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 service, or professional services
• Excellent communication and interpersonal skills
• Professional and confident telephone manner
• Strong organisational skills and attention to detail
• Ability to prioritise workload and manage multiple tasks effectively
• Good working knowledge of Microsoft Office
• Positive, proactive, and team-oriented attitude
• High level of professionalism and confidentiality

Benefits

• 25 days holiday plus additional birthday leave
• Pension scheme
• Life cover
• Employee benefits and discount platform
• Regular company events
• Hybrid working available after probation
• Supportive and collaborative working environment

If you re based in or around Altrincham and would be interested in hearing more about the opportunity, please apply or get in touch directly for a confidential discussion.