BATH
Corporate Client Executive – up to £28,000 – Bath / Cheltenham
Responsibilities
– Act as on-going support for all EB Clients and keep Corporate Financial Planner and Clients regularly updated on the progress of outstanding cases
– Point of contact for all incoming calls and emails from our clients, product providers and Corporate Financial Planners.
– To actively manage existing schemes for Pensions and Health, Risk and Wellbeing (HRW) ensuring details are kept in line with FCA guidelines and maintaining service standards.
– Ensure all data is requested and captured in an efficient and timely manner.
– Build strong working relationships with the Employee Benefits team and wider business.
Requirements
– Good working knowledge of Microsoft Office including Word, Excel, Outlook and PowerPoint.
– Experience working in an administration role
– Experience of delivering accurate, relevant and timely information.
– Experience working in a Pensions or Employee Benefits administration role.