Client Administrator Resume Samples

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CO
C Ondricka
Clarissa
Ondricka
6688 Gilberto Bridge
Phoenix
AZ
+1 (555) 170 5966
6688 Gilberto Bridge
Phoenix
AZ
Phone
p +1 (555) 170 5966
Experience Experience
Houston, TX
Client Administrator
Houston, TX
Lehner and Sons
Houston, TX
Client Administrator
  • Assistance in the retention and development of existing clients and provide support in respect of new business/ clients to the team
  • Execute all the necessary to have TMF Group and clients perform according to Compliance and AML rules
  • Establish and maintain positive and effective working relations with other Associates and clients
  • Maintain and manage personal workload effectively utilising relevant systems. Achieve internal SLA’s and client KPI’s, ensuring deadlines are met
  • Work in teams, taking direction from your Client Administrator Team Leader and Client Administrator Manager
  • Provide assistance with preparation of client Governance and Stewardship Reports
  • Monitor insurers/ providers performance on behalf of clients and challenge insurer at higher level to resolve any issues
Los Angeles, CA
Private Client Administrator
Los Angeles, CA
Turner-Kris
Los Angeles, CA
Private Client Administrator
  • Provide assistance to team and all daily ad hoc administration requests
  • RBC Wealth Management - PH&N Investment Counsel – Branch Operations Manager
  • Assist in the quality control of account attributes and data for various tax reports provided to
  • RBC Wealth Management - PH&N Investment Counsel – Regional Manager Operations
  • Initiate performance measurement process for all new accounts to accurately track and report account performance to clients
  • Proactively assist with client management of appointments and scheduled meetings / calls
  • Provide support to new initiatives and/or process improvements
present
Houston, TX
Senior Client Administrator
Houston, TX
Herzog Inc
present
Houston, TX
Senior Client Administrator
present
  • Assisting consultants with budget planning and monitoring fees/commission
  • Project Management
  • Accurate completion and maintenance of Client Relationship Management database
  • Control debtors to the level determined by Line Manager and minimize credit notes issues
  • Identify and raise technical issues and potential problems with Line Manager
  • Accurate completion and maintenance of the Client Relationship Management database
  • Provide transactional administration services to clients and members
Education Education
Bachelor’s Degree in Business Professionalism That Will Enhance
Bachelor’s Degree in Business Professionalism That Will Enhance
James Madison University
Bachelor’s Degree in Business Professionalism That Will Enhance
Skills Skills
  • Good product knowledge (funds, account characteristics, industry knowledge)
  • Strong computer skills with the ability to quickly adapt to new systems and processes
  • Excellent organisational skills with ability to manage multiple tasks simultaneously
  • Ability to establish a good rapport with team and with clients
  • Good call efficiency while maintaining quality customer service
  • Strong attention to detail
  • Good planning and organisation skills and ability to work to deadlines
  • Excellent attention to detail
  • Ability to influence others to achieve set deliverables
  • Excellent time management and planning/organisational skills, ability to work to deadlines
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15 Client Administrator resume templates

1

Private Client Administrator Resume Examples & Samples

  • University Degree preferred
  • Canadian Securities Course preferred
  • 2–3 years work experience in Investment Industry
  • Advanced computer skills including proficiency with MS Office (Word, PowerPoint & Excel) and the ability to learn new programs
  • Excellent written and verbal communication skills - ability to draft effective communications (emails, letters, memos, instructions) with exceptional grammar, spelling & proofreading skills
  • Strong organizational skills, prioritizing methods and multi-tasking skills
  • Ability to work in a dynamic, demanding, high-pressure environment
  • Detail oriented and a high level of accuracy
  • LI-VM1
2

Private Client Administrator Resume Examples & Samples

  • University degree or equivalent financial services industry experience
  • Canadian Securities Course or similar investment education
  • Excellent communication, priority setting, and decision making skills
  • Excellent personal computer skills and the ability to learn new computer applications
  • Able to achieve results with minimal supervision as part of a self-guiding team
3

Client Administrator Resume Examples & Samples

  • Coordinating projects with our client facing teams, including our overseas delivery centres
  • Financial administration, budget preparation and analysis
  • Understanding and administering our risk management process
  • Organisation skills, ability to perform tasks and prioritise work, especially when there are conflicting demands
  • English and Maths GCSE at grades A to C (or equivalent)
4

