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.
#J-18808-Ljbffr