SL
Sun LifeSenior Client Support Consultant
Client Support Consultant ensuring smooth group claims experience for employer segment with 2000+ enrolled employees. Collaborating with multiple teams to enhance client satisfaction and resolve issues.
About the role
- Act as a primary point of contact for clients, ensuring queries are resolved promptly and professionally.
- Prepare documentation and meeting packs for adviser/client appointments, including quotations and illustrations.
- Process new business and related documentation accurately, taking ownership of the full lifecycle of transactions.
- Maintain up-to-date client records within internal systems and produce valuations as required.
- Implement adviser recommendations and handle adviser charge, fee, and commission enquiries.
- Provide general administrative support to ensure high standards of client service.
- Ensure all activities comply with FCA regulations, Treating Customers Fairly (TCF) principles, and internal policies.
- Support compliance reviews and resolve outstanding file queries.
- Build and maintain strong working relationships with advisers, colleagues, and external providers to deliver an efficient service.
- Liaise across departments and offices in a professional manner.
- Manage incoming enquiries, telephone calls, and meeting arrangements, including room bookings and visitor coordination.
- Maintain electronic filing systems and assist with general office administration.
- Contribute to project work and process improvement initiatives.
- Complete mandatory training and engage in ongoing personal development.
- Uphold company values and ensure a positive client experience in all interactions.
- Undertake additional duties as required.
Requirements
- Excellent communication skills, both written and verbal, with the ability to build strong relationships.
- Proficient in Microsoft Office applications (Word, Excel, Outlook) for accurate documentation and reporting.
- Strong planning, organisational, and prioritisation skills to manage multiple tasks effectively.
- High attention to detail and accuracy in all work.
- Ability to adapt to a fast-paced, changing environment and meet tight deadlines.
- Proactive approach to identifying process improvements and driving efficiencies.
- Strong team player with the ability to work independently and use initiative.
- Customer-focused mindset, ensuring a positive client experience in all interactions.
- Previous administration experience in financial services, typically gained over approximately three years.
- Familiarity with new business processing and mortgage administration (desirable).
- Broad understanding of financial products and providers available on the open market (desirable).
Job title
Job type
Experience level
Salary
Degree requirement
No Education Requirement
Location requirements
CA
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