Posted in: Administrative and Support Services in Blackpool | Posted: |
The Recruitment Co are currently recruiting for Client Liaison Officer to work for an established, growing business in the Blackpool area.
Client Liaison Officer salary: £23,400
Client Liaison Officer hours: 37.5 hours per week (Monday - Friday) 9am - 5pm
Client Liaison company benefits:
Car Parking
Up to 7.5% matching pension scheme
Private Medical Insurance
Medical Cash Plan
Life Assurance
Income Protection
Cycle to Work Scheme
25 days holiday + Bank Holidays
Client Liaison Officer Roles and responsibilities:
Amending static data in Avaloq as and when required
Completing payment requests, including internal transfers, through liaison with internal and external parties.
Completing call-backs in line regarding static data and payments.
Completing general ISA Administration in line with HMRC procedures.
Ensuring all aspects of CRM issues are complete.
Dealing with e-mail and telephone requests from both internal and external parties.
Log incoming cheques in line with CASS requirements.
Actioning fee requests and amendments as requested.
Completing additional projects as and when required.
Completing general administration tasks, in support of the role including scanning and clearing work trays, in a timely manner.
Be proactive in developing your knowledge of the industry and the market.
Undertake and record relevant Continuous Professional Development (CPD) to develop knowledge and skills.
Client Liaison Officer Qualifications / Experience Required:
Ability to work unsupervised.
Effective communicator.
Good organisational skills.
High level of accuracy/attention to detail - quality output.
Ability to work effectively as part of a team
Proficient in Word, Excel and Outlook
Excellent knowledge of internal procedures and processes (full training to be given)
Good working knowledge of the Avaloq system (full training to be given)
If this sounds of interest, please do feel free to apply through the link below, or alternatively please do get in touch on (phone number removed), or drop me a message on LinkedIn - (url removed)/in/harry-greenhalgh/ and I will be happy to discuss further!
The Recruitment Co are an equal opportunities employer.
CPBlackpoolOther
The Recruitment Co. is an equal opportunities employer and we're committed to diversity and inclusion in the workplace