Client services administrator Work, Jobs in Street, Som (with Salaries)

Client Services Administrator
Milne Wealth Management Ltd —Bristol
- £13.50 - £15.00 an hour
- Part-time
- Hybrid work
- Salesforce
- Data analysis skills
- English
- Work from home
Quick apply
6d
Client Services Administrator
eXPD8 —Bristol
- Hybrid work
- Computer literacy
- Life insurance
- Referral programme
Mortgage Administrator
PPSL —Taunton
- £25,420 - £32,000 a year
- Full-time
- Basic maths
- Maths
- Data entry
- Free parking
- Work from home
Quick apply
3h
Office Administrator
Greenslade Taylor Hunt —Langport
- Full-time
- School
5d
Project Team Administrator
Enable Promotional Marketing —Weston-super-Mare
- £21,606 a year
- Part-time
- CRM software
- Organisational skills
- In-person
- Free parking
Quick apply
13d
Transfers Administrator
Hartley Pensions —Bristol
- £27,000 - £32,000 a year
- Full-time
- Hybrid work
- Microsoft Word
- In-person
- Communication skills
Quick apply
13d
Estate Agent Administrator
Rolfe East Sherborne Ltd —Sherborne
- £27,000 - £29,500 a year
- Full-time
- Microsoft Outlook
- Computer literacy
- English
Quick apply
22h
IFA & Mortgage Administrator
Blackdown Financial —Taunton
- £24,000 - £28,000 a year
- Full-time
- Microsoft Word
- Administrative experience
- Organisational skills
- Health & wellbeing programme
- Employee assistance programme
Quick apply
14d
Client Onboarding Administrator
DAS UK Group —Bristol
- Communication skills
- Annual leave
- Employee discount
13d
Records Administrator
Osborne Clarke —Bristol
- Monday to Friday
- Microsoft Word
- Analysis skills
- Continuous improvement
Project Administrator
Optimised Group —Bristol
- Monday to Friday
- Data entry
- Organisational skills
- Communication skills
- Annual leave
- Life insurance
Client Administrator - Bristol
Atomos —Bristol
- Hybrid work
- CRM software
- Financial services
- AI
Service Administrator - North Somerset Ref:0157ZS
WithYou —Weston-super-Mare
- £26,250 a year
- English
- Administrative experience
- Analysis skills
- Annual leave
- Referral programme
4d
Office Administrator
Equisoft —Bath
- £26,000 - £35,000 a year
- Full-time
- Customer service
- Travel
- In-person
- Life insurance
Invoicing Administrator
Lancer Scott —Bristol
- £25,000 - £27,000 a year
- Full-time
- Microsoft Word
6d
Pensions Administration Assistants
Broadstone Corporate Benefits Limited —Bristol
- £24,500 a year
- Temporary
- Maths
Legal Team Assistant
Burges Salmon —Bristol
- Organisational skills
- Communication skills
11d
Receptionist
Star House Financial Services —Bristol
- £25,000 a year
- Microsoft Word
- Microsoft Outlook
- English
- Life insurance
Quick apply
Technical Administrator
Skanska —Bristol
- Customer service
- Data entry
- Bereavement leave
13d
Service Administrator
Harmony Fire —Yeovil
- Full-time
- Organisational skills
- Communication skills
Quick apply

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Client Services Administrator

Milne Wealth Management Ltd
Bristol

Quick apply

Job details

Part-time
£13.50 - £15.00 an hour
6 days ago

Benefits

Casual dress
Additional leave
Company pension
Work from home

Qualifications

Meeting coordination
Client engagement
Salesforce
Data analysis skills
English
Analysis skills
Relationship management
Customer support
Financial services
Customer interaction
AI
Communication skills
Time management

Full job description

Job Overview

This is primarily a CLIENT SERVICE/ADMINISTRATION role in the retail financial planning sector and is NOT suitable for someone seeking accountancy, data analysis, banking or a similar role. Please review company website for further information about our firm and what we do in order that you are applying for a role which suits your skillset.

If this role is of interest, please apply with CV and include a covering letter explaining why you are interested in this role. Applications with no cover letter will not be considered.

Planned Start Date October 2026.

We are seeking a dedicated and professional Client Services Administrator to join our team within a busy and successful financial advice practice. This role involves engaging with clients to provide exceptional support, ensuring their needs are met efficiently and effectively. The successful candidate will play a vital part in maintaining strong client relationships and supporting the organisation’s commitment to outstanding service delivery. Prior experience in financial services and familiarity with Salesforce are advantageous, alongside excellent communication and IT skills.

Responsibilities

Act as the primary point of contact for clients, addressing enquiries promptly and professionally.
Manage the diary of the Financial Adviser, booking and recording all client meetings and all aspects of the client journey on our internal systems.
Utilise Salesforce to manage client information, track interactions, and update records accurately.
Utilise all software systems used by the firm to ensure alignment of information recording and compliant completion of processes.
File preparation in advance of client meetings between clients and advisers.
Provide tailored solutions based on client needs, demonstrating a thorough understanding of our services.
Collaborate with internal teams and external providers to ensure client requests are fulfilled efficiently.
Maintain detailed records of all client interactions and follow-up actions.
Support the organisation in developing strategies to enhance customer satisfaction and retention.

Requirements

Proven experience in client services or a related role within the financial services/wealth management sector is essential.
Ability to understand and respond to the needs of the advisers in the firm in order that all client needs are supported.
Strong and accurate communication skills, both written and verbal, with the ability to convey information clearly and professionally.
Proficiency in learning and utilising all internal software and AI used in the business to support the needs of the client and the business processes. Examples of systems used are Salesforce, Outlook 365, Word and Excel, Calendly, SOFI AI, PreMeet, Zoom, internal Intranet.
Analytical skills to interpret data, generate insights, and support decision-making processes.
Exceptional organisational ability with excellent attention to detail and time management abilities to manage tasks in a timely manner.
Ability to work collaboratively within a team environment while managing multiple priorities effectively.
Willingness to develop compassionate, empathetic relationships with clients in order that their needs are responded to is a must.
Must have the ability to think proactively and strategically in line with seeing situations from the client's perspective in order that we achieve the highest levels of client care and service.
A proactive approach to problem-solving and a commitment to delivering exceptional customer service.

Job Type: Part-time

Pay: £13.50-£15.00 per hour

Benefits:

Additional leave
Casual dress
Company pension
Work from home

Experience:

Financial services: 2 years (required)

Language:

English (required)

Work authorisation:

United Kingdom (required)

Work Location: Hybrid remote in Bristol

Quick apply

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