Client Services Administrator - Flair for Recruitment : Job Details

Are you highly organised, detail-driven, and confident in supporting a busy professional team?

Our client, a leading specialist in investment management and financial planning, are seeking a Client Services Administrator to join a dynamic team within a reputable wealth management environment. This is an exciting opportunity to play a key role in supporting clients, ensuring a seamless client experience through high-quality administration and service delivery.

Key Responsibilities

• Act as a first point of contact for client enquiries
• Provide accurate and clear responses, reports, and correspondence to support client understanding
• Support client onboarding and manage client files in line with company and regulatory standards
• Prepare client portfolio valuations, statements and manage client records on internal systems
• Support invoicing, fee matching, reconciliations, and client status changes
• Manage daily office operations including handling post and correspondence
• Contribute to process improvement initiatives and support ad-hoc projects

About You:

• Previous administration experience is desired
• Strong numeracy and literacy skills (minimum GCSE Maths and English A-C / 5-9)
• Proficiency in Microsoft Word and Excel and experience with database and client record systems
• Excellent attention to detail, organisation, and time management
• Strong written and verbal communication skills
• A proactive problem solver and critical thinker

Submit your CV to apply today!