Job Summary: 

• Providing delivery of pension payments, oversight of cash management sweep product for the Trust area and relationship management for designated custody accounts.
• Manage trust payment process for monthly pension benefit payments
• Receive benefit payment retirement data forms, reviewing for accuracy and completeness and inputting/updating all data, individual participant set-ups, and ACH Bank recipients in the trust pension system
• Interface with pension plan administrators on various items (new participant additions, changes, retroactive payments, etc.) and responds to plan participant inquiries
• Generate and distributing system reports to various pension plan administrators for monthly participant payments
• Record and balance required tax payments for monthly pension payments per plan and preparing and processing federal tax payment forms and interfacing with Internal Revenue Service personnel
• Perform monthly reconciliations on each pension account and complete corresponding general ledger/demand deposit entries and wire transfer forms associated with pension payments.
• Establish and maintain filing, transaction, and record systems for plans and participants.
• Overseeing annual year-end 945 preparation, reconciliation, and mailout for each pension plan.
• Coordinate cash management sweep account administration (initiation of requests and mailout of custody agreements for new clients

Skills on Resume:

• Pension Payment Management (Hard Skills)
• Data Accuracy and Entry (Hard Skills)
• Stakeholder Communication (Soft Skills)
• Report Generation (Hard Skills)
• Tax Compliance (Hard Skills)
• Financial Reconciliation (Hard Skills)
• Record System Management (Hard Skills)
• Cash Management Oversight (Hard Skills)

Job Summary: 

• Serve as primary point of contact for all requests from clients and investment team
• Serving a vital role in interfacing with key constituents on a day-to-day basis.
• Attain the information technology requirements of corporate custodians.
• Manage operational tasks for client relationships.
• Develop a thorough understanding of the client’s expectations and preferences in order to serve as a knowledgeable client advocate and ensure tailored execution.
• Drive high client satisfaction through excellent client service, prompt follow-up on client issues, and proactive problem-solving.
• Help maintain trusted relationships with key client intermediaries such as client attorneys and CPAs.
• Electronically and manually generate account paperwork, account maintenance requests internally and externally with custodians.
• Execute and manage the new client on-boarding process and account transfers.
• Help maintain and create service processes and workflow.

Skills on Resume:

• Client Relationship Management (Soft Skills)
• IT Requirements Fulfillment (Hard Skills)
• Operational Management (Hard Skills)
• Client Advocacy (Soft Skills)
• Client Satisfaction Enhancement (Soft Skills)
• Relationship Building (Soft Skills)
• Documentation Handling (Hard Skills)
• Onboarding Execution (Hard Skills)

Job Summary: 

• Foster and maintain workflow process for administration, follow up and communication templates for consistent communication.
• Develops, and maintains processes, improvements, and reviews related to quality controls, audit, and service excellence.
• Coordinate efforts with accelerator director, venture partners, account managers, and other departments.
• Track progress of engagements and relationships between investors and startups with status reports reporting to partners.
• Keep abreast of best practices and compliance, FINRA/SEC updates, and industry trends.
• Continuously improve through feedback, coaching to the team.
• Measure KPI, goals, and performance, and provide communication as necessary, reporting updates to management.
• Provide management with reports on the department gaps to fill, priority needs, problems, competitive programs, and potential for new business.
• Serve as point person for fund and portfolio metric questions while preparing relevant materials
• Monitor account changes, new accounts and terminating account tasks in relation to the reconciliation system

Skills on Resume:

• Workflow Management (Hard Skills)
• Process Improvement (Hard Skills)
• Cross-Functional Coordination (Soft Skills)
• Progress Tracking (Hard Skills)
• Regulatory Compliance Awareness (Hard Skills)
• Team Development (Soft Skills)
• Performance Metrics Analysis (Hard Skills)
• Reporting and Communication (Hard Skills)

Job Summary: 

