Job Description
Client Service Administration - Employee Benefits
£22,000 - £25,000
Hybrid
Bath or Cheltenham
Responsibilities
* Point of contact for all incoming calls and emails from our clients, product providers and Corporate Financial Planners
* Complete data requests in a compliant manner
* Make sure CRM records are up to date and managed
* Ensure all data is captured and entered accurately onto the CRM system
* Regularly check data, fill gaps and amends errors where necessary
* Adhoc duties
* Undertake any relevant ad hoc activities in support of EB Team
* Ensure that all tasks are completed within agreed service standards and every effort is made to exceed these wherever possible.
Requirements
* Good working knowledge of Microsoft Office including Word, Excel, Outlook and PowerPoint
* Previous experience working in an administration role
* Experience of delivering accurate, relevant and timely information
* Strong interpersonal and communication skills
* Excellent customer services skills and commitment to providing quality service