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Titan Wealth Holdings — дискрециялық қорларды басқару, әл-ауқатты басқару және активтерді басқару салаларына бағытталған, Ұлыбританияда орналасқан қаржылық қызметтер компаниясы. Компанияның қызметтері инвестициялық менеджерлер мен тәуелсіз қаржылық кеңесшілерге орындау, әкімшілік қызметтер және әл-ауқатты басқару циклін тиімді етуге арналған біріктірілген операциялық шешімдер арқылы қолдау көрсетеді. 200-ден астам қызметкері бар Titan Wealth Holdings органикалық дамуымен қатар активтерді басқару компанияларын сатып алу арқылы да өсіп келеді.
Client Support and Corporate Administration Specialist – Bristol Hybrid
Provide corporate benefits administration for Group Risk and Healthcare schemes at Titan Wealth, a UK wealth management business. Manage client queries, renewals, claims, invoicing and accurate scheme records.
Сипаттама
- Serve as a reliable first point of contact, resolving daily client queries promptly and professionally
- Coordinate renewals by validating membership data, obtaining insurer quotations and preparing draft recommendation reports
- Prepare and issue accurate annual accounts within agreed deadlines
- Assist insurers and stakeholders with Group Risk claims and underwriting activities
- Track overdue payments and follow up with clients as needed
- Support accurate, timely invoice preparation and delivery
- Process mid-term scheme changes, including member joiners and leavers
- Keep records complete, accurate and current across internal systems
- Develop effective working relationships with clients, consultants and insurers
- Organise competing priorities to meet deadlines across multiple client requirements
- Help deliver Group Risk and Healthcare solutions for an assigned client portfolio
Талаптар
- Demonstrated care and precision when handling complex data
- Strong organisation skills and the ability to balance competing priorities
- Professional written and verbal communication skills
- A systematic approach to investigating and resolving problems
- Advanced Excel and Microsoft Office capability, including data analysis and reconciliation
- A proactive approach with personal accountability and ownership
- Ability to contribute effectively as part of a collaborative team
- Previous administration or client support experience
- Experience meeting deadlines in SLA-led environments
- Proven ability to manage internal and external stakeholders
- Experience maintaining reliable records and protecting data accuracy
- Ability to plan, prioritise and control a varied workload
- Understanding of regulatory principles including Treating Customers Fairly and Consumer Duty
- Relevant professional qualifications are useful but not mandatory
- CII qualification is beneficial but not required
Артықшылықтар
- Competitive salary
- Employee pension scheme with a 7.5% employer contribution and minimum 3% employee contribution
- 25 days of annual leave plus public holidays
- Option to buy or sell up to five days of holiday
- Three-day office closure over Christmas
- Private medical insurance
- Group life insurance
- Income protection insurance
- Hybrid working arrangement
- Support for further education and professional training
- Discretionary performance-related bonus
- Confidential Employee Assistance Programme
- Two paid days each year for voluntary work
- Flexible benefits selection
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