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Corporate Client Services Executive

Job Title: Corporate Client Services Executive
Contract Type: Temporary
Location: London, England
Industry:
Salary: £12 - £16 per hour + Bonus and Benefits
Start Date: ASAP
Reference: 10534/001_1529316684
Contact Name: Hannah Voller
Contact Email: hannahvoller@srmrecruitment.com
Job Published: June 18, 2018 11:11

Job Description

Our client is a leading asset manager with offices across the UK. They are looking for a Corporate Client Services Executive to provide corporate pensions and group risk administration support to corporate clients by supporting the Senior Corporate Client Service Executive and the Adviser.

Key Responsibilities

  • Knowledge of group pension scheme arrangements and automatic enrolment processes and confidence in dealing with member and employer queries relating to these
  • Knowledge of group risk arrangements e.g. Group Life Assurance, Group Income Protection, Group Critical Illness and Group Private Medical Insurance. Demonstrate confidence in dealing with employer and provider queries relating to these types of arrangements
  • Ensuring records are updated in accordance with company policies and procedures
  • Submission of contribution files within agreed department SLA's
  • Administering and managing group risk scheme renewals within agreed SLA's
  • Prompt and proactive resolution of day to day employer and member queries
  • Data cleansing and filing in accordance with department and business operating procedures
  • Managing leads with the Client Relationship Management (CRM) system
  • Accurate and timely data entry on to CRM
  • Arranging appointments and diary management
  • Preparing meeting packs for client appointments and ongoing client communication regarding follow-up and review meetings
  • You may also be required to carry out:
  • Data Collection on client portfolios
  • Checking new business paperwork, banking cheques, scanning documents to agreed timescales
  • Submission of new business to Platform and Off-Platform administration teams
  • Managing cash balances and cash movements
  • Updating static information - change of name, address etc. within agreed timeframes
  • Preparing valuations
  • Assisting Advisers with fact find input
  • Archiving documents
  • Handling and administration of Incoming and Outgoing communications covering all aspects of client instruction with respect to their portfolios, general enquiries and advice related documentation
  • Task and workflow management on back office system
  • Awareness and ability to apply the Practice Manual methodology
  • Document Management

Regulatory Responsibilities (Compliance/T&C)

  • Ability to demonstrate an understanding of the regulatory framework relevant to the role, whilst practising effective risk management taking account of outcomes for clients.
  • Demonstrate an understanding of and compliance with regulatory framework relevant to the role, whilst practicing effective risk management taking account of outcomes for clients.

About you

  • Previous experience with employee benefits services is preferable
  • Excellent attention to detail
  • IT skills
  • Team Player
  • Good communication skills - verbal and written
  • Excellent record keeping and reporting capabilities
  • Proactive nature to gain efficiencies
  • Ability to multi-task
  • Demonstration of Initiative

Rewards and Benefits

  • Discretionary Annual Bonus
  • Pension - Group Stakeholder Pension Plan provided by Friends Life; 5.3% employee and 10% employer contribution
  • Life assurance - 4 times annual salary
  • Private Medical Insurance
  • Annual Leave - minimum of 25 days as standard with the opportunity to buy up to 5 days' additional annual leave every March
  • Plus further benefits including competitive family friendly offering, information available upon request