Client Service Administrator

Description:

We require a motivated & enthusiastic Administrator to join our growing Team. Previous experience not essential, although ideal candidate will be fully computer literate and keyboard proficient.

The Role:

Provide Administration Support to the Mortgage Broking Team & Protection Team

• Onboarding our Mortgage Customers onto our Digital Platform
• Tracking all new mortgage enquiries and following up with customers who begin the process
• Processing of New Business Applications
• Updating CRM Database system for both Mortgage Digital Platform and our Financial Services Platform
• Assisting clients with policy maintenance
• Assisting with Compliance requirements
• Dealing with Client Queries
• Liaising with Product Providers & GP's when needed
• Manage incoming phone calls and emails