Client Servicing Administrator - Financial Services

Job Description About the Role Capstone Financial is seeking a professional and personable Receptionist / Client Servicing Administrator to join our Operations Team in Altrincham. This is a key role within the business, supporting both our advisers and clients. You will be responsible for ensuring client reviews are scheduled and processed efficiently, maintaining a high level of accuracy and delivering an exceptional client experience at every touchpoint. Key Responsibilities Acting as the first point of contact for clients, managing reception duties including answering and directing calls Coordinating meeting room bookings and ensuring rooms are prepared to a high standard Running reports via our back-office system to identify clients due for financial reviews Supporting advisers by providing reports and booking client review meetings Contacting clients to arrange review meetings (face-to-face or virtual) Managing adviser diaries effectively Logging all client interactions and maintaining accurate records within the system Following up with clients where contact has not been successful, including written communication in line with company processes Preparing client review packs for meetings Managing client engagement activities, including birthday communications and gifts Maintaining a professional and welcoming office environment Supporting general administrative tasks, including stock management of office supplies Delivering exceptional customer service both in person and over the phone Skills & Experience Proficient in Microsoft Office (Outlook, Word, Excel, Teams) Strong communication and organisational skills Confident and professional telephone manner High attention to detail and accuracy Ability to manage multiple tasks and prioritise effectively Proactive, flexible, and team-oriented approach High level of integrity and respect for confidentiality About You You are confident, organised, and client-focused, with excellent interpersonal skills. You enjoy speaking with clients and take pride in delivering a high standard of service. You are proactive, efficient, and thrive in a busy, team-oriented environment. Benefits 25 days holiday plus your birthday off Company pension scheme Life insurance Perkbox / employee discounts Company events Hybrid working available following successful completion of probation

Created: 2026-04-30