Client Services Administrator

Client Services Administrator (Financial Services)BristolWe’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 enquiriesPreparing client portfolio valuations, statements, and reportsSupporting client onboarding and maintaining accurate recordsManaging daily office operations, post, invoicing, and reconciliationsEnsuring compliance with regulatory standards and internal processesAssisting with projects and contributing to process improvementsWhat we’re looking for:Proven administration experience (financial services background ideal)Strong attention to detail, numeracy, and organisational skillsProficiency with Word, Excel, and CRM/database systemsGreat communication skills and a client-first approachAbility to work independently and as part of a teamThis 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 & benefitsInterested? Get in touch to find out more.

Created: 2025-09-17