• Build, develop, and manage relationships with Client Relations administrators, new and existing investors, collaborates, and communication heavily with internal teams and partners.
• Reach out to current and potential investors and partners through phone, email, text, Linked In, and networking events serving as the “face of the firm”.
• Support the deal raise efforts by providing communication, updates, and needs to the registered reps specific to the deal.
• Communicates constantly with top-notch service for investors and partners.
• Resolves issues efficiently, answers questions and provides follow-up or any research-related.
• Leads the team in a positive manner to generate follow-through.
• Establish, develop and maintain positive business and investor relationships with portfolio partners and staff.
• Develop a deep understanding of firm’s operation, model, and future goals so 
• Promote to investors and lead the department strategically.
• Present, promote, and convince investors and partners to set up meetings with and develop relationships with the firm.

Skills on Resume:

• Relationship Management (Soft Skills)
• Multi-channel Communication (Hard Skills)
• Investor Engagement (Soft Skills)
• Client Service Excellence (Soft Skills)
• Issue Resolution (Soft Skills)
• Team Leadership (Soft Skills)
• Strategic Understanding (Soft Skills)
• Persuasive Presenting (Soft Skills)

Job Summary: 

• Contact for all client queries, managing client administrative processes to ensure excellent customer service.
• Build and maintain relationships with clients and senior stakeholders.
• Work closely with wider administration functions to utilize knowledge of client requirements to deliver the best results.
• Onboarding and transfer process including processing client payments and account amendments.
• Performance and oversight of rebalancing and investment trading within client accounts.
• Initiating and/or participating in projects with the intent of continual improvement of the overall client experience.
• Developing and maintaining written systems in conjunction with the Operations Director for client service scheduling and reviews.
• Promptly executing account-related services, assisting with the tax planning services and participating in the hiring, training, and development of non-advisory office staff.
• Produce daily valuation reconciliations between the internal accounting system and custodian data 
• Manage various client databases and foster relationships with counterparties and vendors to improve operational efficiencies 

Skills on Resume:

• Customer Service Management (Soft Skills)
• Relationship Building (Soft Skills)
• Client Onboarding (Hard Skills)
• Investment Management (Hard Skills)
• Process Improvement Initiatives (Soft Skills)
• System Development (Hard Skills)
• Account Execution (Hard Skills)
• Database Management (Hard Skills)

Job Summary: 

• Review cash activity and balance on hand, ensuring all are accurately reconciled
• Manage cash flows for clients and monitor corporate actions  
• Coordinate performance reporting and manage new/developing reporting packages 
• Reconcile bank statements and process corporate actions
• Coordinate and prepare client meeting decks 
• Track and monitor client liquidity levels
• Ensure the proper execution of all client portfolio investment decisions 
• Manage and oversee fund performance and related portfolio data, while collaborating with the fund’s administrator and transfer agent
• Create and initiate new client paperwork 
• Create a quarterly log report for the Portfolio Manager
• Promote and ensure respect for client privacy and confidentiality in all matters.

Skills on Resume:

• Financial Reconciliation (Hard Skills)
• Cash Flow Management (Hard Skills)
• Reporting Coordination (Hard Skills)
• Client Presentation Preparation (Hard Skills)
• Liquidity Monitoring (Hard Skills)
• Investment Oversight (Hard Skills)
• Administrative Documentation (Hard Skills)
• Confidentiality Assurance (Soft Skills)

Job Summary: 

• Provide an excellent customer experience for all customers. 
• Process large volumes of customer and adviser outbound communications (letters). 
• Process the scanning and logging of inbound posts on a daily basis. 
• Administer client and adviser requests on a ‘right-first-time basis’. 
• Communicate with Team Lead and other colleagues working remotely to provide status updates on tasks. 
• Work with colleagues to ensure consistency and that the team’s performance targets are achieved, maintain service level agreements, and follow Treating the Customer Fairly (TCF) guidelines. 
• Adhere to compliance and risk rules & regulations and follow reporting procedures 
• Build and maintain relationships with colleagues in other areas of the company 
• Adhere to Athora’s training and competency policies 
• Run reports from the firm’s client portfolio management system

Skills on Resume:

