Client Services Administrator – Financial Services

Inviting CVs £19,000 - £23,000 + Excellent Benefits Accountancy / Financial, Administrative / Secretarial Bath central Full Time

Are you a graduate in business or finance (or similar) seeking long term career development?

This is a fantastic opportunity to join a progressive and forward-thinking organisation that will offer you training and career advancement.

As a Client Services Administrator, you will be responsible for providing administrative support to Adviser businesses and networks and dealing with any queries and requests from Financial Advisers, Administrators or Para-planners.

The role is varied and requires accuracy and attention to detail across the various administrative duties you perform.  It also requires you to be client focussed and proactive in providing an outstanding and value-added service.

Initially this role would be working from home due to current Covid restrictions with a view to becoming office based in the future.

Responsibilities include:

  • Delivering excellent customer service thus ensuring that the organisation is highly valued by their clients
  • Liaising with relevant parties to chase outstanding documentation required to complete applications via telephone, letter or email
  • Ensuring accuracy and completeness of business processing and other administrative tasks
  • Interpreting instructions and issues arising, and then implementing actions according to administrative policies, procedures and checklists
  • Ensuring all items received by the team are processed within the relevant Service Level Agreements
  • Providing information as requested to provide an effective service to customers
  • Performing Data cleansing of systems and client databases when required
  • Generating documentation and letters, including scanning
  • Responsible for developing new processes and challenging existing ones, to maximise efficiency and accuracy
  • Recognising the importance of team working to maximise team, department and company results

Skills Required:

  • Strong communication skills
  • IT literate including Outlook, Word and Excel
  • Good attention to detail
  • Ability to work well individually or as part of a team
  • Ability to work under pressure and to tight deadlines
  • Ideally previously worked in an administration role
  • Any financial services knowledge would be advantageous, for example Wrap platform knowledge or pensions

Salary: £19,000 – £23,000 + Excellent Benefits package


It is company policy as a matter of courtesy to respond to all applications within three working days. However because of the volume of applications we are currently receiving we are sometimes unable to respond to individual candidates. If we have not contacted you within three working days your application has been unsuccessful on this occasion and your details have not been retained. Please apply for any other position that you may see in the future.


Please note: Map location is not accurate and is only provided as a guide to the job location.
Reference: 314 164
Contact: Janette

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