Client Services Administrator

This is a great role for a Client Services Administrator to work with a fantastic company based in Guildford joining a vibrant and busy team.  The Client Services Administrator will look after administration and file management for the Client Services Team. The successful candidate will have exceptional customer service and administration skills.  This company offers a mix of hybrid and office work.

 

Company Benefits:

• 25 days holiday and long service accrual
• Private medical insurance
• Employee assistance programme
• Access to corporate gym membership rates
• Eye care
• Wellness initiatives
• Holiday purchase schemes
• Bonus scheme
• Pension scheme
• Income protection insurance

 

Key Responsibilities:

• Develop solutions to ensure an exceptional service is provided at all times.
• Consistently and appropriately update service users on progress and status of tasks where appropriate
• Work with service users to offer assistance where possible
• Support the team with the completion of client due diligence, conflict checking and the Anti Money Laundering processes
• Create new files and maintain and update existing files, demonstrating an understanding of the principal documents
• Deal with internal and external postal deliveries and arrange couriers’ services as necessary
• Working effectively and efficiently on the CRM system to log and record documents
• Undertake all file closing procedures including the processing of archiving and retrieval
• Complete searches at the request of Directors, Fee Earners, Client Services Leads and Client Services Executives
• Photocopying, printing, scanning, binding, and filing tasks
• Supporting the finance team by ensuring receipts, cheques and bills are correctly loaded onto the system
• Any ad hoc duties as requested by the business
• Producing document packs
• Producing court bundles
• Keeping client specific records updated where necessary
• Preparing files for costs assessments
• Undertaking basic Land Registry searches
• Data Subject Access Requests
• Checking Companies House for company registration numbers, addresses, director details etc
• Updating the intranet pages

 

Experience and Skills Requirements:

 

• A minimum of 6 months administration experience
• GCSEs graded A to C to include Maths and English (or equivalent level of qualification)
• Solid customer service centric experience and work ethic
• Excellent verbal and written communication
• Communication
• Proactive Team Player
• Organised
• Good interpersonal details with the ability to adapt style and approach
• Attention to detail and accuracy

 

If you have not been contacted within 5 working days, then unfortunately on this occasion your CV has not been shortlisted.