Customer Service Administrator

• Job Type: Full-time
• Location: SN4
• Salary Range: £25,000 per annum

Hybrid working available once fully trained.

We are looking for a Customer Service Administrator who is a problem-solver, technically adept, and has a strong desire to support a dynamic team. This role is crucial in providing a point of contact for all queries pertinent to the team, offering technical support, and ensuring the smooth operation of our services. 

• Serve as the first point of contact for all queries related to your role from the team.
• Provide technical support to team members, encouraging the use of initiative to locate answers.
• Communicate with the practice and office manager regarding any potential issues.
• Prepare for meetings, including business submissions and suitability letters.
• Handle all complex cases and manage and resolve technical queries.
• Liaise with clients to provide assistance and information on technical issues.
• Collaborate with various departments such as tax and trusts, pensions marketing, and asset management to solve contentious issues and support Advisers/Paralegals.
• Stay informed of all industry and internal changes that affect your role.
• Demonstrate a willingness to expand knowledge in all areas of financial services, with a focus on pensions, investments, and tax and trusts.
• Update all client confidential information on relevant platforms.
• Support new team members and manage Salesforce workflow effectively.
• Maintain control over work assignments, ensuring efficient workflow management.