Client service administrator Work, Jobs in Doncaster, Eng (with Salaries)

Financial Advisor Administrator
My Pension Expert —Doncaster
- £28,000 a year
- Full-time
- Microsoft Outlook
- Customer service
- Microsoft Office
- Referral programme
Quick apply
8d
Contracts Administrator
Navartis Internal —Doncaster
- £27,000 - £30,000 a year
- Call to connect
- Microsoft Excel
- Microsoft Office
- Data entry
- Annual leave
- Gym membership
Warehouse Administrator (Nights)
Corporate Trade Supplies UK —Harworth
- £31,500 a year
- Full-time
- Analysis skills
- In-person
- Negotiation
Quick apply
Client Service Administrator
Fyfe Financial —Sheffield
- £16,800 - £19,200 a year
- Part-time
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Computer literacy
- Free parking
- Annual leave
Quick apply
11h
Gatehouse Administrator
Great Bear —Harworth
- Up to £27,206 a year
- Full-time
- Communication skills
- Annual leave
- Employee assistance programme
Quick apply
Digital Administator
Stoneacre —Doncaster
- £26,500 a year
- Full-time
- Microsoft Office
- Administrative experience
- IT
- Free parking
- Annual leave
Quick apply
3d
Accounts Assistant
Manor Development Company —Sheffield
- £25,000 - £26,000 a year
- Part-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Free parking
Quick apply
Business Support Administrator
Balfour Beatty —Gainsborough
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Annual leave
13d
Onboarding & Customer Service Administrator
Cloud9 Fulfilment —Sheffield
- £24,420 - £28,000 a year
- Full-time
- English
- Administrative experience
- In-person
- Free parking
Quick apply
Customer Services Executive
Ogilvie Group —Sheffield
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Employee assistance programme
Office Receptionist & Administrator
Nunns Accounting Services Ltd —Selby
- £25,000 - £27,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Annual leave
Quick apply
6d
Administrator
Mitie —Sheffield
- Full-time
- Microsoft Office
- Organisational skills
- IT
- Free parking
- Employee discount
Sales Support Administrator - Part Time
Xpress Fuel Ltd —Sheffield
- £27,000 - £30,000 a year
- Part-time
- Customer service
- Microsoft Office
- Administrative experience
Quick apply
Case Support Supervisor
India Advocacy Legal & Administrative Services Ltd —Sheffield
- £2,900 - £4,700 a month
- Full-time
- Microsoft Office
- Administrative experience
- Analysis skills
- Free parking
- Employee discount
Quick apply
Business Support Administrator
St George's Lupset Ltd —Wakefield
- £13.45 an hour
- Full-time
- Microsoft Office
- Administrative experience
- Travel
- Free parking
- Health & wellbeing programme
Quick apply
Business Administrator
First Intuition —Sheffield
- Full-time
- Travel
- Annual leave
- Employee assistance programme
Quick apply
Band 3 Administrator (LTNC)
Sheffield Health Partnership University NHS Foundation Trust —Sheffield
- £25,760 - £27,476 a year
- Part-time
- Microsoft Powerpoint
- Microsoft Word
5d
Commercial Admin
idverde —Barnsley
- £13.50 an hour
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Annual leave
- Employee assistance programme
6d
Recruitment Administrator
Flannery Plant Hire —Wakefield
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Annual leave
- Employee assistance programme
1d
Loan Administrator and Personal Assistant
Clarke Hendrik Group Ltd —Rotherham
- From £25,000 a year
- Full-time
- Microsoft Word
- CRM software
- Microsoft Excel
- Annual leave
Quick apply
4d

I want to receive the latest job alerts for client service administrator in doncaster, eng

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Explore jobs in more locations

client service administrator jobs near doncaster, eng

Financial Advisor Administrator

My Pension Expert
Doncaster

Quick apply

Job details

Permanent | Full-time
£28,000 a year
8 days ago

Benefits

Casual dress
Cycle to work scheme
Company pension
Company events
Referral programme
On-site parking

Qualifications

Pension
Microsoft Outlook
Underwriting
Customer service
GCSE
Microsoft Office
Data entry
Financial services
Communication skills

Full job description

Role Summary:

As a member of the Ongoing Service team, you will be point of contact for all ongoing clients. Your responsibility will be to enhance My Pension Expert’s reputation, by the prompt delivery of a quality customer service, increasing effectiveness and ease of doing business with us.

