Client Services Administrator

2 days ago


Bath, United Kingdom Flair for Recruitment Full time

Do you have previous financial services experience with the ability to deliver excellent customer service? Are you computer literate, with a strong working knowledge of Excel? Then this could be the role for you.
Our client, a leading wealth management firm, is looking for a Client Services Administrator to join an integral area of the company on a 12 month FTC. You will work alongside other operational teams to complete various administrative tasks.
You will:

- Deliver excellent customer service to ensure that the company is highly valued by clients
- Interpret instructions and issues arising, and then implement actions according to administrative policies, procedures and checklists
- Be responsible for the completion of administrative tasks in the relevant area
- Ensure all items received by the team are processed within the relevant Service Level Agreements (SLA)
- Complete daily banking of cheques and collating client payments direct into bank accounts

Your Skills and Qualifications:

- You will have a good academic record
- You will be computer literate, specifically Outlook, Word and Excel
- You will have good attention to detail
- You will have excellent interpersonal and communication skills
- You will have the ability to work well under pressure, and to tight deadlines
- You will have experience in administering pensions, particularly income drawdown schemes (desirable)
- You will have platform knowledge and/or experience (desirable)

About the Firm:

- An independent wealth management service for Investment Advisors and their clients
- Innovative, highly professional and vibrant financial services company
- Fast moving, results-orientated and dynamic culture

Please contact Joanna at Flair for Recruitment for further information.



  • Bath, United Kingdom Flair for Recruitment Full time

    Do you have previous financial services experience with the ability to deliver excellent customer service? Are you computer literate, with a strong working knowledge of Excel? Then this could be the role for you. Our client, a leading wealth management firm, is looking for a Client Services Administrator to join an integral area of the company. You will work...


  • Bath, United Kingdom Flair for Recruitment Full time

    Would you like to start a career within Financial Services? Are you computer literate, with knowledge of Excel? Then this could be the role for you. Our client, a leading Financial Services firm, is looking for a Client Services Administrator to join an integral area of the company. You will work alongside other operational teams to complete various...


  • Bath, Bath and North East Somerset, United Kingdom Novia Financial Full time

    Job Overview:We are seeking a highly skilled Client Services Administrator to join our dynamic team at Novia Financial. This role offers an exciting opportunity for individuals passionate about delivering exceptional customer service and working in the financial services industry.Key Responsibilities:This is an excellent opportunity to develop your skills in...


  • Bath, United Kingdom Juice Recruitment Ltd Full time

    Are you interested in a new opportunity within Financial Services? Juice is excited to be supporting a well-known Financial Services Company in their search for a number of Client Service Administrators. The role has arisen due to ongoing growth and sustained new business. As a CSA you will be responsible for providing excellent support to Adviser...


  • Bath, United Kingdom Novia Financial Full time

    Client Services Administrator **Reports to: Team Leader** **Main Location: Bath - Enjoy the Flexibility of Hybrid Working** **Salary: £21,680 - £25,000 (depending on experience) + Bonus + Excellent Benefits **Join our Dynamic Team as a Client Services Administrator and be part of our Multi-Award-Winning** **Company!** Are you passionate about...


  • Bath, United Kingdom JUICE RECRUITMENT Full time

    Are you looking to kickstart your Financial Services career? Do you have brilliant organisation skills and are looking to develop your professional skillset? Juice is excited to be supporting a well-known Financial Services Company based in Bath City Centre, in their search for a Client Service Administrator to join their friendly team. The role has arisen...


  • Bath, United Kingdom Novia Financial Full time

    Client Services Administrator **Department: Customer Operations** **Reports to: Team Leader** **Main Location: Bath - Work your way: 3 days minimum in office, 5 days welcome** **Salary: £23,000 - £28,000 (depending on experience) + Bonus + Excellent Benefits** **Training: In office for 5 days a week during training programme** **Join our Dynamic Team...


  • Bath, Bath and North East Somerset, United Kingdom Artemis Recruitment Consultants Ltd Full time

    Join our Artemis Recruitment Consultants Ltd team as a Client Services Administrator in Bath, where you will have the opportunity to develop your skills in financial services administration. The salary range for this role is £25k - £32k, depending on experience.Key Responsibilities:Support senior paraplanners and financial advisers with client queries and...


