43,917 Client Services jobs in the United Kingdom
Client Services Adviser
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Job Title: Client Services Adviser
Location: Chester (Hybrid)
Contract: 6 months (Potential for extension)
Working Pattern: Full Time
About Us:
Join our dynamic EMEA Priority Client Services team, where we prioritise building strong relationships with our highest-tier Institutional and Corporate clients. We are committed to delivering market-leading client service while ensuring an optimal, highly automated post-trade experience.
Role Overview:
As a Client Services Adviser, you will serve as the dedicated point of contact for a portfolio of priority clients, providing operational support from onboarding through to post-trade processes. Your expertise will play a crucial role in enhancing our clients' experiences and ensuring seamless operational performance.
Key Responsibilities:
- Act as the main contact for your clients and facilitate their operational needs during onboarding and post-trade phases.
- Offer subject matter expertise to clients, helping to develop cutting-edge operational technology.
- Collaborate with key internal stakeholders, including Sales, Trading, and Trade Control, to address clients' operational requirements effectively.
- Acquire knowledge of FX trade lifecycle applications to enhance processing rates and mitigate operational risks.
- Support the development of strategic objectives aligned with Global Markets and stakeholder goals.
- analyse client data and present performance metrics to assess alignment with targets.
- Participate in internal forums and external client meetings to ensure comprehensive service delivery.
Experience:
- Proven track record in client-focused roles, demonstrating excellent communication and interpersonal skills.
- Ability to swiftly grasp various operational platforms to support daily activities.
- Self-motivated with the capacity to work independently in a fast-paced environment, managing time effectively.
- An inquisitive mindset that encourages questioning the status quo and seeking innovative solutions.
Additional Skills:
- A drive for innovation, bringing fresh ideas to enhance team effectiveness.
- Experience in collaborating with diverse viewpoints to identify the best paths forward.
- A continuous learner, skilled in connecting with a variety of clients to anticipate future business needs.
- A commitment to promoting positive change and challenging conventional practises.
- Participation in collaborative efforts to advance tools and methodologies for an evolving client base.
- Strong belief in the value of diversity to better meet the needs of a global clientele.
Why Join Us?
This is an excellent opportunity to contribute to a leading organisation in the financial services sector. You will be part of a collaborative team that values diversity and innovation, allowing you to grow both personally and professionally while making a meaningful impact on our clients' operational success.
Application Process:
If you are passionate about delivering exceptional client service and have the skills to thrive in a dynamic environment, we would love to hear from you!
Pontoon is an employment consultancy. We put expertise, energy, and enthusiasm into improving everyone's chance of being part of the workplace. We respect and appreciate people of all ethnicities, generations, religious beliefs, sexual orientations, gender identities, and more. We do this by showcasing their talents, skills, and unique experience in an inclusive environment that helps them thrive. If you require reasonable adjustments at any stage, please let us know and we will be happy to support you.
Adecco acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. The Adecco Group UK & Ireland is an Equal Opportunities Employer.
By applying for this role your details will be submitted to Adecco. Our Candidate Privacy Information Statement explaining how we will use your information is available on our website.
Client Services Administrator
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Looking for more than just another admin role?
Jo (Mrs H) at Avocet Commercial Careers has a fantastic opportunity for 3 Client Services Administrators with a well-established financial services firm in Taunton.
This isn't about pushing papers - it's about becoming the backbone of exceptional client experiences while working in a supportive, forward-thinking environment that genuinely values your contribution and career development!
About the Client
Our client is an established financial services firm with a strong reputation for delivering outstanding client service and comprehensive financial planning solutions.
With their commitment to excellence and collaborative approach, they offer the perfect setting for career growth in financial services.
About the Role
This full-time permanent position (35 hours per week) offers an excellent hybrid working arrangement after your successful completion of probation - 3 days in their modern Taunton office with 2 days working from home flexibility. During your first 3 months, you'll be office-based to ensure comprehensive onboarding and integration with the team. You'll be working closely with Financial Advisers, Paraplanners, and colleagues to elevate client experiences through exceptional organisation and communication skills.
