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Reed
York
We are working with a brilliant company who are looking to add a Client Service Administrator to their team in York. Offering a range of Financial Services including planning, pensions and investment management, you'll be joining a very successful business and supporting a great team of professionals. The role covers a wide range of general admin
Job Source: ReedReward Recruitment
Wetherby
Client Service Lead/IFA Administrator Near Wetherby, Leeds upto £35,000 subject to experience, plus benefits Reward Recruitment are currently representing an established Chartered Financial Planning practice near Wetherby, who are recruiting an experienced Client Service Lead/IFA Administrator including paraplanning duties, to join their team and p
Job Source: Reward RecruitmentHays Specialist Recruitment Limited
York
Hays Business Support are currently working with a small, successful business based in central York.This organisation is looking for a Client Support Administrator to join their team. You will be working for the Client Support Manager assisting with queries via email and the in-house bespoke CRM system. This organisation specialises in providing a
Job Source: Hays Specialist Recruitment LimitedSi Recruitment
Knaresborough
Job Title: Sales Support Administrator Location: Knaresborough Hours: Full Time, Office Based Salary: £23,000 - £24,000, plus team bonus scheme Looking for the next step in your career working alongside a friendly team? We are looking for a customer service or administration candidate to join a business based in Knaresborough where you’ll be suppor
Job Source: Si RecruitmentOne to One Recruitment
New Earswick
Job title – Customer Service Assistant/Administrator Location – New Earswick, York Pay - £12.88/hr Hours – 8.30 - 4.30pm or 10 - 6pm Monday to Friday or Tuesday to Saturdays on a rota’d basis Job type – Temporary (to possible permanent) Working for our partners The Joseph Rowntree’s Foundation Trust which is a highly respected charity based in
Job Source: One to One RecruitmentReed
Harrogate
Are you looking for a new challenge in an office based environment in the heart of Harrogate? Do you have previous sales and/or administration experience? A new exciting opportunity has arisen! We are proud to support a Harrogate born business that specialises in Residential, Commercial and Professional Surveying practices, who are looking for a Sa
Job Source: ReedSi Recruitment
York
We are seeking a highly organised and detail-oriented Administrator to join a wealth management firm, within their pensions department. As an Administrator, you will play a crucial role in ensuring the smooth operation in the office. Your responsibilities will include accounts tasks such as payroll and invoicing, and providing administrative suppo
Job Source: Si RecruitmentReed
Harrogate
Are you looking for a new challenge in an office based environment in the heart of Harrogate? Do you have previous sales and/or administration experience? A new exciting opportunity has arisen! We are proud to support a Harrogate born business that specialises in Residential, Commercial and Professional Surveying practices, who are looking for a Sa
Job Source: ReedYork
We are working with a brilliant company who are looking to add a Client Service Administrator to their team in York. Offering a range of Financial Services including planning, pensions and investment management, you'll be joining a very successful business and supporting a great team of professionals.
The role covers a wide range of general administration including the following
• Fielding of client calls/emails to relevant Client Manager/Consultant• General post/email scanning and filing to document systems• Banking documentation prep- applications, mandate updates• Investment documentation prep- applications, top up, encashments• Internal documentation prep - Scheme application/takeover forms, Member applications, Benefit forms, Loan Agreements, General client correspondence• Scheme payments - issue of instructions to clients and submission to bank• Payroll - preparation of bank files and issue of payslips, P60 issuing• Property Management - issuing of invoices to Tenants and reconciliations• Client Reports – initial preparation and issuing to clients• Issuing client documentation and monitoring for return• Ensuring accurate records are maintained on back office systems• Project admin support - client mailings/mail merges
Key Skills
• Pensions experience not required but may suit those with experience in Financial Services• Good communication skills• Ability to self-organise and work under own initiative
Apply today and a member of the team will be in touch to discuss the role in more detail and answer any questions you may have.
Client Service Administrator jobs in York
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