Client Services Administrator

The Role:

On behalf of our client, we are seeking a Client Services Administrator. This role supports financial advisers with client onboarding, ongoing administration, meeting preparation, and day-to-day client contact.

You will act as a first point of contact for clients and help ensure that all records, review activity, and client communications are managed efficiently and to a high standard. The role is varied and includes both administrative and client-facing responsibilities.

Responsibilities will include

• Deal with new enquiries and support the onboarding of new clients.
• Manage requests from existing clients and maintain strong working relationships.
• Deliver excellent customer service as the first point of contact for client queries and issues.
• Prepare client meeting packs and other marketing materials for financial advisers.
• Type up meeting packs from OneNote and ensure documentation is accurate.
• Update databases and client records, including Salesforce.
• Record all client contact by telephone and email, and ensure records are kept up to date.
• Keep clients informed every other week regarding outstanding work, including provider information and transfer work.
• Ensure appropriate client letters are issued following meetings, reviews, and new business activity.
• Submit electronic business submissions for any new business written.
• Carry out ad hoc client administration, including withdrawals and ISA top-ups where required.
• Check review frequencies, open advice records, and other diary tasks.
• Support the client review process and produce a monthly report for reviews due the following month.
• Assist with new client procedures and prospect management.
• Note important client updates and personal milestones where relevant, and update records accordingly.
• Meet and greet visitors and clients, and organise meeting set-up and refreshments.
• Carry out general office housekeeping and wider administrative support as needed.

The Person

Our client is looking for an organised and professional individual with strong client service skills and a keen eye for detail. You will need to be confident handling a busy workload, maintaining accurate records, and communicating clearly with clients and colleagues.

• Previous experience in a financial services administration or client support role in a financial services company.
• Strong customer service and relationship management skills.
• Excellent written and verbal communication skills.
• Confident using databases and maintaining accurate records.
• Strong organisational skills with the ability to manage multiple priorities.
• A proactive and flexible approach to ad hoc tasks.

The Benefits:

20 days plus bank holiday (additional holiday at Christmas), Pension (10% employer contribution), Parking Permit, opportunities to study for financial qualifications. Superb bonus & commission

The Location:

Clifton, Bristol with 1 day from home if required

The Hours:

Monday - Friday 9am - 5pm

The Salary:

£