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Client Servicing Administrator
Job Posted: 5 days ago
Salary: £ Competitive
Job Type: Permanent
Location: Bury St Edmunds, Suffolk
Expire in: 23 days
Job Description
Are you a detail-driven admin superstar who thrives in a fast-paced, people-focused environment?
Time Appointments is working with a highly respected and growing financial services firm that’s on the hunt for a Client Servicing Administrator to support their high-performing Private Client team.
If you're looking for a role where your work truly makes a difference and every day brings something new — this could be the role for you! You'll be an essential part of delivering an exceptional client experience. Your behind-the-scenes magic will ensure accurate, timely support to Financial Planners and smooth operations of the business.
Key Responsibilities:
* Prepare comprehensive client review packs for upcoming meetings.
* Maintain accurate and up-to-date client records in line with internal processes.
* Liaise with third parties and internal departments to obtain information and answer client queries.
* Prioritise work effectively between emails, tasks, post, reviews and phone calls.
* Support, train, and mentor new team members to ensure smooth onboarding and development.
* Keep Financial Planners informed of progress and raise any concerns as needed.
* Assist with front-of-house duties during reception cover (breaks, sickness, annual leave).
* Contribute to the ongoing improvement of systems and processes by providing feedback.
* Ensure compliance by maintaining a clear audit trail and using systems accurately.
Essential Skills & Attributes:
* Proven administrative or secretarial experience, ideally within financial services.
* Strong organisational skills with excellent attention to detail.
* Confident communicator – written and verbal.
* Proficient IT and data management skills.
* Ability to follow procedures and manage time effectively.
* Professional, trustworthy, and curious with a willingness to learn.
* GCSEs/A-Levels in English and Maths (or equivalent)
In return, you will receive:
* 38 Days Annual Leave – incl. Christmas closure, your birthday off & bank holidays
* Fully Funded Training & Exams + Paid Study Leave
* Flexible Working & Free Parking
* 5% Employer Pension Contribution
* Profit Share Bonus & Length of Service Recognition
* Healthcare Benefits – Life Cover, Income Protection, Cash Plan & Subsidised Private Healthcare
* Wellbeing Perks – Free Drinks, Fruit, Cycle to Work Scheme & Employee Assistance
* Regular Social Events & 15% Discount on Legal ServicesBefore You Apply
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Looking for your next career move? Join a top company hiring Client Servicing Administrator job near me in Bury St Edmunds, Suffolk! This is your chance to work on exciting projects, grow professionally, and enjoy a rewarding career with competitive pay and excellent benefits. Whether you're an experienced professional or looking to take the next step, this role offers the perfect opportunity to enhance your skills and make an impact. Don’t miss out—apply today via Vita CV and take your career to the next level!
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