Private Client Administrator Resume Examples & Samples

  • Consistently provide a superior responsive execution and delivery of client transactions
  • Be proactive with project development and execution for improving client service processes
  • Develop, document and maintain a profile for each client to help IC solidify and increase the client relationship
  • Manage all aspects of account opening
  • Obtain and record all client data for account set-up
  • Manage client account transactions
  • Ensure trades are processed accurately and on a timely basis
  • Input and checking of trades
  • Ensure daily reconciliation of trades processed
  • Maintain records and files in accordance with regulatory guidelines
  • Proactively assist with client management of appointments and scheduled meetings / calls
  • Provide relief to other positions as needed
  • Participate in most workplace activities and projects
  • Share information/knowledge with other members of your team and across platforms
  • Participate in open communication
  • Be flexible in approaching all duties and assignments
5

Client Administrator Resume Examples & Samples

  • Must understand the nature of all products, including equities, options, fixed income, mutual funds, hedge funds, currency deposits, and structured products
  • 5+ years of experience working in Banking or a Financial Services environment, preferably Securities
  • Operations/Middle Office capacity
  • Must have excellent communication skills, both written and verbal, with good listening skills
  • PC skills a must, especially with using MS Excel
  • Ability to influence others to achieve set deliverables
6

Client Administrator Belfast Resume Examples & Samples

  • Co-ordinating projects with our client facing teams, including our overseas delivery centres
  • Preparing and assisting with client communications
  • Attending internal meetings with senior leaders
  • Work effectively under pressure
  • Good communicator, making sure tasks are clearly understood and taking personal responsibility in dealing with queries to/from the client engagement teams
  • A degree is not essential for this role
  • No professional qualifications are needed for this role
7

Client Administrator Newcastle Resume Examples & Samples

  • Project planning, progress monitoring and reporting
  • Proven office work experience
  • Ability to interpret financial data and produce relevant reports
  • Attention to detail and the personal motivation to perform your role to the highest standards
8

Client Administrator Cardiff Resume Examples & Samples

  • Co-ordinating projects with our client facing teams
  • Data entry risk administration and reporting
  • Pragmatic in your approach to problem-solving
  • Always punctual, flexible and responsive in how you approach your work
  • Microsoft office suite experience, good Excel skills are particularly valued
9

Cees-client Administrator Resume Examples & Samples

  • Investigation and response to client/participant queries
  • Liaising with third party intermediaries e.g. lawyers / actuaries
  • Educated to A – Level standard or equivalent or above
10

Client Administrator Resume Examples & Samples

  • Financial administration, e.g. billing, cash collection, budget preparation
  • Administration of Pre-sales support mailboxes
  • Team meeting and event administration
  • Preparing and assisting with drafting documents for proposals
11

Client Administrator Resume Examples & Samples

  • Managing the group mailbox by opening mail and delivering in a timely manner to the appropriate recipient
  • Scanning documents into the workflow system
  • Verifying signatures against source documentation
  • Printing and mailing letters to allocated investors
  • Developing and maintaining strong relationships with internal stakeholders
12

Private Client Administrator Resume Examples & Samples

  • Minimum of two years of experience in a similar role
  • Excellent written and verbal communication skills - ability to draft effective communications (emails, letters, memos, instructions) with exceptional grammar, spelling & proof reading skills
  • Advanced computer skills including proficiency in MS Office (Word, PowerPoint & Excel) and the ability to learn new programs and systems (FMC, MACS, etc…)
13

Client Administrator Resume Examples & Samples

  • Coordinating and supporting projects with our client facing teams Preparing and assisting with client communications
  • Qualifying client data
  • Client research
14

