Pay: £25,000.00-£26,000.00 per year
Job Description:
Client Services Assistant
Location: Sale, Greater Manchester
Hours: Monday–Friday, Full-Time (35.25 hours per week)
The Opportunity
Valenti Recruitment are supporting the search for a Client Services Assistant to join a well-established accountancy firm based in Sale.
This is a client-facing, detail-driven role within a professional, regulated environment, ideal for someone who thrives on organisation, accuracy, and delivering a high standard of client service.
The Role
You will act as a key point of contact for clients, ensuring all communication and administrative processes are handled efficiently, professionally, and with full attention to detail.
Key Responsibilities
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Act as the first point of contact for clients, managing inbound enquiries across multiple channels
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Take ownership of a shared inbox, prioritising and responding to queries promptly
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Proactively manage the client records process, tracking progress and following up where needed
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Attend internal meetings and follow through on actions and outstanding queries
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Manage the end-to-end client onboarding process, including:
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Setting up clients across internal systems
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Configuring workflows
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Issuing welcome communications
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Gathering outstanding information
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Supporting compliance processes and registrations
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Maintain accurate, compliant client data across all systems
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Provide a professional front-of-house presence when required
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Support wider teams with high-quality administrative tasks as business needs evolve
About You
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Previous experience within a professional services or regulated environment (e.g. accountancy, legal, financial services)
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Strong understanding of confidentiality, compliance, and handling sensitive data
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Excellent communication skills, both written and verbal
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Highly organised with strong attention to detail
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Able to manage multiple priorities and deadlines independently
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Commercially aware with the ability to build strong client relationships
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Proactive, adaptable, and a team player
What Success Looks Like
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Delivering a consistently high standard of client service
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Maintaining accurate and compliant records at all times
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Taking full ownership of workload and responsibilities
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Becoming a reliable, trusted member of the team
Benefits
