Purpose of the role:
The role holder will be required to administer a varied client portfolio, under the supervision of a Manager/Senior Manager.
Key responsibilities:
- Administer, monitor and where required manage, a varied client portfolio within the timescales set and agreed, investigating and suggesting enhancements where necessary, ensuring timely and effective client care
- Management of whole billing process for team, with a strong emphasis on recoverability, working in an efficient manner so as to minimise teams write-offs and maintain division’s KPIs
- Review client structures, completing review process for clients entities, remaining aware of risk exposure, including the fulfilment of responsibilities under the review procedures
Skills required:
- Excellent understanding of trustee and company risks and responsibilities
- Excellent client handling skills
- Ability to investigate and respond to client queries