Client Administrator

Client Services Administrator

Liverpool City Centre | Full Time | Permanent | Monday-Friday

Are you an organised and detail-focused graduate / administrator looking to build a long-term career in financial services?

We're recruiting for a Client Services Administrator to join a growing and professional organisation, providing administrative support to advisers and helping ensure clients receive an excellent service throughout their journey.

This is an excellent opportunity for someone with previous administration experience who is looking to move into the financial services sector. It would particularly suit recent graduates in Economics, Finance, Business, Accounting or similar disciplines, as well as candidates with A-Levels and strong office administration experience who are keen to develop their career.

The Role

You'll be responsible for supporting advisers with a wide range of administrative tasks, including:

Managing client records and documentation

Updating information on internal CRM systems

Preparing reports and client correspondence

Processing applications and checking documentation

Liaising with clients, advisers and third-party providers

Supporting pension and investment administration processes

Maintaining accurate records and ensuring work is completed within agreed timescales

Assisting clients with online account access and general queries

What We're Looking For

Previous administration experience within an office environment

Strong attention to detail and accuracy

Excellent written and verbal communication skills

Good working knowledge of Microsoft Office, including Word, Excel and Outlook

Strong organisational and time management skills

A professional and customer-focused approach

Ability to work independently and as part of a team

Why Apply?

Excellent entry point into the financial services and wealth management sector

Opportunity to build specialist industry knowledge

Supportive and professional working environment

Long-term career development opportunities

Ideal for graduates seeking a career within financial services, investments or pensionsIf you're looking for an opportunity to take your administration experience to the next level and join a business where you can develop a rewarding long-term career, we'd love to hear from you!

Please apply here or send your CV directly to (url removed) and I'll be in touch.

Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age