Client Servicing Administrator
other jobs TIME Appointments Ltd
Added before 3 Days
- England,East of England,Norfolk,Norwich
- Full Time, Permanent
- Competitive salary
Job Description:
Are you a detail-driven admin superstar who thrives in a fast-paced, people-focused environment?
Time Appointments is working with a highly respected and growing financial services firm that’s on the hunt for a Client Servicing Administrator to support their high-performing Private Client team.
If you’re looking for a role where your work truly makes a difference and every day brings something new - this could be the role for you! You’ll be an essential part of delivering an exceptional client experience. Your behind-the-scenes magic will ensure accurate, timely support to Financial Planners and smooth operations of the business.
Key Responsibilities:
*Prepare comprehensive client review packs for upcoming meetings.
*Maintain accurate and up-to-date client records in line with internal processes.
*Liaise with third parties and internal departments to obtain information and answer client queries.
*Prioritise work effectively between emails, tasks, post, reviews and phone calls.
*Support, train, and mentor new team members to ensure smooth onboarding and development.
*Keep Financial Planners informed of progress and raise any concerns as needed.
*Assist with front-of-house duties during reception cover (breaks, sickness, annual leave).
*Contribute to the ongoing improvement of systems and processes by providing feedback.
*Ensure compliance by maintaining a clear audit trail and using systems accurately.
Essential Skills & Attributes:
*Proven administrative or secretarial experience, ideally within financial services.
*Strong organisational skills with excellent attention to detail.
*Confident communicator - written and verbal.
*Proficient IT and data management skills.
*Ability to follow procedures and manage time effectively.
*Professional, trustworthy, and curious with a willingness to learn.
*GCSEs/A-Levels in English and Maths (or equivalent)
In return, you will receive:
*38 Days Annual Leave - incl. Christmas closure, your birthday off & bank holidays
*Fully Funded Training & Exams + Paid Study Leave
*Flexible Working & Free Parking
*5% Employer Pension Contribution
*Profit Share Bonus & Length of Service Recognition
*Healthcare Benefits - Life Cover, Income Protection, Cash Plan & Subsidised Private Healthcare
*Wellbeing Perks - Free Drinks, Fruit, Cycle to Work Scheme & Employee Assistance
*Regular Social Events & 15% Discount on Legal Services
Time Appointments is working with a highly respected and growing financial services firm that’s on the hunt for a Client Servicing Administrator to support their high-performing Private Client team.
If you’re looking for a role where your work truly makes a difference and every day brings something new - this could be the role for you! You’ll be an essential part of delivering an exceptional client experience. Your behind-the-scenes magic will ensure accurate, timely support to Financial Planners and smooth operations of the business.
Key Responsibilities:
*Prepare comprehensive client review packs for upcoming meetings.
*Maintain accurate and up-to-date client records in line with internal processes.
*Liaise with third parties and internal departments to obtain information and answer client queries.
*Prioritise work effectively between emails, tasks, post, reviews and phone calls.
*Support, train, and mentor new team members to ensure smooth onboarding and development.
*Keep Financial Planners informed of progress and raise any concerns as needed.
*Assist with front-of-house duties during reception cover (breaks, sickness, annual leave).
*Contribute to the ongoing improvement of systems and processes by providing feedback.
*Ensure compliance by maintaining a clear audit trail and using systems accurately.
Essential Skills & Attributes:
*Proven administrative or secretarial experience, ideally within financial services.
*Strong organisational skills with excellent attention to detail.
*Confident communicator - written and verbal.
*Proficient IT and data management skills.
*Ability to follow procedures and manage time effectively.
*Professional, trustworthy, and curious with a willingness to learn.
*GCSEs/A-Levels in English and Maths (or equivalent)
In return, you will receive:
*38 Days Annual Leave - incl. Christmas closure, your birthday off & bank holidays
*Fully Funded Training & Exams + Paid Study Leave
*Flexible Working & Free Parking
*5% Employer Pension Contribution
*Profit Share Bonus & Length of Service Recognition
*Healthcare Benefits - Life Cover, Income Protection, Cash Plan & Subsidised Private Healthcare
*Wellbeing Perks - Free Drinks, Fruit, Cycle to Work Scheme & Employee Assistance
*Regular Social Events & 15% Discount on Legal Services
Job number 3363363
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Company Details:
TIME Appointments Ltd
Company size: 10–19 employees
Industry: Recruitment Consultancy
Time Appointments are a leading recruitment agency offering a consultative approach working with a host of businesses in the East of England, covering...