https://jobs.co.uk/job/client-services-administrator-simpson-recruitment-services--668e5939-439b-461c-a6f9-4d55dff6f7f7 RSS feed for Client Services Administrator at Simpson Recruitment Services. en-gb Thu, 28 May 2026 13:30:09 GMT https://jobs.co.uk/job/client-services-administrator-simpson-recruitment-services--668e5939-439b-461c-a6f9-4d55dff6f7f7 https://jobs.co.uk/job/client-services-administrator-simpson-recruitment-services--668e5939-439b-461c-a6f9-4d55dff6f7f7 Thu, 28 May 2026 11:51:22 GMT Location: Sutton Coldfield | Salary: 28000.00-28000.00 Annual | Type: Permanent | Our client, a boutique wealth management firm in Sutton Coldfield is looking for an organised, client-focused professional to join a small team with high-standards. As Client Account Executive, you will be the primary point of contact for clients and financial providers, managing relationships, processing financial administration and supporting new business activity. What you will do Manage day-to-day client communication by phone and email, ensuring all enquiries are acknowledged and resolved promptly Schedule and track client review meetings and maintain proactive contact with the client base Process financial transactions, contributions, withdrawals and account updates across pensions and investment platforms with a high degree of accuracy Prepare client-facing documentation, reports and correspondence to a consistently professional standard Ensure adviser charges are correctly set up, tracked and reconciled monthly Maintain pipeline and client records within Xplan CRM What you will bring At least three years'' experience in a client-facing or customer service role Strong written communication skills with genuine attention to detail Confident with Microsoft Office an... Permanent