Client Services Administrator

Client Services Administrator

Job Reference: MT0626

Location: Liverpool, Merseyside

Salary: £24,740 per annum

Hours: 35.75 hours per week (working between 08:00-18:00, Monday-Friday)

Type: Temporary

The role supports the day to day relationship with brokers and corporate clients by handling queries, maintaining accurate account/contact details, and supporting contract administration. You will work in a regulated environment where quality, fairness, and strong customer outcomes are essential, following clear processes with training and team support.

Responsibilities

• Handle inbound/outbound calls and emails in an efficient manner
• Investigate and resolve broker and company queries, liaising with managers, colleagues, sales teams and external contacts as required
• Maintain and update broker/company contact information, ensuring records are accurate and up to date
• Support a compliant "change of broker" process, ensuring correct steps and documentation are followed
• Assist the Team Leader with contract preparation for new corporate customers
• Ensure contracts are completed with correct supporting documents and sent to the correct authorised signatories
• Help the team achieve call answer SLAs
• Produce and provide management information as requested
• Register new broker contacts, update billing profiles for invoicing, and provide portal access where required
• Complete data protection and security checks before discussing or sharing customer information
• Maintain clear, accurate and compliant system notes/audit trails
• Support service levels by assisting with duplications and other admin tasks as needed
• Work towards performance targets (QA, customer outcomes/satisfaction, productivity and call handling) and engage with coaching/QA feedback
• Undertake other reasonable duties to support the team and adapt to changing business needs

Key Skills and Qualifications

• Strong communication skills (phone and email)
• Excellent attention to detail and accuracy
• Ability to follow processes and procedures consistently
• Customer focused mindset with a problem solving approach
• Good working knowledge of Excel spreadsheets (for reporting and data handling)
• Understanding of regulated environments or financial services
• Previous experience in corporate account administration, broker support, or contract administration

HRGO is an equal opportunities employer and welcomes applications from all suitably qualified candidates.