Graduate Finance Client Services Administrator

Search Consultancy Ltd; Liverpool; On-site; GBP 18,000 - 23,000; Full time

Job summary

Search Consultancy Ltd is seeking a diligent Client Services Administrator in Liverpool city centre to support advisers and maintain client records. You will handle CRM data, prepare reports, process applications and respond to client queries with accuracy and professionalism.

This entry-level role is ideal for graduates or administrators aiming to progress in financial services, pensions or investments within a supportive, long-term career path.

Qualifications

• Previous administration experience within an office environment.
• 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

Administration

Microsoft Office

Attention to detail

Communication skills

Time management

Teamwork

Job description

Search Consultancy Ltd is seeking a diligent Client Services Administrator in Liverpool city centre to support advisers and maintain client records. You will handle CRM data, prepare reports, process applications and respond to client queries with accuracy and professionalism.

This entry-level role is ideal for graduates or administrators aiming to progress in financial services, pensions or investments within a supportive, long-term career path.