good verbal and written communication skills and good grammatical skills
College degree preferred
Strong oral and written communication skills with a proven commitment to high quality customer service

Job Responsibility

Performs a broad variety of administrative duties and staff support services for an assigned group or manager
Responds to client requests for certificates of insurance or auto id cards
Collects and analyzes data, maintains records and databases, and prepares specialized reports using a variety of PC based software
Processes a variety of confidential information and documents
Organizes filing systems, answers phones, photocopies documents, prepares correspondence and documents, processes incoming and outgoing mail
Orders office supplies, schedules meetings, and maintains calendars for assigned area
May collect and interpret data to produce reports
conduct special projects, coordinate meetings, conferences, presentations and travel arrangements

What we offer

Medical/Rx, Dental, Vision, Life Insurance, Disability Insurance
ESPP
401k
Student Loan Assistance
Tuition Reimbursement
Free Mental Health & Enhanced Advocacy Services
Paid Time Off, Holidays, Preferred Partner Discounts

Fulltime

Client Administrator

We are seeking a talented administrator to join our award-winning client in the ...

Location

United Kingdom , Taunton

Salary:

24000.00 - 26500.00 GBP / Year

Office Angels

Expiration Date

Until further notice

Requirements

Proven experience in administration
Meticulous attention to detail and accuracy
Organised and self-motivated
Exceptional customer service skills with a flexible and adaptable approach
IT literate
Personable, presentable, and punctual
Excellent communication and interpersonal abilities

Job Responsibility

Efficiently handling all client enquiries
Preparing refreshments for client and company meetings
Proactively managing day-to-day administration tasks, including transacting cases onto the system and supporting consultants and clients throughout the application process
Liaising with providers to ensure seamless service delivery
Competently using various software packages for data entry and monitoring the company client database
Providing efficient client relations support through regular communication
Coordinating and implementing office procedures with the Head of Client Relations
Sorting and distributing incoming post and organising outgoing post
Booking meeting rooms and conference facilities as needed

What we offer

Generous Pension Scheme
30 Days Annual Leave, plus Bank Holidays, a day off for your birthday and an additional 2 extra days off for Christmas shutdown
Professional Growth Opportunities: Study support provided both financially and with time to study during the working day
Comprehensive Induction Programme
Annual Salary Review
Annual Bonus Scheme
Employee Assistance Program
Supportive Company Culture with Excellent Values
Modern, bright, open-plan, and luxurious offices
Impressive staff room and fully equipped gym with showers and changing room facilities

Fulltime

Client Administrator

Working within the Wealth Management team, as the Client Administrator you will ...

Location

United Kingdom , Wellington

Salary:

28000.00 - 35000.00 GBP / Year

Office Angels

Expiration Date

Until further notice

Requirements

Previous office support experience within a corporate environment
Accuracy and strong attention for detail
Excellent organisational and time management
The ability to work under pressure and prioritise
Excellent communication, both verbal and written
Competent IT user
A positive and proactive approach to work and a desire to help and support the wider team
Calm and considered outlook in approach to problem solving

Job Responsibility

Provide a friendly and professional point of contact for clients and enquiries
Organise existing and prospective client meetings and actively manage Financial Consultants diary
Liaise with clients on any administration queries they may have
Manage client service needs and client expectations
Ensure action points resulting from client meetings get diarised and dealt with
Preparation of meeting packs and new business for signing up
Completion, submission and follow up of applications
Organise client review meetings
Preparation of client valuation reports and client review reports
Ensure follow up letters are sent in a timely manner

What we offer

Annual company bonus scheme
Generous annual leave allowance of 25 days, plus Bank Holidays
Fully expensed Summer and Christmas employee parties
Conveniently located luxurious office
Pension scheme for long-term financial security
Friendly and highly welcoming team
Development opportunities
Great working environment and company culture

Fulltime

Investment Support Administrator - Client Reporting

This is a desk-based, process driven role to generate and issue annual valuation...

