Client Servicing Administrator
Location: Altrincham
Hours: Monday to Friday, 9:00am – 5:00pm (flexibility available)

Overview

An excellent opportunity has arisen for a highly organised and client-focused individual to join a busy and professional operations team as a Client Servicing Administrator.

This role is central to delivering a seamless and high-quality client journey. You will play a key part in supporting advisers and ensuring that all client servicing activities, including review scheduling and engagement, are carried out efficiently and accurately.

Key Responsibilities

• Serve as a main point of contact for clients, delivering a consistently high standard of service both over the phone and in person
• Proactively identify clients due for financial reviews using internal systems
• Coordinate and schedule client review meetings (both face-to-face and virtual)
• Effectively manage adviser diaries and ensure optimal planning of appointments
• Prepare and distribute client review documentation to a high standard
• Maintain accurate and up-to-date client records, logging all interactions within internal systems
• Conduct follow-ups with clients to ensure engagement and continuity of service
• Produce reports to support advisers in preparation for client meetings
• Support ongoing client engagement activities, including scheduled communications
• Ensure all administrative processes are completed in line with regulatory and company standards
• Contribute to the smooth running of the office through general administrative support

Skills and Experience

• Proficiency in Microsoft Office applications, including Outlook, Word, Excel and Teams
• Strong organisational skills with the ability to manage multiple tasks effectively
• Excellent communication skills, both written and verbal
• Professional and confident telephone manner
• High level of attention to detail and accuracy
• Ability to work both independently and as part of a team
• Proactive approach with the ability to prioritise workload
• Strong sense of integrity and commitment to maintaining confidentiality

About You

You will be a motivated and detail-oriented individual with a strong focus on delivering outstanding client service. You are comfortable managing competing priorities in a structured and efficient manner, and take pride in maintaining high standards in all aspects of your work. Experience within a professional services or financial services environment would be advantageous.

Benefits

• 25 days holiday plus bank holidays plus an additional day for your birthday
• Company pension scheme
• Life insurance
• Access to employee discounts and benefits platform
• Regular company events
• Hybrid working available following successful completion of probation

If you’d like to be considered for this role, please apply now or contact Rhyan Scott at Reed Financial Services for more information.