Client Services Administrator Cheltenham£25,5009.30am-5.30pmHybrid option when establishedRoles and Responsibilities
Customer Service:
* Able to develop solutions to ensure an exceptional service is provided at all times.
* Consistently and appropriately update service users on progress and status of tasks where appropriate
* Support the Compliance & Risk Team with the completion of client due diligence, conflict checking and the Anti Money Laundering processes
* Create new files and maintain and update existing files
* Deal with internal and external postal deliveries and arrange couriers services as necessary
* Working effectively on the system to log and record documents
* Undertake all file closing procedures including the processing of archiving and retrieval
* Complete searches at the request of senior management
* Photocopying, printing, scanning, binding, and filing tasks
* Supporting the Finance team by ensuring receipts, cheques and bills are correctly loaded onto the system
Group Specific Tasks:
1. Depending on which group you are working in, there will be some additional tasks specific to that group which may include:
2. Producing document packs to be used by the groups
3. Producing court bundles
4. Keeping client specific records updated where necessary
5. Preparin...