Client Services Administrator

Forrest Recruitment Ltd.; Nantwich; On-site; GBP 22,000 - 26,000; Full time

Job summary

Forrest Recruitment Ltd. is seeking a Client Services Administrator in Nantwich to join a professional financial services team.

The role focuses on managing client accounts, handling inquiries, and providing high-quality administrative support while ensuring regulatory and compliance standards are met. You will maintain accurate client records, assist advisers with reports, arrange meetings, and support compliant file preparation.

Qualifications

• Previous experience in administration or client services in financial services.
• Excellent written and verbal communication.
• Strong organisational and time-management skills.
• Ability to work independently and as part of a team.

Responsibilities

• Managing telephone and email enquiries from clients in a professional and timely manner
• Providing day-to-day administrative and client account management support to the wider team
• Maintaining accurate client records, files, registers and databases
• Assisting advisers with the preparation of client reports and correspondence
• Arranging meetings and appointments and maintaining the company diary
• Supporting the preparation and maintenance of compliant client files
• Ensuring documentation is accurately completed, scanned and filed in accordance with internal procedures
• Assisting with compliance processes and documentation
• Receiving applications and supporting information and assisting with the completion of application forms
• Monitoring applications through to completion and following up outstanding requirements
• Keeping clients regularly updated regarding the progress of their applications
• Identifying and escalating missing documentation, compliance issues or other concerns where appropriate
• Maintaining strict client confidentiality and ensuring sensitive information is handled securely

Skills

Client services

Administration

Communication

Organisation

Attention to detail

Job description

Forrest Recruitment are working with an established and professional organisation within the financial services sector who are looking to appoint a Client Services Administrator to join their team.

This is an excellent opportunity for an organised and detail-focused individual to play a key role in supporting the team, managing client accounts and assisting with administration. The successful candidate will provide a high standard of client service while ensuring that all administration and documentation is completed accurately, efficiently and in line with regulatory and compliance requirements.

The Role

As a Client Services Administrator, your responsibilities will include:

• Managing telephone and email enquiries from clients in a professional and timely manner
• Providing day-to-day administrative and client account management support to the wider team
• Maintaining accurate client records, files, registers and databases
• Assisting advisers with the preparation of client reports and correspondence
• Arranging meetings and appointments and maintaining the company diary
• Supporting the preparation and maintenance of compliant client files
• Ensuring documentation is accurately completed, scanned and filed in accordance with internal procedures
• Assisting with compliance processes and documentation
• Receiving applications and supporting information and assisting with the completion of application forms
• Monitoring applications through to completion and following up outstanding requirements
• Keeping clients regularly updated regarding the progress of their applications
• Identifying and escalating missing documentation, compliance issues or other concerns where appropriate
• Maintaining strict client confidentiality and ensuring sensitive information is handled securely

About You

The ideal candidate will be highly organised, professional and confident when dealing with clients. You will have excellent attention to detail and the ability to manage multiple priorities while maintaining a high level of accuracy.

We are looking for someone who has:

• Previous experience in an administration, client services or financial services environment.
• Excellent written and verbal communication skills.
• Excellent organisational and time-management skills.
• Strong attention to detail and accuracy.
• The ability to work independently as well as collaboratively within a team.