At a Glance
- Tasks: Manage client portfolios and support team development while ensuring compliance and quality assurance.
- Company: Dynamic company focused on client success and team collaboration.
- Benefits: Competitive salary, professional growth opportunities, and a supportive work environment.
- Other info: Opportunity to mentor juniors and develop technical knowledge across sectors.
- Why this job: Join a team where your organisational skills can shine and make a real impact.
- Qualifications: Experience in a CSP environment and strong organisational skills required.
The predicted salary is between 30000 - 40000 £ per year.
Role Description
As a Senior Client Administrator, you will take ownership of the day-to-day administration of client entities within your portfolio, supporting your team and contributing to the development of junior team members.
The ideal applicant will possess strong organisational skills, a keen attention to detail and demonstrate an ability to form relationships with both colleagues and clients.
Responsibilities and Duties
- Client Management & Reporting: Take responsibility for the day-to-day administration of client entities and team portfolio with the team Manager, reporting to the team Assistant Manager (if applicable) and Manager.
- Provide structure for the time management of tasks and the use of diary/reminder/calendar system, in accordance with the department procedure.
- Take responsibility for the senior checking of Payments and Control Sheets ensuring quality assurance and compliance with procedures.
- Take responsibility for the transfer in of new business to the team, coordinating in with the relevant internal departments.
- Take responsibility for the handover of new business to the team, coordinating in with the relevant internal departments.
- Ensure that all key client deadlines (including any deadlines which you may not be directly responsible for) in respect of client entities within your department are met.
- Responsibility to prioritise regulatory deadlines.
- Ensure CSP obligations are met for all clients within team portfolio. Continual review of governance procedures to ensure continuation of high standards
- Risk & Compliance Management
- Continuous risk assessment of workload.
- Ensure that Company procedures are followed – such as client reviews, SAR submissions, and onboarding; this is not an exhaustive list and covers all of the Company procedures.
- Ensuring that matters of risk / concern are raised in a timely manner in accordance with the Company procedures.
- Responsibility for prioritising regulatory deadlines.
- Communication
- Provide mentoring, support and guidance to junior members of staff and peer support to colleagues.
- Encourage collaborative working with all internal departments.
- Attend and take an active role in team meetings.
- Encourage cross team and department working and information sharing.
- Behaviours
- Be proactive and solution focused.
- Represent the Company at external events and not bring the Company into negative media.
- Responsible for own self-awareness, be aware of behaviours and how we are perceived by others.
- Development of technical knowledge across all sectors.
Qualifications and Skills
- Previous experience in a CSP environment is essential.
- Demonstrate an ability to perform well in both a team environment and when working from own initiative.
- Possess strong organisational and time keeping skills, ensuring all work is finished in a timely manner and in accordance with company procedure.
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Senior Client Administrator in Douglas employer: Affinity Group
As a Senior Client Administrator at our company, you will thrive in a dynamic work culture that values collaboration and professional growth. We offer comprehensive training and mentoring opportunities to help you develop your skills while working alongside a supportive team in a vibrant location. Our commitment to employee well-being is reflected in our flexible working arrangements and a focus on maintaining a healthy work-life balance, making us an exceptional employer for those seeking meaningful and rewarding careers.
