Client Servicing Administrator

Monday to Friday

We are excited to be recruiting for a Client Servicing Administrator, for our Bury St Edmunds based client.

The purpose of this role is to provide administrative support, preparing review packs ahead of meetings in a timely manner, ensuring that all relevant parties have timely and accurate information. To provide additional support to the whole department as and when required and to support and develop new team members.

• Maintain client records in keeping with current processes so that they are kept up to date with all related correspondence, uploaded and indexed to appropriate systems
• Ensure all documents are saved and named correctly, to ensure that concise audit trails are maintained
• Support, train and develop new team members to operate in an efficient manner
• Obtain information, answer questions, liaising with third parties as appropriate to ensure efficient client service
• Keep clients up to date with progress and flag any concerns or complaints
• Adopt new technology and ways of working but feeding back where a process could be developed or improved
• Processing work in a timely manner and clearly prioritising work between Tasks, Email, Post, Reviews, phone calls
• Maintain and update training records
• Circulate monthly update of reviews due and overdue
• Prepare information packs
• Cover reception as required

Person specification:

• Previous administrative/secretarial experience
• Excellent attention to detail
• Confident computer and data management skills
• Analytical mindset
• Good organisational and prioritisation skills
• Ability to build and maintain relationships
• Professional communication skills, both written and verbal
• Ability to follow rules and procedures

Please apply today or call our office for more information on .