21 Client Support jobs in the United Kingdom

Are you an experienced administrator with a background in Financial Services? This is a fantastic opportunity to join a well-established financial planning team in a key support role. You'll work closely with Financial Advisers, helping to deliver an exceptional service to clients while developing your own professional skills and knowledge.

As a Client Support Administrator, you'll play an integral part in the day-to-day running of the client journey. From preparing financial reports and assisting with meetings, to liaising with providers and managing administrative workflows - your contribution will directly support high-quality financial planning.

• Provide administrative support to Financial Advisers and their clients.

• Generate financial reports and documentation using various analytical tools.

• Schedule and support client meetings, including follow-ups such as fund switches or withdrawals.

• Act as a key point of contact for your assigned clients, ensuring excellent service.

• Liaise with financial providers and third parties to gather client information.

• Assist with internal projects and demonstrate a commitment to personal development.

• Work independently and manage your own workflow and priorities.

• Collaborate closely with colleagues to enhance team performance and client satisfaction.

• 2-3 years' experience in a similar administrative role.

• Background in Financial Services, ideally with strong pensions knowledge.

• Excellent communication and interpersonal skills.

• Highly organised with strong attention to detail.

• Comfortable using databases and updating information systems.

• Able to manage multiple tasks and deadlines calmly and efficiently.

• A true team player who thrives in a collaborative environment.

• At least one RO exam (or willingness to study - full support provided).

• Familiarity with FE Analytics, cashflow forecasting tools, or systems such as Enable.

• Confident with all Microsoft Office applications.

• A competitive salary based on experience.

• A supportive team environment focused on growth and development.

• Opportunities to study for further qualifications and advance your career in financial planning.

Apply now to take the next step in your Financial Services career and join a professional, forward-thinking team.

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.

If you have some experience with the Financial Services industry and are seeking an employed role that can help you progress your career, then this could be the opportunity for you!

As a leading financial services business, Quilter Financial Planning are offering an excellent opportunity for an individual to work as a client support executive on an Employed basis with one of our Strategic Partner firms.

The Role:

• Your goal will be to interact with existing clients at all levels
• Build strong relationships to retain existing clients
• Maintain and update knowledge of regulations, practices, and financial products

About You:

• Experience within financial services
• Ability to analyse financial information and comply with regulations
• Proficiency in MS Office and CRM systems
• Attention to detail and strong communication skills
• Strong ethics, with a customer-oriented attitude
• Outstanding communication skills, with the ability to foster long-term relationships

Qualifications:

• Industry experience
• Excellent interpersonal skills goals.
• Ambition and Hunger

Client Support Administrator

We are partnering with a rapidly growing client in the accountancy space, who is looking for a well-rounded Client Support Administrator to join their respected and growing team of business advisors in their Gloucester office.

You will be joining a company of trusted advisors to a wide range of clients, from ambitious start-ups and family businesses to established multimillion-pound groups. Their services cover everything from audit, tax, and advisory, to probate and wealth management, meaning you’ll gain exposure to many different aspects of the business world.

We are looking for an experienced and ambitious Client Support Administrator who will be at the heart of the day-to-day business operations, ensuring the smooth running of both colleagues and clients. This is a busy, hands-on role, where you will have the opportunity to work across many areas of the business & contribute to their continued success.

What you’ll be doing:

• The client support administrator will be delivering administrative support across departments, onboarding new clients, requesting records, completing compliance checks, updating systems, and following up on communications.
• Handling incoming calls, dealing with enquiries, and providing routine responses to client queries.
• Offering reception cover as needed, welcoming visitors and providing a professional first impression.
• Monitoring and following up on emails and meetings with clients and prospects to ensure deadlines are met.
• Identifying opportunities to improve processes and efficiencies.
• Typing, formatting, and preparing letters and reports.
• Filing, scanning, and processing client documents.
• Keeping client records accurate and up to date.

What we’re looking for:

• A strong communicator with excellent customer service skills, detail-focused and proactive in following up requests.
• Highly organised, thorough, and conscientious.
• Friendly, approachable, and enthusiastic, always willing to support colleagues.
• Able to work independently, use your initiative, and suggest improvements.
• Previous office-based experience (ideally within accountancy or finance) and confident using Microsoft Office.
• Comfortable prioritising and managing your own workload while remaining flexible to meet client and team needs.

What you get in return:

• A competitive salary
• Exposure to a wide variety of clients
• Flexible and hybrid working
• 25 days holiday +

Client Support Accounts Administrator

Salary circa £30k FTE dependent on skills and experience

Wetherby, LS22 (free parking) – office-based

Full/Part time hours considered - Permanent – 4-5 days per week

About us

Moulds Accountants is a trusted accountancy and business advisory firm in Wetherby, supporting businesses since 1997. We provide expert advice for clients looking for accounts, bookkeeping, tax, payroll, and financial guidance to help clients improve cash flow and profitability.

Role & Responsibilities but not limited to:-

The Client Support Accounts Administrator role is to provide high-quality administrative, operational, and client service support to ensure the smooth running of the accounts function. The role supports both client-facing tasks and internal practice processes (such as workflow coordination).

