Client Services Administrator

Responsibilities

• Answering all client telephone enquiries effectively and promptly.
• Meeting and assisting visiting clients and potential clients.
• Representing CCLA at organised events.
• Ensure that clear instructions are obtained from clients where doubt exists.
• Diarising and chasing correspondence to which a reply is required.
• Checking standard letters for appropriateness and accuracy (and issuing).
• Dictation of ‘non-standard’ letters.
• Maintain effective liaison with our administrators.
• Verify signatories of instructions over a specified value.
• Tracing and dealing with ‘lost’ client payments.
• Tracing and dealing with ‘lost’ client correspondence.
• Chasing unpresented cheques.
• Prepare Complaints Errors and queries for events originating within the team.
• Assist with Data Cleanse projects.

Competencies

• Written and verbal Communication skills.
• Maintain knowledge of CCLA products.
• An ability to effectively communicate with and engage the representatives of charitable investors.
• Working knowledge of the characteristics of the major asset classes and their appropriateness to the various circumstances of investors.
• A working knowledge of current charity and trustee law and the understanding of and empathy with the sector.

Skills

• Excellent communication skills – both written and verbal.
• Able to actively listen.
• Confident and able to advise clients on CCLA processes.
• Work as part of a team, collaborating effectively with colleagues.
• Accurate, with attention to detail.
• Able to multitask and prioritise work appropriately. 

Experience / qualification

Previous experience in Financial Services/Banking preferred.