Client Administrator

Leeds, ENG, GB, United Kingdom

Job Description

Inzuzo is seeking a detail-oriented and agile Commercial & Partnership Administrator to provide vital administrative and operational support within our dynamic Commercial & Partnerships team. This position is central to maintaining organisational strength and nurturing relationships with leading UK financial services firms.

The successful candidate will be responsible for a wide range of administrative duties, including managing internal and external communications, supporting partner onboarding and providing essential system updates and reports. This role ensures seamless processes, timely communication and accurate recordkeeping across all Commercial & Partnership activities.

Inzuzo offers a collaborative and growth-oriented environment where your contributions will directly impact our continued success. As a Commercial & Partnership Administrator, you will have the opportunity to work alongside industry leaders and shape the future of key partnerships with major financial services firms. We value dedication, innovation, and a commitment to excellence.

If you are a driven individual with strong administrative skills, a passion for operations and a meticulous eye for detail, we invite you to apply and become a crucial part of Inzuzo's continued growth.

37.5 hours per week Monday to Friday - standard working hours 09:00 - 17:30 (16:00 Friday Finish).

Employee Benefits



25 days annual leave plus Bank Holidays increasing by 1 day each year after 3 years service (maximum of 5 additional days) 4pm Finish on a Friday Annual performance related Company bonus and salary review 5% Employer pension contribution 24 hour access to our Employee Assistance Programme with Health Assured Opportunities for continuous professional development Buying and selling annual leave scheme (up to 5 additional days) Regular social events throughout the year 500 refer a friend scheme Free mortgage advice

Key Responsibilities



Provide comprehensive administrative support to the Commercial & Partnerships team, managing the CRM and back-office systems efficiently. Ensure accurate and timely setup and maintenance of client accounts, including the management of account details and settings. Regularly update and maintain client data and records, ensuring information accuracy. Handle front-end account queries, deliver important client information, and assist in managing communication channels between Inzuzo and its Clients. Attend and contribute to relevant meetings with department managers. Support the team in account review meetings, providing administrative support and follow-up communications. Responsible for the (administrative) onboarding of new clients, demanding critical attention to detail, digital competency and implement efficient processes. Demonstrate ownership of internal administrative systems, overseeing the implementation and utilisation of CRM systems and internal communication tools. Collaborate with the team to develop and implement new administrative systems and processes. Assist in the preparation of presentation materials and reports for client meetings and internal discussions. Prepare detailed reports on sales activity and administrative tasks, providing updates in weekly team meetings. Contribute to team meetings, providing updates and insights on ongoing tasks and initiatives. Adhere strictly to GDPR regulations and company standards in maintaining secure and accurate records.

Experience/Qualifications/Skills



Qualifications



Essential
GCSE English

Experience


Essential
Experience in an administrative or operational support role, ideally within a client-facing environment

Skills



Excellent written and verbal communication skills, with the ability to manage professional correspondence across multiple stakeholders. Confident using CRM systems (e.g. Hubspot or similar), digital forms (e.g. Adobe), and internal communication tools. Ability to prioritise workload and manage multiple tasks and deadlines efficiently. Comfortable working with confidential information and maintaining GDPR compliance. Digital competency, particularly in Microsoft Office (Word, Excel, Outlook) and cloud-based platforms. Proactive and self-motivated with a solution-oriented mindset. Able to work independently as well as collaboratively within a fast-paced team environment.

Behaviours



Our Company Behaviours are central to our culture and pivotal to our success. We're not just looking for employees; we're looking for individuals who embody our values and want to contribute to our shared mission.

Open

- Relate and communicate with others, adapting your style to everyone.

Positive

- Being optimistic and encouraging a positive mindset.

Professional

- Exhibiting a courteous, conscientious, and business like manner.

Leadership

- Drive the company vision and positively influence those around you.

Cooperative

- Work together and support each other to learn and grow.

People Focused

- Delivering the best service and adding value to our clients

Job Type: Full-time

Pay: 24,000.00-25,000.00 per year

Additional pay:

Bonus scheme Performance bonus Yearly bonus
Benefits:

Additional leave Bereavement leave Casual dress Company events Company pension Discounted or free food Employee discount Financial planning services Health & wellbeing programme Referral programme Sick pay Transport links
Schedule:

Day shift Monday to Friday No weekends
Work Location: In person

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Job Detail

  • Job Id
    JD3101177
  • Industry
    Not mentioned
  • Total Positions
    1
  • Job Type:
    Full Time
  • Salary:
    Not mentioned
  • Employment Status
    Permanent
  • Job Location
    Leeds, ENG, GB, United Kingdom
  • Education
    Not mentioned