  • Bath, United Kingdom Novia Financial Full time

    The role holder will manage the day-to-day work requirements of the team in relation to administration and the service delivery to advisers and end clients, and ensure the work needed to be processed by the team is carried out to the highest standard and within the specified service level agreements. You will be responsible for the investigation and...


  • Bath, United Kingdom Chase de Vere Full time

    Fast paced, varied and demanding. Our client support administration teams work closely with the financial advisers and paraplanners to ensure that we deliver the best possible service to both new and existing clients. Supported by our experienced operations management and learning and development team, our client support administrators receive full industry...


  • Bath, United Kingdom Flair for Recruitment Full time

    Do you have experience in administration and customer service? Are you an excellent communicator? Our client, a growing wealth management platform, is looking for a Client Service Executive to join their Bath based team. Your responsibilities: - Deal with any queries and requests from the Financial Advisers firms, Trust Companies, and on occasions, their...


  • Bath, United Kingdom Recruit UK Full time

    **Job Title**: Client Service Executive **Industry**: Financial Planning **Location**:Bath **Salary**:£25,000 - £35,000 **Job Reference**:7488 Recruit UK is working on an excellent opportunity for a Financial Administrator in Bath to join a Financial Planning firm. Our clients specialise in wealth management, investments, and employee benefits and...


  • Bath, United Kingdom Flair for Recruitment Full time

    Do you have previous financial services experience with the ability to deliver excellent customer service? Are you computer literate, with a strong working knowledge of Excel? Then this could be the role for you. Our client, a leading wealth management firm, is looking for a Client Services Administrator to join an integral area of the company. You will work...


  • Bath, United Kingdom HR Star Full time

    HR Star are proud to be recruiting an outstanding Client Services Executive for our client. This is a fantastic opportunity to join one of the fastest growing Wealth Management companies in the South West. This position would be ideal for someone who has some experience in customer service and is looking to start their career in the Financial Services...


  • Bath, United Kingdom Pear Tree Recruitment Full time

    **Customer Service Administrator** £21,000 - £23,000 Permanent Hybrid - 2 days at home and 3 days in the office (all office equipment supplied) We are excited to be recruiting for an award-winning company based in the heart of Bath who are currently looking for a Customer Service Administrator to join their friendly team. You will be excited by the...


  • Bath, Bath and North East Somerset, United Kingdom Artemis Recruitment Consultants Ltd Full time

    Job Title: Client Services CoordinatorEstimated Salary: £27,500 - £35,000 per annum.About the Role:We are seeking a highly organized and skilled Client Services Coordinator to join our team at Artemis Recruitment Consultants Ltd. As a key member of our client services team, you will be responsible for providing exceptional support to our clients and...

  • Client Services

    4 days ago


    Bath, United Kingdom Juice Recruitment Ltd Full time

    Would you be interested to join a dynamic and growing financial services company, steeped with expert knowledge in investments and pensions? Juice is excited to be supporting a well-known Financial Services in their search for a vibrant and switched on individual to join their Client Services Team. This role has arisen due to growth and sustained new...


  • Bath, Bath and North East Somerset, United Kingdom CleverHR Full time

    We are seeking an experienced Financial Planning Administrator to join our team at a leading Wealth Management firm. This role offers an exciting opportunity to contribute to the success of the business and develop your skills in a dynamic environment.Key Responsibilities:Provide administrative support to the Wealth Client Executive and Financial Planner(s),...


  • Bath, United Kingdom Lansdown Financial Services Full time

    Lansdown Financial Services are a new, but ambitious, Mortgage Broker based in the heart of Bath. As we start to grow our team we are looking for a Mortgage Administrator to join us. The ideal person will be comfortable working in a small team with the desire to progress and build their career as the business expands. Our clients and customers are at the...


  • Bath, Bath and North East Somerset, United Kingdom Novia Financial Full time

    Company Overview:Nova Financial is a dynamic and multi-award-winning financial technology company, renowned for its 5-star service platform. Our shared purpose and core behaviours—Seek Opportunity, Nurture Each Other, and Simply Get Going—guide us in our journey.About the Role:We are seeking an exceptional Client Services Administrator to join our...