Client Services Administrator Responsibilities
- Handle all incoming and outgoing communications in a professional and efficient manner li>Develop comprehensive understanding of the firm's service proposition, operational processes, and procedures
- Build and maintain excellent working relationships throughout the team and with external professional connections
- Proactively support the onboarding of new clients ensuring smooth transitions
- Prepare and support timely delivery of annual review services
- Take ownership of tasks ensuring accurate completion within expected timescales to the highest quality
- Process all new business and ad hoc client queries with excellent accuracy and regular client updates
- Demonstrate excellent time management and organisational skills
- Adhere to Financial Services and Markets Act 2000 and FCA rules
- Comply with Consumer Duty, Treating Customers Fairly (TCF), Training & Competence (T&C), and financial crime procedures
- Undertake role-specific training as required for continuous development
Client Services Administrator Requirements
- Minimum 3 years' experience in a client-facing administrative support role
- Excellent interpersonal and client care skills with proven track record
- Demonstrated ability to work under own initiative and take ownership
- Excellent diary management, planning, and organisational skills
- Professional, articulate, and confident approach in all interactions
- Commercially astute with keen business acumen and understanding
- Keen attention to detail with strong problem-solving mindset
- Empathetic and patient approach when dealing with difficult situations
- Strong organisational skills with ability to plan time efficiently to meet deadlines
- Confidence to ask questions and maintain a "can do" attitude
- Pragmatic, analytical mindset with pride in achieving high standards
Benefits
- 35 hours per week with excellent work-life balance
- 3 days office, 2 days home (after successful probation period)
- 28 days annual leave (including 3 days allocated for Christmas shutdown) plus
Client Services Administrator
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Key Responsibilities
Manage the client journey from initial contact to new business processing
Support financial advisers and investment teams with administrative tasks
Liaise with providers via telephone, email, and letter
Communicate effectively with clients by phone, email, letter, and face-to-face
Handle client queries where possible and escalate when necessary
Book appointments and perform general PA duties
Prepare meeting rooms, greet clients, and offer refreshments
Organise and prioritise workload to meet deadlines
Maintain and update the CRM system (Intelligent Office) ensuring compliance
Help create a pleasant, efficient office environment that promotes client satisfaction
The Ideal Candidate
Minimum 5 years' experience in an independent financial planning firm (preferably from a chartered or small IFA firm)
Ethical, honest, and compliant with industry standards
Confident, organised self-starter with excellent time management skills
Strong attention to detail with an eye for accuracy in all tasks is essential
Excellent written and verbal communication skills, including letter writing with strong grammar and spelling
Proficient IT skills, including Outlook, Word, Excel, and ideally experience with Intelligent Office
A team player who takes direction well, is open to feedback, and willing to ask questions
Ambitious and passionate about delivering outstanding client service, treating clients like family
Comfortable working in a fast-paced, high-volume environment
Willingness to mentor junior colleagues as the role develops
Whats on offer?
- Salary ranges between 29,000 - 35,000/year DOE
- 25 days holiday, rising by one per year until 30 days +
Client Services Manager
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Client Services Manager
38,000 per annum
Leicester
Permanent Opportunity
We are recruiting on behalf of our client, a fast-paced and dynamic business based in Leicester , who are seeking an experienced Client Services Manager to join their client services team.
This is an exciting opportunity for a client-facing internal project/
Client Services Administrator
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We are currently working on behalf of a long established mortgage brokerage based in London. They operate nationally and work in partnership with some of the most well known companies in UK and Global business.
Due to continued growth and development, they are looking for an experienced administrator to join their team.
Responsibilities would include:
• Process appointments for third-party services promptly and accurately
• Input all prospective leads into our database, capturing the data accurately
• Respond to all inbound client enquiries in a timely and professional manner
• Process and log all client feedback and report on any issues identified
• Monitor adviser contact with existing clients and prospective clients
• Help monitor review dates and activity following deadlines
• Monitor and report back on adviser workflow activity, flagging any issues
• Support the development of the Mortgage Concierge project and proactively assist with enhancing system efficiencies
• Assist the Corporate
Client Services Administrator
Posted today
Job Viewed
Job Description
We are currently working on behalf of a long established mortgage brokerage based in London. They operate nationally and work in partnership with some of the most well known companies in UK and Global business.
Due to continued growth and development, they are looking for an experienced administrator to join their team.