Private Client Administrator Resume Examples & Samples

  • Maintain documents, records and files in accordance with regulatory guidelines
  • Maintain administrative functions such as mass mailings, client database management, scheduling, meeting materials preparation, correspondence, filing, scanning, creation of reports/spreadsheets and completion of special projects as needed
  • Manage client cash flows, transaction processing, account transfers and balances
  • Respond to, investigate and resolve rejections and/or outstanding issues with back office/operations
  • Respond to, investigate and resolve client inquiries as needed
  • Enter trades as instructed, manage and reconcile trade settlement
  • Minimum of two years of experience in a similar role is preferred
  • High Net Worth Client brokerage and/or banking experience as an assistant or associate an asset
  • Excellent written and verbal communication skills - ability to draft effective communications (emails, letters, memos, instructions) with exceptional grammar, spelling & proofreading skills a must
  • Those working towards obtaining an applicable designation such as the Canadian Investment Management (CIM), Canadian Financial Planner (CFP), or Chartered Financial Analyst (CFA) are encouraged to apply
  • Advanced computer skills; proficiency in MS Office; ability to learn new programs and systems
  • Strong interpersonal, organizational, problem solving, prioritization and multi-tasking skills
  • Must be detail oriented and have a high level of accuracy
  • Must be able to work as part of a team
15

Senior Client Administrator Resume Examples & Samples

  • As a Senior Client Administrator, provide Leadership within the Institutional Line of Business by taking direct ownership of outstanding issues and or situations and determining effective solutions
  • Analyze and interpret legal instruments to determine duties and responsibilities of KeyBank
  • Apply sound fiduciary judgement to various trust matters
  • Ensure the retention of business and fulfillment of KeyBank’s fiduciary responsibilities
  • Maintain compliance with all internal policies and procedures, as well as, with regulatory and legal requirements
  • Establish rapport and effectively coordinate all service issues across product lines to deliver quality service to external and internal clients
  • Understand client requirements, work with approved product offerings and construct creative solutions to meet these requirements
  • Proactively assist in the administration of escrow, qualified plans, master trust custody and investment management accounts
  • Process on daily basis various cash processing transactions including: wire transfers, preparation of checks, transfer of cash, deposit of funds and execute securities trading
  • Prepare new account onboarding, for new business, in Global Office
  • Strive to eliminate all charge-offs and cash processing errors by making sure that the execution of all cash processing transactions is in accordance with existing procedues
  • Review and manage daily cash reports for cash overdrafts, uninvested cash as well as making sure that cash is invested appropriately
  • Work on special projects, as needed
  • Identify and recommend new business, new revenue or profitability plans for existing accounts
  • Undergraduate degree in business related field
  • 2 to 5 years of trust experience
  • Strong leadership, organizational, communication (oral and written), analytical, interpersonal and problem resolution skills
  • Ability to effectively interact within own work team and cross functional teams
  • Ability to mult-task in stressful situations
  • Strong technical background
  • PC skills are required, especially Excel, Word and Access
  • Working knowledge of investments/securities
  • Securities processing and bank operations knowledge
  • Pension/retirement certification
16

Asset Management Know Your Client Administrator Resume Examples & Samples

  • Performing the required Know Your Client/Know Your Intermediary (KYI) screening, on new Clients by documenting and corroborating the information obtained as required by DeAM’s KYC procedures utilising a variety of independent research sources
  • Analysing Client data, documentation and negative news in order to determine the Client risk profile as established under the KYC Procedures
  • Reviewing and ensuring all required AML/KYC regulatory requirements for new Clients are met
  • Liaising with Compliance on specific requirements and regulations arising under special circumstances
  • Liaising with Clients, Front Office, Legal and Operations as necessary as part of the KYC process
  • Performing Client account periodic reviews and remediation efforts as required
  • Conducting special projects related to Deutsche Asset Management’s AML efforts
17

Client Administrator Resume Examples & Samples

  • Handle client and member requests including eligibility, home delivery issues, claim review, reporting requests and general inquiries. Troubleshoot and resolve requests through partnership with operational groups and account team
  • Run customized and scheduled reporting, manage performance guarantee tracking, maintain account and physician data, client database management and report distribution for internal and external clients as requested. At times, analyze reports to identify opportunities and make recommendations to account team
  • Provide project and administrative support to the account management team including submission of client access request forms, organization of client meetings, information packets, and client communications
  • Participate on cross-functional teams to identify process improvement opportunities, problem-solving global client issues and presenting recommendations to leadership. Special projects and task forces as assigned
  • Bachelor’s degree in relevant discipline or equivalent work experience
  • 0-2 years relevant experience
  • Strong PC skills including Microsoft Office products, e-mail and the Internet
  • Excellent verbal and written communication and presentation skills highly desirable
  • Knowledge of the health care and PBM industry and its products and services
  • Ability to work cross functionally to resolve client issues
  • Strong focus on customer service
  • Ability to manage timelines and meet tight client deadlines
18

