Client Administrator Job Description
Client administrator
provides support to Relationship Manager through population of credit file (Loan Quality Assurance System) of information received from clients and underwriters (financial statements, covenant checks, etc.).
Client Administrator Duties & Responsibilities
To write an effective client administrator job description, begin by listing detailed duties, responsibilities and expectations. We have included client administrator job description templates that you can modify and use.
Sample responsibilities for this position include:
Audit digitized documents and maintain back up of digitized files
Oversee publishing of written copy for business-to-business websites and apps
Oversee publishing of video for business-to-business websites and apps
Oversee user admin for business-to-business websites and apps
Ensure timely acquisition of written and video materials
Ensure accuracy and completeness of all episodic data and materials
Coordinate delivery of digital assets for sales events
Support delivery of broadcast-quality marketing video to clients
Oversee creation of online video screeners
Support client servicing team as needed
Client Administrator Qualifications
Qualifications for a job description may include education, certification, and experience.
Licensing or Certifications for Client Administrator
List any licenses or certifications required by the position: IAT, II, ITIL, ECSA, PMP, CE, V3, IAM, MCSE, SSCP
Education for Client Administrator
Typically a job would require a certain level of education.
Employers hiring for the client administrator job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and University Degree in Education, Associates, Economics, Finance/Accounting, Technical, Finance, Accounting, Business, Computer Science, Management
Skills for Client Administrator
Desired skills for client administrator include:
Current lending policies
Procedures and regulations
Archive
COAST
Lending workflows to assist banker in processing commercial loans
Loan documentation and related financial statements
Loan imaging system with the ability to load
Maintain
Microsoft Office suite
Retrieve credit file information
Desired experience for client administrator includes:
Publish from WWTVM video media asset management system to wbitv.com
Publish video to WWTVM media asset management system
Encode or transcode and QC video from tape or file to file
Quality control review for all digital media servicing video publishing
Service assets to clients as needed
Other client servicing duties as required
Client Administrator Examples
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Client Administrator Job Description
Job Description Example
Our growing company is looking to fill the role of client administrator. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.
Responsibilities for client administrator
- Responding promptly to customer inquiries in a professional manner
- Providing quality solutions and services that meet the needs and address the issue
- Acting as a liaison between Operations and Relationship Managers other business partners in Risk, Compliance, and Legal
- Performing complete review, analysis, and investigation of Client Complaints to ensure they are handled timely and fairly and in accordance with policies
- Preparing customized response letters in accordance with standards that address the client's issues raised affecting their accounts or services provided
- Performing daily reconciliation of Securities transferred free of payment and follow up on any exceptions
- Providing operational support and assistance for the AAM and ADM hedge fund investment product
- Assisting management with identifying process improvements and work flow changes to improve customer experience and process efficiencies
- Providing customer service and assistance to Relationship Managers on
- Ensuring proper controls are in place to mitigate risks or exposure to the firm
Qualifications for client administrator
- Must be able to quickly learn a variety of online tools and systems
- Must possess strong computer skills, including knowledge of MS Office and web publishing
- Must have a knowledge of global geography
- Performing workflow analysis to identify gaps and areas for improvements
- Performing a monthly analysis of specialized statements for Relationship Managers
- Effective implementation of new procedures, systems, process changes, and initiatives impacting our department
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Client Administrator Job Description
Job Description Example
Our company is growing rapidly and is searching for experienced candidates for the position of client administrator. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for client administrator
- Tertiary qualifications in commerce, finance or similar
- Identify, investigate, and resolve all client inquiries, administrative errors
- Consistently demonstate execution excellence with service delivery
- Proactively identify, investigate, and resolve client inquiries and provide recommendations
- Assist with project development for enhancing the client experience
- Be a key support for administrative functions such as data base management, mass mailings, preparation of presentation/meeting materials, correspondence, creation of reports, spreadsheets and completion of special projects
- In a Relationship Management capacity, you will be a key support to the administrative activities and responsibilities of the Team
- Consistently demonstrate execution excellence with service delivery
- Support the coaching and development of colleagues
- Answering the phone - Redirecting calls and taking messages
Qualifications for client administrator
