Client Services Administrator - Bond Recruitment Ltd : Job Details

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:

• Making sure you follow the firm's 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 FCA's 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 firm's 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
• Processing scheme leavers and joiners
• Issue of annual statements to scheme members
• Upload monthly GPP premiums on product provider systems
• Process group scheme renewals, including requesting and checking quote and aiding the CRM negotiating rates with providers and drafting recommendation reports from templates.
• Preparation and issue of invoices to employer
• Liaising with product providers, clients and advisers as necessary
• Ensure that new and existing records, both computerised and manual,

are kept up to date

• Run monthly reports from online benefits portal
• Assist with monitoring of divisional Aged Debt report
• Filing - in accordance with in-house paperless office procedures
• Provide general administrative and clerical support, as required
• Manage own bank of clients once fully trained
• Maintain all standards of performance as required by the firm
• Obtain and maintain the level of competence as required by the firm
• Making sure clients receive relevant documentation in a timely way
• Any other reasonable tasks or duties as requested by Management