Client Services Administrator

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

Job summary

A leading investment manager is seeking a Client Services Administrator to join their team. This hybrid role is ideal for someone passionate about providing outstanding service to charities and public sector organizations. Key tasks include client interaction, documentation management, and supporting internal teams. The position offers a meaningful opportunity to contribute positively in the sector.

Qualifications

• Strong communication skills—both written and verbal.
• Confidence in advising clients and handling sensitive enquiries.
• Understanding of financial products and asset classes is desirable.

Responsibilities

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

Skills

Communication skills

Client advisory skills

Attention to detail

Proactive mindset

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].