Private Client Administrator Resume Examples & Samples

  • Primary contact/support for the mutual fund/segregated fund Private Client offering
  • Monitor and ensure compliance to all rules governing the Private Client offering such as but not limited to
  • Monitor and ensure account balance qualification
  • Investor house-holding qualification
  • Receive, field, respond to and resolve all not in good order (“NIGO”) items
  • Liaise with advisor and/or dealer back offices to address issues pertaining to investor accounts and work to resolution the issue/concern
  • Liaise with back office vendors to ensure accounts are administered accurately on back office system
  • Execution of quality control program for private client investor statement production
  • Produce and/or support all reporting requirements such as monthly statistics and year-end activities
  • Follow up with financial institutions on outstanding transfers
  • Monitor and enforce regulatory requirements and SLGI’s policies such as but not limited to early redemption fees and inappropriate trading activities
  • Provide support to new initiatives and/or process improvements
  • University degree or college diploma
  • 5+ years in the mutual fund industry
  • Experience within operational support
  • Canadian Investment Funds Operations course would be beneficial
  • Bilingual (English and French) would be beneficial
  • Travel between Toronto and Waterloo offices
  • Work overtime from time to time
  • Work weekends to support system changes from time to time
19

Senior Client Administrator Resume Examples & Samples

  • Managing a complex portfolio of clients and being responsible for key clients of the team
  • Preparing and reviewing of financial reports under LUX GAAP
  • Organisation and facilitation of audit of financial statements
  • Run month end closing procedures
  • Coaching subordinates in the handling of their client portfolio
  • Ensuring that internal procedures and processes are followed (ISAE 3402 type II)
  • Being responsible for the delivery of excellence in customer service and for maximizing the client satisfaction
  • Maintaining contact and effectively communicating with clients, tax advisors, banks, auditors and other third parties
  • Client Relationship with advisors, clients and the Legal Department
  • University degree in Accounting/Finance
  • 3 - 5 years relevant working experience (ideally trust)
  • Very good level of English
  • Strong analytical and communication skills (both verbal and written)
  • Strong knowledge of MS Office
20

Private Client Administrator Resume Examples & Samples

  • Open client accounts on various systems including, custody and accounting systems
  • Provide day-to-day reconciliation of custody and accounting systems for all private client accounts
  • Collaborate with brokerage firms, banks and transfer agents to transfer client assets into and out of the firm as quickly and efficiently as possible
  • Initiate performance measurement process for all new accounts to accurately track and report account performance to clients
  • Review account activity and update client cost basis which is integral to timely and efficient trade execution and portfolio management
  • Assist in the quality control of account attributes and data for various tax reports provided to
  • Bachelor’s degree, preferably in Accounting, Business or Finance
  • Demonstrated ability to lead and manage a team
  • Demonstrated ability to support new business initiatives and deliver high level of customer service for various cross functional teams and clients
  • College graduates who have had internships in the finance industry will also be considered
  • Responsible, highly organized, detail oriented and efficient
  • Strong interpersonal skills and clear communication skills, both written and oral
  • Demonstrated strong problem solving and analytical skills and the ability to work in a fast-paced, deadline oriented environment
  • Strong ability to multi-task, prioritize and manage various projects or tasks
  • The ideal candidate should be able to independently research and resolve issues
  • Proficiency in generating Excel spreadsheets and documents in Microsoft Word and PowerPoint
21

Senior Client Administrator Resume Examples & Samples

  • Provide administration and analytical support to consultants and clients to ensure schemes/ portfolio are administered in an accurate and timely manner for allocated clients
  • Dealing with client and member queries (verbal and written) -
  • Provide timely transactional administration services to clients
  • Work on Account Action and Development Planning, alongside consultant where there is one on the scheme (to be confirmed for all Client Servicing)
  • Take on additional responsibilities in agreement with line manager as assigned by senior colleagues/operations team
  • Build and maintain ongoing relationship with clients
  • Ability to work on own and as part of a team
  • Strong technical and market knowledge
  • Related business experience
  • Accuracy and attention to detail are essential
  • Ability to develop and maintain excellent working relationships with ‘key’ internal and external client contacts and personalities
22

