Client Services VA (Remote Job)

JTCCS Careers; Manchester; Remote; GBP 60,000 - 80,000; Full time

Job summary

A financial services firm based in Manchester is seeking a Client Services Virtual Assistant. This role involves providing administrative support to financial advisers and ensuring all client communications and processes run smoothly. Candidates should have experience in client services, a strong understanding of financial products, and proficiency in CRM systems. The position is flexible and offers permanent or freelance options.

Qualifications

• Proven experience in client services or virtual assistance.
• Strong understanding of financial products.
• Ability to work independently with minimal supervision.

Responsibilities

• Handle client communications via email and phone.
• Book and manage adviser calendars.
• Prepare and send client documents.
• Maintain accurate client records in CRM.

Skills

Client communication skills

Organizational skills

Knowledge of financial products

Experience in CRM systems

Excellent multitasking skills

Tools

Intelliflo

Salesforce

Microsoft Office

Job description

About the job Client Services VA (Remote Job)

Job Title: Client Services Virtual Assistant

Location: Manchester, United Kingdom

Start Date: Immediate / Flexible

Contract Type: Permanent or Freelance options

Reports To: Client Services Manager or Financial Adviser

We are looking for a Client Services Virtual Assistant to support our client, a reputable financial services firm based in Manchester, UK. This is perfect for someone who is organised, detail-oriented, and eager to grow within the financial services sector.

As a Client Services Virtual Assistant, you will provide administrative and operational support to financial advisers and the wider client services team. You’ll be the first point of contact for clients and will ensure all documentation, scheduling, and communication processes run smoothly.

Key Responsibilities:

• Handle client communications via email and phone in a professional, timely manner
• Book and manage adviser calendars and client meetings
• Prepare and send client documents (welcome packs, fact-finds, compliance forms)
• Maintain accurate client records in CRM and document storage systems
• Liaise with product providers (e.g. pension, insurance companies) for policy information
• Support client onboarding and track completion of required forms
• Upload and organise client documents in cloud-based systems
• Assist with client service reports and follow-ups
• Ensure GDPR and confidentiality policies are upheld

Required Skills & Qualifications:

• Proven experience in client services, virtual assistance, or administration within financial services or a related sector
• Strong understanding of financial products such as pensions, investments, and insurance is preferred
• Proficient in CRM systems (e.g., Intelliflo, Salesforce, Xplan) and Microsoft Office suite (Excel, Word, Outlook)
• Experience with compliance, client onboarding, and financial documentation processes
• Excellent organisational, communication, and multitasking skills
• Ability to work independently with minimal supervision, managing deadlines effectively
• Knowledge of GDPR and data protection best practices
• Experience liaising directly with clients and financial product providers

To apply, send your resume to: [e-mail] or message us on WhatsApp: [phone]