Graduate Client Services Administrator – Finance

Search; West Kirby; On-site; GBP 18,000 - 24,000; Full time

Job summary

Search is recruiting a Client Services Administrator in Liverpool City Centre to join a growing financial services organisation. The role focuses on supporting advisers, managing client records, and handling a range of administrative tasks across pensions and investments.

The ideal candidate will have a recent graduate background or administration experience, strong attention to detail, and solid MS Office skills.

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 (Word, Excel, Outlook).
• Strong organisational and time management skills.
• Professional, 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 timely work completion.
• Assisting clients with online account access and general queries.

Skills

Administration experience

Attention to detail

Communication skills

MS Office (Word, Excel, Outlook)

Organisational skills

Customer focus

Teamwork

Education

Economics/Finance/Business/Accounting degree

A-Levels

Recent graduate

Tools

CRM systems

Job description

Search is recruiting a Client Services Administrator in Liverpool City Centre to join a growing financial services organisation. The role focuses on supporting advisers, managing client records, and handling a range of administrative tasks across pensions and investments.

The ideal candidate will have a recent graduate background or administration experience, strong attention to detail, and solid MS Office skills.