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Client Services Administrator
Job Posted: 23 days ago
Salary: £ 28,000 - 32,000 / Annum
Job Type: Permanent
Location: Taunton, Somerset
Expire in: 5 days
Job Description
Client Services Administrator
Hybrid, 3 days in the office and 2 days from home after a period of training
Full-Time | Permanent | 35 hours/week
Salary: £28,000 - £32,000
Are you a confident, proactive professional with a passion for delivering exceptional client service? Do you thrive in a collaborative environment and enjoy being the organisational backbone of a busy team? If so, we'd love to hear from you!
About the Role
As a Client Services Administrator, you'll play a vital role in supporting financial advisers and paraplanners, ensuring clients receive a seamless and high-quality experience. You'll be the first point of contact for enquiries, manage diaries, coordinate meetings, and take ownership of administrative tasks with precision and care.
This hybrid role offers the flexibility of working 3 days in the office and 2 days from home.
Key Responsibilities
Handle client communications with professionalism and efficiency
Manage adviser diaries and schedule client meetings
Support client onboarding and annual review processes
Process new business and client queries with accuracy
Maintain strong relationships across teams and with external contacts
Uphold ethical standards and comply with industry regulationsWhat We're Looking For
We're seeking someone with at least three years of experience in a client-facing administrative role, who brings excellent interpersonal and organisational skills to the table. You'll be confident, articulate, and commercially aware, with a keen eye for detail and a natural problem-solving mindset. The ideal candidate will be empathetic and patient when handling challenging situations, and will demonstrate a proactive, "can do" attitude with the confidence to ask questions and take initiative.
Why Join Us?
We offer a supportive and flexible culture where you can grow and thrive. You'll be part of a forward-thinking team that values your development and encourages you to be your best!
Please be aware this advert will remain open until the vacancy has been filled. Interviews will take place throughout this period, therefore we encourage you to apply early to avoid disappointment.
Tate is acting as an Employment Business in relation to this vacancy.
Tate is committed to promoting equal opportunities. To ensure that every candidate has the best experience with us, we encourage you to let us know if there are any adjustments we can make during the application or interview process. Your comfort and accessibility are our priority, and we are here to support you every step of the way. Additionally, we value and respect your individuality, and we invite you to share your preferred pronouns in your applicationBefore You Apply
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