Client Administrator – Part Time

Responsibilities

Manage client pension processes, such as transfers and drawdowns, working with the pension administrator and the client to ensure the processes are as smooth as possible.

• Support with ad-hoc document generation and other tasks where clients need support
• Contact ceding providers, where needed, for Pension or ISA transfers to ensure that transfers are handled correctly and efficiently
• Help the client services team with some client interactions when volumes are very high
• Reach out to clients where requests come from the operations or compliance team for further information, whether to check the legitimacy of payments or to review parts of client applications
• Work closely with the operations team to ensure that client back-office processes are properly managed and the client experience is positive
• Be the gatekeeper managing the variety of touchpoints with the pension administrator to ensure that communication is properly orchestrated

• Must have:
• A strong work ethic
• High levels of organisational skills
• A can-do attitude and the ability to work in a fast-paced environment
• Have a strong get up and go work ethic, with the ability to work at a high level in a fast-paced environment
• Experience working in administrative, client-facing or receptionist roles
• Nice to have:
• A passion for startups and a strong interest in building a career in Financial Services
• Some knowledge of financial products, such as pensions and ISAs