Responsibilities would include:
• Process appointments for third-party services promptly and accurately
• Input all prospective leads into our database, capturing the data accurately
• Respond to all inbound client enquiries in a timely and professional manner
• Process and log all client feedback and report on any issues identified
• Monitor adviser contact with existing clients and prospective clients
• Help monitor review dates and activity following deadlines
• Monitor and report back on adviser workflow activity, flagging any issues
• Support the development of the Mortgage Concierge project and proactively assist with enhancing system efficiencies
• Assist the Corporate
Client Services Administrator
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Senior Client Administrator - £40,000 DOE – Taunton - Hybrid
I’m working with a leading wealth management firm in Taunton that’s looking to welcome a Senior Client Administrator to their expanding team. Following continued success, they’re keen to hear from individuals with 12 months or more of experience in financial services client administration, ideally based locally to Taunton.
If you’re looking for your next step within a supportive and professional environment, this is a brilliant opportunity to join a growing and highly respected firm.
Salary : Up to £0,000 DOE – above market for the right person
Location : Hybrid / Taunton
Key Responsibilities:
- Coordinate diaries and schedule client meetings
- Support Financial Advisors with day-to-day client servicing
- Liaise with high-net-worth and affluent clients to ensure a smooth, professional experience
- Prepare client meeting packs and documentation
- Generate invoices as needed
- Maintain and update client databases
Requirements:
- A minimum of 12 months’ experience in client administration within financial services
- Proficiency with Intelligent Office is essential
The company offer hybrid / flexible working. If this role sounds like it could be for you, and you would like some more information, please send your CV to
Senior Client Administrator - £40, 0 DOE – Taunton - Hybrid
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Client Services Administrator
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Client Services Administrator
Location: Taunton, Somerset
Hybrid - 3 days in the office, 2 days from home after a period of training
Full-Time, Permanent - 35 hours/week
Salary: £28,000 - £32,000
Are 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 Role
As 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 at the office based in Taunton
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 For
We’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!
Client Services Administrator
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Financial Services Admin
Bracknell
Hybrid working opportunity
Up to £30,000 - 34 hour contract.
We are working with a large wealth management company looking to take on a financial services administrator to support one or more financial planners!
This role is suitable for someone wanting to kick start their financial services career and wishes to move into paraplanning or financial planning ! Or someone who wants to remain as a career administrator!
Responsibilities:
- Proactively develop and maintain effective relationships with clients, colleagues and 3rd party firms
- Point of contact for all client servicing and new business queries; to research and resolve client issues timely and efficiently.
- Preparation for client meetings and attend as and when required.
- Provide the business support necessary in meeting strategy and business objectives, as required.
- Process all business in accordance with required processes & proactive pipeline management.
- Prepare and print illustrations, key features and applications as required.
- Maintain core systems ensuring that all tasks are carried out and completed in line with company policy and procedures.
- Request policy information from third party policy providers.
- Coordinate and produce client valuations as part of the advice delivery process.
- Maintain client records in accordance with internal Compliance requirements.
- Prioritise workload to ensure all activities are timely, compliant and conducted in a manner that will meet the agreed performance standards and deliver outstanding service to clients.
- Maintain an awareness of, and act in accordance with, all Compliance and legislative obligations.
- Cover Front of House responsibilities as and when required.
Skills and Qualifications:
- Have either worked within an administration role in financial services
- Have an understanding of GIA, ISA, SIPP's
- A proven strong ethic of client service
- Proficient IT skills in core Microsoft Office systems.
- Organisation and prioritisation skills being able to work independently and within a team.
- Professional telephone manner along with excellent written communication skills; to have an eye for detail.
- Initiative - all ideas and input to the team are welcome. Use judgement and reasoning in order to propose solutions to problems.
This is a fantastic opportunity for someone wanting to join a firm that will support, and progress your career. Full financial support to achieve qualifications to take you to that next stepping stone!
This is a hybrid working role which will see you in the office x3 days a week and x2 from home. Laptop and phone will be provided.
There are individuals within the Financial Planning and paraplanning team that started their financial services career within this exact role!
For more information on this firm and position please click apply!
Client Services Administrator
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Client Administrator - £32K DOE – Cardiff - Hybrid
I’m currently looking for an Client Administrator to join a leading financial advisory group! Due to the company’s ongoing success, they are seeking talented individuals with 12 months+ experience in FS client administration who are local to Cardiff. If you're ready to take the next step in your career, this is a fantastic opportunity to be part of a thriving firm.
Responsibilities:
- Manage calendars and schedule client meetings
- Collaborate closely with Financial Advisors to provide proactive assistance
- Communicate with affluent and high-net-worth clients to ensure a seamless process and positive experience
- Assemble meeting materials for Advisors before client meetings
- Raise invoices where required
- Database management
Perks:
- 30 days annual leave +