Administrator – client accounts Work, Jobs in Chelmsford, Ess (with Salaries)

Administrator – Client Accounts
Charles Stanley —Chelmsford
- Full-time
- Microsoft Word
- Organisational skills
- Communication skills
4d
Commercial Administrator
Houghton Group —West Hanningfield
- £30,000 - £32,000 a year
- Full-time
- Organisational skills
- Contracts
- IT
- Free parking
- Annual leave
Quick apply
9d
Administrator – Client & Wealth Manager Support
Charles Stanley —Chelmsford
- Full-time
- Writing skills
- Administrative experience
- Organisational skills
4d
Business Support Administrator - Marks Tey
Holmes and Hills LLP —Colchester
- Part-time
- Organisational skills
- Typing
- Communication skills
- Annual leave
- Employee assistance programme
4d
Finance and Payroll Administrator
Sureserve —London
- £35,000 a month
- Travel
- Communication skills
- Annual leave
- Employee assistance programme
Quick apply
Business Support Administrator - Coggeshall
Holmes and Hills LLP —Coggeshall
- Part-time
- Typing
- Communication skills
- Annual leave
- Employee assistance programme
Part-Time Finance & Operations Assistant
Optosoft Ltd —Braintree
- £28,000 a year
- Part-time
- Data entry
- In-person
- Free parking
- Annual leave
Quick apply
Client Account Administrator
Premier Cleaning Services (UK) Ltd —Enfield
- £16 an hour
- Part-time
- Microsoft Word
- Microsoft Outlook
- Customer service
Quick apply
9d
Temporary Client Services Coordinator
Tetra Tech —Laindon
- Microsoft Office
- Administrative experience
- Communication skills
10d
Office administrator and telesales
G & G Gallo Enterprises Ltd —Braintree
- £26,500 a year
- Full-time
- Customer service
- Microsoft Office
- Administrative experience
- Free parking
- Employee discount
Quick apply
Loss Fund Management Administrator
Kennedys Law —Chelmsford
- Hybrid work
- Microsoft Word
Quick apply
Insurance Support Administrator
Arch Capital Group Ltd. —Colchester
- Full-time
- Computer literacy
- Databases
- Continuous improvement
13d
Accounts Administrator
Joseph Gallagher Limited —Grays
- Monday to Friday
- Computer literacy
- ERP systems
- Data entry
Credit Control Administrator
People Worldwide Limited —Colchester
- £13 an hour
- Full-time
- CRM software
- English
- Computer skills
Quick apply
2d
Finance and Payroll Administrator
Aaron Services —London
- Full-time
- Travel
- Communication skills
- Annual leave
- Employee assistance programme
Product Sales Administrator
Health Partners —Waltham Abbey
- £25,000 a year
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Outlook
- Annual leave
Sales Administrator
VSE AVIATION —Leigh-on-Sea
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Outlook
Customer Service and Repairs Administrator- Lakeside
Chisholm Hunter Ltd —West Thurrock
- From £12.71 an hour
- Full-time
- Microsoft Office
- Communication skills
- Employee discount
Quick apply
Finance Administrator
Unsworth —Leytonstone
- Hybrid work
- Organisational skills
- Communication skills
- Employee assistance programme
- Employee discount
Quick apply
12d
Commercial Administrator
Sureserve —Dartford
- £26,436 a year
- Microsoft Outlook
- Customer service
- Databases
- Annual leave
- Employee assistance programme
Quick apply
9d

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administrator – client accounts jobs near chelmsford, ess

Administrator – Client Accounts

Charles Stanley -
Chelmsford

Apply Now

Job details

Full-time
4 days ago

Qualifications

Microsoft Word
Investment
Stakeholder liaison
Organisational skills
Communication skills
Banking

Full job description

About the Role

This is an excellent opportunity for someone with an interest in financial services and wealth management who enjoys working in a fast-paced environment where accuracy, client focus, and teamwork are essential. You'll play an important role in supporting the administration of client transactions and payments, working closely with Investment Managers, front office teams, operational colleagues, and external banking partners to help deliver outstanding service to our clients.

This position is for a fixed term of 12 months.

What You'll Be Doing

As a Client Accounts Administrator, you'll be responsible for ensuring client transactions are processed accurately, efficiently, and in line with regulatory requirements. Your responsibilities will include:

Supporting Investment Managers and front office colleagues to deliver excellent client outcomes.
Processing client payments and receipts accurately and within agreed timescales.
Maintaining and updating client information across internal systems.
Monitoring and supporting automated processes and operational reporting.
Ensuring all activities comply with internal controls, regulatory obligations, and financial crime prevention requirements.
Managing and responding to queries received through the team mailbox.
Liaising with banks regarding client transactions and account maintenance.
Processing and monitoring internal transfers and ISA subscription transfers.
Assisting with client payment investigations and resolving queries from colleagues and stakeholders.

You'll also support a wide range of client account activities, including:

CHAPS, BACS, and international payments.
Regular client payments, such as dividends, standing orders, and trade settlement proceeds.
Processing payment receipts received via bank transfer, cheque, and telephone payments.
Producing and collecting monthly direct debits.
Supporting the calculation and processing of client interest payments.
Reviewing and processing third-party payments on behalf of clients.

What We're Looking For

We're interested in individuals who are enthusiastic about financial services and can combine strong administrative skills with a commitment to accuracy and client service.

Essential Skills and Experience

A keen interest in financial services, wealth management, or investment administration.
Understanding of banking and payment methods, including electronic payment processing.
Strong attention to detail and a commitment to delivering high-quality work.
Excellent organisational skills with the ability to manage multiple priorities and meet deadlines.
Strong IT skills, including Microsoft Word, Excel, and Outlook.
Confident communication skills and the ability to build effective relationships with colleagues and external contacts.
A proactive and self-motivated approach to work.

Desirable Knowledge

Knowledge of investment products such as GIAs, ISAs, and SIPPs .

If you're looking to work in financial services and enjoy working in a role where accuracy, teamwork, and client focus are key, we'd love to hear from you.

Apply Now

Refine Your Search

administrator – client accounts jobs in chelmsford, ess

Administrator – Client Accounts

Commercial Administrator

Administrator – Client & Wealth Manager Support

Business Support Administrator - Marks Tey

Finance and Payroll Administrator

Business Support Administrator - Coggeshall

Part-Time Finance & Operations Assistant

Client Account Administrator

Temporary Client Services Coordinator

Office administrator and telesales

Loss Fund Management Administrator

Insurance Support Administrator

Accounts Administrator

Credit Control Administrator

Finance and Payroll Administrator

Product Sales Administrator

Sales Administrator

Customer Service and Repairs Administrator- Lakeside

Finance Administrator

Commercial Administrator

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