Finance Client Services Administrator – Entry Role

Search Consultancy LTD; West Kirby; On-site; GBP 21,000 - 26,000; Full time

Job summary

Search Consultancy LTD in Liverpool City Centre is recruiting a Client Services Administrator to provide administrative support to advisers and ensure clients receive excellent service throughout their journey.

This role suits graduates or administrators with office experience aiming to move into financial services; responsibilities include CRM data management, reports, and handling client queries in a professional, client-focused environment.

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

Attention to detail

Written & verbal communication

Time management

Teamwork

MS Office Suite (Word, Excel, Outlook)

Education

Graduate or relevant admin qualification (Economics/Finance/Business/Accounting)

A-Levels or equivalent

Tools

CRM systems

Microsoft Office Suite

Job description

Search Consultancy LTD in Liverpool City Centre is recruiting a Client Services Administrator to provide administrative support to advisers and ensure clients receive excellent service throughout their journey.

This role suits graduates or administrators with office experience aiming to move into financial services; responsibilities include CRM data management, reports, and handling client queries in a professional, client-focused environment.