Client Administrator Resume Examples & Samples

  • Administration and analytical support to consultants and clients, in respect of group risk schemes, to ensure the retention and development of Mercer Marsh Benefits clients
  • Provide transactional administration services to clients and members
  • Ownership of delivery to assigned clients through planning and monitoring of all activity (portfolio planning)
  • Experience of Group Risk Benefits Administration
  • Excellent working knowledge of Microsoft Office suite
  • Excellent time management and planning/organisational skills, ability to work to deadlines
23

Client Administrator Resume Examples & Samples

  • Manages client accounts by meeting with clients on a regular basis to ensure approval and payment received on all services
  • 3-4 years progressive work experience
  • Strong computer skills with the ability to quickly adapt to new systems and processes
  • Ability to interface with various levels within the organization
  • Communication skills, with the ability to relay system information in a comprehensive manner to all levels of the business
  • Proficient skill in the use of Microsoft Excel and PowerPoint
  • Frequent sitting, some standing and walking and bending and reaching as necessary
  • Will consider bachelor's level degree or equivalent work experience
  • Home Services or claims management experience
  • Microsoft PowerPoint, Word proficiency
24

Senior Client Administrator Resume Examples & Samples

  • Ability to establish a good rapport with team and with clients
  • Ability to support and train new starters (not relevant for the Individual Business)
  • Pro-actively develop own career
  • Flexible attitude to working hours to meet workload demands
  • Minimum of GCSE English & Maths at level C and above or equivalent
25

Client Administrator Resume Examples & Samples

  • Process paperwork for new and renewal business to include
  • Expiration Lists
  • Applications
  • Binders
  • Certificates of Insurance
  • Policies
  • Invoices
  • Finance Agreements
  • Endorsements
  • Audits
  • Perform account reconciliation
  • Order and review Loss Run and Claim Status Reports
  • Prepare Summary Of Insurance
  • Maintain client files
  • Image files into electronic file keeping system
  • Document files with action items and their completed status
  • Participate in Errors & Omission audits
  • Establish and maintain positive and effective working relations with other Associates and clients
  • A bachelor’s degree is required, or a minimum of 2 – 5 years industry experience showing increasing responsibility directly related to the performance of the above duties
  • A good understanding of insurance terminology, the general functions of an insurance broker, and the various lines of commercial insurance
  • Demonstrated ability to successfully perform the duties of an Insurance Associate if currently employed at Barney & Barney
  • Possess and maintain a valid unrestricted California Fire & Casualty Solicitors License
  • Willingness to pursue advanced insurance designations and continuing education
  • Proficiency with MS Office software (i.e., Word, Excel and Outlook)
  • Prioritize tasks, and set and achieve goals, think logically in solving problems and present results neatly, with clarity and precision in both oral and written form
26

Assistant Client Administrator Resume Examples & Samples

  • Administration and bookkeeping tasks under the supervision of the Seniors in the team
  • Assisting in the maintenance of accounting records and preparation of financial reports, i.e. deliverables
  • Providing support documents/information to clients/third parties (bank statements, validation of bank balances/SWIFT confirmations, documents needed for periodical and annual VAT declarations, …)
  • Preparation of client payments
  • Supporting in follow-up of invoices to clients and collecting debts
  • Developing a comprehensive understanding of legal documents relevant to the keeping up of own files
  • Degree in Accounting/Finance
  • 1-3 years relevant working experience will be considered as an advantage
  • Fluent in English, any other language is considered as an asset
27

Assistant Client Administrator Resume Examples & Samples

  •  Preparing support working documents (interest calculations, reinvoicing spreadsheets, …
  •  Providing support documents/information to clients/third parties (bank statements, validation of bank balances/SWIFT confirmations, documents needed for periodical and annual VAT declarations, …
  •  Preparation of client payments
  •  Take ownership of own development by following required and relevant trainings
  •  Supporting in follow-up of invoices to clients and collecting debts
  •  Developing an understanding of legal documents relevant to the keeping up of own files
  •  Escalate problems or complex technical matters to Client Administrators or Senior Client Administrators
  •  Execute all the necessary to have TMF Group and clients perform according to Compliance and AML rules
  •  Work closely and effectively with counter team
  •  Complete on a daily basis his/her time-writing to ensure appropriate chargeability and proper invoicing of the work performed on behalf of clients
28

