Client Service Administrator

Eden Rose; Bishop's Stortford; On-site; GBP 28,000 - 40,000; Full time

Benefits offered by this job

Free onsite parking

28 days holiday

Pension: 5% employee & 5% employer

Discretionary bonus

Private Medical Insurance

Career progression

Job summary

Eden Rose in Bishop’s Stortford is seeking a Client Service Administrator to join a top-tier advisory and investment firm. The role focuses on managing client relationships, coordinating with specialists, and delivering strategic wealth guidance in a private office setting.

The position offers a clear path for growth within a small, senior team, with flexible hours and strong professional development opportunities, including exams to CISI/CII Level 4.

Qualifications

• Background in private client advisory such as family office, boutique wealth firm, or private banking.
• A natural relationship builder: emotionally intelligent, commercially sharp, and credible with sophisticated clients.
• Someone who listens, advises.

Responsibilities

• Lead relationship holder: trusted, strategic, and proactive in client engagement.
• Collaborate with investment, tax, business exit planning, and structuring specialists to deliver joined-up advice.
• Help clients with personal wealth and business success.

Skills

Relationship building

Private banking experience

Client advisory

Emotional intelligence

Job description

• Location: Bishop’s Stortford, Hertfordshire
• Type: Permanent
• Job #91107

Job Ref

91107

Location

Bishop’s Stortford

Salary

£28,000 - £40,000 Per Annum

Employment Type

Permanent

• Location: Bishop’s Stortford, Hertfordshire
• Type: Permanent
• Job #91107
• Salary: £28,000 - £40,000 Per Annum

Client Service Administrator Bishop’s Stortford £30,000 – £40,000

We are working with an advisory and investment firm offering a private office experience to high-calibre clients. Their model integrates wealth management, corporate finance, and strategic business insight, with services shaped around the complex, evolving needs of clients who expect more. They are now looking for a Client Service Administrator to join them in Bishop’s Stortford.

What You’ll Be Doing

• Acting as the lead relationship holder: trusted, strategic, and always one step ahead
• Collaborating with specialists in investment, tax, business exit planning, and structuring to deliver joined-up advice
• Helping clients with personal wealth and business success

Ideal Profile

• Background in private client advisory such as family office, boutique wealth firm, or private banking
• A natural relationship builder: emotionally intelligent, commercially sharp, and credible with sophisticated clients
• Someone who listens, advises

Why This Role Stands Out

• Truly high-calibre client base without a volume-driven sales culture
• A small, strategic team of senior professionals from private banking, investment, and advisory backgrounds
• Clear pathway to long-term growth and influence within the firm
• Work that is meaningful, multi-dimensional, and far more impactful than standard IFA roles

Benefits

• Flexible hours: Standard hours are 9am – 5pm.
• Technology: Cutting-edge AI – R&D several years ahead.
• Professional development: Ongoing training and support for exams to CII or CISI Level 4 and beyond.
• Free onsite parking.
• 28 days holiday.
• Pension: 5% employee & 5% employer contributions.
• Discretionary bonus.
• Post-probation benefits: DIS x 8, group PHI scheme, and Private Medical Insurance.
• Career progression: Opportunities for advancement within the company.