At a Glance
- Tasks: Welcome clients, manage meetings, and support the team with admin tasks.
- Company: Join a growing wealth management firm in Bristol with a focus on client experience.
- Benefits: Enjoy 30 days holiday, annual bonuses, study support, and a positive work culture.
- Other info: Full training provided; no specific background required.
- Why this job: Perfect for people lovers who want a dynamic role with career growth opportunities.
- Qualifications: Strong communication skills and a proactive attitude are essential.
The predicted salary is between 25000 - 30000 £ per year.
We're looking for a Receptionist / Client Experience Coordinator to join a growing Wealth Management office in Bristol. This is a front-of-house, client-facing role at the centre of a financial services practice - where first impressions matter and no two days look the same.
You'll be the first point of contact for clients and visitors, helping to shape the experience of the business from the moment someone walks through the door, while also supporting the wider client relations team with day-to-day administration.
It's a role that naturally flexes with the rhythm of the office - busy, people-focused, and always connected to live client activity.
What you'll be doing
Your day will typically involve a mix of client interaction, coordination, and operational support. That could include:
- Welcoming clients and managing meeting room experiences
- Ensuring everything is prepared for adviser meetings
- Handling incoming calls and enquiries
- Supporting colleagues with client administration and system updates
You'll also play a key role in keeping the office running smoothly - from coordinating post and documentation to maintaining a professional, well-presented environment throughout the day.
What we're looking for
We're open on background. You might already be working in reception, front-of-house, or client services, or you may have experience within financial services administration and be looking for a more client-facing role. What matters most is:
- Strong communication, professionalism and confidence with people
- A natural sense of organisation and attention to detail
- The ability to manage shifting priorities calmly and professionally
- A proactive, can-do approach
- Pride in delivering a high standard of service
An interest in financial services is welcome - full training and support will be provided.
What this role offers
With 3 company offices in total, this is an opportunity to join a respected wealth management business at an early stage of its Bristol growth. You'll be part of a team that values professionalism, client experience, and doing things properly - with the chance to develop your career within a supportive and structured environment.
Additional benefits include:
- Annual bonus scheme
- Referral commission for introducing friends and family
- 30 days holiday plus bank holidays and Christmas shut down
- Study support & funding to help you achieve industry qualifications
- Pension scheme and sick pay
- BUPA Employee Assistance Program
- Birthday day off and regular company events
- Opportunities to contribute to the firm's Charity Foundation
- A positive, team-driven culture with clear career growth pathways
Why this role
If you enjoy being around people, take pride in how a business presents itself, and like the idea of working in a role that combines client interaction with operational variety, this is a strong long-term opportunity.
Client Services Administrator (Reception & Office Support) in Bristol employer: Ellis James Partners Ltd
Join a dynamic Wealth Management office in Bristol as a Client Services Administrator, where you'll be at the forefront of client interactions and play a vital role in shaping their experience. With a strong emphasis on professionalism and a supportive work culture, this position offers excellent career growth opportunities, comprehensive benefits including a generous holiday allowance, study support for industry qualifications, and a positive team environment that values your contributions. Experience a rewarding career in a company that prioritises client satisfaction and employee development.
StudySmarter Expert Advice🤫
We think this is how you could land Client Services Administrator (Reception & Office Support) in Bristol
✨Tip Number 1
Get to know the company before your interview! Research their values, culture, and recent news. This will help you tailor your conversation and show that you're genuinely interested in being part of their team.
✨Tip Number 2
Practice your communication skills! Since this role is all about client interaction, make sure you can confidently express yourself. Try role-playing with a friend or family member to get comfortable with common scenarios you might face.
✨Tip Number 3
Show off your organisational skills! Bring examples of how you've managed multiple tasks or priorities in the past. This will demonstrate your ability to handle the dynamic nature of the role and keep everything running smoothly.
✨Tip Number 4
Don’t forget to follow up after your interview! A quick thank-you email can go a long way in leaving a positive impression. It shows your enthusiasm for the role and keeps you fresh in their minds as they make their decision.
We think you need these skills to ace Client Services Administrator (Reception & Office Support) in Bristol
Some tips for your application 🫡
Show Your Personality:When writing your application, let your personality shine through! We want to see who you are beyond your qualifications. A friendly tone can make a great first impression, especially for a client-facing role like this.
Tailor Your Application:Make sure to tailor your application to the job description. Highlight your relevant experience in client services or reception roles, and don’t forget to mention your organisational skills and attention to detail. We love seeing how you fit into our team!
Be Professional Yet Approachable:While we appreciate a casual tone, remember that professionalism is key in this role. Balance your informal style with a clear demonstration of your communication skills and commitment to delivering excellent service.
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for this exciting opportunity. Plus, it’s super easy!
How to prepare for a job interview at Ellis James Partners Ltd
✨Know the Company Inside Out
Before your interview, take some time to research the company and its values. Understand their approach to client services and wealth management. This will not only help you answer questions more effectively but also show your genuine interest in the role.
✨Showcase Your Communication Skills
As a Client Services Administrator, strong communication is key. During the interview, practice clear and confident speaking. Use examples from your past experiences where you successfully managed client interactions or resolved issues to demonstrate your skills.
✨Demonstrate Your Organisational Skills
Be prepared to discuss how you manage multiple tasks and shifting priorities. Share specific examples of how you've kept things organised in a busy environment, whether it’s coordinating meetings or handling administrative tasks. This will highlight your ability to thrive in a dynamic office setting.
✨Ask Thoughtful Questions
At the end of the interview, don’t forget to ask insightful questions about the team, company culture, and growth opportunities. This shows that you’re not just interested in the job, but also in how you can contribute to and grow with the company.
