Client Services Administrator – Finance & Pensions

Confidential; West Kirby; On-site; GBP 18,000 - 24,000; Full time

Job summary

Confidential in Liverpool City Centre is seeking a Client Services Administrator on a full-time, permanent basis. You’ll support advisers and ensure clients receive excellent service while developing your career in financial services.

This entry-point role suits graduates in economics, finance, business or accounting, or strong office administrators looking to move into wealth management, pensions and investments. Monday–Friday, office-based role.

Qualifications

• Previous administration experience within an office environment
• Strong attention to detail and accuracy
• Excellent written and verbal communication skills
• Good working knowledge of Microsoft Office, including Word, Excel and Outlook
• Strong organisational and time management skills
• A professional and customer-focused approach
• Ability to work independently and as part of a team

Responsibilities

• Managing client records and documentation
• Updating information on internal CRM systems
• Preparing reports and client correspondence
• Processing applications and checking documentation
• Liaising with clients, advisers and third-party providers
• Supporting pension and investment administration processes
• Maintaining accurate records and ensuring work is completed within agreed timescales
• Assisting clients with online account access and general queries

Skills

Administration

Attention to detail

Communication

MS Office

Organisation

Teamwork

Customer-focused

Education

Economics/Finance/Business/Accounting or similar

A-Levels

Tools

Microsoft Word

Microsoft Excel

Microsoft Outlook

Job description

Confidential in Liverpool City Centre is seeking a Client Services Administrator on a full-time, permanent basis. You’ll support advisers and ensure clients receive excellent service while developing your career in financial services.

This entry-point role suits graduates in economics, finance, business or accounting, or strong office administrators looking to move into wealth management, pensions and investments. Monday–Friday, office-based role.