• Customer Service Excellence (Soft Skills)
• Document Processing (Hard Skills)
• Communication Coordination (Soft Skills)
• Quality Assurance (Hard Skills)
• Team Collaboration (Soft Skills)
• Compliance Adherence (Hard Skills)
• Relationship Building (Soft Skills)
• Reporting Skills (Hard Skills)

Job Summary: 

• Opening posts and allocating to the appropriate administrator and ordering stationery 
• Ensure sufficient packs are made up - new client, care fees, solicitor, seminar 
• Running requested reports and answering the phone and door 
• Setting up seminars and attending events 
• Liaising with sales to book follow-up meetings 
• Arranging funds and will review for unallocated clients 
• Put data entry of new clients into the database 
• Contacting clients to book annual reviews 
• Sorting refreshments for meetings and ensuring the room is cleared after use 
• Liaising with the cleaners, getting milk, cleaning supplies, and kitchen equipment, ensure the kitchen is kept clear
• Interact with vendors and internally regarding cash management sweep accounts

Skills on Resume:

• Mail Management (Hard Skills)
• Resource Coordination (Hard Skills)
• Report Generation (Hard Skills)
• Event Planning (Soft Skills)
• Client Communication (Soft Skills)
• Data Entry (Hard Skills)
• Facility Management (Soft Skills)
• Vendor Relations (Soft Skills)

Job Summary: 

• Involve with company incorporations, dissolutions, Annual Returns, and Beneficial Ownership Register 
• Act as a Director or Authorised Signatory on client companies (subject to FSC approval) 
• Prepare and review client company board minutes and agreements 
• Presenting at client board meetings 
• Prepare VAT applications and subsequent VAT-related tasks
• Interacting with vendors and internally regarding cash management sweep accounts
• Performing duties specified in the terms of a custodial, safekeeping, or investment management agreement 
• Securing and investing customers' assets, collection, and remittance of income, or reinvestment of income
• Accountable for making sure all venue and travel arrangements are booked on time and to budget for delegates and Consultants.
• Prepare performance summaries and other performance metrics 
• Perform duties specified in the terms of a custodial, safekeeping, or investment management agreement (securing and investing customers' assets, collection, and remittance of income, or reinvestment of income)

Skills on Resume:

• Corporate Governance (Hard Skills)
• Legal Documentation Preparation (Hard Skills)
• Public Speaking (Soft Skills)
• VAT Handling (Hard Skills)
• Stakeholder Engagement (Soft Skills)
• Investment Management (Hard Skills)
• Event Coordination (Soft Skills)
• Performance Reporting (Hard Skills)

Job Summary: 

• Support the building and maintenance of client relationships, including interfacing with BASi/Seventh Wave personnel and acting as an internal advocate for clients
• Liaising between business operations, scientists, business development, and the client to compile proposal/quote details and pricing
• Managing and owning various aspects of the quote, proposal, and RFI development
• Ensuring timely and consistent delivery of quotes/proposals, taking into account internal processes and anticipated obstacles
• Assisting in identifying and resolving issues around client requests and BASi/Seventh Wave capabilities
• Reviewing quote requests to ensure initial understanding of client requirements
• Supporting the building and maintenance of client relationships, including interfacing with BASi/Seventh Wave personnel and acting as an internal advocate for clients
• Supporting scientists and business operations with pricing and client communication regarding reconciliations of awarded projects/studies
• Developing appropriate knowledge of technical/scientific and regulatory environments
• Entering and maintaining necessary study details into various databases

Skills on Resume:

• Client Relationship Building (Soft Skills)
• Cross-functional Coordination (Soft Skills)
• Proposal Management (Hard Skills)
• Timely Delivery Oversight (Soft Skills)
• Conflict Resolution (Soft Skills)
• Requirement Analysis (Hard Skills)
• Pricing Strategy Support (Hard Skills)
• Database Management (Hard Skills)

Job Summary: 