Key responsibilities include:

• Booking in year-end accounts ready for the accounts team to work on. Liaise with clients over information required, proactively chasing up missing information.
li>Preparing letters and dividend vouchers and minutes to send to clients when the accounts are agreed
• Monitoring accounts filing deadlines and working with the accounts team to ensure all year end accounts & corporation tax returns are filed on time.
• Liaising with clients over payroll information, chasing up missing wages information and dealing with client queries.
• Liaising with clients over bookkeeping information, chasing missing information as required, and dealing with queries or directing them to the relevant person
• Preparing self assessment tax return folders using approved systems guidance so the work is ready to start by the accounts team
• Maintain internal trackers to monitor deadlines and deliverables
• Assist with ad hoc client queries via email, phone, or in person ensuring an excellent service is delivered to clients
• Assist in the company’s marketing efforts
< i>Work proactively with the wider team

Key skills

• Must be organised and proactive
• Must have excellent verbal and written communication skills and be happy talking to clients
• Some bookkeeping & payroll knowledge would be advantageous
• Must be able to use Outlook, Excel, Word

If you are passionate about working with a busy team on a variety of clients and possess the necessary skills to excel in this role, we encourage you to apply.

Client Support Accounts Administrator

Salary circa £30k FTE dependent on skills and experience

Wetherby, LS22 (free parking) – office-based

Full/Part time hours considered - Permanent – 4-5 days per week

About us

Moulds Accountants is a trusted accountancy and business advisory firm in Wetherby, supporting businesses since 1997. We provide expert advice for clients looking for accounts, bookkeeping, tax, payroll, and financial guidance to help clients improve cash flow and profitability.

Role & Responsibilities but not limited to:-

The Client Support Accounts Administrator role is to provide high-quality administrative, operational, and client service support to ensure the smooth running of the accounts function. The role supports both client-facing tasks and internal practice processes (such as workflow coordination).

Key responsibilities include:

• Booking in year-end accounts ready for the accounts team to work on. Liaise with clients over information required, proactively chasing up missing information.
li>Preparing letters and dividend vouchers and minutes to send to clients when the accounts are agreed
• Monitoring accounts filing deadlines and working with the accounts team to ensure all year end accounts & corporation tax returns are filed on time.
• Liaising with clients over payroll information, chasing up missing wages information and dealing with client queries.
• Liaising with clients over bookkeeping information, chasing missing information as required, and dealing with queries or directing them to the relevant person
• Preparing self assessment tax return folders using approved systems guidance so the work is ready to start by the accounts team
• Maintain internal trackers to monitor deadlines and deliverables
• Assist with ad hoc client queries via email, phone, or in person ensuring an excellent service is delivered to clients
• Assist in the company’s marketing efforts
< i>Work proactively with the wider team

Key skills

• Must be organised and proactive
• Must have excellent verbal and written communication skills and be happy talking to clients
• Some bookkeeping & payroll knowledge would be advantageous
• Must be able to use Outlook, Excel, Word

If you are passionate about working with a busy team on a variety of clients and possess the necessary skills to excel in this role, we encourage you to apply.

ARTWORK / ESTIMATOR / CLIENT SUPPORT

Future Signs are currently looking to recruit an artwork / estimator / client support individual to join their team. The role is to contribute and take a strong role in all aspects of design, signage set-up services within the workshop, liaising with our production team & installers.

Summary of Role

First line contact for client enquiries.

Handling client queries relating to specifications and project details.

Producing accurate, bespoke estimates efficiently.

Liaising with suppliers where outsourcing is required.

Obtaining competitive outwork pricing.

Booking in of orders. Converting estimates to production

Providing production with detailed job bags (and relevant artwork files) to manufacture orders to client requirements.

Liaising with logistics to ensure client delivery requirements are met.

Assist where necessary within the department to ensure projects are completed on time and delivery requirements are met.

Develop skills relating to small format / wide format digital printing finish / signage & manufacturing.

This role will provide both technical and practical estimating,

Client Support Specialist
Salary: 28,000 + an amazing bonus scheme!
Hours: Full-time

We are looking for a proactive and customer-focused Client Support Specialist to join our clients team. This is a fantastic opportunity for someone with strong relationship-building skills and a passion for delivering excellent service.

Key Responsibilities:

• Manage and grow relationships with existing clients
• Act as the main point of contact for day-to-day

• Manage and organize electronic calendars for multiple team members.
• Schedule meetings, coordinate logistics, and prepare agendas and minutes.
• Handle incoming and outgoing correspondence via email, phone, and mail.
• Maintain and update client databases and internal records with accuracy.
• Prepare documents, reports, and presentations as required.
• Provide remote technical assistance to clients and internal users.
• Assist with travel arrangements and expense reporting.
• Manage office supplies inventory remotely and coordinate deliveries.
• Support other administrative tasks and projects as assigned.

• Proven experience as an Administrative Assistant or in a similar role.
• Excellent organizational and time-management skills.
• Strong written and verbal communication skills.
• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook) and virtual collaboration tools (e.g., Zoom, Slack, Teams).
• Ability to work independently and proactively in a remote setting.
• High school diploma or equivalent; Associate's degree preferred.

? Doncaster & York | £13.32 | Full-Time | Permanent
Make a difference. Be the difference.

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Ready to turn your empathy, resilience, and people skills into something truly life-changing ?

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