Client services administrator Work, Jobs in Cheltenham, Eng (with Salaries)

Client Services Administrator
Attivo Group —Cheltenham
- Up to £32,000 a year
- Full-time
- Hybrid work
- Financial services
- Communication skills
- Time management
- Work from home
Quick apply
1d
Sales Operations Co-Ordinator
Commercial —Cheltenham
- £26,228 - £28,000 a year
- Full-time
- Hybrid work
- Microsoft Outlook
- Computer literacy
- Organisational skills
- Work from home
- Employee assistance programme
Quick apply
Client Services Administrator, 6m FTC
Charles Russell Speechlys —Cheltenham
- Full-time
- Hybrid work
- Communication skills
Event Planner - Cheltenham Racecourse - The Jockey Club Experiences
Levy —Cheltenham
- £30,000 a year
- Full-time
- Annual leave
- Employee assistance programme
Senior Client Services Administrator
Attivo Group —Cheltenham
- Full-time
- Hybrid work
- Microsoft Word
- CRM software
- Continuous improvement
- Work from home
Quick apply
4h
Business Support Administrator - Commercial & Schemes
Howden Group Holdings —Cheltenham
- Full-time
- Hybrid work
- Microsoft Word
- Microsoft Outlook
- Writing skills
Client Services - Academy Opportunity
Attivo Group —Cheltenham
- From £25,000 a year
- Hybrid work
- Customer service
- Financial services
- Communication skills
- Work from home
Quick apply
Service Charge and Insurance Administrator
WSP —Cheltenham
- Part-time
- Hybrid work
- Databases
- Organisational skills
- In-person
- Flexitime
- Work from home
6d
IFA Office Administrator
Legal & Medical Investments Ltd —Cheltenham
- Up to £24,785 a year
- Full-time
- Microsoft Word
- Computer literacy
- Organisational skills
- Life insurance
- Referral programme
Quick apply
9d
Property Search Administrator
X-Press Legal Services —Stonehouse
- From £25,500 a year
- Part-time
- Hybrid work
- Customer service
- No experience needed
- Analysis skills
- Free parking
- Health & wellbeing programme
Quick apply
1d
Senior Administrative Assistant - Immunisation Team
Gloucestershire Health and Care NHS Foundation Trust —Gloucester
- £25,760 - £27,476 a year
- Part-time
- Computer literacy
- Administrative experience
- Data entry
1h
Veterinary Administrator
IVC —Cheltenham
- Up to £25,603.50 a year
- Full-time
- Bar
- Computer skills
- Restaurant
- Annual leave
- Employee discount
6d
Office Administrator - Maternity Cover
Rose Consulting Ltd —Evesham
- £23,000 - £27,000 a year
- Full-time
- Microsoft Word
- Customer service
- English
- Free parking
Quick apply
7d
PPM Administrator
Arcus FM —Cirencester
- Up to £26,437 a year
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Continuous improvement
- Annual leave
Quick apply
Insurance Administrator
PoloWorks —Cheltenham
- £24,787 a year
- Hybrid work
- Writing skills
- Communication skills
- Annual leave
- Employee assistance programme
Quick apply
Project Coordinator
Lowe Rental Corporation —Cheltenham
- Microsoft Excel
- Continuous improvement
- Communication skills
Quick apply
Call Listening Administrator
Usay Compare —Cirencester
- £26,228 a year
- Annual leave
- Employee discount
Quick apply
Strutt & Parker - Administrator
BNP Paribas —Cirencester
- Full-time
- Continuous improvement
- Organisational skills
- Communication skills
- Annual leave
- Employee discount
SPOC Administrator
Via Community Ltd —Gloucester
- £26,618 a year
- Full-time
- IT
- Communication skills
7h
Administrator
Oxleas NHS Foundation Trust —Wotton-under-Edge
- £25,760 - £27,476 a year
- Full-time
- Remote
- Word processing
- Typing
- Communication skills
7d

I want to receive the latest job alerts for client services administrator in cheltenham, eng

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Client Services Administrator

Attivo Group -
Cheltenham

Quick apply

Job details

Full-time
Up to £32,000 a year
1 day ago

Benefits

Company pension
Work from home
Discounted gym membership
Private medical insurance

Qualifications

Financial Conduct Authority guidelines
Financial planning
Economics
Stakeholder collaboration
Client engagement
Stakeholder liaison
Relationship management
Customer support
Financial services
Customer interaction
Communication skills
Certificate in Insurance
Time management

Full job description

Client Services Administrator

About Attivo:

Attivo are Lifestyle Financial Planners.

We’re a privately owned company. We prefer it that way. It means we’re free to do what we feel is best for our clients and our people. Our work is all about our clients. We pride ourselves on being completely transparent, open and honest – an approach that builds trust with our clients and inspires their financial confidence.

