Client Success & Onboarding Specialist (Hybrid)

Tate; Farnham; Hybrid; GBP 30,000 - 35,000; Full time

Benefits offered by this job

Pension scheme

Life assurance

Income protection

Flexible benefits platform

Career development opportunities

25 days annual leave + bank holidays

Job summary

Tate, based in Farnham, Surrey, is seeking a Client Services Administrator to join its Advice Delivery team. This full-time, 37.5-hour role offers hybrid working (3 days in the office) with an immediate start.

You will manage client onboarding and ongoing servicing, deliver outstanding service, maintain accurate CRM records, and support advisers and colleagues in a fast-paced wealth management environment.

Qualifications

• Experience in a client-facing administrative role.
• Highly organised with strong attention to detail.
• Comfortable using CRM systems and managing multiple priorities.
• Desirable: experience in financial planning or wealth management.

Responsibilities

• Deliver outstanding service and support to clients at all times.
• Manage client onboarding and ongoing servicing processes efficiently.
• Build strong working relationships with clients, advisers, paraplanners, and colleagues.
• Communicate effectively via telephone, email, and other channels.
• Maintain accurate records and utilise CRM systems effectively.
• Support continuous process improvement initiatives.
• Contribute positively to team culture and business projects as required.

Skills

Organised & delivery-focused

Client-facing administration

CRM experience

Strong communicator

Proactive self-starter

Team player

Tools

CRM systems

Job description

Tate, based in Farnham, Surrey, is seeking a Client Services Administrator to join its Advice Delivery team. This full-time, 37.5-hour role offers hybrid working (3 days in the office) with an immediate start.

You will manage client onboarding and ongoing servicing, deliver outstanding service, maintain accurate CRM records, and support advisers and colleagues in a fast-paced wealth management environment.