Executive administrator Work, Jobs in Bromsgrove, Wor (with Salaries)

Case progression and Client service executive
Atwal Wealth Management —Solihull
- £24,420 - £30,000 a year
- Part-time
- Data analysis skills
- Administrative experience
- Analysis skills
- Free parking
Quick apply
2h
Director of Operations
LGPS Central —Monmore Green
- Full-time
- Hybrid work
- Management
- Continuous improvement
- Financial services
- Annual leave
- Employee assistance programme
Quick apply
Senior Infrastructure Engineer (Database Specialist)
HM Revenue and Customs —Birmingham
- £45,544 - £49,523 a year
- Part-time
- Hybrid work
- Presentation skills
- Travel
- Mentoring
- Work from home
5d

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Case progression and Client service executive

Atwal Wealth Management
Solihull

Quick apply

Job details

Part-time | Full-time | Apprenticeship
£24,420 - £30,000 a year
2 hours ago

Benefits

Free parking
On-site parking

Qualifications

Client engagement
Stakeholder liaison
Data analysis skills
Administrative support experience
Case note recording
Process improvement
Case record updates
Internal department liaison
Administrative experience
Analysis skills
Organisational skills
Customer support
Customer interaction
Communication skills
Progress tracking

Full job description

Overview

We are seeking a dedicated and detail-oriented Case Progression and Client Service Executive to join our dynamic team. This role involves managing case workflows efficiently while delivering exceptional customer service to clients. The successful candidate will play a vital part in ensuring timely case resolution and maintaining strong client relationships through organised administrative support and analysis skills. This position offers an excellent opportunity for individuals looking to develop their career within a professional environment that values organisation, communication, and analytical thinking.

Responsibilities

Manage the progression of cases from initiation through to resolution, ensuring adherence to deadlines and procedural standards
Act as the primary point of contact for clients, providing professional and courteous assistance at all times
Analyse case data to identify trends, potential issues, or areas for process improvement
Maintain accurate and up-to-date records of all client interactions and case developments within organisational systems
Coordinate with internal teams to facilitate case progression and ensure seamless communication across departments
Provide administrative support including scheduling meetings, preparing reports, and managing documentation
Monitor case statuses regularly and follow up proactively to ensure timely resolution
Assist in developing and implementing client service strategies to enhance overall satisfaction

Requirements

Proven organisational skills with the ability to manage multiple cases simultaneously in a fast-paced environment
Strong analysis skills to interpret data effectively and contribute to process optimisation
Excellent customer service skills with a professional approach to client interactions
Previous administrative experience is preferred, demonstrating competence in record keeping and office procedures
Exceptional communication skills, both written and verbal, with an emphasis on clarity and professionalism
Ability to work independently as well as part of a team, demonstrating flexibility and problem-solving capabilities
Proficiency in organisational software such as MS Office Suite or specialised case management systems is desirable

This role is ideal for motivated individuals eager to contribute to a professional setting while developing their expertise in case management and client relations. This is a highly compliant role working in the financial services industry.

Case Progression

Own a portfolio of client cases end-to-end
Track all outstanding actions across providers, clients, and internal teams
Proactively chase providers for updates and resolution
Identify and escalate blockers early
Ensure cases move steadily toward completion without delay

Client Communication

Provide timely updates to clients at key stages
Request outstanding documentation clearly and promptly
Ensure clients understand next steps and timeframes

Compliance Support

Ensure all required documentation is complete and accurate before submission
Support preparation of files for compliance review
Address compliance queries quickly and thoroughly

Internal Coordination

Liaise with advisers and administrators to ensure tasks are completed on time
Maintain accurate case status updates in CRM systems
Highlight risks or delays immediately

What Success Looks Like

Cases do not sit idle in the system
Providers are chased consistently and effectively
Clients receive timely updates without prompting
The Managing Director is not required to chase operational tasks
Increased number of cases completing each month
Reduced backlog and improved cashflow timing

About You

We are looking for someone who is:

Highly organised and persistent
Comfortable chasing people professionally and repeatedly
Naturally proactive rather than reactive
Calm under pressure
Detail-focused with strong follow-through
Comfortable working in a fast-paced environment where priorities shift

Pay: £24,420.00-£30,000.00 per year

Benefits:

Free parking
On-site parking

Work Location: In person

Quick apply

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executive administrator jobs in bromsgrove, wor

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