Client Contact Administrator

Are you an experienced administrator, with a curious mindset?

As Client Contact Administrator, you'll provide support to the Customer Experience Specialist in delivering the Client Contact Programme across Openwork and Owl businesses. This role plays a key part in evidencing Adviser adherence to regulatory and internal standards, enhancing customer satisfaction and ensuring consistent application of best practices.

This is a hybrid role, based 3 days a week in our Swindon office.

The benefits:

Salary – up to £30,000
Bonus scheme - on target bonus – 7.5%
Pension scheme - contribute up to 5% of your salary and Openwork will match you and put in an extra 5%
Critical illness cover - 1x salary
Income protection
Death in service - 4x salary
27 days holiday + bank holidays, with the opportunity to buy up to an additional 10 days.
A range of other flexible benefits to include private medical insurance, dental insurance and much more.

Key accountabilities:

Assisting with programme administration and third-party data processes.
Engaging stakeholders to ensure data is meaningful and outcome focused.
Liaising with Clients, Advisers, Supervisors, and PDMs to resolve non-advice queries.
Recommending enhancements to data and reporting for stronger outcomes.
Identifying opportunities to improve client contact efficiency.
Suggesting and support implementation of process improvements.
Assisting with compliance checks, audit preparation and other regulatory requirements in all client interaction
Customer contact via various means such as telephone conversations and emails with clients, with input from the Client Experience Specialist and aligned with the Client Contact Framework.

Confident in Microsoft Excel and Word, with the ability to produce clear, basic reports.
Previous experience in an administrative or client facing role, ideally within Financial Services
Self-motivated and proactive, with the ability to work independently.
Understanding of financial services products, services, and processes (preferred).
Excellent communication and relationship-building skills; confident in representing the Openwork brand.
Comfortable engaging with clients, advisers, and internal teams to provide information clearly and professionally.
Good understanding of confidentiality, data protection and compliance obligations
A professional, calm and approachable manner

We're a dynamic, fast paced, and growing business with huge ambition. This is all made possible by the brilliant people who are part of The Openwork Partnership family. We're investing heavily in our colleagues, continuously striving to give them the platform to develop personally and professionally and reach their full potential.

We’re also very proud of our culture, as one of the Best 100 Large Companies to work for in 2022. The Openwork Partnership values, and respects individuality and we are committed to building an inclusive culture and environment which truly recognises and celebrates our colleague’s individual differences and identities – just like our financial advice, for us, it’s personal. We believe everyone can make a difference and your race, religion, disability, and gender will never be a barrier. At Openwork, we have a strong ethic of care for each other where you can balance a successful career with your commitments and interests outside of work. We believe that you will bring your best self to work if you are trusted to choose when, where and how you do it.

Client Contact Administrator

The opportunity

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Why us?

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