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Client Services Administrator
  • United Kingdom - West Yorkshire - Leeds -
1 year ago
Administrator
Full Time
Job Description

To provide full administrative support to the Operations department and in turn deliver a professional, compliant and effective client service with a high focus on quality and accuracy whilst completing a Level 2 - Customer Service Apprenticeship.

Key Responsibilities

The role encompasses all general administration duties to support the Operations team. Your key responsibilities will include:

  • Scanning, printing and filing. Ensuring all documents are kept up to date and reviewed when necessary
  • Input information for new clients onto CURO. Ensure all the data is input correctly and kept up to date
  • Maintain the CRM system (CURO) to ensure that Know Your Client (KYC) information for clients is entered fully and accurately.
  • Competently and professionally speak to clients and third parties over the phone to discuss their queries and signpost in the right direction
  • Collate client meeting packs (both electronic and paper copies)
  • Generate letters of authority
  • Request information and updates from providers
  • Money laundering checks and ID checks for all clients
  • Run smart search checks for clients
  • Ensure that all tasks on CURO are completed in line with company policy and procedures
  • On request from the Client Services Associate’s, provide assistance with workflow demands
  • Support the FOH team when required, to help improve knowledge of the business and provide cover when needed e.g. distributing post and welcoming clients

Benefits

  • Company discretionary bonus scheme;
  • Full time hours (35 per week) Monday to Friday 9.00am and 5.00pm – 1 hour for lunch;
  • 24 holidays (increasing to 26), plus 2 additional days for Christmas close down;
  • Company Pension scheme;
  • Private Healthcare following completion of probationary period;
  • Group Income Protection;
  • Life Assurance;
  • Eye Care Scheme;
  • Bike to Work Scheme;
  • Full support with professional qualifications;
  • Wellbeing Programme;

Required Knowledge, Skills, and Abilities
A desire to further develop knowledge of the industry and role. Willingness to undertake relevant examinations to support understanding within the role. Good IT skills in core Microsoft Office systems. Strong organization and prioritization skills. Excellent verbal and written communication skills with an eye for detail. Professional telephone manner.

Reference no: 28784

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