Client Services Administrator

JR United Kingdom; Bournemouth; Hybrid; GBP 25,000 - 35,000; Full time

Job summary

A leading investment manager is seeking a Client Services Administrator to enhance client relationships and provide exceptional service. This 12-month fixed-term position offers the chance to positively impact charitable and public sector organizations while working in a hybrid capacity.

Qualifications

• Strong written and verbal communication skills.
• Ability to handle sensitive inquiries confidently.
• Understanding of financial products and asset classes is desirable.

Responsibilities

• Act as the first point of contact for client enquiries.
• Manage client documentation and follow-up actions.
• Assist with complaints and payment queries.

Skills

Communication skills

Client advisory

Relationship building

Attention to detail

Proactive mindset

Job description

Social network you want to login/join with:

Client Services Administrator, bournemouth

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Client:

Meraki Talent

Location:

bournemouth, United Kingdom

Job Category:

Other

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EU work permit required:

Yes

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Job Views:

3

Posted:

04.06.2025

Expiry Date:

19.07.2025

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Job Description:

Meraki Talent is delighted to be supporting a leading investment manager for charities, religious organisations, and the public sector in the appointment of a Client Services Administrator. If you're passionate about providing outstanding service and want to make a genuine difference, this is your chance to be part of something meaningful.

Key Responsibilities:

• Act as the first point of contact for client enquiries by phone and in person
• Support client correspondence and ensure accurate communication
• Represent the business at client meetings and sector events
• Liaise with internal teams to ensure smooth client servicing
• Manage client documentation and follow-up actions
• Assist with complaints, payment queries, and data quality projects.

Candidate Specification:

• Strong communication skills—both written and verbal
• Confidence in advising clients and handling sensitive enquiries
• A genuine interest in working with charitable and public sector organisations
• Ability to work collaboratively and build strong relationships
• High attention to detail and a proactive mindset
• Understanding of financial products and asset classes is desirable
• Awareness of charity/trustee law and the not-for-profit sector is a plus

This is a 12-month fixed-term contract based in their London office on a hybrid basis. if you or someone you know is interested, please reach out to Nick Nikitin at [emailprotected] or on [phone].