Client Services Administrator - London

Artemis Recruitment Consultants; London; On-site; GBP 25,000 - 35,000; Full time

Job summary

A leading company in London is seeking a Client Services Administrator to provide excellent administrative support to the client services team. This role involves data gathering, client liaison, and maintaining compliance, suitable for someone who is detail-oriented and organised. Applicants should possess excellent interpersonal skills and be able to manage tasks under pressure, contributing to high-quality client service delivery.

Qualifications

• Excellent attention to detail is critical.
• Highly organised and able to prioritise tasks effectively.
• A proactive approach with a flexible mindset is needed.

Responsibilities

• Gathering data and preparing client valuations each month.
• Liaising with product providers for plan information.
• Managing the team diary for client meetings.

Skills

Attention to detail

Organisational skills

Proactive approach

Ability to work under pressure

Team player

Business awareness

Tools

Xplan

Job description

Client:

Location:

London, United Kingdom

Job Category:

Other

-

EU work permit required:

Yes

Job Reference:

ef9de5b5329f

Job Views:

60

Posted:

22.06.2025

Expiry Date:

06.08.2025

Job Description:

Client Services Administrator - London

Our client in London is looking for a Client Services Administrator to join their busy firm. You will provide first class administration to the client services team and support the firm in delivering high quality, independent advice to clients.

• Excellent attention to detail
  
• Highly organised, methodical, disciplined
  
• Able to prioritise
  
• Proactive approach
  
• Able to work under pressure and to tight timescales
  
• Team player and able to work under own initiative
  
• Enquiring mindset
  
• Flexible, driven and determined
  
• Business and commercial awareness
  
  

Specific Tasks / Responsibilities:

Administrative:

o Gathering data and preparing client valuations each month;

o Liaising with product providers to obtain plan information, illustrations, and other details, as required (for new clients and existing);

o Scheduling annual and half-yearly client reviews and supporting team to gather information for the reports;

o Liaising with implementation team, and product providers, to monitor and progress client transfers and post transaction reporting;

o Ensuring client management system is kept up to date by inputting client data into back-office system (currently Xplan);

o Ensuring client files are up to date, complete and tidy (and include current AML documentation);

o Ensuring reports are bound and dispatched to clients in a timely manner; and

o Managing the team diary for client and prospect meetings and supporting meeting preparation as required.

o Acquiring knowledge of business procedures and ensuring regulatory compliance by adhering to company procedures

o Gaining an understanding of and adhering to the ethos, culture, and purpose of the Company

o Undertake appropriate professional development and training

If this position is of interest to you then please forward your CV to [e-mail]

Apply for this job

Your Name (required) Your Email (required) Phone Number (required) CV Upload If you are happy for us to contact you in the future with regards to the products or services we provide, please opt in by ticking the box. More information about what we do with the information that you provide in line with the General Data Protection Regulation can be found in our Privacy Policy. function submit_form(){ $('#preloader').show(); $('#contact_form').submit(); }

Client Services Administrator - London

Our client in London is looking for a Client Services Administrator to join their busy firm. You will provide first class administration to the client services team and support the firm in delivering high quality, independent advice to clients.

Competencies:

Excellent attention to detail

Highly organised, methodical, disciplined

Able to prioritise

Proactive approach

Able to work under pressure and to tight timescales

Team player and able to work under own initiative

Enquiring mindset

Flexible, driven and determined

Excellent communication skills

Business and commercial awareness

Specific Tasks / Responsibilities:

Administrative:

o Gathering data and preparing client valuations each month;

o Liaising with product providers to obtain plan information, illustrations, and other details, as required (for new clients and existing);

o Scheduling annual and half-yearly client reviews and supporting team to gather information for the reports;

o Liaising with implementation team, and product providers, to monitor and progress client transfers and post transaction reporting;

o Ensuring client management system is kept up to date by inputting client data into back-office system (currently Xplan);

o Ensuring client files are up to date, complete and tidy (and include current AML documentation);

o Ensuring reports are bound and dispatched to clients in a timely manner; and

o Managing the team diary for client and prospect meetings and supporting meeting preparation as required.

o Acquiring knowledge of business procedures and ensuring regulatory compliance by adhering to company procedures

o Gaining an understanding of and adhering to the ethos, culture, and purpose of the Company

o Undertake appropriate professional development and training

If this position is of interest to you then please forward your CV to [e-mail]

Apply for this job

Your Name (required) Your Email (required) Phone Number (required) CV Upload If you are happy for us to contact you in the future with regards to the products or services we provide, please opt in by ticking the box. More information about what we do with the information that you provide in line with the General Data Protection Regulation can be found in our Privacy Policy. function submit_form(){ $('#preloader').show(); $('#contact_form').submit(); }

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Created on 22/06/2025 by TN United Kingdom