Client Services Administrator
Liverpool City Centre | Full Time | Permanent | Monday-Friday
Are you an organised and detail-focused graduate / administrator looking to build a long-term career in financial services?
We're recruiting for a Client Services Administrator to join a growing and professional organisation, providing administrative support to advisers and helping ensure clients receive an excellent service throughout their journey.
This is an excellent opportunity for someone with previous administration experience who is looking to move into the financial services sector. It would particularly suit recent graduates in Economics, Finance, Business, Accounting or similar disciplines, as well as candidates with A-Levels and strong office administration experience who are keen to develop their career.
The Role
You'll be responsible for supporting advisers with a wide range of administrative tasks, including:
Managing client records and documentation
Updating information on internal CRM systems
Preparing reports and client correspondence
Processing applications and checking documentation
Liaising with clients, advisers and third-party providers
Supporting pension and investment administration processes
Maintaining accurate records and ensuring work is completed within agreed timescales
Assisting clients with online account access and general queries
What We're Looking For
Previous administration experience within an office environment
Strong attention to detail and accuracy
Excellent written and verbal communication skills
Good working knowledge of Microsoft Office, including Word, Excel and Outlook
Strong organisational and time management skills
A professional and customer-focused approach
Ability to work independently and as part of a team
Why Apply?
Excellent entry point into the financial services and wealth management sector
Opportunity to build specialist industry knowledge
Supportive and professional working environment
Long-term career development opportunities
Ideal for graduates seeking a career within financial services, investments or pensionsIf you're looking for an opportunity to take your administration experience to the next level and join a business where you can develop a rewarding long-term career, we'd love to hear from you!
Please apply here or send your CV directly to (url removed) and I'll be in touch.
Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age
