Client Services Administrator

The Role:On behalf of our client, we are seeking a Client Services Administrator. This role supports financial advisers with client onboarding, ongoing administration, meeting preparation, and day-to-day client contact.You will act as a first point of contact for clients and help ensure that all records, review activity, and client communications are managed efficiently and to a high standard. The role is varied and includes both administrative and client-facing responsibilities.Responsibilities will includeDeal with new enquiries and support the onboarding of new clients.Manage requests from existing clients and maintain strong working relationships.Deliver excellent customer service as the first point of contact for client queries and issues.Prepare client meeting packs and other marketing materials for financial advisers.Type up meeting packs from OneNote and ensure documentation is accurate.Update databases and client records, including Salesforce.Record all client contact by telephone and email, and ensure records are kept up to date.Keep clients informed every other week regarding outstanding work, including provider information and transfer work.Ensure appropriate client letters are issued following meetings, reviews, and new business activity.Submit electronic business submissions for any new business written.Carry out ad hoc client administration, including withdrawals and ISA top-ups where required.Check review frequencies, open advice records, and other diary ..... full job details .....