Job Title: Client Services Administrator
Location: Edinburgh office and home-based (hybrid working)
Salary: Competitive
Job Type: Permanent/Full-time
About Punter Southall Aspire
Punter Southall Aspire (PS Aspire) is a major investment and savings business that blends a strong customer focused culture with a modern technology-led outlook.
Uniting employee benefits and individual financial advice, we work with employers, trustees and private clients through our regional UK offices to design and manage solutions that meet their unique needs.
About the Employee Benefits team
The Employee Benefits business within PS Aspire, provides Next Generation advice and services to employers and pension trustees.
The team specialises in workplace pensions and Group Health and Protection schemes, providing: consulting and broking; operational support; member education; scheme review and governance services; investment consulting and communications expertise.
About the role
The role will support our consultants with providing a high-quality service to our corporate clients.
We are looking for an individual with a thirst for knowledge and creative flair; somebody with a positive approach to work and an interest in workplace savings and employee benefits.
Our team focuses on: Designing, reviewing and improving employer pension provision for our clients’ employees, to help people achieve better outcomes in retirement.
Our clients are predominantly HR directors, finance directors and pension governance committees.
You will be working on a portfolio of clients to provide ongoing support. As well as the consultants and other admin support team members, you will be dealing directly scheme providers on a regular basis and may have direct contact with the clients.
Key tasks include:
- Proactively managing own workflow and following processes to meet deadlines.
- Keeping member communications up-to-date and compliant.
- Obtaining and checking data from clients and providers.
- Drafting scheme reports – including data manipulation, and chart production.
- Peer reviewing work produced by others – to ensure accuracy and consistency.
- Answering client and member queries, by email and phone – helping to resolve basic issues and improve the member experience.
- Accurately raising invoices and recording income in line with procedures.
- Liaising with clients, providers and consultants to ensure the smooth running of clients’ schemes.
- Using internal client management systems, such as Intelligent Office, Microsoft Office products and other in-house systems.
- Recognising possible improvements in processes and suggesting these to your line manager.
- Accurately completing and maintaining relevant records, including s filing documents correctly.
Required attributes
- Ability to work well as part of a team.
- Proactive, self-motivated and positive approach to work.
- Wishes to develop personally within the role and shows a willingness to study further as career develops.
- Well organised, always thinking and planning ahead.
- Continues to seek ways of innovating, simplifying and improving quality, service delivery and processes.
- Able to communicate clearly with clients, colleagues and providers
- Able to develop working relationships with colleagues and clients.
- Experience of working in financial services. Able to work with a client focused approach and develop trusting and credible partnerships with clients both face-to-face and via the telephone or video calling.
- Demonstrates a business acumen and ability to recognise and work towards meeting the interests of clients and Punter Southall Aspire.
- Ideally educated to at least A Level or equivalent standard.
- Strong Maths and English skills as evidenced through GCSE, A Level or equivalent qualification.
- Willing to study towards relevant industry qualifications.
If you are interested in this role and would like to know more, you can access the job description by clicking the APPLY button to be redirected to our site.
Candidates with the relevant experience or job titles of; Client Support Executive, Client Services Assistant, Client Support Administrator, Client Services Support, Client Support Assistant, Customer Delivery Executive, Client Services Executive, Client Advisor, Customer Support Advisor, Business Support, Client Support Executive, Client Relationship Executive may also be considered for this role.
