Customer Service Representative - Financial Services

Job Description – Client Services Administrator Title: Client Services Administrator Location: Hertfordshire, United Kingdom (Hybrid/ Remote ) Salary: £32,000 – £35,000 (Depending on Experience) + achievable monthly bonus The Role: A growing and fast-paced energy brokerage is seeking an enthusiastic and highly organised Client Services Administrator to join their expanding team. This position is key to ensuring the seamless delivery of our services in the Commercial Electricity and Gas sector. Ideally a candidate who comes from the energy sector with experience in commercial electricity and gas. You\’ll be responsible for handling administrative processes, maintaining supplier and client data, and supporting pricing and contract workflows—all while gaining knowledge of the energy procurement industry. This role would suit someone who thrives on structure, enjoys being a dependable team player, and is eager to learn and grow. Job Responsibilities: • Provide administrative support to Energy Consultants and the wider team. • Accurately input data and manage client billing documentation. • Maintain and utilise the company CRM system to track contracts and communications. • Coordinate contract management processes including start/end dates, live status,and terminations. • Prepare client documents and supplier spreadsheets in Excel. • Liaise with suppliers via phone and email to resolve queries and manage submissions. • Support the client renewal process by identifying and preparing contract opportunities. • Submit meter readings, VAT declarations, and direct debit mandates to suppliers. • Ensure compliance with internal SLAs and support company growth objectives. Professional and Personal Attributes: • Minimum of 5 years’ experience in administrative roles (energy/utilities sector required) • Excellent organisational skills and a strong attention to detail. • Confident communicator with a clear telephone manner. • Able to manage workload independently while collaborating with the wider team. • Proactive, adaptable, and eager to learn new systems and processes. • Strong working knowledge of Microsoft Office, especially Excel. • Experience working with CRM or internal portal systems. • A reliable team player with a flexible, solution-focused approach. This is an exciting opportunity for someone with a strong administrative background and an interest in energy procurement to grow within a business that values initiative, reliability, and continuous development.