Client Support Administrator Job at Brook-St Hiredonline (Sevenoaks)

Client Support Administrator

Primarily responsible for Client Support Administrator (CSA) duties on the .MIL ...

Location

Poland , Warsaw

Salary:

65000.00 USD / Year

Amentum

Expiration Date

Until further notice

Requirements

Must be eligible to obtain and maintain a US Secret Security Clearance
Must be proficient in the use of personal computers and Windows Operating System and Microsoft Office to include as a minimum Power Point, Excel, and Word programs
Must have extensive knowledge of industry-standard software and peripherals, and a strong working knowledge of PCs, network, and communications systems
Ability to convey complex hardware/software issues to non-computer-oriented personnel required
Ability to effectively interact with co-workers required
Ability to innovate and exercise sound judgment in defining and resolving complex and difficult tasks required
Must possess a valid home country driver's license and ability to obtain host nation driver's license
High School diploma or equivalent required
Minimum one year in a responsible MIS position that required system analysis and troubleshooting required
Security + Certification or equivalent as per the Air Force requirements is required

Job Responsibility

Performs the complete range of computer services (to include researching costs and recommending selection of hardware and software, installation of new hardware and software, relocation of network hardware, and virus cleansing)
Responsible for maintaining in-house PC based software solutions
Assists with the analysis, design, and implementation of LAN/WAN requirements
Manages controls and accounts for all .MIL (where permissible) and .COM computers (PC and server) hardware and software
Provides help desk support for .MIL installations coordinating with the local military IT/Communications staff
Controls and monitors Internet access and assists in enforcing discipline in its use
Performs other duties as capabilities and requirements dictate
Ensures all work is completed to appropriate quality standards
Performs other duties as assigned

What we offer

Health, dental, and vision insurance
Paid time off and holidays
Retirement benefits (including 401(k) matching)
Educational reimbursement
Parental leave
Employee stock purchase plan
Tax-saving options
Disability and life insurance
Pet insurance
Living Quarter Allowance

Fulltime

Client Support Administrator

Capital International Group is looking for a hardworking individual to join the ...

Location

South Africa , Capre Town

Salary:

Not provided

Capital International

Expiration Date

Until further notice

Requirements

1-2 year’s experience in a similar role, within financial services
Experience in working with Ms office suite
Knowledge of Offshore & Onshore investments
Experience in validating and verifying instructions
Sound knowledge in identifying risk
Education at a minimum of matric level
RE5
Sound knowledge of FIC, AML, KYC regulation standards

Job Responsibility

Provide Customer Service Excellence to all clients, companies and third parties
Assessment and validation of documentation provided as part of the data change event process
Update and maintain client data records from simple accounts to more complex trust structures
Conform to the Company’s AML procedures and guidelines at all times
Work on a variety of projects that deliver service, create capacity, and ensure control effectiveness within the team
Undertake other activities of a similar nature within your capabilities in other teams, as requested
Be actively involved in any team and company projects

What we offer

Medical aid and GAP cover
RA scheme
Flexible hours
Volunteering opportunities
Training and development opportunities
Opportunities to take advantage of our own products

Fulltime

Client Support Administrator

Fast paced, varied and demanding. Our client support administration teams work c...

Location

Salary:

Not provided

Chase de Vere

Expiration Date

Until further notice

Requirements

Experience of working within a financial advisory firm
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

Job Responsibility

Producing and collating client meeting documentation for our advisers – this includes portfolio valuations, application forms and regulatory documents
Processing fees in relation to new and ongoing business and following up for payment
Monitoring and updating the progress of all new business
Completing anti-money laundering checks and ensuring all client service meets FCA guidelines and company service standards
Responding to queries and enquiries from advisers, clients and product providers

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

Client Support Administrator

We are looking for a proactive and detail‑driven Client Support Administrator to...