• Providing delivery of pension payments, oversight of cash management sweep product for the Trust area and relationship management for designated custody accounts.
• Managing trust payment process for monthly pension benefit payments
• Receiving benefit payment retirement data forms, reviewing for accuracy and completeness, and inputting/updating all data, individual participant set-ups, and ACH Bank recipients in the trust pension system
• Interfacing with pension plan administrators on various items (new participant additions, changes, retroactive payments, etc.) and responds to plan participant inquiries
• Generating and distributing system reports to various pension plan administrators for monthly participant payments
• Recording and balancing required tax payments for monthly pension payments per plan and preparing and processing federal tax payment forms and interfacing with Internal Revenue Service personnel
• Performing monthly reconciliations on each pension account and completing corresponding general ledger/demand deposit entries and wire transfer forms associated with pension payments.
• Establishing and maintaining filing, transaction, and record systems for plans and participants.
• Overseeing annual year-end 945 preparation, reconciliation, and mailout for each pension plan.
• Coordinating cash management sweep account administration (initiation of requests and mailout of custody agreements for new clients, assistance with processing issues for daily accounts and reconciliation and balancing at month-end for monthly accounts)

Skills on Resume:

• Pension Payment Management (Hard Skills)
• Data Accuracy and Entry (Hard Skills)
• Stakeholder Communication (Soft Skills)
• Report Generation (Hard Skills)
• Tax Compliance (Hard Skills)
• Financial Reconciliation (Hard Skills)
• Record System Management (Hard Skills)
• Cash Management Oversight (Hard Skills)

Job Summary: 

• Administer a client portfolio under the supervision of the line manager
• Demonstrating a clear understanding of each clients’ portfolio including risk awareness, relationship management, and contractual and statutory regulations.
• Ensure the management and delivery of client administrative services to a portfolio of trusts and companies
• Maintain a detailed and accurate record of all client structures within the portfolio
• Ensure a quick turnaround time when liaising with clients
• Review draft financial statements and resolve any outstanding points within the set deadlines
• Ensure compliance at all times with respect to relevant legal and regulatory framework
• Attend client meetings when required and prepare relevant meeting material
• Ensure that internal procedures and controls are properly followed.
• Prepare performance summaries and other performance metrics 
• Assistance with processing issues for daily accounts and reconciliation and balancing at month-end for monthly accounts)

Skills on Resume:

• Portfolio Management (Hard Skills)
• Risk and Compliance Awareness (Hard Skills)
• Client Service Delivery (Soft Skills)
• Record Keeping (Hard Skills)
• Client Communication (Soft Skills)
• Financial Review and Analysis (Hard Skills)
• Meeting Preparation (Hard Skills)
• Account Reconciliation (Hard Skills)

Job Summary: 

• Develops, and maintains processes, improvements and reviews related to quality controls, audit and service excellence.
• Coordinate efforts with accelerator director, venture partners, account managers, and other departments.
• Track progress of engagements and relationships between investors and startups with status reports reporting to partners.
• Keep abreast of best practices and compliance, FINRA/SEC updates and industry trends.
• Continuously improve through feedback, coaching to the team. 
• Measure KPI, goals and performance, and provide communication as necessary, reporting updates to management.
• Provide management with reports on the department gaps to fill, priority needs, problems, competitive programs, and potential for new business.
• Serve as point person for fund and portfolio metric questions 
• Preparing relevant materials, monitor corporate actions
• Monitor account changes, new accounts and terminating account tasks in relation to the reconciliation system

Skills on Resume:

• Quality Control Management (Hard Skills)
• Cross-department Coordination (Soft Skills)
• Progress Tracking (Hard Skills)
• Regulatory Compliance Awareness (Hard Skills)
• Team Development (Soft Skills)
• Performance Metrics Analysis (Hard Skills)
• Strategic Reporting (Hard Skills)
• Account Monitoring (Hard Skills)

Job Summary: 

