Client Support Administrator
Location: Guildford - Central
Salary: £26, - £29, per annum (based on experience)
Hours: Monday -Friday (9am -5pm) -Office based
Benefits: 31 holidays (including BH), Medical and Life insurance, Sick Pay, Pension scheme.
Interview ASAP!
Are you a detail-driven administrator with a passion for delivering top-notch client service? Do you thrive in a fast-paced, professional environment? If so, we have the perfect opportunity for you!
Join a successful financial services firm in the heart of Guildford as a Client Support Administrator. You will be the backbone of the client services team, ensuring smooth operations and exceptional client care.
Responsibilities:
1. Providing comprehensive administrative support to the team.
2. Delivering outstanding customer service over the phone.
3. Onboarding clients and conducting AML checks.
4. Maintaining accurate client data across platforms.
5. Managing incoming/outgoing post and correspondence.
6. Reviewing clients' HMRC online accounts.
7. Updating client trackers and preparing standard HMRC letters.
8. Uploading tax returns to client portals.
9. Preparing engagement letters and managing document workflows.
10. Supporting Managers, Senior Managers, and Partners with ad hoc tasks.
Requirements
11. Strong attention to detail and organisational skills.
12. Excellent interpersonal and customer service abilities.
13. A proactive approach to problem-solving and teamwork.
14. Experience or prior experience working in financial services (desirable)
If you would be interested in learning more about this exciting role then APPLY NOW! Or email your cv to
Office Angels is an employment agency. We are an equal opportunities employer who put expertise, energy, and enthusiasm into improving everyone's chance of being part of the workplace. We respect and appreciate people of all ethnicities, generations, religious beliefs, sexual orientations, gender identities, abilities and more. We do this by showcasing their talents, skills and unique experience in an inclusive environment that helps them thrive. If you require reasonable adjustments at any stage, please let us know and we will be happy to support you.
Office Angels is an employment agency and business. We are an equal-opportunities employer who puts expertise, energy and enthusiasm into improving everyone's chance of being part of the workplace. We respect and appreciate people of all ethnicities, generations, religious beliefs, sexual orientations, gender identities, abilities and more. By showcasing talents, skills and unique experiences in an inclusive environment, we help individuals thrive. If you require reasonable adjustments at any stage, please let us know and we will be happy to support you.
Office Angels acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. Office Angels UK is an Equal Opportunities Employer.