Corporate Client Executive

This is an excellent opportunity to join a well-respected and forward-thinking Financial Services company, committed to providing the very best advice through a top-quality team. From their support teams, right up to management, they pride themselves on having the correct work ethos and culture needed to provide an excellent customer experience.The business is looking for a Corporate Client Executive to provide administration support to the Corporate Financial Planner and assist the team with duties. Striving to build stronger relationships with a bank of clients, adding value and pre-empting their specific 

This is a hybrid role providing split weeks between home and the office.

Our client is looking for someone who has a good understanding of the Employee benefits industry, with excellent diary management and client relationship skills.

• Point of contact for all incoming calls and emails from our clients, product providers and Corporate Financial Planners.
• Responding to internal/external requests via email and phone in a prompt and efficient manner, keeping all parties informed of progress as appropriate.
• Working with the entire Employee Benefits team to ensure that all clients receive excellent service at all times.
• Work with the Corporate Financial Planner and Client Service Manager to ensure that all clients are receiving the service they are paying for.
• Strive to build on the existing client relationship and identify additional upselling opportunities.
• To actively manage existing schemes for Pensions and Health, Risk and Wellbeing (HRW) ensuring details are kept in line with FCA guidelines and maintaining service standards.
• Process all new business ensuring all transactions are tracked through to accurate and timely completion, ensuring compliance filing and application set up with providers is carried out, in line with our service propositions.
• Undertake all new scheme implementation for both Pensions and HRW, including preparing client invitation packs, attending client meetings, setting up the scheme with the provider.
• Ensure all data is requested and captured in an efficient and timely manner.
• Regularly check data, fill gaps and amends errors where necessary.
• Ensure all account records are checked and updated upon receipt of any correspondence via email and telephone.
• Provide administration support in the form of scanning, printing, filing, photocopying, binding, record keeping, data imputing and typing or any other duty needed.
• The occasional arrangement/receipt of couriers, and the subsequent recording and forwarding on to the appropriate recipient.

About you:

Essential:

• Good working knowledge of Microsoft Office including Word, Excel, Outlook and PowerPoint
• Previous experience working in an administration role
• Experience of delivering accurate, relevant and timely information

Desirable:

• Previous experience working in a Pensions or Employee Benefits administration role
• Experience working with Auto Enrolment schemes
• Experience of using Intelligent Office back office system
• Experience of working in a relationship management role

Skills & Qualifications:

Essential:

• At least 5 A-C GCSE’s including Maths and English
• Strong interpersonal and communication skills
• Excellent customer services skills and commitment to providing quality service
• Excellent planning and organisational skills
• Excellent accuracy and attention to detail
• Excellent telephone manner
• Ability to work as part of a team and unsupervised
• Process Driven - always looking  for smarter ways of working

Desirable:

• Relevant qualifications related to Employee Benefits or Financial Services