Client Servicing Administrator

Receptionist / Client Services Administrator �� Altrincham
�� Monday to Friday | 9:00am – 5:00pm
�� Hybrid working available following probation
I’m currently working with a well-established and growing financial planning firm in the Altrincham area that is looking to recruit a Receptionist / Client Services Administrator to join their operations team.
This is a varied, client-facing role that would suit someone who enjoys working in a professional office environment and takes pride in delivering excellent customer service. The successful candidate will play a key role supporting advisers, managing client communications, and helping to ensure the smooth running of the office on a day-to-day basis.
The Role Responsibilities will include:

• Acting as the first point of contact for clients both in person and over the phone
• Managing incoming calls and directing enquiries appropriately
• Coordinating meeting room bookings and preparing rooms for client meetings
• Scheduling client review meetings and managing adviser diaries
• Supporting advisers with review preparation and client communications
• Preparing meeting documentation and maintaining accurate client records
• Following up with clients regarding appointments and outstanding communications
• Assisting with office administration and maintaining a professional office environment
• Supporting wider client servicing and operational tasks where required

What They’re Looking For

• Previous experience within administration, reception, customer service, or professional services
• Excellent communication and interpersonal skills
• Professional and confident telephone manner
• Strong organisational skills and attention to detail
• Ability to prioritise workload and manage multiple tasks effectively
• Good working knowledge of Microsoft Office
• Positive, proactive, and team-oriented attitude
• High level of professionalism and confidentiality

Benefits

• 25 days holiday plus additional birthday leave
• Pension scheme
• Life cover
• Employee benefits and discount platform
• Regular company events
• Hybrid working available after probation
• Supportive and collaborative working environment

If you’re based in or around Altrincham and would be interested in hearing more about the opportunity, please apply or get in touch directly for a confidential discussion.

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