Forrest Recruitment are working with an established and professional organisation within the financial services sector who are looking to appoint a Client Services Administrator to join their team.
This is an excellent opportunity for an organised and detail-focused individual to play a key role in supporting the team, managing client accounts and assisting with administration. The successful candidate will provide a high standard of client service while ensuring that all administration and documentation is completed accurately, efficiently and in line with regulatory and compliance requirements.
The Role
As a Client Services Administrator, your responsibilities will include:
- Managing telephone and email enquiries from clients in a professional and timely manner
- Providing day-to-day administrative and client account management support to the wider team
- Maintaining accurate client records, files, registers and databases
- Assisting advisers with the preparation of client reports and correspondence
- Arranging meetings and appointments and maintaining the company diary
- Supporting the preparation and maintenance of compliant client files
- Ensuring documentation is accurately completed, scanned and filed in accordance with internal procedures
- Assisting with compliance processes and documentation
- Receiving applications and supporting information and assisting with the completion of application forms
- Monitoring applications through to completion and following up outstanding requirements
- Keeping clients regularly updated regarding the progress of their applications
- Identifying and escalating missing documentation, compliance issues or other concerns where appropriate
- Maintaining strict client confidentiality and ensuring sensitive information is handled securely
About You
The ideal candidate will be highly organised, professional and confident when dealing with clients. You will have excellent attention to detail and the ability to manage multiple priorities while maintaining a high level of accuracy.
We are looking for someone who has:
- Previous experience in an administration, client services or financial services environment.
- Excellent written and verbal communication skills.
- Excellent organisational and time-management skills.
- Strong attention to detail and accuracy.
- The ability to work independently as well as collaboratively within a team.
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Client Services Administrator in Nantwich employer: Forrest Recruitment Ltd
Join a dynamic small office where your contributions as an Accounts/Office Administrator will be valued and recognised. We offer a supportive work culture that prioritises employee growth, providing opportunities to enhance your skills in Sage and Excel while enjoying the flexibility of part-time hours. Located in a friendly environment, our team fosters collaboration and encourages a healthy work-life balance, making it an excellent place for meaningful employment.
