Client Services Administrator

1 week ago


Shrewsbury, United Kingdom Lewis Wealth Management Limited Full time

Our business provides financial planning advice to a range of clients across the UK. We are looking for an enthusiastic and confident individual, with excellent written and verbal communication skills, superb organisational abilities and a proven track record of customer satisfaction, to expand on our highly successful team. We are comfortably situated in a dedicated building within the Shrewsbury Business Park, with easy access to neighboring communities.

Recruiter: Lewis Wealth Management Limited

Location: Shrewsbury, Shropshire

**Salary**: On Application

Sector: Administration

**Job Type**: Permanent

Work Hours: Part Time - Job share

General office administration duties include client liaison, document preparation, maintaining our CRM system and diary management. Proficiency in the Microsoft Suite and a competency, combined with practical knowledge, of various IT systems, are critical components to this position. The core responsibility of this position will be the daily monitoring and process resolution of client accounts.

**Job Types**: Part-time, Permanent

**Salary**: From £11,897.00 per year

Expected hours: 20 per week

**Benefits**:

- Bereavement leave
- Company events
- Company pension
- Free parking
- On-site parking
- Transport links
- Work from home

Schedule:

- Monday to Friday
- No weekends

**Experience**:

- Customer service: 1 year (preferred)

Ability to Commute:

- Shrewsbury, SY2 6FG (required)

Ability to Relocate:

- Shrewsbury, SY2 6FG: Relocate before starting work (required)

Work Location: In person



  • Shrewsbury, United Kingdom Benchmark Capital Full time

    **Description**: We are looking for a dedicated **Client Support Administrator**to join our successful and award-winning team of Chartered Financial Planners. As an integral part of the business, you’ll provide crucial administrative support to our Financial Planners, ensuring a seamless and exceptional experience for our clients. **What you'll do**: -...


  • Shrewsbury, United Kingdom Lanyon Bowdler Solicitors Full time

    Shrewsbury - Full Time - Permanent - 23,015.85 Monday to Friday: 09:00-17:15 We are currently looking to recruit a client services assistant for our Shrewsbury office. This reception and administration support role is often the first point of contact for clients and is key to promoting and supporting the Lanyon Bowdler brand. This role is primarily a...


  • Shrewsbury, United Kingdom Kingsland Wealth Management Full time

    **Are you an experienced administrator or client services associate with a financial services background seeking to progress your career? Are you naturally motivated, accurate, flexible and client-focused with a 'can do' attitude?** **If this is you, we have a fantastic opportunity to join our busy, growing, forward-thinking financial planning firm offering...


  • Shrewsbury, United Kingdom L&C Employment Consulting Full time

    Customer Service Administrator - Permanent – Shrewsbury L & C Consulting are working with a Shrewsbury based concern to recruit for a new Customer Service Administrator to join their small, existing customer service team on a permanent basis. Based in modern offices, this role will suit a confident, professional applicant with a strong customer focus and...


  • Shrewsbury, United Kingdom L&C Employment Consulting Full time

    Overview Customer Service Administrator - Permanent - Shrewsbury L & C Consulting are working with a Shrewsbury based concern to recruit for a new Customer Service Administrator to join their small, existing customer service team on a permanent basis. Based in modern offices, this role will suit a confident, professional applicant with a strong customer...


  • Shrewsbury, United Kingdom L&C Employment Consulting Full time

    Customer Service Administrator - Permanent - Shrewsbury L & C Consulting are working with a Shrewsbury based concern to recruit for a new Customer Service Administrator to join their small, existing customer service team on a permanent basis. Based in modern offices, this role will suit a confident, professional applicant with a strong customer focus and an...


  • Shrewsbury, United Kingdom Prince Personnel Limited Full time

    Customer Service Administrator Shrewsbury, Shropshire Permanent role Monday – Friday (8 am – 4.30 pm) Salary £27,000 - £30,000 depending on experience An excellent opportunity has arisen to join a well-established and highly respected organisation based in Shrewsbury. Renowned for their industry leadership and commitment to quality, our client is...


  • Shrewsbury, United Kingdom Severn Hospice Full time

    Severn Hospice is a very special place to work and we’re looking for an experienced individual to provide proactive and efficient administrative and business support to our busy estates team. The estates team is the driving force behind our well-maintained and safe buildings and facilities and is passionate about high standards of presentation across our...


  • Shrewsbury, United Kingdom Prince Personnel Full time

    Customer Service AdministratorShrewsbury, Shropshire Permanent role Monday Friday (8 am 4.30 pm)Salary £27,000 - £30,000 depending on experience An excellent opportunity has arisen to join a well-established and highly respected organisation based in Shrewsbury. Renowned for their industry leadership and commitment to quality, our client is seeking a...


  • Shrewsbury, United Kingdom We Are With You Full time

    Do you thrive in a busy environment, having a wide range of different adminstration tasks to juggle and lots of different people to meet and support? If so, then this could be the role for you. With You is all about working with our clients to find the right path for them to get back to where they want to be and you will be joining a amazing team of people...