Outline of Role:

Prepare client review files to support adviser meetings.
Process transfer of servicing rights forms efficiently, ensuring compliance with current FCA regulations.
Prepare and submit applications to providers, along with ad-hoc client requests.
Maintain accurate and up-to-date client documentation across all systems.
Ensure all case notes are updated with clear progress and a full audit trail.
Coordinate with clients to obtain required information and arrange adviser appointments as part of the annual review process.
Provide a professional and dedicated support service to both advisers and clients.
Process client income payments/withdrawals across various third-party platforms.
Review and analyse incoming information received electronically and via post.
Deliver excellent customer service by responding to enquiries promptly and efficiently.
Take ownership of customer enquiries across all communication channels, investigating and resolving issues proactively.
Maintain regular contact with external pension providers to ensure requests are completed within agreed timescales.
Handle confidential information in line with company policies and regulatory requirements.

This job description is not exhaustive and serves only as a broad outline of the duties required. This job description may be amended as necessary.

The Person

A hardworking and proactive individual who has client satisfaction at the forefront of everything they do and you will ideally have experience in customer service administration. However, we welcome applications from graduates who are looking to develop a career in Financial Services.
This role will suit a proactive and meticulous team player with strong interpersonal skills with a desire to learn and improve skills on an on-going basis.
You will naturally be customer service focused with a genuine desire to help, a clear focus on quality and service and taking ownership for delivery of results.
You will require strong attention to detail and excellent data entry skills.

Skills, Knowledge & Experience

Previous experience of working within an underwriting environment (Desirable)
Knowledge and experience of Pensions and Financial Services would be advantageous (Essential)
Experience of working on the telephone (Essential)
Knowledge and experience of Microsoft Office and Outlook (Essential)
Ability to organise, multitask, prioritise, and work under pressure (Essential)
Can do and flexible attitude (Essential)
Possess excellent written and verbal communication skills (Essential)
Previous experience of working with Customer Relationship Managements (CRM) software (Desirable)
Ability to adapt to changing regulations and requirements in the pension industry (Essential)

Qualifications

GCSE Math’s and English – Grade C or above (Essential)

Accountabilities & Working Relationships

· Reports to Client Support Team Manager

· Works within a team

Working Hours

· Shift pattern - Monday to Friday 9am to 17.30pm

Benefits

This position represents an opportunity to work for a growing business.

· Competitive salary

· Discretionary bonus scheme

· Contributory Pension Scheme

· Opportunities for career progression with funded training

Job Types: Full-time, Permanent

Pay: £28,000.00 per year

Benefits:

Casual dress
Company events
Company pension
Cycle to work scheme
On-site parking
Referral programme

Experience:

Financial services: 1 year (preferred)
Customer service: 1 year (preferred)

Work Location: In person

Quick apply

Refine Your Search

client service administrator jobs in doncaster, eng

Financial Advisor Administrator

Contracts Administrator

Warehouse Administrator (Nights)

Client Service Administrator

Gatehouse Administrator

Digital Administator

Accounts Assistant

Business Support Administrator

Onboarding & Customer Service Administrator

Customer Services Executive

Office Receptionist & Administrator

Administrator

Sales Support Administrator - Part Time

Case Support Supervisor

Business Support Administrator

Business Administrator

Band 3 Administrator (LTNC)

Commercial Admin

Recruitment Administrator

Loan Administrator and Personal Assistant

I want to receive the latest job alerts for client service administrator in doncaster, eng

Related Searches

Explore jobs in more locations

Jobseeker tools

Employer Tools

Browse

Stay Connected