Job Title

Client Services Administrator

Required Skills

Job Description


Company Introduction

Our client is a international leader in financial services with offices in over 70 countries.

Job Responsibilities and Duties

  • Dealing with generic administration related to the department via telephone, correspondence and email etc;
  • Build and maintain a rapport with clients through means of electronic mail, ensuring that all queries are dealt with in an efficient manner. Such queries may include but are not limited to;
  • Respond to queries and process forms & documentation in an efficient manner;
  • Change of addresses;
  • Valuations;
  • Premium holidays;
  • Payment and/or overdue enquiries;
  • Fund performance and contribution history;
  • Surrender/withdrawal requests;
  • Transfer of clients;
  • Premium increase/decrease Liaise with Institutions in obtaining relevant documentation and respond to queries placed Chase for outstanding documents whilst sending to appropriate personnel;
  • Liaise with various internal administration departments depending on the query and/or task at hand;
  • Manage all institutions online portals, accessing transaction / payments history and compiling reports for the clients;
  • Dealing with all the administrative duties concerned with incoming and outgoing mail which will include for example sorting, scanning, distributing and filing;
  • Maintaining the upkeep of the client record database;
  • Train any new recruits as and when required.


  • Previous experience in a similar role would be considered an asset.

Personal Skills

  • Able to multi-task;
  • Have a high level of attention to detail.

Recruitment Consultant

Sectors Sales, Marketing, Administration, IT


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