Client Administrator Resume Examples & Samples

  • Maintenance of accounting records and preparation of financial reports, i.e. deliverables
  • Execution of client payments
  • Organization and facilitation of audit of financial statements
  • Assist Legal department with preparation of annual shareholders meetings
  • Follow up and review deliverables prepared by team assistants
  • Take ownership of own development by following required and relevant trainings
  • Having a pro-active attitude to problem solving and coming up with solutions as part of own professional development
  • Preparing support working documents (interest calculations, reinvoicing spreadsheets, …)
  • Responsible for maintaining a simple client portfolio and client relationship
  • Complete on a daily basis his/her time-writing to ensure appropriate chargeability and proper invoicing of the work performed on behalf of clients
29

Senior Client Administrator Resume Examples & Samples

  • Administration and analytical support to consultants and clients, in respect of group risk schemes, to ensure the retention and development of EH&B clients
  • Identification and development of new clients and renewal of allocated clients
  • Maintenance of EH&B analytical tools and production of output for clients and consultant
  • Liaison with group risk insurers to ensure delivery of data, renewal terms and quotations in appropriate timescales
  • Complete market reviews in line with consultants requirements, collation and output of results in appropriate format
  • Attending client meetings if required
  • Current group risk, private medical or employee benefit legislation would be an advantage
30

Client Administrator Resume Examples & Samples

  • Provide quality administration support to clients with regard to the transactional elements of their scheme/ portfolio in line with the Mercer code of professional conduct, The Greater Good
  • Assistance in the retention and development of existing clients and provide support in respect of new business/ clients to the team
  • Liaison with insurers/ providers to ensure delivery of data, revised terms and quotations in appropriate timescales
  • Monitor insurers/ providers performance on behalf of clients and challenge insurer at higher level to resolve any issues
  • Assisting consultants with budget planning and monitoring fees/commission
  • Excellent IT experience in order to work with the necessary IT systems in place
  • Excellent planning and organisation skills and ability to work to deadlines
  • Strong Technical and market knowledge
  • Ability to prioritise own workloads
  • Provide full support to consultants during meeting by sharing knowledge and drawing on intellectual capital available
  • Standard education including GCSE Maths and English, or equivalent
31

Assistant Client Administrator Resume Examples & Samples

  • Follow up invoices to clients and collecting debts
  • Ensuring all Viewpoint modules are accurate and updated on a regular basis
  • Execute all the necessary to have TMF Group and clients perform according to Compliance and AML rules
  • Work closely and effectively with counter team
32

Client Administrator Resume Examples & Samples

  • Maintain and manage personal workload effectively utilising relevant systems. Achieve internal SLA’s and client KPI’s, ensuring deadlines are met
  • Responsibility for day-to-day activities, such as scheduling and room bookings, to ensure we deliver a high standard of service
  • Prioritise workload whilst effectively monitoring individual activity queues and escalate any issues
  • Answer the general customer telephone calls and Inbox management responsibility. Distribute emails or action as appropriate
  • Develop strong relationships with all stakeholders
  • Schedule all training courses, trainers, venues and equipment as appropriate through liaison with clients and responding to pro-forma requests and utilising the clients booking and learning management systems
  • Previous experience of working within a busy office environment
  • Very strong interpersonal, communication and relationship management skills
  • Demonstrated experience of successfully completing tasks aligned to client needs and within desired timelines
  • Experience of Quality Assurance
33

Client Administrator Resume Examples & Samples

  • Supporting the flow of business from London into our outsource partner
  • Quality Assurance checking in accordance with
  • Proven administrative experience in a professional services environment (Insurance and/or Financial Services preferred but not essential)
  • Fully competent in Microsoft Office Products with a particular focus on Word and Excel
  • Excellent organisational skills with ability to manage multiple tasks simultaneously
34

