Client Support – Corporate Administration

Titan Wealth Holdings

. Act as a key point of contact for clients, handling day-to-day queries professionally and promptly .

Posted 10/6/2026full-timeBristol • United KingdomMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates strong attention to detail and organizational skills while managing multiple client priorities. Proficient in data analysis and reconciliation using Excel and MS Office, with a focus on maintaining accurate records and ensuring data integrity.

Highest-signal resume keywords

Client Relationship ManagementData Analysis and ReconciliationStakeholder ManagementAttention to DetailOrganizational Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Data AnalysisRecord MaintenanceInvoicingMembership Data ValidationQuotations PreparationAccount ManagementGroup Risk Claims SupportUnderwriting ProcessesExcelMS Office

Soft Skills

Clear CommunicationProblem-SolvingProactive MindsetTeam CollaborationWorkload Prioritization

Certifications & Qualifications

CII Qualification

Industry Keywords

Client SupportSLA-Driven EnvironmentsTreating Customers FairlyConsumer DutyHealthcare Solutions

About the role

Key responsibilities & impact

Act as a key point of contact for clients, handling day-to-day queries professionally and promptly
Support renewals by collecting and validating membership data, liaising with insurers for quotations, and preparing draft recommendation reports
Produce and issue annual accounts accurately within agreed timescales
Support Group Risk claims and underwriting processes with insurers and stakeholders
Monitor outstanding payments and follow up with clients
Assist with accurate and timely invoicing
Manage mid-term scheme adjustments, including joiners and leavers
Maintain accurate, up-to-date records across internal systems
Build relationships with clients, consultants and insurers
Prioritise workload to meet deadlines across multiple client requirements
Support delivery of Group Risk and Healthcare solutions for a portfolio of clients

Requirements

What you’ll need

High attention to detail, particularly when working with complex data
Strong organisational skills with the ability to manage multiple priorities
Clear and professional communication, both written and verbal
A methodical and structured approach to problem-solving
Strong Excel and MS Office skills, with the ability to analyse and reconcile data
Proactive mindset with a sense of ownership and accountability
Collaborative team player
Experience in an administration or client support role
Experience working to deadlines/SLA-driven environments
Strong stakeholder management skills (internal and external)
Experience maintaining accurate records and ensuring data integrity
Ability to prioritise and manage workload effectively
Awareness of regulatory principles, such as Treating Customers Fairly / Consumer Duty
Relevant qualifications are desirable but not essential
CII qualification is advantageous, not required

Benefits

Comp & perks

Competitive salary
Attractive Employee Pension Scheme (7.5% employer & minimum 3% employee)
25 days Annual Leave + public holidays
Buy and sell holidays up to 5 days
Office Christmas close (3-days)
Private medical insurance
Group life insurance
Income protection insurance
Hybrid working
Further education and training support
Discretionary performance related bonus
Confidential Employee Assistance Programme
2 days per year for voluntary work
Flexible benefits to choose from