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Client Services Administrator

Are you a people-focused professional who enjoys building relationships and delivering outstanding service? Join a leading provider of wealth services as a Client Services Representative, supporting clients and intermediaries while gaining exposure to a broad range of business activities in a collaborative and fast-paced environment.

Key responsibilities:

  • Managing client and intermediary enquiries
  • Building strong relationships and delivering excellent service
  • Coordinating requests and resolving queries efficiently
  • Maintaining accurate records and updating systems
  • Supporting compliance, due diligence and process improvements

What we're looking for:

  • Strong communication and organisational skills
  • Excellent attention to detail
  • A proactive and customer-focused approach
  • Good IT skills and confidence learning new systems
  • GCSE English & Mathematics and a genuine interest in financial services

No previous experience is required; however, a positive, can-do attitude, a willingness to learn, and the ambition to build a successful long-term career are essential. If you're motivated, adaptable, and eager to develop your skills in a professional environment, we'd love to hear from you!


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