We are pleased to be working on behalf of our client who are seeking a highly organised and proactive Client Administrator to join a professional and fast-paced team. This is an excellent opportunity for someone who thrives in a client-focused environment and takes pride in delivering high-quality administrative support.
You will play a key role in ensuring the smooth day-to-day operation of client services, supporting advisers and internal teams, and helping to deliver an outstanding client experience.
Responsibilities and duties will include, but not limited to:
- Coordinate and manage client appointments, including pre- and post-meeting administration
- Handle incoming client enquiries via phone and email, ensuring timely and professional responses
- Prepare documentation and reports for client meetings
- Maintain accurate and up-to-date client records in internal systems
- Liaise with external providers to obtain required information
- Process a range of administrative tasks following client meetings
- Manage shared inboxes and prioritise workloads effectively
- Provide a professional and welcoming front-of-house experience when required
- Collaborate with internal teams to ensure deadlines and service standards are met
Skills and Experience
- Excellent communication skills, both written and verbal
- Strong attention to detail and high levels of accuracy
- Ability to manage multiple tasks and prioritise effectively
- Proficiency in Microsoft Office and CRM systems
- A proactive, team-oriented mindset
- Strong customer service skills
Desirable
- Previous experience in a financial services or professional services environment
- Familiarity with industry regulations and compliance requirements
- Experience using CRM platforms
The application process:
Our mission is to support our clients in their creation of an equal, diverse and inclusive workforce. We are committed to providing a barrier-free recruitment process, so if you require any reasonable accessibility adjustments within the application process, then please make it known at the earliest opportunity.
We will carefully consider your details and advise you if we’re able to progress with your application within 72 working hours. If you do not hear from us within this time your details won’t be retained. So, if you’re not successful on this occasion, do continue to respond to future roles we advertise. In the meantime, all good wishes and continued success with your search for employment.