Client Administrator Resume Examples & Samples

  • Administer a portfolio of structures in compliance with policies and procedures as set down in the company procedures manual and local legal and regulatory requirement, the diversity and complexity of which will be dependent on the experience and knowledge of the jobholder
  • Ensure that clients are dealt with in a professional manner
  • Undertake a variety of banking, investment and financial transactions within the job holder’s authority
  • Meet productivity target and input timesheet daily
  • Control debtors to the level determined by Line Manager and minimize credit notes issued
  • Meet CPD target
  • Minimum of 18 months’ experience within the Trust/Corporate industry
  • Holds, or studying towards a relevant professional qualification to Category C status recognised by the JFSC, ie. STEP or IFA Certificate
  • Good time management skills and inter-personal skills
  • Interprets instruction accurately
  • Expertise in all MS Office packages (Word, PowerPoint, Excel, Outlook)
  • Fluent in both written and spoken English
35

Client Administrator Resume Examples & Samples

  • Accurate completion and maintenance of the Client Relationship Management database
  • Renewal/review of client portfolio allocated including communicating with client and insurers/ providers, and internally with client team
  • Achieve technical competency as required
36

Senior Client Administrator Resume Examples & Samples

  • Assistance in the retention and development of existing clients, renewal of allocated clients and provide support on new business/ clients to the team
  • Obtain information from insurers/ providers to enable scheme/ portfolio analysis to be carried out
  • Liaison with insurers/ providers to ensure delivery of data, renewal terms and quotations in appropriate timescales
  • Initial negotiation (if appropriate) with insurers/ providers to achieve best terms for client
  • Provide a service compliant with Mercer procedures and Code of Professional Conduct and any appropriate external regulatory bodies
  • Assist team with client work as required
  • Proven experience in a similar position within Health or Protection sector
  • Good planning and organisation skills and ability to work to deadlines
  • Ability to prioritize own workloads
37

Client Administrator Resume Examples & Samples

  • Providing support and troubleshooting for the Windows client OSs and standard applications. Direct interface with internal business customers
  • Managing project related activities, deliver results on time and at the requested quality
  • Creating documentation for common incidents and requests
  • Evaluating software for approval
  • Evaluating hardware for future standards
  • Graduate in Computer Science
  • Very good knowledge on computer hardware settings and installations of Operating Systems and applications (e.g. Windows 7/10, Microsoft Office, Adobe software, Java, Internet explorer)
  • Open minded person, willing to learn new technologies or to improve her/his knowledge, have initiative, result and quality oriented, self-determination
  • Enjoy being a team player and working in a servicing area
  • Advanced English language skills (mandatory), German will be a plus
38

Client Administrator Resume Examples & Samples

  • Provide support and troubleshooting for the Windows client OSs and standard applications. Direct interface with internal business customers
  • Manage project related activities, deliver results on time and at the requested quality
  • Create documentation for common incidents and requests
  • Evaluate software for approval
  • Evaluate hardware for future standards
  • Very good knowledge ion computer hardware settings and installations of Operating Systems and applications (e.g. Windows 7/10, Microsoft Office, Adobe software, Java, Internet explorer)
39

Client Administrator Resume Examples & Samples

  • Thorough knowledge of department Policies and Procedures (P&P)
  • Sort, scan, index incoming mail
  • Accurate Processing of financial & non-financial mutual fund transactions as per P&P
  • Quality control of team tasks as required
  • Place outbound calls to resolve NIGO items
  • Respond to Service Request
  • Work with Leadership Team to define and enhance procedures
  • Work with team to provide proactive solutions to problems and potential issues
  • Meet individual and team Key Performance Indicators (KPI)
  • Good call efficiency while maintaining quality customer service
  • Knowledge of industry databases (i.e. iFast, AWD) a definite asset
  • Minimum 1 years experience in customer service or backoffice environment
  • Good product knowledge (funds, account characteristics, industry knowledge)
  • Ability to prioritize & organize incoming work
40

Trainee Client Administrator Resume Examples & Samples

  • Provide technical and broker support to the Specie team
  • Conduct workflow & rejection monitoring
  • Take ownership of the preparation of Management Information as required
  • Take responsibility of market reform contract (MRC) and market reform contract endorsement (MRCE) quality control
  • Monitor Contract Certainty compliance across the team
  • Client Advisory support / pre placement and post placement administration
  • Excellent educational background, with a minimum of 5 GCSEs or equivalent graded C or above
  • Preferably a good understanding surrounding the general principles of Insurance
  • Financial and Professional Liability Insurance knowledge advantageous, but not essential
  • Confident and articulate verbal and written communicator
  • Competent in the use of MS Office
41

