Client Care Assistant
Location : Carlisle office-based
Salary : 24000 rising to 25000 after probation
Contract : Permanent Full-time
NXT Recruitment is proud to be supporting a well-established and growing professional services business based in Carlisle which is looking to appoint a Client Care Assistant to join their team.
This is an office-based role where you will provide high-quality administrative support to advisers manage client enquiries and ensure smooth back-office operations. The role offers the opportunity to develop your skills and progress within the client care function.
The role
You will handle day-to-day client enquiries and key administrative tasks with increasing independence helping maintain a professional and consistent service. You will support the smooth running of workflows and contribute to delivering an excellent client experience.
Key responsibilities
* Provide administrative support to advisers and the client care team
* Manage client enquiries efficiently and professionally
* Maintain accurate client records and documentation
* Assist with document preparation and completion of client-facing forms
* Book appointments following standard guidance
* Use templates scripts and guided workflows confidently
* Support a consistent and seamless client journey
About you
* Basic understanding of financial services terminology
* Familiarity with client care processes and back-office systems
* Accurate data input and attention to detail
* Comfortable with basic call-handling and client interaction
* Reliable punctual and professional
* Willingness to learn and develop within the role
* Team-oriented with a positive attitude and openness to feedback
Whats on offer
* 24000 rising to 25000 after probation
* Office-based role in Carlisle
* Opportunity to develop your career within the client care team
* Supportive and professional working environment
If youre looking for a client care role with the chance to grow and take ownership within a professional services team wed love to hear from you.
For a confidential discussion or to apply contact Simon Kean on or email .
NXT Recruitment acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. By applying for this role you agree to our terms conditions and privacy policy which can be found on our website.
Required Experience
Junior IC
Key Skills
* Business Development
* Customer Services
* Journal Entries
* Powerpiont
* Account Management
* Communication
* CRM
* General Ledger Accounts
* Salesforce
* Project Management
* Client Services
* Payroll
* Customer Relationships
* Client Management
* Data Analysis
Employment Type : Full Time
Experience : years
Vacancy : 1
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