Client Service Administrator Job Description
Client Service Administrator Duties & Responsibilities
To write an effective client service administrator job description, begin by listing detailed duties, responsibilities and expectations. We have included client service administrator job description templates that you can modify and use.
Sample responsibilities for this position include:
Client Service Administrator Qualifications
Qualifications for a job description may include education, certification, and experience.
Licensing or Certifications for Client Service Administrator
List any licenses or certifications required by the position: ABM, IAT, III
Education for Client Service Administrator
Typically a job would require a certain level of education.
Employers hiring for the client service administrator job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and Collage Degree in Technical, Associates, Education, Business, Finance, Construction, Architecture, Administration, Communication, Accounting
Skills for Client Service Administrator
Desired skills for client service administrator include:
Desired experience for client service administrator includes:
Client Service Administrator Examples
Client Service Administrator Job Description
- Support Account Managers in managing a wide range of transactions for international and domestic clients
- Work with Loan Administration team to monitor debt service payments
- Monitor transactions to verify borrowers' compliance with governing documents and reporting requirements
- Interface with various internal departments such as Operations, Business Control and Compliance
- Ensure that all weekly, by-monthly and monthly reporting and systems updates are reviewed, approved and complete
- Ensure excellent service is provided to all clients
- Manage risk through strict adherence to internal policies and procedures
- Analyze and document each case previously received Attend and solve the frequent inquiries from our customers
- In this position, you will have the opportunity to demonstrate your outstanding customer service, negotiation and troubleshooting skills by providing superior support through daily verbal communications
- Provides assistance with terminal return and buyback escalations, manages equipment deployment for temporary events/escalated merchant situations and handles the Alliance Policy Management for replacements, swap encryptions and reprogramming fees
- Academic certification, preferably Industrial Engineering or related field
- Broad knowledge of MS Windows, Networking & Firewalls is a must
- Overtime may be required if dictated by work
- Expert knowledge of terminal products and error messages
- General knowledge of TSYS Express
- Knowledge of MSA/Remedy/Merchant Manager
Client Service Administrator Job Description
- Assist in maintaining complete and accurate records of activity and clients on the CRM
- Liaising with the Marketing Department in terms of data validation for presentations, factsheets, product descriptions and client reporting
- Working on client presentations, including getting sign-off from Compliance
- Supporting delivery of material and meetings eg printing, binding
- Reception cover duties and meeting servicing
- Supporting assembly of content for client review questionnaire
- Ad hoc sales support, where necessary
- Support for internal and external events from event planning and venue search to supporting event delivery on the day
- Deal with operational queries from both internal and external stakeholders, including, the wider Recoveries Management team, clients and suppliers
- Manage any UAT relating to the file processing and financial reconciliation
- Knowledge of Datawire
- Knowledge of M2/Dynamics
- Knowledge of TASQWeb
- Experience in the financial industry an asset
- Use all material and technical resources available to perform required tasks
- Asset - knowledge of Global record keeping systems
Client Service Administrator Job Description
- Working as part of a team on own initiative
- Document Management Support
- Manage the IS Inactive process for PRA ensuring account exceptions are kept within 2% of the total book each month and work to actively drive down the number of new accounts falling into the report
- Research IS Inactive accounts each month using Annual reports, Status Files and Insolvency Service data IP contact
- Update the TIX platform with all responses provided and process any status changes
- Complete monthly insight reporting for PRA each month detailing IS Inactive results and performance trends
- Attend the PRA call each month to discuss the IS Inactive process
- Support the overall Client Reconciliation process
- Deal with client queries and requests appropriately and within agreed timescales
- Work with Team Leader and Senior Ops to improve performance across operations and identify opportunities to improve overall client satisfaction
- Applicants will be required to pass RCMP Enhanced Security Clearance
- Maintain and improving the UK & Irish Websites
- Ideally 2-3 year’s experience in a client service or marketing environment
- Diligent, with a keen attention to detail
- Organised, with an ability to multi-task
- A focus on providing the highest level of service possibly
Client Service Administrator Job Description
- Communicating effectively with internal client
- Assist with additional travel arrangement visa requirements, document preparation (if necessary)
- Booking of flights and hotels as per project policy
- Take charge of overall scheduling of key meetings, work trips
- Communicates effectively with clients and third parties keeping them informed of change/issues Understands client needs, expectations and behaviors and provides the appropriate materials/responses to meet those needs
- Understands evolving needs of clients
- Assists with onboarding new clients
- Supports the Sales Executive in activities such as meeting follow up, client/prospect inquiries, meeting scheduling, prospecting activities (research, qualifying, ) and attendance at industry/client events (conferences, seminars, ), if needed
- Monitors key team metrics and controls and reports findings to team managers
- Participates in special projects, including cross-functional teams/initiatives and performs other duties as assigned
- You communicate fluent in German and English (written and verbal)
- Fluent in English and French is absolutely necessary
- Requires basic knowledge of plan and contract documents, manuals, procedures, and compay products and services
- 2+ years in an administrative role preferred
- Ability to listen to understand the big picture and articulate the value of the service and how it impacts plant performance
- Can provide and receive a balance of pinpointed positive and constructive feedback to and from anyone
Client Service Administrator Job Description
- Utilize firm tools and resources to proactively deepen relationships with clients, the Home Office Financial Advisor
- Open and service accounts for entertainment clients
- Assist with operational functions such as processing wires, borrowing requests, and all things account related
- Daily Servicing
- Respond to queries received from clients and internal partners, drafting file notes where necessary
- Work closely with and support the Custody Account Managers as necessary
- Prepare daily reports for the team to check
- Open and route Fund of Hedge Funds (FOHF) post to the appropriate team
- Regular liaison with the FOHF team to manage the flow of trade instructions
- Instruction Receipt and/or Processing
- Team Meetings/Daily Communication
- Must be able to analyze and propose solutions to a problem completing all tasks required in its resolution
- Minimum two years financial services industry experience
- Proven working knowledge of stock options, employee stock purchase plans, dividend equivalent rights, restricted stock and ASC 718 and/or corporate accounting administration, preferred
- Advanced PC skills including all Schwab platforms and applications with heavy proven and demonstrated skills in MS Office (excel formulas and knowledge is preferred)
- Flexible working schedule including the ability to support multiple time zone clients (possible overtime with little to no notice may be required)