Location

United Kingdom , Bromsgrove

Salary:

Not provided

360 Resourcing Solutions

Expiration Date

Until further notice

Requirements

Experience working towards and achieving productivity targets
Strong attention to detail and proven experience delivering this to a high standard
Experience with handling multiple tasks at any one time
Experience using both Microsoft applications and industry-specific software (e.g., Outlook, Teams and Xplan, Provider Platforms etc)
Knowledge of financial products, including pensions, investments, and protection

Job Responsibility

Generate targeted number of Annual valuation reports, updating the CRM with valuations and transactions
Complete all tasks delegated by the Client Reporting Team Supervisor and Senior Administrators to meet SLAs
Support in the delivery of Quarterly Transactional reports including audit through quality checking
Support in the delivery of Ex-post costs and charges statements including audit through quality checking
Provide support for the other services where required
To respond to telephone and low risk inbox queries, escalating where necessary
Work with Supervisor to develop new methods of carrying out existing tasks to increase efficiency
Maintain agreed diary management and record keeping processes relating to reporting, to ensure appropriate audit trails are kept in line with the company and compliance standards
Maintain a clear understanding of Consumer Duty
Strictly adhere to GDPR regulations and how AFH Wealth Management seeks to comply with FCA requirements

What we offer

Flexible working & holidays - Enjoy flexible working and competitive holiday allowance, with annual buy & sell scheme options and your birthday off. Plus, additional holiday days for long service
Social perks - To recognise and celebrate employees' great work we are all invited to our annual Christmas and Summer parties
Pension - We offer a contributory pension scheme with Royal London as well as death-in-service benefit
Bonus scheme - All AFH employees are offered a competitive salary and a discretionary annual bonus, following completion of a year’s service
Health and wellbeing - The MediCash app puts your health in the palm of your hands. Claim cashback on a wide selection of health and wellbeing initiatives, including discounted health club memberships and free healthcare benefits
Professional development - We are committed to helping you reach your potential by offering tailored learning and development programmes
Shopping discounts - Our employees can choose from many retailers to get discounts or cashback on everyday purchases from our favourite high street clothing stores to our go-to supermarkets, as well as access to free online training courses

Fulltime

Private Client Administrator

Location

Salary:

Not provided

Chase de Vere

Expiration Date

Until further notice

Requirements

Experience of working within a financial advisory firm
Experience working within defined service standards, policies and procedures
Good communication skills, via email and phone
Good time management and organisational skills
The ability to work in a fast-paced environment whilst maintaining excellent attention to detail
Be confident using all programmes within the Microsoft Office Suite (Word/ Excel/ PowerPoint)

Job Responsibility

Providing 1-1 support for Independent Financial Advisers
Responding to day to day technical and process queries from Advisers, Administrators and Clients
Preparing client meeting packs
Recording and updating the back office systems
Booking client review appointments and managing IFA’s diary
Maintaining client files throughout the application stage
Processing new business received via post or online
Loading relevant data on to the CRM database
Updating IFA’s & Clients’ on the progress of their new business cases
Adhering to FCA regulations and internal policy and procedure

What we offer

Opportunity to earn an annual bonus
25 days holiday, plus bank holidays
A day off for your birthday
Life assurance – 4 x salary
Comprehensive induction and training programme
Funded exams and paid study leave
A wide range of voluntary flexible benefits to suit your individual needs
The option to buy additional holiday days
Cycle to work Scheme
Two paid volunteering days each year, to support your local community

Senior Client Administrator

This is a super interesting and challenging role for somebody that loves working...

