Job Description
A client of ours in the Bury St Edmunds area are recruiting a Client Service Administrator to join their team. This is a full-time permanent position working Monday - Friday 9.00am - 5.00pm and paying £12.71 - £13.18 per hour depending on experience.
Following a successful probation period, this role offers hybrid working, with 2 days from home and 3 days in the office.
Key Duties include but are not limited to:
Maintain accurate client records and documentation within internal systems.
Prepare client review packs and support review processes.
Analyse risk profile questionnaires and policy information.
Complete post-review administration and follow established procedures.
Conduct anti-money laundering checks and manage provider correspondence.
Monitor upcoming client reviews and maintain records.
Provide administrative support to the Private Client team.
Maintain training and development records and support continuous professional development...
Following a successful probation period, this role offers hybrid working, with 2 days from home and 3 days in the office.
Key Duties include but are not limited to:
Maintain accurate client records and documentation within internal systems.
Prepare client review packs and support review processes.
Analyse risk profile questionnaires and policy information.
Complete post-review administration and follow established procedures.
Conduct anti-money laundering checks and manage provider correspondence.
Monitor upcoming client reviews and maintain records.
Provide administrative support to the Private Client team.
Maintain training and development records and support continuous professional development...
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