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Client Services Administrator - Financial Services

Location: Stafford
Salary: £32,000
Permanent | Hybrid Working (Remote/Stafford Office)
Working hours: Flexible shift pattern available, 8am – 4pm or 9am – 5pm

Are you an experienced Client Services Administrator with a background in financial services? We have a fantastic opportunity for you!

At Harris Commercial, we're partnering with a leading financial services company in Stafford to find a dedicated and skilled individual to join their team. This role offers a chance to build a fulfilling career within a dynamic office environment while enjoying the flexibility of hybrid working.

What will I be doing?

As a Client Services Administrator, your duties will include:

* Providing exceptional client service by resolving queries and arranging client meetings.

* Handling requests for deposits, withdrawals, and maintaining client accounts.

* Coordinating and preparing reports and presentations for annual review meetings.

* Drafting authority letters, completing fact finds, and generating reports such as CTC, CGT, and valuations.

* Assisting with the organisation of client events and performing general administrative tasks.

What are we looking for?

The ideal candidate will possess:

* Proven experience in Client Services/Financial Administration within financial services.

* Excellent communication skills, both written and verbal.

* A professional, confident phone manner and the ability to build strong client relationships.

* Self-motivation and a results-driven attitude.

* Proficiency with spreadsheets and word processing software.

* Outstanding organizational and multitasking abilities.

This is an excellent opportunity to advance your career in financial services while working in a collaborative and supportive team environment