Client Services Administrator
Liverpool City Centre | Full Time | Permanent | Monday-Friday
Are you an organised and detail-focused graduate / administrator looking to build a long-term career in financial services?
We're recruiting for a Client Services Administrator to join a growing and professional organisation, providing administrative support to advisers and helping ensure clients receive an excellent service throughout their journey.
This is an excellent opportunity for someone with previous administration experience who is looking to move into the financial services sector. It would particularly suit recent graduates in Economics, Finance, Business, Accounting or similar disciplines, as well as candidates with A-Levels and strong office administration experience who are keen to develop their career.
The Role
You'll be responsible for supporting advisers with a wide range of administrative tasks, including:
- Managing client records and documentation
- Updating information on internal CRM systems
- Preparing reports and client correspondence
- Processing applications and checking documentation
- Liaising with clients, advisers and third-party providers
- Supporting pension and investment administration processes
- Maintaining accurate records and ensuring work is completed within agreed timescales
- Assisting clients with online account access and general queries
What We're Looking For
- Previous administration experience within an office environment
- Strong attention to detail and accuracy
- Excellent written and verbal communication skills
- Good working knowledge of Microsoft Office, including Word, Excel and Outlook
- Strong organisational and time management skills
- A professional and customer-focused approach
- Ability to work independently and as part of a team
Why Apply?
- Excellent entry point into the financial services and wealth management sector
- Opportunity to build specialist industry knowledge
- Supportive and professional working environment
- Long-term career development opportunities
- Ideal for graduates seeking a career within financial services, investments or pensions
Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.
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Client Administrator in West Kirby employer: Search
Search is an exceptional employer that values innovation and growth, offering a dynamic work culture where employees can thrive in their careers. With hybrid working options in vibrant cities like Edinburgh and London, we provide our team with the flexibility to balance work and life while enjoying competitive salaries, comprehensive benefits, and opportunities for professional development in the travel industry.