Client Administrator Resume Examples & Samples

  •  Managing a portfolio of clients
  •  Preparing and Reviewing of financial reports (LUX GAAP, US GAAP or IFRS)
  •  Improving the quality of the service provided to our clients
  •  Coaching and supervising less experienced team members in the handling of their client portfolios
  •  Ensuring that internal procedures and processes are followed (ISAE 3402 type II)
  •  Maintaining contact and effectively communicating with clients, tax advisors, banks, auditors and other third parties
  •  Taking part in Client Meetings
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Case Client Administrator Resume Examples & Samples

  • Work with the Customer Care Reps mailing information to prospects
  • Review and act upon those cases that need attention during the interview phase of the application process
  • Orders the APS and exams on paper applications, as needed
  • Monitor reports pertaining to the status changes on applications, alerting reps to potential issues with cases
  • Works with the Case Manager to secure missing information on applications
  • Assembles printed policies for the reps and mails them out to the clients
  • Works with clients in completing necessary paperwork to get the clients’ policies completed and in force
  • Stays current on all products within the representative’s capacity and changes in the insurance industry
  • Promotes and enhances a team environment,
  • Cooperates with others, shares information and assists others in a way necessary to assure department goals are met
  • Assists with collecting premium to place policies inforce
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Client Administrator Resume Examples & Samples

  • Manage the relationship with all Trustee/HR/payroll contacts ensuring resolution of data and member enquiries
  • Responsible for day to day transactions for the portfolio – process and complete administration and fund level tasks
  • Quality control and peer review of standard fund and member level tasks and external communications
  • Act as portfolio/fund benefit and process experts to internal teams
  • Maintain fund/plan documentation – fund summaries, letters, business rules and processes
  • Complete client reports as required
  • Experience with having ownership of a portfolio of clients
  • Excellent, written and verbal communication skills
  • Numeracy skills and basic excel skills
  • Understanding of the superannuation industry and legislation with 2-5 years demonstrated experience, Defined benefit experience advantageous
  • Work to demanding deadlines whilst maintaining quality service standards
  • Developed organisation skills
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Policy & Client Administrator Resume Examples & Samples

  • At least 2years of experience in the insurance or financial services industry; life insurance / benefits administration experience an advantage
  • Must have working knowledge with Microsoft Office (word, power point, above average excel skills etc.)
  • Excellent communication ability in English; and analytical skills
  • Knowledge in Policy Administration preferred but not required
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Client Administrator Resume Examples & Samples

  • Administration and analytical support to consultants and clients, in respect of contract based pension schemes (GPP and GSHP), to ensure the retention and development of clients
  • Demonstration of technical competency through completion of appropriate industry exams
  • Liaison with group pension insurers to ensure delivery of data, and quotations in appropriate timescales
  • Provide assistance with preparation of client Governance and Stewardship Reports
  • Attending client meetings as required by consultants/clients
  • Production of Salary Sacrifice comms / flyers
  • Pension allowances limits re taxation
  • Auto Enrolment
  • Governance – reports prep assistance
  • Online Submissions/uploads – insurer liaison (joiners/leavers/alterations)
  • Pension clinics – consultant support
  • Drafting members comms / newsletters
  • Compliance of apps associated with pension plans admin i.e. – Pension Plan Specification, Employee authority forms
  • Tenders – client prospecting support
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Senior Client Administrator Resume Examples & Samples

  • Administer a portfolio of structures in compliance with policies and procedures as set down in the company procedures manual and local legal and regulatory requirements, the diversity and complexity of which will be dependent on the experience and knowledge of the jobholder
  • Identify and raise technical issues and potential problems with Line Manager
  • Undertake a variety of banking, investment and financial transactions within the jobholder’s authority
  • Ensure that new client business allocated to the job holder is thoroughly researched and that the client’s requirements are understood
  • Meet productivity target and input timesheets daily
  • Control debtors to the level determined by Line Manager and minimize credit notes issues
  • Meet CPD targets
  • Degree Qualifications (2.1 or above) or equivalent
  • Minimum of 18 months’ experience in a similar role
  • Good time management skills and Interpersonal skills
  • Know when to seek advice