Location

United Kingdom , Leeds

Salary:

Not provided

DAC Beachcroft

Expiration Date

Until further notice

Requirements

Proven experience in administration
Hands‑on experience managing and organising files
Confidence in making and receiving calls, with a professional telephone manner
Strong IT skills, including working knowledge of Excel (formulas, pivot tables, look‑ups) and the ability to handle basic data analysis
Exceptional attention to detail
Strong organisational skills with the ability to prioritise and adapt to shifting workloads
The confidence to work independently and use your initiative
A collaborative mindset and the ability to work effectively within the claims team
Clear and positive communication skills, with an enthusiastic approach to your work

Job Responsibility

Provide a timely, professional and high-quality service to our clients in the management of claims
Assist with the day to day running of a client account with a particular focus on data entry and data accuracy
Ensure work is carried out effectively to meet the needs of the clients and the commercial requirements of the firm with adherence to internal and client SLAs and KPIs
Assisting with matter set up on our case management system
Assisting with MI management ensuring accuracy with the data
Liaising with opponent representatives and other third parties (predominately via phone calls)
Referencing and triaging post via a shared email inbox
Other administrative duties, as required

What we offer

High levels of flexibility and a great work life balance
A well-rounded remuneration package (which includes private medical insurance, income protection insurance and discounted gym membership, amongst many other benefits)
Opportunities for growth and progression including professional funding
In person and remote social events
Opportunity to get involved in a range of Environmental, Social and Governance (ESG) activities

Fulltime

Client Support Administrator

Join a successful financial services firm in the heart of Guildford as a Client ...

Location

United Kingdom , Guildford

Salary:

26000.00 - 29000.00 GBP / Month

Office Angels

Expiration Date

Until further notice

Requirements

Strong attention to detail and organisational skills
Excellent interpersonal and customer service abilities
A proactive approach to problem-solving and teamwork
Experience or prior experience working in financial services (desirable)

Job Responsibility

Providing comprehensive administrative support to the team
Delivering outstanding customer service over the phone
Onboarding clients and conducting AML checks
Maintaining accurate client data across platforms
Managing incoming/outgoing post and correspondence
Reviewing clients' HMRC online accounts
Updating client trackers and preparing standard HMRC letters
Uploading tax returns to client portals
Preparing engagement letters and managing document workflows
Supporting Managers, Senior Managers, and Partners with ad hoc tasks

What we offer

31 holidays (including BH)
Medical and Life insurance
Sick Pay
Pension scheme

Fulltime

Client Support Administrator

Are you a detail-driven administrator with a passion for delivering top-notch cl...

Location

United Kingdom , Guildford

Salary:

26000.00 - 29000.00 GBP / Year

Office Angels

Expiration Date

Until further notice

Requirements

Strong attention to detail and organisational skills
Excellent interpersonal and customer service abilities
A proactive approach to problem-solving and teamwork
Experience or prior experience working in financial services (desirable)

Job Responsibility

Providing comprehensive administrative support to the team
Delivering outstanding customer service over the phone
Onboarding clients and conducting AML checks
Maintaining accurate client data across platforms
Managing incoming/outgoing post and correspondence
Reviewing clients' HMRC online accounts
Updating client trackers and preparing standard HMRC letters
Uploading tax returns to client portals
Preparing engagement letters and managing document workflows
Supporting Managers, Senior Managers, and Partners with ad hoc tasks

What we offer

31 holidays (including BH)
Medical and Life insurance
Sick Pay
Pension scheme

Fulltime

Client Support Administrator

Brown & Brown Health & Employee Benefits are a leading intermediary specialising...

Location

United Kingdom , Blackburn

Salary:

Not provided

Brown & Brown UK

Expiration Date

Until further notice

Requirements

A working knowledge of the healthcare industry/products such as Private Medical Insurance, Health Cash Plans, Travel Insurance, Health Screening and associated pieces
Strong administrative skills, ideally developed within an insurance or financial services organisation with working knowledge of Microsoft products (Word, Excel, etc)
Strong Communication (Written, Verbal, Video), Administrative, Time Management and IT skills
Strong attention to detail
The availability to travel occasionally to other base offices or alternative location for the purpose of training or meetings

Job Responsibility

Providing high level administrative support to Consultants
Assisting with the management of policy memberships and liaising directly with insurers (adding/removing members, personal details changes etc.)
Provide assistance with the day to day operations of the office (post, filing, data entry and ensuring all documentation is issued on time and correctly
Updating and maintaining our CRM system
Ensure all data is handled securely and in line with GDPR and associated rules and regulations
Liaise with key stakeholders to maintain accurate records (Insurers, Consultants, Internal Management)
Maintain competencies compliant with FCA regulations

What we offer

Pension
Holiday
DIS
Private Medical
Cashplan
Access to the annual share save scheme
Fantastic working and team focused environment
Full support for ongoing professional development (including funding for qualifications – post probation)

Fulltime

Private Client Support Administrator

We are currently looking to recruit a Private Client Support Administrator to jo...

Location

United Kingdom

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

Fulltime

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