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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 bank holidays
• Company pension scheme and Group Life Assurance
• Health Cash Plan

The Ideal Candidate

You're an experienced administrative professional who genuinely thrives on building meaningful relationships and delivering exceptional client service. With your pragmatic mindset and keen attention to detail, you don't just complete tasks - you take ownership and ensure everything is done to the highest standard. You're empathetic and patient, understanding that financial services is ultimately about people and their important life goals. Your "can do" attitude, combined with your commercial awareness and problem-solving skills, makes you the perfect fit for a role where you'll be valued as an integral part of a forward-thinking team that makes brilliant things happen.

Contact Jo (Mrs H) at Avocet Commercial Careers for more information.

Client Services Administrator

Hybrid, 3 days in the office and 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 .

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!

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.

Client Services Administrator

Hybrid | Office & Remote

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 .

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!

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.

• Job Title: Client Services Associate
• Hours: 38hrs - Monday to Friday 09:00-17:30 & Weekends 1 in 3 10:00-19:00
• Location: Eastbourne
  Salary: 24k-30k
• Work Type: Permanent

HRGO Recruitment are seeking a proactive and dedicated Client Services Associate to join our client's UK-based online auction team. The ideal candidate will possess strong communication skills, admin experience, and proficiency in Microsoft Office. You will play a crucial role in ensuring high levels of client satisfaction by delivering outstanding customer service.

Key Responsibilities:

• Respond efficiently to client inquiries via phone, email, and in-person interactions.
• Maintain and update client records using Microsoft Office and internal databases.
• Provide administrative support to the team, including scheduling, data entry, and reporting.
• Collaborate with other departments to address and resolve client issues promptly and effectively.
• Continuously seek opportunities to enhance the client experience.

Requirements:

• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).
• Previous experience in an Customer Services is required.
• Ability to communicate effectively and professionally.
• Excellent organisational and multitasking abilities.
• Detail-oriented with strong problem-solving skills.
• Ability to work independently and as part of a team in a fast-paced environment.

Benefits:

• Competitive salary with progression opportunities
• Office based in town centre with easy access to train lines
• Large social committee
• Games room with free snacks and drinks
• Casual dress
• Large friendly team
• Bright and open working spaces

if you are interested in this exciting opportunity, please click 'APPLY NOW' and a consultant from our Eastbourne team will be in contact.

• Job Title: Client Services Associate
• Hours: 38hrs - Monday to Friday 09:00-17:30 & Weekends 1 in 3 10:00-19:00
• Location: Eastbourne
  Salary: 24k-30k
• Work Type: Permanent

HRGO Recruitment are seeking a proactive and dedicated Client Services Associate to join our client's UK-based online auction team. The ideal candidate will possess strong communication skills, admin experience, and proficiency in Microsoft Office. You will play a crucial role in ensuring high levels of client satisfaction by delivering outstanding customer service.

Key Responsibilities:

• Respond efficiently to client inquiries via phone, email, and in-person interactions.
• Maintain and update client records using Microsoft Office and internal databases.
• Provide administrative support to the team, including scheduling, data entry, and reporting.
• Collaborate with other departments to address and resolve client issues promptly and effectively.
• Continuously seek opportunities to enhance the client experience.

Requirements:

• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).
• Previous experience in an Customer Services is required.
• Ability to communicate effectively and professionally.
• Excellent organisational and multitasking abilities.
• Detail-oriented with strong problem-solving skills.
• Ability to work independently and as part of a team in a fast-paced environment.

Benefits:

• Competitive salary with progression opportunities
• Office based in town centre with easy access to train lines
• Large social committee
• Games room with free snacks and drinks
• Casual dress
• Large friendly team
• Bright and open working spaces

if you are interested in this exciting opportunity, please click 'APPLY NOW' and a consultant from our Eastbourne team will be in contact.

We are working with an award winning employer to find a Client Services Coordinator in the Chelmsford area to join their team. As part of the role you will be working within the science and research industry to coordinate the commercial aspects of jobs. This will involve direct liaison with both UK and International clients. Primarily office based, the role will on occasion require client or site visits and event participation.

This is for a 6-month fixed-term contract, with potential to be made permanent over time.

