Client Administrator

Confidential; West Kirby; On-site; GBP 18,000 - 24,000; Full time

Job summary

Confidential in Liverpool City Centre is seeking a Client Services Administrator on a full-time, permanent basis. You’ll support advisers and ensure clients receive excellent service while developing your career in financial services.

This entry-point role suits graduates in economics, finance, business or accounting, or strong office administrators looking to move into wealth management, pensions and investments. Monday–Friday, office-based role.

Qualifications

• 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

Responsibilities

• 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

Skills

Administration

Attention to detail

Communication

MS Office

Organisation

Teamwork

Customer-focused

Education

Economics/Finance/Business/Accounting or similar

A-Levels

Tools

Microsoft Word

Microsoft Excel

Microsoft Outlook

Job description

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

• 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.