In brief
This client services administrator role supports financial advisers with daily operational tasks and client documentation. The work involves managing CRM records, processing investment applications and ensuring all administrative processes are completed accurately and within agreed timescales.
Best for
Recent graduates in finance-related disciplines or administrators seeking to enter the financial services sector.
Non-negotiable
Previous administration experience within an office environment required.
What you need
Required
Administration
Clearly required in the listing
Attention to detail
Clearly required in the listing
Communication
Clearly required in the listing
Organisation
Clearly required in the listing
Time management
Clearly required in the listing
Customer focus
Clearly required in the listing
Microsoft Word
Clearly stated in the job description.
Microsoft Excel
Clearly stated in the job description.
Microsoft Outlook
Clearly stated in the job description.
Preferred
No preferred skills or technologies were clearly stated.
Your day-to-day
Manage client records
Clearly stated in the job description.
Prepare reports and correspondence
Clearly stated in the job description.
Process applications
Clearly stated in the job description.
Liaise with stakeholders
Clearly stated in the job description.
Support pension and investment processes
Clearly stated in the job description.
Assist with client queries
Clearly stated in the job description.
Experience expected
Level
Entry level
Based on what the listing states
Years of experience
Not stated
No clear years requirement found
Evidence from the listing
Experience level
“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 devel…”
Full job description (from employer)⌄
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
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Note
We generate this analysis from the job description. The listing may have changed since then, or the analysis may not be fully accurate — always check the original posting before applying.