Our experienced, highly qualified financial specialists and expert support teams are committed to delivering more for all our clients. Our independent status and unique approach to understanding our clients, their preferences and their motivation, set us apart. We will build and provide ongoing support for a bespoke financial plan aimed at fulfilling our clients' lifestyle needs.

Whether you’re a private client or a business accessing our corporate services, you can rely on a clear, consistent service from your Financial Planner and from our experienced teams.

About the role:

As a Client Services Administrator, you will play a vital role in fostering and maintaining strong relationships with both existing and prospective clients. You will be the first point of contact for our clients, providing exceptional support and ensuring all enquiries are handled with efficiency and professionalism. You will be required to manage inbound communications, assist with client inquiries and facilitate the seamless transfer of business during acquisitions. You will work closely with key stakeholders within the business, including our Financial Planners, supporting the arrangement of annual client review meetings and supporting various projects.

About you:

You are naturally inquisitive and have excellent communication skills. You will be highly organised with sharp attention to detail and work best when faced with a busy workload. You will have previous experience working in financial services and be able to utilise this experience to provide first-class service to all of our clients. You are able to maintain working relationships with your peers and with key stakeholders, supporting them with tasks. You are a fast learner, able to pick things up quickly and seek out learning opportunities.

The successful candidate will need to be based at our Cheltenham Office a minimum of 3 days per week, with the option to work remotely the remaining days. We value work-life balance and offer flexible working alongside our hybrid approach.

Key Responsibilities include:

Ensuring that all enquiries are handled in an efficient and timely manner, delivering exceptional levels of customer service to all clients.
Adherence to the requirements laid out by the FCA in terms of compliance, customer risk and Treating Customers Fairly (TCF) principles
Ensuring that all client interactions are documented accurately on Intelligent Office and adhere to GDPR
Using knowledge of Attivo Group products and services, identifying new business opportunities
Work closely with other team members and Financial Planners to provide the best services to all new and existing clients.
Ensure that all activities are accurately recorded and updated
Proactively maintain an up-to-date knowledge of the Business processes and service offerings to its clients.

Essential skills and experience

Minimum 5 GCSEs graded A-B (6), or equivalent, including Maths and English or have the experience to demonstrate the ability to work at this level
Excellent interpersonal, listening, numerical and IT skills
Excellent written/verbal communication skills
Good organisational, time management, and caseload management skills
Ability to work well under pressure while maintaining excellent attention to detail.

Desirable skills and experience

Experience within Financial Planning or Wealth Management would be an advantage
A relevant degree, such as Economics, or Financial Services industry experience
An aspiration to become a Financial Planner or Paraplanner
Currently working towards your Diploma in Regulated Financial Planning (CII)

Salary and benefits

Up to £32,000 based on skills and experience.

Attivo also offers:

Non-contributory Pension Scheme

Private Medical Insurance
Cashplan
Income Protection
Critical Illness
Death in Service
Generous holiday allowance, rising with length of service
Work from home and flexible working available
Discounted corporate gym membership
Excellent culture, promoting employee wellbeing and engagement.

Recruitment Policy

Attivo is committed to being an Equal Opportunities employer. If you require reasonable adjustments at any stage of the recruitment process, please let us know and we will endeavour to make the process as accessible and as fair as possible.
Please be aware that any offer of employment will be subject to satisfactory completion of pre-employment vetting as outlined by the Financial Conduct Authority (FCA) . This may include but not limited to adverse financial history, criminal records, UK directorship and disqualifications check.
Attivo do not use recruitment agencies and we respectfully ask that agencies do not contact us in regard to posts advertised on this site.

Privacy Policy
Please visit our website to view our full privacy policy for prospective employees.

Quick apply

Refine Your Search

client services administrator jobs in cheltenham, eng

Client Services Administrator

Sales Operations Co-Ordinator

Client Services Administrator, 6m FTC

Event Planner - Cheltenham Racecourse - The Jockey Club Experiences

Senior Client Services Administrator

Business Support Administrator - Commercial & Schemes

Client Services - Academy Opportunity

Service Charge and Insurance Administrator

IFA Office Administrator

Property Search Administrator

Senior Administrative Assistant - Immunisation Team

Veterinary Administrator

Office Administrator - Maternity Cover

PPM Administrator

Insurance Administrator

Project Coordinator

Call Listening Administrator

Strutt & Parker - Administrator

SPOC Administrator

Administrator

I want to receive the latest job alerts for client services administrator in cheltenham, eng

Related Searches

Explore jobs in more locations

Jobseeker tools

Employer Tools

Browse

Stay Connected