Location

United Kingdom , Manchester

Salary:

30000.00 - 35000.00 GBP / Year

Platinum Recruitment Group Ltd

Expiration Date

Until further notice

Requirements

Experience in client administration
Experience handling money and numbers
Strong commercial acumen
Ability to interrogate and challenge information
Ability to build strong lasting relationships with vulnerable clients
Attention to detail

Job Responsibility

Managing client accounts and finances in a legal environment
Managing bank accounts and transactions
Spotting issues and investigating discrepancies
Delving into detail and understanding the hows and whys

What we offer

Hybrid working (1 day a week in the office)
Private healthcare
Gym membership
Three additional bonus schemes
Life insurance
26.5 days holiday + bank holidays

Fulltime

Senior Client Operations Administrator

We are proud to be working with a dynamic and forward-thinking local Financial S...

Location

United Kingdom , Wellington

Salary:

35000.00 - 40000.00 GBP / Year

Office Angels

Expiration Date

Until further notice

Requirements

You enjoy supporting clients and take pride in delivering a professional, friendly, and organised service
You have experience in an administrative, client services, or operations support role, within financial services (essential)
You're highly organised, detail-focused, and comfortable juggling multiple priorities in a fast-paced environment
You communicate confidently and clearly, building trusted relationships with clients and colleagues
You're comfortable working with data and reports, with strong Excel skills and a logical, analytical mindset
You have experience using CRM or back-office systems, or you're quick to learn new systems (Intelligent Office desirable)
You understand the importance of accuracy, compliance, and confidentiality in your work

Job Responsibility

Act as the first point of contact for clients, handling enquiries professionally by phone, email, and in person
Manage client expectations and ensure a high standard of ongoing client service
Coordinate client communications and respond to administrative queries
Organise client and prospective client meetings
Manage consultants' diaries and workloads as required
Ensure actions from meetings are diarised, tracked, and completed
Prepare meeting and onboarding packs
Complete, submit, and follow up on new business applications
Check accuracy and compliance of documentation
Process trades, fund switches, and rebalances within agreed timescales

What we offer

Matched pension contributions up to 5%, plus reinvestment of employer NI savings
Private medical insurance for all permanent employees
Life assurance (4 x salary) and income protection (75% salary in long-term illness)
Generous holiday allowance - starting at 33 days (including bank holidays) and rising to 38 days with service, plus the option to buy more
Full funding for professional exams, training and subscriptions
Electric car, cycle-to-work and season ticket schemes
Long-service awards, referral bonuses, and paid volunteering time

Fulltime

Client Relationship Administrator / PA

We are proud to be working with a dynamic and forward-thinking local business wi...

Location

United Kingdom , Wellington

Salary:

33000.00 GBP / Year

Office Angels

Expiration Date

Until further notice

Requirements

Previous office support experience within a corporate environment
Accuracy and strong attention for detail
Excellent organisational and time management
The ability to work under pressure and prioritise
Excellent communication, both verbal and written
Competent IT user
A positive and proactive approach to work and a desire to help and support the wider team
Calm and considered outlook in approach to problem solving

Job Responsibility

Provide a friendly and professional point of contact for clients and enquiries (by phone, email and in person)
Organise existing and prospective client meetings and actively manage Financial Consultants diary and workload as required
Liaise with clients on any administration queries they may have
Manage client service needs and client expectations to ensure client satisfaction
Ensure action points resulting from client meetings get diarised and dealt with
Preparation of meeting packs, to include new business for signing up
Completion, submission and follow up of applications, ensuring new business cases are processed in a timely and compliant manner
Organise client review meetings as per the company process as required
Preparation of client valuation reports, client review reports and maintaining client files to satisfy compliance requirements
Ensure follow up letters are sent in a timely manner

What we offer

Matched pension contributions up to 5%, plus reinvestment of employer NI savings
Private medical insurance for all permanent employees
Life assurance (4× salary) and income protection (75% salary in long‑term illness)
Generous holiday allowance - starting at 33 days (including bank holidays) and rising to 38 days with service, plus the option to buy more
Full funding for professional exams, training and subscriptions
Electric car, cycle‑to‑work and season ticket schemes
Long‑service awards, referral bonuses, and paid volunteering time

Fulltime

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Client Administrator

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