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 ..... full job details .....