Client services Work, Jobs in Erdington, Wmd (with Salaries)

Client Services Administrator
Simpson Recruitment Services —Sutton Coldfield
- £28,000 - £30,000 a year
- Customer service
- Microsoft Office
- Financial services
- Free parking
- Flexible schedule
Trainee Estate Agent
Limegreen Marketing —Birmingham
- From £26,000 a year
- Full-time
- Hospitality
- Customer service
- No experience needed
- Sick pay
Quick apply
Travel Consultant
Trailfinders —Solihull
- £44,000 - £49,000 a year
- Sales
7d
Server
Treatz Sutton Coldfield —Sutton Coldfield
- Up to £12.71 an hour
- Part-time
- Serving
- Hospitality
- English
- Store discount
- Employee discount
Quick apply
CCTV Controller (Nights)
Amulet —Birmingham
- £15.06 an hour
- Full-time
- Microsoft Word
- Microsoft Outlook
- Customer service
- Annual leave
Quick apply
2d
Careline Operator
Birmingham City Council —Birmingham
- £28,598 - £33,699 a year
- 12 hour shift
7d
Copywriter
JE Consulting —Sutton Coldfield
- £27,000 a year
- Full-time
- Hybrid work
Quick apply
Trainee Occupational Health Technician - Sponsorship Available
D4 Medicals —Bilston
- From £12.21 an hour
- Full-time
- Anatomy knowledge
- No experience needed
- In-person
Quick apply
14d
Office Administrator
Breathe Care Services —Birmingham
- Part-time
- English
- Administrative experience
- Data entry
Quick apply
9h
Referrals Assistant
MYSHON —Dudley
- £27,500 a year
- Full-time
- Hybrid work
- Microsoft Office
- Administrative experience
- Organisational skills
- Life insurance
- Referral programme
Quick apply
3d
Debt & Welfare Benefits Adviser / Debt & Welfare Benefits Trainee Adviser
Birmingham Settlement —Birmingham
- £25,000 - £30,000 a year
- Full-time
- Microsoft Office
- In-person
- Communication skills
- Free parking
Quick apply
Customer Service Administrator (TRA)
The Right Advice —Solihull
- £24,000 - £25,000 a year
- Full-time
- Microsoft Word
- Customer service
- Microsoft Office
- Referral programme
- Sick pay
Quick apply
9d
Porsche Part-time Host
Sytner Group —Solihull
- Part-time
- Organisational skills
- Employee discount
14d
Customer Service Associate
Soon As Solutions Ltd —Tamworth
- £28,000 a year
- Full-time
- Microsoft Word
- Microsoft Outlook
- Customer service
- Free parking
- Employee discount
Quick apply
3d
Control Room Operator
Kier Group —Birmingham
- £26,227.50 - £28,000.00 a year
- Full-time
- Microsoft Office
- Travel
- Communication skills
Customer Service Advisor
Student Castle Property Management Services Ltd —Birmingham
- £26,436.80 a year
- Full-time
- Salesforce
- Analysis skills
- Mentoring
Quick apply
8d
Sales Order Administrator/Accounts Assistant
Raise Healthcare Pvt Ltd —Sutton Coldfield
- From £24,000 a year
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Life insurance
Quick apply
2d
24hr Part Time Supervisor, Kurt Geiger, Birmingham Airport- MAT Cover
Kurt Geiger —Birmingham
- Communication skills
- Employee discount
Quick apply
Administration Assistant
SBK (Birmingham) Ltd —Birmingham
- £10.85 - £12.71 an hour
- Part-time
- Microsoft Word
- Microsoft Excel
- English
- Free parking
Quick apply
9d
Client Experience Host
The Watches of Switzerland Group —Birmingham
- Part-time
- Hospitality
- Sales
- Organisational skills
- Employee assistance programme
1d

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client services jobs near erdington, wmd

Client Services Administrator

Simpson Recruitment Services -
Sutton Coldfield

Apply Now

Job details

Permanent
£28,000 - £30,000 a year

Benefits

Free parking
Flexible schedule

Qualifications

Customer service
Microsoft Office
Financial services
Communication skills

Full job description

Posted: 27/05/26 Recruiter: Simpson Recruitment Services Reference: 3114742019 Type: Permanent Salary: £28,000 - £30,000 Annual 4 day week Location: Sutton Coldfield, West Midlands Description:

Our client, a boutique wealth management firm in Sutton Coldfield is looking for an organised, client-focused professional to join a small team with high-standards.

As Client Account Executive, you will be the primary point of contact for clients and financial providers, managing relationships, processing financial administration and supporting new business activity.

What you will do

Manage day-to-day client communication by phone and email, ensuring all enquiries are acknowledged and resolved promptly

Schedule and track client review meetings and maintain proactive contact with the client base

Process financial transactions, contributions, withdrawals and account updates across pensions and investment platforms with a high degree of accuracy

Prepare client-facing documentation, reports and correspondence to a consistently professional standard

Ensure adviser charges are correctly set up, tracked and reconciled monthly

Maintain pipeline and client records within Xplan CRM

What you will bring

At least three years' experience in a client-facing or customer service role

Strong written communication skills with genuine attention to detail

Confident with Microsoft Office and comfortable learning new systems

Well organised, self-managing and able to prioritise under pressure

Experience in financial services administration is desirable but not essential

Why this role?

The firm operates a four-day working week around 30 hours, Monday to Thursday.

You will work in a small, professional environment where high standards are expected and good work is recognised.

A structured professional development pathway is in place, with exam costs reimbursed and a salary review on qualification.

Salary 28,000 to 30,000 depending on experience.

Flexible start / end times

Based in Sutton Coldfield easy for public transport / free parking

To apply, please send your CV to Gary Simpson

Apply Now

Refine Your Search

client services jobs in erdington, wmd

Client Services Administrator

Trainee Estate Agent

Travel Consultant

Server

CCTV Controller (Nights)

Careline Operator

Copywriter

Trainee Occupational Health Technician - Sponsorship Available

Office Administrator

Referrals Assistant

Debt & Welfare Benefits Adviser / Debt & Welfare Benefits Trainee Adviser

Customer Service Administrator (TRA)

Porsche Part-time Host

Customer Service Associate

Control Room Operator

Customer Service Advisor

Sales Order Administrator/Accounts Assistant

24hr Part Time Supervisor, Kurt Geiger, Birmingham Airport- MAT Cover

Administration Assistant

Client Experience Host

I want to receive the latest job alerts for client services in erdington, wmd

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