our People
Georgia Kneale
Client services administrator
As a Client Services Administrator, Georgia provides administrative support for our Corporate Client team.
Often the first point of contact for our corporate clients, Georgia coordinates pension enrolment and review meetings, by preparing and processing the essential documentation, and manages any follow-up actions to ensure our Corporate Clients receive a slick and efficient pension enrolment and review experience.
Georgia works closely with Kirsty Duke, Client Services Manager and the wider administration team to provide seamless support. Her attention to detail and proactive approach help to deliver MAC Financial’s commitment to exceptional service.
In addition to her primary responsibilities, Georgia assists with pension scheme implementations, telephone and mailbox enquiries, and acts as a friendly, professional point of contact for clients and providers.
Areas of expertise
- Administration of corporate annual reviews
- Administration of corporate pension enrolment
- Supporting existing clients and HR contacts
- Co-ordinating IFA calendars