About the Role
As a Client Services Administrator, you will play a critical role in ensuring the smooth delivery of high-touch support to both clients and advisers. Acting as the operational backbone of the advisory process, you’ll handle everything from onboarding and documentation to ongoing client servicing and administrative coordination.
This is a role that demands precision, professionalism, and a proactive mindset. You’ll be responsible for managing time-sensitive tasks with discretion and accuracy, ensuring every interaction reflects the firm’s commitment to exceptional service.
You’ll work closely with advisers, paraplanners, and support teams to deliver an experience that is seamless, compliant, and client-focused. Whether it’s preparing reports, maintaining records, or liaising with providers, you’ll be instrumental in upholding the standards that clients of this calibre expect.
Requirements
Prior experience in a client support, administrative, or operations role within financial services or professional services
Exceptional attention to detail and a commitment to accuracy in all documentation and communication
Strong organisational skills with the ability to prioritise and manage multiple tasks efficiently
Professional, discreet, and client-facing demeanour; capable of handling sensitive information with confidentiality
Excellent written and verbal communication skills
Proficient in Microsoft Office Suite and comfortable working with CRM and reporting systems
A proactive approach and the confidence to take ownership of responsibilities
A collaborative mindset and the ability to work seamlessly as part of a high-performing team
Genuine interest in financial services and a desire to contribute to a culture of excellence
About the Company
Our client is a well-established, highly regarded wealth management firm known for delivering tailored financial solutions to a discerning client base. With a legacy built on trust, discretion, and performance, they provide holistic advisory services that span investment management, financial planning, and estate strategy.
Operating with a boutique approach and institutional strength, they pride themselves on the long-standing relationships they’ve cultivated both with clients and within their team. Their environment is professional yet personal, where high standards are met with deep support and collaboration.
Joining this firm means stepping into a culture of excellence where attention to detail, client care, and operational precision are not just appreciated but expected. It’s an exceptional opportunity to contribute to a company that values both ambition and integrity.