1858 Customer Service Representatives jobs in West Lydford

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.

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!

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

Acorn by Synergie is excited to offer a fantastic opportunity for a proactive and forward-thinking individual to join a reputable financial services company near Chipping Sodbury as a Junior Mortgage Client Services Administrator.

If you're looking for stability, growth potential, and a chance to develop valuable skills within the mortgage sector, this role is perfect for you. Full training will be provided, along with the opportunity to cross-train between two internal teams for excellent variety and career progression.

• Provide comprehensive administrative support to the Client Services team.
• Handle inbound calls and emails with professionalism and courtesy.
• Communicate effectively with surveyors, brokers, and corporate clients.
• Allocate and process new mortgage instructions efficiently.
• Progress chase applications to ensure timely completion.
• Provide accurate mortgage quotations as required.
• Deliver general office and administrative support throughout the working day.

• Highly organised with the ability to prioritise workload effectively.
• Strong attention to detail and accuracy.
• Excellent written and verbal communication skills.
• Confident liaising with clients and colleagues at all levels.
• Competent user of Microsoft Excel and comfortable with in-house systems.
• Motivated to build a stable career and grow expertise within a supportive and dynamic environment.

• Competitive salary of up to 26,000 per annum.
• Permanent, full-time, office-based role.
• Monday to Friday, 9am - 5:30pm working hours.
• Full training and ongoing development opportunities.
• Supportive team culture with excellent career progression potential.

Don't wait - apply today or contact Acorn by Synergie's Bristol branch to find out more about this exciting opportunity!

Acorn by Synergie acts as an employment agency for permanent recruitment.

junior Mortgage client services Administrator - Financial Services

Near Chipping Sodbury | Up to 26,000 | Permanent | Office-Based | Monday-Friday | 9am-5:30pm |

Acorn by Synergie has an exciting opportunity for a proactive and forward-thinking individual to join a reputable financial services company near Chipping Sodbury as a Mortgage Administrator. If you're seeking stability, the chance to grow, and the opportunity to truly develop your skills, then read on.

About the Role:

We are looking for someone who enjoys a busy environment, has a keen interest in the mortgage sector, thrives under pressure, and is confident communicating at all levels. You will receive full training and have the chance to cross-train between two internal teams, offering excellent variety and development potential.

Key Responsibilities:

• Provide administrative support to the Client Services team.
• Handle inbound calls and emails professionally.
• Communicate with surveyors, brokers, and corporate clients.
• Allocate and process new instructions efficiently.
• Progress chase applications to ensure timely service.
• Provide accurate quotations.
• Deliver general office and administrative support throughout the day.

Requirements:

• Highly organised, with the ability to prioritise workload.
• Strong attention to detail is essential.
• Excellent communication skills, both written and verbal.
• Confident liaising with clients and colleagues at all levels.
• Competent with Microsoft Excel and comfortable using in-house systems.

Ready to build a stable career and grow your expertise in a supportive and dynamic environment?

What are you waiting for? Apply today.

Acorn by Synergie acts as an employment agency for permanent recruitment.

Poole 1-2 days a week on site (hybrid)

Our client is looking for a Customer Support Engineer, this is a fantastic opportunity for someone passionate about solving technical challenges and delivering outstanding customer service.

Our client is a market leader in customer experience technology and this role offers strong career development, predominately remote working with 1 or 2 days in the office and the chance to work with some of the most innovative tools in the industry.

Customer Support Engineer

Up to £28,000 per annum + benefits

The Role:

• Act as the first line of support for customer incidents, problems, and service requests.
li>Diagnose and troubleshoot technical issues, working across customer environments.
• Collaborate with internal resolver teams and escalate where needed to meet SLAs and KPIs.
• Provide an exceptional support experience via email, phone, and remote sessions.
• Mentor customers and help them better understand and manage their own systems.
• Deploy hotfixes, perform system upgrades, and support software rollouts.
• Maintain accurate records in the service management system.
• Participate in an on-call rota for out-of-hours support and occasional overtime for planned updates.

Experience & Skills:

• Strong technical troubleshooting experience especially within application support or similar roles.
• Confident supporting unified communications or contact centre platforms .
• Hands-on experience with Windows Server administration .
• Familiarity with telephony troubleshooting , networks, and endpoint diagnostics.
• Continuous residency in the UK for 3 or more years.

Desirable:

• A background supporting a proprietary software application.
• Experience working with unified communications solutions.
• Familiar with executing common administrative tasks on Microsoft Windows Server.
• Experienced in diagnosing telephony issues between networked endpoints.
• Role involving troubleshooting problems in collaboration with customers, B2B service desks and MSPs.

If this Customer Support Engineer role would be of interest please contact (url removed) for more information

Spectrum IT Recruitment (South) Limited is acting as an Employment Agency in relation to this vacancy.

• Processing quotes and customer orders from email and phone enquiries
• Answering incoming calls professionally, building rapport with customers
• Handling pricing, negotiation, and follow-up of quotations
• Resolving customer queries and complaints within your level of responsibility
• Taking part in outbound sales campaigns to strengthen relationships and grow sales
• Supporting the trade counter and occasional customer meetings or visits
• Liaising with internal departments to check stock, production timelines, and deliveries

• Excellent telephone and written communication skills
• Confident, friendly, and professional manner
• Good attention to detail and the ability to work under pressure
• A team player with initiative and the ability to problem-solve
• Organised and able to manage multiple tasks simultaneously
• Good working knowledge of IT systems (Microsoft Office, email, etc.)
• Previous experience in sales or customer service (ideal but not essential – training is provided)

• Salary £26,000 - £32,000
• Quarterly performance-related bonus scheme
• 20 days annual leave + bank holidays (with a holiday bonus scheme based on years of service)
• On-site parking, canteen, and facilities
• Clear progression and development opportunities