Client Services Administrator

JR United Kingdom; Exeter; Hybrid; GBP 24,000 - 34,000; Full time

Job summary

A leading investment manager is seeking a Client Services Administrator to strengthen their client relations. This hybrid role offers a unique opportunity to contribute meaningfully to charities and the public sector, focusing on client service excellence and effective communication. The position is on a fixed-term contract, aimed at individuals who are passionate about service and collaboration.

Qualifications

• Strong verbal and written communication skills.
• Interest in charitable and public sector work.
• Confidence in handling sensitive inquiries.

Responsibilities

• Act as the first point of contact for client inquiries.
• Manage client documentation and follow-up actions.
• Represent the business at client meetings.

Skills

Communication skills

Client advising

Attention to detail

Relationship building

Job description

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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].