• Build, develop, and manage relationships with Client Relations administrators, new and existing investors, collaborates and communication heavily with internal teams and partners.
• Reach out to current and potential investors and partners through phone, email, text, Linked In, and networking events serving as the “face of the firm”.
• Support the deal raise efforts by providing communication, updates and needs to the registered reps specific to the deal. 
• Communicates constantly with top-notch service for investors and partners.
• Resolves issues efficiently, answers question and provide follow-up or any research-related. 
• Leads the team in a positive manner to generate follow-through.
• Establish, develop and maintain positive business and investor relationships with portfolio partners and staff.
• Develop a deep understanding of firm’s operation, model and future goals so that can promote to investors and lead the department strategically.
• Present, promote, and convince investors and partners to set up meetings with and develop relationships with firm.
• Foster and maintain workflow process for administration, follow up, and communication templates for consistent communication. 

Skills on Resume:

• Relationship Management (Soft Skills)
• Multi-channel Communication (Hard Skills)
• Investor Engagement (Soft Skills)
• Client Service Excellence (Soft Skills)
• Issue Resolution (Soft Skills)
• Team Leadership (Soft Skills)
• Strategic Understanding (Soft Skills)
• Process Development (Hard Skills)

Job Summary: 

• Review cash activity and balance on hand, ensuring all are accurately reconciled, manage cash flows for clients
• Run reports from the firm’s client portfolio management system
• Coordinate performance reporting and manage new/developing reporting packages
• Reconcile bank statements and process corporate actions, coordinate and prepare client meeting decks
• Track and monitor client liquidity levels, ensure the proper execution of all client portfolio investment decisions
• Manage and oversee fund performance and related portfolio data
• Collaborating with the fund’s administrator and transfer agent, create and initiate new client paperwork
• Create a quarterly log report for the Portfolio Manager
• Produce daily valuation reconciliations between internal accounting system to custodian data
• Manage various client databases and foster relationships with counterparties and vendors to improve operational efficiencies

Skills on Resume:

• Cash Management (Hard Skills)
• Reporting and Analytics (Hard Skills)
• Performance Reconciliation (Hard Skills)
• Client Communication (Soft Skills)
• Investment Execution (Hard Skills)
• Fund Oversight (Hard Skills)
• Relationship Building (Soft Skills)
• Database Management (Hard Skills)

Job Summary: 

• Support the Financial Services Administrators with both general office and client specific tasks. 
• Play a vital role in seminars/ webinars and booking annual review meetings.
• Supports the ASIA team, to ensure development and consulting programmes run smoothly. 
• Client-focused and exceed the expectations of those around them by providing world class service. 
• Serves as the central point of contact for valued clients. 
• Responsible for the dispatching of staff engineers to address customers' requests for technology support and service. 
• Effectively manage the schedules and assignments of team of technical support engineers
• Provide rapid responses to incoming calls for support
• Ensure client satisfaction through professional, courteous, and effective internal and client communications. 
• Report to and provide significant administrative support to the Operations Supervisor and network and software engineering departments.

Skills on Resume:

• Client Coordination (Soft Skills)
• Seminar Organization (Hard Skills)
• Program Support (Soft Skills)
• Service Excellence (Soft Skills)
• Communication Management (Soft Skills)
• Scheduling and Dispatching (Hard Skills)
• Rapid Response Handling (Soft Skills)
• Administrative Reporting (Hard Skills)

Job Summary: 

• Working closely with the Account team, the Client Service Administrator is responsible for owning any operational client activities.
• Develops an operational relationship with the client, ensuring all actions, issues, and projects are tracked via a Service Toolkit, and progress is communicated on regular Client service calls.
• Proactively works with delivery and support teams to ensure all team members deliver to the client as per the client plan, holding delivery teams to account and regularly updating the Account Team on progress.
• Prepares using best-practice templates information like Darwin Management Information, Service Toolkit status updates, Service Reporting packs, and commentary as needed for meetings such as business reviews.
• Working with delivery and support teams, the Service manager owns Client issues to resolution, acting as an escalation point 
• Owns the delivery against the Health Improvement Plan as agreed with the Account Team and owns the Service Improvement Review.
• Proactively looks for trends in operational improvements and opportunities to increase the Clients’ service experience and maximize NPS score.
• Assisting with submissions ensuring the information is accurate and complete.
• Assist in the completion of research, information gathering and documentation to assist the Advice Teams and clients.
• Provides world-class client administration support for markets, including client communications, workshop logistics and reporting.

