Client Services Administrator - Financial Services

Permanent Role

Hybrid Working (Remote/Stafford Office)

Salary 32,000

My client is seeking an experienced Client Services Administrator to join their dynamic team at the successful Stafford office. This is an exciting opportunity for a driven individual with financial services experience who is passionate about delivering high-quality, professional client service.

Responsibilities of a Client Service Administrator

- Liaising with clients to resolve queries and arrange meetings

- Processing requests for deposits and withdrawals

- Setting up, maintaining, and closing client accounts

- Preparing for and coordinating annual review meetings

- Drafting and processing authority letters

- Completing fact finds and preparing reports

- Generating CTC, CGT reports, and valuations

- Organizing client events

- Performing general administrative tasks

Requirements

- Experience as a Client Service Administrator in a financial services role

- Strong written and verbal communication skills

- A professional, confident telephone manner

- Self-motivated with a commitment to delivering exceptional results

- Proficiency in spreadsheets and word processing

- Excellent organizational skills

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Client Services Administrator