Client Services Administrator Location: Harrogate (Hybrid Working- 3 days in office) Salary: £27,000 plus benefits A fantastic opportunity has arisen for a highly organised and proactive Client Services Administrator to join a prestigious investment management team based in Harrogate. This role offers the chance to support a leading wealth management business that provides a full range of investment services to private clients, with an outstanding reputation for client care and professional excellence. You will play a vital role in supporting the investment management team, liaising directly with clients and intermediaries, and ensuring the smooth onboarding of new clients. This is a great opportunity for someone who is passionate about delivering exceptional service, is detail-oriented, and thrives in a busy, professional environment. Key Responsibilities: Provide comprehensive secretarial and administrative support to the investment management team. Liaise directly with clients on behalf of Investment Managers, taking instructions and booking meetings. Assist with client onboarding, preparing reports, maintaining client records, and ensuring all documentation is compliant and up to date. Support the quarterly valuation process, including drafting client communications and coordinating with third parties. Handle cash movements and account administration, including processing ISA subscriptions and SIPP transfers. Maintain and update management information and suitability logs in Excel. Assist in preparing client presentations using PowerPoint. Identify and suggest improvements to internal processes and systems to enhance efficiency. Support wider office functions, including answering overflow calls from reception. Keep up to date with company policies, procedures, and compliance requirements. About You: Previous experience working in an administrative role; experience within financial services is advantageous but not essential. Strong verbal and written communication skills, with the ability to deal professionally with clients and colleagues. Highly organised, detail-focused, and a natural problem-solver. Confident working independently as well as part of a team. Proficient in Microsoft Word, Excel, and PowerPoint. Enthusiastic, adaptable, and eager to support a team committed to service excellence. What’s on Offer: Competitive salary and discretionary bonus scheme. Hybrid working model. 25 days’ annual leave plus bank holidays. 6% employer pension contribution. Private medical insurance, group life assurance, and income protection insurance. Support for further education and professional training. Confidential Employee Assistance Programme. Two additional days per year for voluntary work. Access to employee discount schemes. Company Culture: You will be joining a highly professional and collaborative business that embraces innovation, trusts its people, and maintains the highest standards of service for clients. If you are looking for a role where your skills and commitment will be genuinely valued, this could be the perfect next step in your career.