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- Tasks: Support client portfolios and manage records in a dynamic financial services environment.
- Company: Join a well-established financial services firm near Sunderland, known for its client-focused approach.
- Benefits: Enjoy a collaborative work culture with opportunities for professional development and training.
- Why this job: Gain valuable experience in client services while working with a supportive team and making a real impact.
- Qualifications: A degree or relevant office experience is essential; strong communication and IT skills are a must.
- Other info: Be part of a team that values organisation, professionalism, and continuous learning.
The predicted salary is between 28800 - 43200 £ per year.
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Client Services Administrator – Sunderland, Sunderland
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Client:
Location:
Sunderland, United Kingdom
Job Category:
Other
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EU work permit required:
Yes
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Job Reference:
f468cc739634
Job Views:
16
Posted:
12.08.2025
Expiry Date:
26.09.2025
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Job Description:
Client Services Administrator – Sunderland
We are seeking a Client Services Administrator to join a well-established financial services firm based near to Sunderland. In coordination with Advisers, Paraplanners, and Client Relationship Managers, the role will support the management of client portfolios. Main responsibilities will include maintaining client records and preparation of annual reviews.
Responsibilities:
· Making appointments for clients and calling them in advance to confirm, sending out any relevant pre-meeting information
· Answering and logging all incoming client calls appropriately onto the CRM system, passing on messages and ensuring that any updates to client contact information are captured
· To prepare new and existing client meeting packs, generating wealth account reports, investor returns, valuation documents, and any other necessary information for the advisor in advance of the meetings
· Inputting of CFR documentation onto the CRM system
· Creation and updating of records to ensure that GDPR and FCA protocols are adhered to
· Generating correspondence to clients, including Post Review Letters
· Liaising with external providers and companies by way of letter, telephone, and email to chase information requests
· Processing fund switches and rebalances along with any other post meeting actions
· Processing withdrawals at the client’s request
· Prepare business submission documents, for onward allocation to the Paraplanning team
· Liaising with Paraplanning team to ensure client presentations are obtained ahead of meetings and escalate where necessary
· Managing own and/or advisor’s mailbox in a timely and professional manner
· Prioritising and managing own workload
· Obtaining and maintaining a good knowledge of products offered
· Managing own learning and development, attending relevant training sessions where needed
· Provide cover for other team members upon request as per the business need
· To uphold the standards of the client service charter
· Participation in Administration team meetings
Essential experience and qualifications:
· A degree-level education or previous work experience in an office environment to a high standard
We need a bright, organised and hardworking individual who can demonstrate:
· Very good written communication skills
· Engaging and professional telephone manner
· Time management and the ability to multi task is essential
· A systematic and methodical approach to tasks
· IT literacy (advanced knowledge of Word and Excel and the ability to learn new software)
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Client Services Administrator - Sunderland employer: Artemis Recruitment Consultants
Contact Detail:
Artemis Recruitment Consultants Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Services Administrator - Sunderland
✨Tip Number 1
Familiarise yourself with the financial services industry, especially the role of client services. Understanding the terminology and processes will help you engage in meaningful conversations during interviews.
✨Tip Number 2
Practice your communication skills, both written and verbal. Since the role requires excellent communication, consider role-playing scenarios where you handle client inquiries or prepare meeting packs.
✨Tip Number 3
Get comfortable with CRM systems and Excel. If you have access to any online tutorials or courses, take advantage of them to boost your confidence in using these tools effectively.
✨Tip Number 4
Network with professionals in the financial services sector. Attend local events or join online forums to connect with others who can provide insights or even refer you to opportunities at firms like ours.
We think you need these skills to ace Client Services Administrator - Sunderland
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience and skills that align with the responsibilities of a Client Services Administrator. Emphasise your organisational skills, attention to detail, and any previous experience in client services or financial environments.
Craft a Compelling Cover Letter: Write a cover letter that showcases your enthusiasm for the role and the company. Mention specific examples from your past experiences that demonstrate your ability to manage client relationships and handle administrative tasks effectively.
Highlight Communication Skills: Since excellent written communication is essential for this role, ensure your application reflects your ability to communicate clearly and professionally. Use concise language and check for grammar and spelling errors.
Showcase IT Proficiency: Given the importance of advanced IT skills, mention your proficiency in Word and Excel. If you have experience with CRM systems or other relevant software, be sure to include that as well to demonstrate your technical capabilities.
How to prepare for a job interview at Artemis Recruitment Consultants
✨Showcase Your Organisational Skills
As a Client Services Administrator, being organised is key. Prepare examples from your past experiences where you successfully managed multiple tasks or projects simultaneously. This will demonstrate your ability to prioritise and manage workload efficiently.
✨Demonstrate Excellent Communication
Since the role involves liaising with clients and team members, highlight your strong written and verbal communication skills. Be ready to discuss how you've effectively communicated in previous roles, especially in a professional setting.
✨Familiarise Yourself with Financial Services
Understanding the basics of financial services can give you an edge. Research common terms and processes related to client portfolios, fund switches, and compliance. This knowledge will show your genuine interest in the industry and the role.
✨Prepare for Scenario-Based Questions
Expect questions that assess your problem-solving abilities. Think of scenarios where you had to handle difficult client situations or tight deadlines. Practising these responses will help you articulate your thought process during the interview.