Skills on Resume:

• Client Relationship Management (Soft Skills)
• Project Tracking (Hard Skills)
• Team Coordination (Soft Skills)
• Reporting Preparation (Hard Skills)
• Issue Resolution (Soft Skills)
• Service Planning (Hard Skills)
• Trend Analysis (Hard Skills)
• Documentation Accuracy (Hard Skills)

Job Summary: 

• Providing a first line of contact for the client, competently dealing with any issues which may arise, and directing queries to those who need to be involved. 
• Answering all queries from clients and operations staff via phone, e-mail, and post
• Creating Purchase Orders for Field Teams and suppliers e.g. plant & materials
• Ordering hire equipment, arranging machinery repairs/payments
• Assist relevant administrators with regard to training and PPE for the region
• Arranging for Traffic Management for sites
• Receipt of site documentation from teams, including timesheets, client paperwork
• Reporting progress and completion of jobs to Client
• Setting up new contracts on the accounts system
• Assist the Rail Commercial Team with applications for payment and supporting information

Skills on Resume:

• Client Communication (Soft Skills)
• Query Resolution (Soft Skills)
• Purchase Order Creation (Hard Skills)
• Equipment and Repair Logistics (Hard Skills)
• Training and Compliance Coordination (Hard Skills)
• Traffic Management Coordination (Hard Skills)
• Documentation and Reporting (Hard Skills)
• Contract Management (Hard Skills)

Job Summary: 

• Proactively ensure that all company administration standards are met and where possible exceeded, ensuring relevant stakeholders are informed of any issues that may arise
• Data Administration relating to the recruitment process
• Investigate and respond to queries from Staffing Consultants and Finance, and resolve or escalate to the appropriate person 
• To build relationships with on-site clients and conduct on-site visits
• Manage all the administration required for Volt to comply with the Agency Worker Legislation & Agency Conduct Legislation
• Generate new contracts and documents as quickly as possible
• Correct information in bookings prior to generating contracts. 
• Correct bookings, including spelling, address, altering wording and grammar in special provisions, notice periods, adding standard wording to contractors working at specific clients
• Offer suggestions to improve the efficiency of the service and processes
• Supports the team with client research, as part of business development activities.

Skills on Resume:

• Compliance Management (Hard Skills)
• Data Administration (Hard Skills)
• Conflict Resolution (Soft Skills)
• Relationship Building (Soft Skills)
• Contract Drafting and Management (Hard Skills)
• Attention to Detail (Soft Skills)
• Process Improvement (Soft Skills)
• Business Development Support (Hard Skills)

Job Summary: 

• Daily sorting, scanning, and processing of incoming post
• Daily processing of incoming emails
• Completion of daily assigned administration tasks
• Answering and directing incoming telephone calls in a proactive and professional manner
• Answering customer and insurer queries within role boundaries
• Ensure that internal systems are kept up to date
• Provision of exemplary client service in account maintenance, implementation of client strategies, trade processing and reporting
• Developing a deep knowledge of and strong working relationship with clients and third parties 
• Assist with the seeking information, arranging meetings and responding to enquires within agreed time frames
• Maintaining systems including the Client Relationship Management System, processes and tools, ensuring data integrity 

Skills on Resume:

• Document Management (Hard Skills)
• Email Management (Hard Skills)
• Telephone Etiquette (Soft Skills)
• Customer Service (Soft Skills)
• Data Entry and System Updates (Hard Skills)
• Client Relationship Management (Soft Skills)
• Time Management (Soft Skills)
• Knowledge of Client Relationship Management System (Hard Skills)

Job Summary: 

