Client Services Administrator

-Are you fluent in English?

-Do you have experience in a telephone based role?

-Do you have great communication skills?

Company Description

Our client has developed to become one of the world's leading independent international financial consultancy. They offer an all-inclusive range of financial planning services including investment strategies, long-term financial saving schemes, as well as tax-efficient pension plans.

As they continue to grow and reach new heights, they are currently looking for a CSV (Client Services) Administrator to join their team.

Job Description

Dealing with general day-to-day administration of the department via telephone, correspondence and email etc.

Build and maintain a rapport thru means of electronic mail with the clients ensuring that all queries are dealt with in an efficient manner. Such queries may include but are not limited to:

  • Change of addresses
  • Valuations
  • Premium holidays
  • Payment and/or overdue enquiries
  • Fund performance and contribution history
  • Surrender/withdrawal requests
  • Transfer of clients
  • Premium increase/decrease
  • Liaise with Institutes in obtaining relevant documentation
  • Chase for outstanding documents whilst sending to appropriate personnel
  • Distribute Fact Find sheets on a weekly basis to the relevant client whilst ensuring records are kept up-to-date
  • Liaise with Life Business Administration with regards to the receipt and distribution of correspondence
  • Liaise with Dubai administration with regards to any clients situated in that region that have been transferred to PCD (Private Client Division)
  • Liaise with various internal administration departments depending on the query and/or task at hand
  • Managing consultant's diaries
  • Utilise access to Generali and Skandia software facilitating the issuing of policy illustrations
  • Dealing with all the administrative duties concerned with incoming and outgoing mail which will include for example sorting, scanning, distributing and filing.
  • Maintaining the upkeep of the client record database
  • Train any new recruits as and when required
  • The support of other colleagues' within the department as and when required
  • Handle and manage any ad-hoc projects that may crop up as and when requested by the management.

Desirable Qualifications/Experience

  • Previous experience in a telephone based role and/or customer service is a must
  • Preferably ECDL certified
  • Exposure and/or experience with Pension products considered an asset
  • A degree level of education is considered to be an asset however not specifically required.


  • Ability to adapt to new situations and adjust accordingly
  • Organized and diligent
  • Tenacious and dedicated
  • Confident, strong natured in character and preferably extrovert in nature
  • Attention to detail and accurate
  • Works well under pressure and able to multi-task whilst handling phone calls
  • Ability to work alone as well as part of a team
  • Excellent communication skills and command of the English Language
  • Willingness to learn
  • Time management skills
  • Solid command of the Microsoft Office Package.

Apply Now

© 2019 . All rights reserved.
Website Designed & Developed by Innovative Codes

Your choice for Jobs, Human Resources Consultancy, Training, Recruitment and Data Analysis.