Entry-Level Client Services Case Manager-CRM Admin Support

Marstep Resourcing Solutions; Wrexham; On-site; GBP 23,000 - 28,000; Full time

Benefits offered by this job

30 days holidays

Medical cash plan

Gym membership

Onsite parking

Bike to work

Exam support

Development path

Team socials

Job summary

Marstep Resourcing Solutions in the United Kingdom is offering an exciting opportunity within the Client Servicing team. You will provide admin support to the Financial Team and wider business, with full training provided.

Key requirements include a genuine interest in financial services, strong IT skills, and a proactive, detail‑focused approach. This permanent role is full-time (35 hours per week) with a friendly team and clear progression paths.

Responsibilities

• Updating client personal information onto our CRM system (Salesforce)
• Review letter completion
• Complete full annual review advice set on our CRM system (Salesforce)
• Protection quotations through Solution builder app
• Answering of incoming office calls
• Supporting with any broader general office support
• Supporting with client generic queries

Job description

Marstep Resourcing Solutions in the United Kingdom is offering an exciting opportunity within the Client Servicing team. You will provide admin support to the Financial Team and wider business, with full training provided.

Key requirements include a genuine interest in financial services, strong IT skills, and a proactive, detail‑focused approach. This permanent role is full-time (35 hours per week) with a friendly team and clear progression paths.