Client Services Administrator (Financial Services)
Bristol
We’re looking for an organised and detail-focused Client Services Administrator to join a busy financial services team. This is a key role supporting advisers, paraplanners, and investment managers to ensure clients receive the highest standard of service.
What you’ll be doing:
* Acting as the first point of contact for client enquiries
* Preparing client portfolio valuations, statements, and reports
* Supporting client onboarding and maintaining accurate records
* Managing daily office operations, post, invoicing, and reconciliations
* Ensuring compliance with regulatory standards and internal processes
* Assisting with projects and contributing to process improvements
What we’re looking for:
* Proven administration experience (financial services background ideal)
* Strong attention to detail, numeracy, and organisational skills
* Proficiency with Word, Excel, and CRM/database systems
* Great communication skills and a client-first approach
* Ability to work independently and as part of a team
This is a great opportunity to develop your career within a supportive and professional environment, where your contribution makes a real difference to client outcomes.
Based in Bristol | Competitive salary & benefits
Interested? Get in touch to find out more.