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Client Services Administrator

Job Reference: MT0626

Admin and Secretarial
Liverpool, Merseyside
£24740 per annum
Temporary

Title: Client Services Administrator (Temp)
Hours: 35.75 hours per week (working between 08:00-18:00, Monday-Friday)
Salary: £24,740 per annum
Location: Liverpool


HRGO are currently recruiting for a Client Services Administrator, on a temporary basis. This 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'll be working 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. 

If you are interested in this temporary Client Services Administrator role, please contact Mia at 0151 439 3051 or email Mia.Tong@HRGO.co.uk