Financial Services Client Support Specialist

Tate Recruitment; Taunton; Hybrid; GBP 32,000 - 34,000; Full time

Job summary

Tate Recruitment has partnered with a Taunton-based financial services firm to recruit a Client Services Administrator. This full-time role focuses on supporting Financial Advisers, handling client administration and ensuring accuracy and compliance across processes.

You will use Intelligent Office, manage a busy workload, and provide a high level of service to clients and advisers. Hybrid working is available after an initial in-office period, with core hours 9-5.

Qualifications

• Experience in financial services administration.
• Excellent written and verbal communication skills.
• Strong attention to detail and accuracy.
• Ability to manage multiple tasks and prioritise.

Responsibilities

• Handle all client communications professionally and within timescales.
• Act as a key point of contact for clients, providing a friendly, professional service.
• Build and maintain strong relationships with clients, Advisers, colleagues and external contacts.
• Develop a comprehensive understanding of the company’s financial services proposition, products, processes and procedures.
• Support onboarding of new clients, ensuring documentation and compliance are completed.
• Assist with preparation and delivery of clients’ annual reviews, ensuring information is available on time.
• Process new business applications from instruction to completion.
• Deal with ad hoc client queries and provide updates on progress.
• Maintain accurate and up-to-date client records and documentation.
• Record, manage and monitor client activity using Intelligent Office.
• Liaise with providers and contacts to progress client requirements.
• Ensure all administration is completed accurately and efficiently.
• Take ownership of tasks and prioritise to high standards.
• Support Advisers with day-to-day administrative requirements.

Skills

Financial services administration

Client servicing

Time management

Attention to detail

Team player

Tools

Intelligent Office

Job description

Tate Recruitment has partnered with a Taunton-based financial services firm to recruit a Client Services Administrator. This full-time role focuses on supporting Financial Advisers, handling client administration and ensuring accuracy and compliance across processes.

You will use Intelligent Office, manage a busy workload, and provide a high level of service to clients and advisers. Hybrid working is available after an initial in-office period, with core hours 9-5.