Jobs
My ads
My job alerts
Sign in
Find a job Career Tips Companies
Find

Client services administrator

Taunton
Permanent
Client service administrator
£28,000 - £32,000 a year
Posted: 4h ago
Offer description

Client Services Administrator Hybrid, 3 days in the office and 2 days from home after a period of training Full-Time | Permanent | 35 hours/week Salary: £28,000 - £32,000 Are you a confident, proactive professional with a passion for delivering exceptional client service? Do you thrive in a collaborative environment and enjoy being the organisational backbone of a busy team? If so, we'd love to hear from you! About the Role As a Client Services Administrator, you'll play a vital role in supporting financial advisers and paraplanners, ensuring clients receive a seamless and high-quality experience. You'll be the first point of contact for enquiries, manage diaries, coordinate meetings, and take ownership of administrative tasks with precision and care. This hybrid role offers the flexibility of working 3 days in the office and 2 days from home. Key Responsibilities Handle client communications with professionalism and efficiency Manage adviser diaries and schedule client meetings Support client onboarding and annual review processes Process new business and client queries with accuracy Maintain strong relationships across teams and with external contacts Uphold ethical standards and comply with industry regulationsWhat We're Looking For We're seeking someone with at least three years of experience in a client-facing administrative role, who brings excellent interpersonal and organisational skills to the table. You'll be confident, articulate, and commercially aware, with a keen eye for detail and a natural problem-solving mindset. The ideal candidate will be empathetic and patient when handling challenging situations, and will demonstrate a proactive, "can do" attitude with the confidence to ask questions and take initiative. Why Join Us? We offer a supportive and flexible culture where you can grow and thrive. You'll be part of a forward-thinking team that values your development and encourages you to be your best! Please be aware this advert will remain open until the vacancy has been filled. Interviews will take place throughout this period, therefore we encourage you to apply early to avoid disappointment. Tate is acting as an Employment Business in relation to this vacancy. Tate is committed to promoting equal opportunities. To ensure that every candidate has the best experience with us, we encourage you to let us know if there are any adjustments we can make during the application or interview process. Your comfort and accessibility are our priority, and we are here to support you every step of the way. Additionally, we value and respect your individuality, and we invite you to share your preferred pronouns in your application

Apply
Create E-mail Alert
Job alert activated
Saved
Save
See more jobs
Similar jobs
Administration jobs in Taunton
jobs Taunton
jobs Somerset
jobs England
Home > Jobs > Administration jobs > Client service administrator jobs > Client service administrator jobs in Taunton > Client Services Administrator

About Jobijoba

  • Career Advice
  • Company Reviews

Search for jobs

  • Jobs by Job Title
  • Jobs by Industry
  • Jobs by Company
  • Jobs by Location
  • Jobs by Keywords

Contact / Partnership

  • Contact
  • Publish your job offers on Jobijoba

Legal notice - Terms of Service - Privacy Policy - Manage my cookies - Accessibility: Not compliant

© 2025 Jobijoba - All Rights Reserved

Apply
Create E-mail Alert
Job alert activated
Saved
Save