Client Services Administrator

Tate Recruitment

  • Taunton, Somerset
  • £28,000-32,000 per year
  • Permanent
  • Full-time
  • 8 days ago
Client Services AdministratorHybrid | Office & RemoteFull-Time | Permanent | 35 hours/weekSalary: £28,000 - £32,000Are you a confident, proactive professional with a passion for delivering exceptional client service? Do you thrive in a collaborative environment and enjoy being the organisational backbone of a busy team? If so, we'd love to hear from you!About the RoleAs a Client Services Administrator, you'll play a vital role in supporting financial advisers and paraplanners, ensuring clients receive a seamless and high-quality experience. You'll be the first point of contact for enquiries, manage diaries, coordinate meetings, and take ownership of administrative tasks with precision and care.This hybrid role offers the flexibility of working 3 days in the office and 2 days from home.Key Responsibilities
  • Handle client communications with professionalism and efficiency
  • Manage adviser diaries and schedule client meetings
  • Support client onboarding and annual review processes
  • Process new business and client queries with accuracy
  • Maintain strong relationships across teams and with external contacts
  • Uphold ethical standards and comply with industry regulations
What We're Looking ForWe're seeking someone with at least three years of experience in a client-facing administrative role, who brings excellent interpersonal and organisational skills to the table. You'll be confident, articulate, and commercially aware, with a keen eye for detail and a natural problem-solving mindset. The ideal candidate will be empathetic and patient when handling challenging situations, and will demonstrate a proactive, "can do" attitude with the confidence to ask questions and take initiative.Why Join Us?We offer a supportive and flexible culture where you can grow and thrive. You'll be part of a forward-thinking team that values your development and encourages you to be your best!Please be aware this advert will remain open until the vacancy has been filled. Interviews will take place throughout this period, therefore we encourage you to apply early to avoid disappointment.Tate is acting as an Employment Business in relation to this vacancy.Tate is committed to promoting equal opportunities. To ensure that every candidate has the best experience with us, we encourage you to let us know if there are any adjustments we can make during the application or interview process. Your comfort and accessibility are our priority, and we are here to support you every step of the way. Additionally, we value and respect your individuality, and we invite you to share your preferred pronouns in your application.

Tate Recruitment