Client Servicing Administrator

Are you a detail-driven admin superstar who thrives in a fast-paced, people-focused environment? Time Appointments is working with a highly respected and growing financial services firm that''s on the hunt for a Client Servicing Administrator to support their high-performing Private Client team.If you''re looking for a role where your work truly makes a difference and every day brings something new - this could be the role for you! You''ll be an essential part of delivering an exceptional client experience. Your behind-the-scenes magic will ensure accurate, timely support to Financial Planners and smooth operations of the business. Key Duties and Responsibilities:Prepare comprehensive client review packs for upcoming meetings.Maintain accurate and up-to-date client records in line with internal processes.Liaise with third parties and internal departments to obtain information and answer client queries.Prioritise work effectively between emails, tasks, post, reviews and phone calls.Support, train, and mentor new team members to ensure smooth onboarding and development.Keep Financial Planners informed of progress and raise any concerns as needed.Assist with front-of-house duties during reception cover (breaks, sickness, annual leave).Contribute to the ongoing improvement of systems and processes by providing feedback.Ensure compliance by maintaining a clear audit trail and using systems accurately. Essential Skills and Attributes:Proven administrative or secretarial ..... full job details .....