Crm administrator Work, Jobs in Doncaster, Syk (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
15h
Service Coordinator
OLS Ltd —Doncaster
- £28,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Oracle
- Free parking
- Annual leave
Quick apply
14h
Customer Care and Operations Administrator
Ossila —Sheffield
- £40,000 - £50,000 a year
- Full-time
- Doctoral degree
- Customer service
- English
- Free parking
Office Administrator
S.T. Health & Safety —Castleford
- £26,000 - £31,000 a year
- Full-time
- Microsoft Excel
- Customer service
- Microsoft Office
- Free parking
Quick apply
11d
Business Support Administrator
Moore Insight —Sheffield
- £27,000 - £28,000 a year
- Full-time
- Hybrid work
- Customer service
- ERP systems
- Microsoft Office
- Health & wellbeing programme
- Annual leave
Quick apply
Sales Administrator
MAQMUS LTD —Batley
- £29,000 - £38,000 a year
- Temporary
- Microsoft Powerpoint
- Microsoft Word
- CRM software
- Free parking
- Life insurance
Quick apply
Proposals Administrator
Morris and Spottiswood —Leeds
- Full-time
- Hybrid work
- Microsoft Office
Quick apply
Surveying Administrator
Odevo —Sheffield
- £27,000 - £30,000 a year
- Full-time
- Hybrid work
- Administrative experience
- Business development
- Employee assistance programme
- Employee discount
Quick apply
Lead Salesforce Implementation Specialist
UniHomes —Sheffield
- £65,000 - £80,000 a year
- Full-time
- Salesforce
- IT
- Leadership
- Employee discount
- Referral programme
Quick apply
Salesforce Implementation Specialist
UniHomes —Sheffield
- £60,000 - £75,000 a year
- Full-time
- Salesforce
- AWS
- AI
- Employee discount
- Referral programme
Quick apply
Sales Administrator
Lynx Precast Ltd —Wakefield
- Full-time
- Sales
- English
- Microsoft Office
- Free parking
Quick apply
10d
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
8d
Internal Account Manager/Sales Support Administrator
FluidOne —Sheffield
- Up to £35,000 a year
- Full-time
- Administrative experience
- In-person
- Leadership
- Employee assistance programme
Quick apply
6d
Sales Administrator - Waste
Safetykleen —Dinnington
- £26,000 - £28,000 a year
- Full-time
- CRM software
- Microsoft Excel
- Sales
- Employee assistance programme
- Employee discount
Quick apply
Internal Account Manager Sales Support Administrator
FluidOne —Sheffield
- Full-time
- Communication skills
- Employee assistance programme
6d
Sales Administrator
Conference Technologies, Inc. —Retford
- £30,000 a year
Sales Administrator
CTI UK —Retford
- £30,000 a year
Quick apply
Mechatronics Engineer (Electronics Design)
Ossila —Sheffield
- £40,000 - £50,000 a year
- Full-time
- Doctoral degree
- Customer service
- English
- Free parking
7d

I want to receive the latest job alerts for crm administrator in doncaster, syk

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

Financial Advisor Administrator

My Pension Expert
Doncaster

Quick apply

Job details

Permanent | Full-time
£28,000 a year
15 hours 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

crm administrator jobs in doncaster, syk

Financial Advisor Administrator

Service Coordinator

Customer Care and Operations Administrator

Office Administrator

Business Support Administrator

Sales Administrator

Proposals Administrator

Surveying Administrator

Lead Salesforce Implementation Specialist

Salesforce Implementation Specialist

Sales Administrator

Case Support Supervisor

Internal Account Manager/Sales Support Administrator

Sales Administrator - Waste

Internal Account Manager Sales Support Administrator

Sales Administrator

Sales Administrator

Mechatronics Engineer (Electronics Design)

I want to receive the latest job alerts for crm administrator in doncaster, syk

Explore jobs in more locations

Jobseeker tools

Employer Tools

Browse

Stay Connected