- Client Sales Executive are typically assigned to support Client Managers and/or Sales Specialist
- Bachelor’s degree and five (5) to ten (10) years of relevant work experience
- Organised approach to performing tasks and prioritising work where there are conflicting demands
- Good communication skills to ensure that tasks are clearly understood and any queries to or from the client team are efficiently dealt with
- Willingness to learn about clients and the assignments being provided to them
- Meticulous attention to detail required and motivated by doing a job well
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Client Administrator Job Description
Job Description Example
Our growing company is looking to fill the role of client administrator. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for client administrator
- Using Excel to produce reports
- Input contractual items into contract-management data base
- Prepare new account prefunding and welcome package
- Prepare insurance annual renewal applications and responds to requests for verification of insurance
- Coordinate quarterly financial commentaries
- Draft client correspondence and related communications on legal matters
- Back-up to other legal department colleagues as needed
- Assume additional duties as requested or assigned
- Liaising with external Transfer Agents to ensure the timely settlement of cash/stock assets inand out of Platform Securities custody
- Working as part of a team to ensure service levels are adhered to
Qualifications for client administrator
- Must have a thorough knowledge of video file formats
- Ability to work effectively in a team and to tight deadlines, being self-motivated, confident to work on their own initiative and be proactive
- Excellent written and verbal communication skills in both English and French - ability to draft effective communications (emails, letters, memos, instructions) with exceptional grammar, spelling & proofreading skills
- College Degree (Business degree preferred)
- Prior Hedge Fund experience preferred
- Solid client service skills, problem-solving, muli-tasking ability, knowledge of application, good influence/persuasive abilities, good project management/analysis skills, good technology/PC-Excel, Word, Powerpoint
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Client Administrator Job Description
Job Description Example
Our innovative and growing company is hiring for a client administrator. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for client administrator
- Provide accurate and clear instructions to Counterparties, documenting discussions and next steps
- Liaise with clients providing regular updates on transfers progress
- Manage and resolve issues raised during the transfers process
- Timely escalation of issues that can impact service delivery and client experience
- Adhere to company policies and procedures are all time including but not limited to
- Maintenance of accounting records and preparation of financial reports, deliverables
- Performance monitoring, troubleshooting, and tuning for all end-user systems, and diagnose, troubleshoot, and resolve PC hardware and software issues
- New PC and system builds – implement new computers and systems for users
- Assessing/posting monies from the exceptions report
- Matching/reconciling nominal ledger and bank entries
Qualifications for client administrator
- High school diploma or equivalent required, 2 year degree or equivalent preferred
- 3+ years Customer Service experience, knowledge of industry standards preferred
- Excellent problem-solving, analytical and research skills required
- Client service experience in the financial services industry highly desirable
- High level of accuracy and attention to detail, particularly in written documents required
- Must be able to adapt effectively to unanticipated changes in work priorities
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Client Administrator Job Description
Job Description Example
Our company is looking for a client administrator. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for client administrator
- Direct technical support for all products delivered in a 7x24 hour environment
- Monitor and respond to technical hardware and software problems utilizing a variety of testing tools and techniques for desktop, servers, LAN/WAN, voice or video networks
- Perform capacity planning, system administration, system tuning, problem analysis and hardware/software upgrades
- Develop administrative policies, documentation and procedures to ensure that company assets are properly maintained and operated
- Perform testing and establish system acceptance criteria on current and new hardware and software
- Develop local administrative policies and procedures to ensure database and system integrity
- Conduct meetings with the clients and other support groups to establish critical dates and LAN and client/server requirements
- Determine training needs and develop system administration guidelines tailored to the work environment
- Coordinate the delivery and staging of client/server hardware and software including Ethernet and/or Token Ring wiring for the workstation and file server platforms
- Configure and build the client workstation, server hardware, software printers and network interfaces to meet client and vendor technical specifications
Qualifications for client administrator
- Must work efficiently under pressure
- Must be highly skilled with Microsoft Word
- Must have initiative and ability to work to completion on simultaneous projects without close supervision
- Five years client service experience in the financial services industry preferred
- Experience in situations that required independent problem-solving preferred
- Legal or compliance experience in the finance industry desirable