Main Duties and Responsibilities

• Championing core values and ethics, proactively following group policies.
• Daily Management of your portfolio with focus on high quality service delivery primarily via email
• Building strong relationships with clients
• Producing electronic certificates, reports and invoices in an accurate and timely manner
• Data management of job progress system and client information
• Interpreting results/reports and taking appropriate actions, both internally (other departments, group offices, subcontractors) and externally with clients
• Contributing to credit control activities as required to enable prompt payment
• Undertaking and providing training activities as required
• Ability to problem solve and find solutions to complex queries
• Ability/willingness to assist in other areas of the Metals & Minerals business from time to time, as and when required
• Pro-active participation in:
• Team meetings and following through actions/projects
• Contributing to upkeep and improvement of office processes and procedures
• Keep up to date with market intelligence and best practises
• Build strong links with other internal departments (sales and marketing, laboratory, finance, other coordination teams, legal)
• Attend client meetings and events as and when required
• Responsibility to ensure all Quality, Health, Safety and Environmental tasks are completed within a timely manner.
• Adherence to quality Key Performance Indicators
• Adherence to all legal requirements
• Involve in overall process improvement

Deliverables

• Follow set quality key performance indicators
• Ensure all daily, weekly, and monthly priorities are completed efficiently and effectively
• Adherence to latest sanction controls, financial controls and other legal requirements

Additional Notes:
Location Disclosure: Please mention your location in your CV. Applications without location details may experience delays in processing.

Eligibility: Only applicants with UK residency and full visa status will be considered. Applications from those outside of the UK will not be shortlisted. If you plan to relocate, please mention this in your CV or cover letter.

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 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/account manager with strong project management skills, ideally from a POS (Point of Sale) background, to manage multiple projects and contribute to the smooth running of the business.

The Role:

• Manage and coordinate up to 30 projects at any one time, typically handling 15-20.

• Take new client briefs, fully understand requirements, and prepare them for processing through internal departments.

• Oversee projects from start to finish - estimating, development, manufacturing, and despatch - keeping clients informed throughout.

• Ensure all projects are delivered on time, on budget, and to a high standard.

• Maintain accurate records, reporting, and attention to detail.

• Build and maintain strong internal and client relationships.

Candidate Specification:

• Proven experience in internal project or account management roles.

• Strong project management and administration skills, with the ability to handle multiple projects simultaneously.

• Excellent time management, multi-tasking, and prioritisation abilities.

• Strong interpersonal skills and the ability to communicate effectively with clients and internal teams.

• Methodical, precise, and highly organised with exceptional attention to detail.

• Excellent written and verbal communication skills.

• Competent IT skills (MS Office) and good numeracy skills.

• Target-driven, self-motivated, and able to work independently.

Why Apply:

• Competitive salary of 38,000 per annum

• Work in a fast-paced, client-focused environment.

• Manage multiple projects for high-profile clients.

• Join a supportive and collaborative team with opportunities for growth.

If this role sounds of interest, please apply now and one of our experienced consultants will be in touch.

We are working with an award winning employer to find a Client Services Coordinator in the Chelmsford area to join their team. As part of the role you will be working within the science and research industry to coordinate the commercial aspects of jobs. This will involve direct liaison with both UK and International clients. Primarily office based, the role will on occasion require client or site visits and event participation.

This is for a 6-month fixed-term contract, with potential to be made permanent over time.

Please note you must be a car driver and have access to your own car; and live within a 20 mile commute of Chelmsford. We will not consider applications from those out of area.

Main Duties and Responsibilities

• Championing core values and ethics, proactively following group policies.
• Daily Management of your portfolio with focus on high quality service delivery primarily via email
• Building strong relationships with clients
• Producing electronic certificates, reports and invoices in an accurate and timely manner
• Data management of job progress system and client information
• Interpreting results/reports and taking appropriate actions, both internally (other departments, group offices, subcontractors) and externally with clients
• Contributing to credit control activities as required to enable prompt payment
• Undertaking and providing training activities as required
• Ability to problem solve and find solutions to complex queries
• Ability/willingness to assist in other areas of the Metals & Minerals business from time to time, as and when required
• Pro-active participation in:
• Team meetings and following through actions/projects
• Contributing to upkeep and improvement of office processes and procedures
• Keep up to date with market intelligence and best practises
• Build strong links with other internal departments (sales and marketing, laboratory, finance, other coordination teams, legal)
• Attend client meetings and events as and when required
• Responsibility to ensure all Quality, Health, Safety and Environmental tasks are completed within a timely manner.
• Adherence to quality Key Performance Indicators
• Adherence to all legal requirements
• Involve in overall process improvement

Deliverables

• Follow set quality key performance indicators
• Ensure all daily, weekly, and monthly priorities are completed efficiently and effectively
• Adherence to latest sanction controls, financial controls and other legal requirements

Additional Notes:
Location Disclosure: Please mention your location in your CV. Applications without location details may experience delays in processing.

Eligibility: Only applicants with UK residency and full visa status will be considered. Applications from those outside of the UK will not be shortlisted. If you plan to relocate, please mention this in your CV or cover letter.