Client Services Administrator

A great role for a Client Services Administrator to work with a great company based in Guildford, joining a lovely team.  The Client Services Administrator look after administration and file management for the Client Services Team. This role offers a mix of hybrid and office work.

Benefits:

• 25 days holiday and long service accrual
• Private medical insurance
• Employee assistance programme
• Access to corporate gym membership rates
• Eye care
• Wellness initiatives
• Holiday purchase schemes
• Bonus scheme
• Pension scheme
• Income protection insurance

Responsibilities:

• Able to develop solutions to ensure an exceptional service is provided at all times.
• Consistently and appropriately update service users on progress and status of tasks where appropriate
• Work with service users to offer assistance where possible
• Support the team with the completion of client due diligence, conflict checking and the Anti Money Laundering processes
• Create new files and maintain and update existing files, demonstrating an understanding of the principal documents within file
• Deal with internal and external postal deliveries and arrange couriers’ services as necessary
• Working effectively and efficiently on the CRM system to log and record documents
• Undertake all file closing procedures including the processing of archiving and retrieval
• Complete searches at the request of Partners, fee earners, Client Services Leads and Client Services Executives
• Photocopying, printing, scanning, binding, and filing tasks
• Supporting the Finance team by ensuring receipts, cheques and bills are correctly loaded onto the system
• Any ad hoc duties as requested by the business
• Producing document packs
• Producing court bundles
• Keeping client specific records updated where necessary
• Preparing files for costs assessments
• Undertaking basic Land Registry searches
• Data Subject Access Requests
• Checking Companies House for company registration numbers, addresses, director details etc
• Updating the intranet pages
• Additional practice group specific administration tasks that were required

Requirements:

• A minimum of 6 months administration experience
• GCSEs graded A to C to include maths and English (or equivalent level of qualification)
• Solid customer service centric experience and work ethic
• Excellent verbal and written communication
• Proactive Team Player
• Organised
• Good interpersonal details with the ability to adapt style and approach
• Attention to detail and accuracy

 

 

If you have not been contacted within 5 working days, then unfortunately on this occasion your CV has not been shortlisted.