• Screen and process all New Business applications in line with procedure and risk controls.
• Manage personal Application Pipeline with mentoring from Customer Services Manager and Consultants.
• Liaise with Broker Consultants and Providers in relation to processing, documentation, and queries.
• Co-ordinate multiple transactions on client portfolios.
• Process and track Fund Transfers to completion.
• Screen and process switch instructions in line with procedure and risk controls adhering to appropriate deadlines.
• Prepare and update client portfolios and compile supporting documentation 
• Process and issue Policy Documents and Switch and other transactional confirmations. 
• Produce and issue S30 and Pension Receipts.
• Prepare Recommendation (RWL) Reports, primarily for new business Pension, Investment & Protection products.
• Raise, explain, and resolve without delay with clients any problems or concerns about products/systems under assessment or for which contracts 

Skills on Resume:

• Risk Management (Hard Skills)
• Pipeline Management (Hard Skills)
• Interpersonal Communication (Soft Skills)
• Coordination of Multiple Transactions (Hard Skills)
• Documentation Management (Hard Skills)
• Problem-solving (Soft Skills)
• Report Preparation (Hard Skills)
• Time Management (Soft Skills)

Job Summary: 

• Process new and existing business
• Effectively onboard all new clients
• Assisting with the client review process
• Effectively responding to client queries and other parties through communication
• Liaising with clients to arrange initial and review meetings
• Record and maintain accurate data using the company’s back office computer system whilst adhering to compliance policy
• Liaise with planners, paraplanners, providers, and clients via email, phone, or face-to-face to ensure a smooth and compliant client process
• Assisting paraplanners with the creation of suitability letters and reports
• Ensure that policies and procedures are explained and understood.
• Complying with the principles of Treating Customers Fairly in all aspects of the Client Services Administrator role

Skills on Resume:

• Client Onboarding (Hard Skills)
• Customer Service (Soft Skills)
• Data Management (Hard Skills)
• Effective Communication (Soft Skills)
• Compliance Adherence (Hard Skills)
• Report and Document Preparation (Hard Skills)
• Interpersonal Skills (Soft Skills)
• Detail Orientation (Soft Skills)

Job Summary: 

• Issue standardized quotation letters to clients which serve as principal agreements of work
• Monitor progress on contract creation and refer technical queries to relevant departments and/or personnel
• Respond to inbound and outbound communications with a view to understanding needs
• Build relationships with new and existing clients to support business growth
• Support initiatives from the Sales department to increase business revenue
• Provide efficient call service to clients, taking ownership of the client journey and providing suitable outcomes, including efficient handover to relevant departments and personnel
• Support simplification of client communication and encourage digital interaction via the client portal services, e.g. update and respond to client portal activity
• Engage with clients using the client portal service in a timely and accurate manner with the intention to resolve/refer issues as they are presented
• Ensure accurate collation of client information and maintain up-to-date records, enabling ease of ongoing client communication
• Undertake administrative and business-focused tasks relating to client management and aftercare.

Skills on Resume:

• Contract Management (Hard Skills)
• Technical Problem Resolution (Hard Skills)
• Client Relationship Building (Soft Skills)
• Effective Communication (Soft Skills)
• Sales Support (Hard Skills)
• Customer Service Excellence (Soft Skills)
• Data Accuracy and Record Keeping (Hard Skills)
• Digital Literacy (Hard Skills)

Job Summary: 

• Provide administrative support to the management team
• Efficiently handle client requests in a timely manner
• Create and maintain standard/electronic records
• Prepare and compose correspondence, reports, etc.
• Input records and data into company software
• Manage projects of moderate scope and complexity
• Review inventory and confirm the accuracy of orders
• Coordinate with work groups to gather routine information or solve problems
• Prepare RWL packs and liaise with clients and consultants on completion.
• Keep clients updated on the progress of project and contract preparations on a regular basis.

Skills on Resume:

• Administrative Efficiency (Hard Skills)
• Time Management (Soft Skills)
• Record Keeping (Hard Skills)
• Business Correspondence (Hard Skills)
• Data Entry (Hard Skills)
• Project Management (Hard Skills)
• Inventory Management (Hard Skills)
• Client Communication (Soft Skills)