Client Services Administrator

Client Services AdministratorWe''re looking for an organised and customer-focused Client Services Assistant to join our Clients growing team. This is a key role supporting Financial Planners and Relationship Managers, ensuring clients receive a professional, efficient, and high-quality service at every stage.You''ll play an important part in delivering excellent client outcomes while supporting responsible business practices and maintaining the highest standards of integrity.What You''ll Be DoingManaging new and existing business processes from start to finishPreparing client documentation, valuations, and financial planning packsLiaising with providers, legal parties, and clients to handle changes and queriesMaintaining accurate and up-to-date client records and systemsSupporting client meetings and updating records post-appointmentMonitoring tasks, chasing outstanding items, and meeting service standardsAssisting with reporting, including client profitability analysisProviding occasional reception cover and front-of-house supportWhat We''re Looking ForAt least 2 years'' administrative experienceStrong communication and customer service skillsExcellent organisation and attention to detailConfident using Word, Excel, and OutlookA proactive, positive, and professional approachAbility to work collaboratively and handle multiple prioritiesWhy Join Us?22 days holiday + bank holidays + extra days over ChristmasBirthday off (if it falls on a working day)Pension scheme and death in ..... full job details .....