Client Care Assistant

NXT Recruitment; Carlisle; On-site; GBP 24,000 - 25,000; Full time

Job summary

A growing professional services business based in Carlisle is seeking a Client Care Assistant to provide high-quality administrative support to advisers and manage client enquiries. This office-based role offers a starting salary of 24000, rising to 25000 after probation, with an opportunity for career development within the client care team. The ideal candidate should have a basic understanding of financial terminology and strong communication skills. A supportive working environment is provided.

Benefits

Opportunity to develop your career

Supportive working environment

Qualifications

• Basic understanding of financial services terminology.
• Accurate data input and attention to detail.
• Comfortable with basic call-handling and client interaction.

Responsibilities

• Provide administrative support to advisers and the client care team.
• Manage client enquiries efficiently and professionally.
• Maintain accurate client records and documentation.

Skills

Business Development

Customer Services

Communication

Data Analysis

Tools

Salesforce

CRM

PowerPoint

Job description

Client Care Assistant

Location : Carlisle office-based

Salary : 24000 rising to 25000 after probation

Contract : Permanent Full-time

NXT Recruitment is proud to be supporting a well-established and growing professional services business based in Carlisle which is looking to appoint a Client Care Assistant to join their team.

This is an office-based role where you will provide high-quality administrative support to advisers manage client enquiries and ensure smooth back-office operations. The role offers the opportunity to develop your skills and progress within the client care function.

The role

You will handle day-to-day client enquiries and key administrative tasks with increasing independence helping maintain a professional and consistent service. You will support the smooth running of workflows and contribute to delivering an excellent client experience.

Key responsibilities

• Provide administrative support to advisers and the client care team
• Manage client enquiries efficiently and professionally
• Maintain accurate client records and documentation
• Assist with document preparation and completion of client-facing forms
• Book appointments following standard guidance
• Use templates scripts and guided workflows confidently
• Support a consistent and seamless client journey

About you

• Basic understanding of financial services terminology
• Familiarity with client care processes and back-office systems
• Accurate data input and attention to detail
• Comfortable with basic call-handling and client interaction
• Reliable punctual and professional
• Willingness to learn and develop within the role
• Team-oriented with a positive attitude and openness to feedback

Whats on offer

• 24000 rising to 25000 after probation
• Office-based role in Carlisle
• Opportunity to develop your career within the client care team
• Supportive and professional working environment

If youre looking for a client care role with the chance to grow and take ownership within a professional services team wed love to hear from you.

For a confidential discussion or to apply contact Simon Kean on or email .

NXT Recruitment acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. By applying for this role you agree to our terms conditions and privacy policy which can be found on our website.

Required Experience

Junior IC

Key Skills

• Business Development
• Customer Services
• Journal Entries
• Powerpiont
• Account Management
• Communication
• CRM
• General Ledger Accounts
• Salesforce
• Project Management
• Client Services
• Payroll
• Customer Relationships
• Client Management
• Data Analysis

Employment Type : Full Time

Experience : years

Vacancy : 1