Client Administrator – Part Time – Fixed Term

Responsibilities

• Manage client pension processes, such as transfers and drawdowns, working with the pension administrator and the client to ensure the processes are as smooth as possible.
• Support with ad-hoc document generation and other tasks where clients need support.
• Contact ceding providers, where needed, for Pension or ISA transfers to ensure that transfers are handled correctly and efficiently.
• Help the client services team with some client interactions when volumes are very high.
• Reach out to clients where requests come from the operations or compliance team for further information, whether to check the legitimacy of payments or to review parts of client applications.
• Work closely with the operations team to ensure that client back-office processes are properly managed and the client experience is positive.
• Be the gatekeeper managing the variety of touchpoints with the pension administrator to ensure that communication is properly orchestrated.

Requirements

• Must have:
• A strong work ethic.
• High levels of organisational skills.
• A can-do attitude and the ability to work in a fast-paced environment.
• Experience working in administrative, client-facing or receptionist roles.
• Nice to have:
• A passion for startups and a strong interest in building a career in Financial Services.
• Some knowledge of financial products, such as pensions and ISAs.