Key Account Administrator

I'm seeking a highly motivated and detail-oriented individual to join my clients New Business Team on an ongoing temporary basis, with the potential to transition into a permanent role. Key details about the role are as follows:

• Position: New Business Team Administrator
• Employment Type: Ongoing temporary role
• Working Hours: Monday to Friday
• Hybrid Working: Available once you are up to speed
• Salary: £25k per annum, reflected in an hourly rate

In this role, you'll play a key part in delivering first-class service to both new and existing clients, ensuring all administrative tasks are handled to the highest standard.

Key Responsibilities:

• Take initial client instructions and pass them to the Case Handler.
• Generate tailored client care packs to meet individual client needs.
• Open and maintain new client files, ensuring proper documentation is in place.
• Collect and verify client ID and source of funds information.
• Use Case Management Systems, Microsoft Word, and Excel to manage client data.
• Make follow-up calls to gather feedback and ensure customer satisfaction.
• Assist with photocopying and scanning of documents.
• Enter data into electronic portals during the client onboarding process.
• Arrange client meetings to collect initial instructions and documentation.
• Understand and comply with GDPR requirements regarding client personal information.
• Work towards department targets and Key Performance Indicators (KPIs).
• Provide clients with guidance on completing documents and answer any questions.

Qualifications and Skills:

• Strong administrative skills and attention to detail.
• Self-motivated, proactive, and enthusiastic.
• Excellent customer service skills, with a focus on client satisfaction.
• Strong verbal and written communication skills.
• Ability to work independently and collaboratively as part of a team.

If you're looking for a temporary role that offers flexibility and the potential for permanence, we'd love to hear from you. Apply today and join a dynamic team committed to delivering exceptional service!