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Client Services Administrator
Location:
Coatham Mundeville
Description:
Our client, an international provider of corporate benefits who provide advice on all aspects of employee benefits with a particular specialisation in foreign companies who have groups of employees in the UK and Europe is currently recruiting for an experienced Employee Benefits Administrator to join their busy team. Required Qualifications: Certificate in Business Administration Desirable Working towards Level 4 in Financial Planning - Desirable Responsibilities Making sure that you act in good faith, avoid causing foreseeable harm and support retail customers to pursue their financial objectives to achieve four set outcomes: Products and services are fit for purposes Products and services represent fair value Clients are equipped to make informed decisions Clients receive adequate support to meet their needs. Making sure you follow the firms compliance processes and procedures at all times, including the following areas: T&C, complaints, financial crime, anti-money laundering, anti-bribery, financial promotions, data security, date protection, conflicts of interest, inducements, record keeping, best execution. Complying with the Financial Services and Markets Act 2000, the FCAs Conduct Rules / FCA Statements of Principle and Code of Practice and the and the relevant FCA rules at all times Making sure all client contact is carried out in a professional and courteous way. Making sure all client records are retained in line with the firms date security, Data Protection and record keeping policy Dealing with queries in an efficient and timely manner. Deal with the following in a timely and compliant manner: - New business applications (following cases through to issue and payment) Claims processing Day to day queries from scheme members, employers and/or HR Referring any issues / technical queries to the Client Relationship Managers (CRM) Process and record changes to members personal details Checking and issue of policy documents to scheme members. Visit ListedBuy for more information.
Company:
Bond Recruitment
Posted:
February 1 on ListedBuy
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More About this Listing: Client Services Administrator
Client Services Administrator is a Accounting & Finance Client Administrator Job at Bond Recruitment located in United States. Find other listings like Client Services Administrator by searching Oodle for Accounting & Finance Client Administrator Jobs.
Client Services Administrator is a Accounting & Finance Client Administrator Job at Bond Recruitment located in United States. Find other listings like Client Services Administrator by searching Oodle for Accounting & Finance Client Administrator Jobs.