Client Administration Executive Job in Mansfield, Nottinghamshire. Apply for the latest Mansfield, Nottinghamshire jobs in Accounting/Financial/Insurance in Mansfield, Nottinghamshire, United Kingdom.
Client Administration Executive Job in Mansfield, Nottinghamshire
Job Description
Client Administration Executive
Location – Mansfield (hybrid available, minimum 2 days in office)
£25,000 – £35,000 dependent on experience
Full-time permanent role
A hands-on administration position to deliver comprehensive support to colleagues in financial planning, whilst delivering excellent service to external customers.
Key responsibilities
Engaging with customers and building strong, professional and lasting relationships.
Handling all incoming calls/emails in a professional and efficient manner.
Managing customer queries efficiently
Planning, booking and preparing for all annual review meetings
Working with financial planning colleagues to ensure all customers receive the highest levels of service
You will have experience in some of the following areas:
Carrying out a similar administration and business support role
Working with Microsoft Office products including Word, Excel, Outlook and PowerPoint
Delivering accurate, relevant and timely information
Working in a small to medium sized financial services environment
Personal qualities:
Strong interpersonal, communication and customer service skills
Excellent diary management, planning and organisational skills
Good accuracy and attention to detail
Proven ability to work on own initiative
Excellent telephone manner
Proven high level of customer service.
FPC 1 and 2 or equivalent CF qualifications obtained
Good working knowledge of Microsoft office systemsKelly Services are acting as an Employment Agency in relation to this role. Should you choose to apply, your information will be processed in accordance with Kelly's . For information regarding data protection at Kelly, please visit the Kelly website and have a look into the Privacy Statement.
As an Equal Opportunities employer we welcome applications from all suitably qualified persons regardless of their race, sex, disability, religion/belief, sexual orientation or age
Location: Mansfield, Nottinghamshire
Category: Accounting/Financial/Insurance
Job Title: Client Administration Executive
Salary: £25000 – £35000/annum
Benefits: Full Time
Job Type: Permanent, Full Time
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