Role Outline

As a Client Services Administrator with Health Partners, you will play a key role in supporting the Client Relationship Team and ensuring the smooth management of client services. You will oversee client communications, manage inboxes, and handle administrative tasks such as setting up new clients, maintaining CRM systems, and providing monthly or ad-hoc management information reports. You will also assist in tracking client spend, sending out commercial updates, and distributing service certificates and documentation.

You will support the Client Relationship Team by collating and sharing information, preparing documents, and assisting with data reporting as needed. A key part of this role is managing your time effectively to meet multiple deadlines while maintaining high standards of accuracy and professionalism.

This is an excellent opportunity for a highly organised and detail-oriented individual with strong IT skills and a proactive approach.

What you’ll be doing

• Manage the HK Client Services and HK Enquiries inboxes
• Update CRM systems as required
• Directing queries to the right people/ teams
• Setting Up New Clients within 5 working days, ensuring that all the relevant information is logged on the system and the client receives the correct documents.
• Provide client MI on a monthly, quarterly or ad-hoc basis for smaller clients. Assist the Data Analyst with obtaining monthly MI for specific clients and assist with reports where required.
• Provide administrative support to the Client Relationship Team as needed. This could be completing documents, sharing documents with clients, collating information, providing information
• Help track spend for smaller spending clients and engage with them where required
• Send out monthly commercial increases
• Send out Collection Service Certificates and documents
• Attend weekly Team meetings and other meetings where required
• Attend Training Sessions where required