MCCY ltd Linlithgow, Scotland, United Kingdom
Client Services Administrator
MCCY ltd is currently recruiting for a Client Services Administrator for our Financial Planning client based near Livingston. An exciting full-time, temporary role has arisen for the successful candidate to join a team who work with external Financial Services clients. Your main focus will be to assist with their day-to-day needs to support the administration and provide excellent customer service. Please note that you must be available to start immediately and be able to work for the next four weeks at least.
Job Responsibilities
* Be the first point of call for our clients and Financial Advisers.
* Answer general queries by telephone, post, and email.
* Process incoming mail.
* Request information from life providers and source information where required.
* Produce client valuation reports as requested by clients.
* Use the company custom-built system to process information and keep records up to date.
* Process sensitive client documents, using the utmost discretion.
* Chase outstanding mandates.
Role Overview
This is a short-term temporary cover, which will involve making outbound calls to Financial Services partners and providers to obtain missing information and update records accordingly.
Candidate Attributes
* First-class communication skills, both oral and written.
* Strong working knowledge of Microsoft Office packages.
* Ability to work under pressure and meet tight deadlines.
* Able to adapt to fast-paced changes within the Financial Services industry.
Seniority Level
Entry level
Employment Type
Temporary
Job Function
Customer Service
Industries
Administrative and Support Services
Blue Arrow is proud to be a Disability Confident Employer and is committed to helping find great work opportunities for great people.
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