Client Relationship Administrator Job at Office Angels (Taunton)

Client Relationship Administrator

In this role, you'll be at the heart of client relationships - managing day-to-d...

Location

United Kingdom , Taunton

Salary:

25000.00 - 30000.00 GBP / Year

Office Angels

Expiration Date

Until further notice

Requirements

Solid administrative background
Excellent attention to detail
Confident, friendly communicator
Self-motivated and adaptable
Comfortable with IT systems and databases
Professional, punctual, and presentable

Job Responsibility

Handle client enquiries professionally and manage cases through to completion
Maintain accurate records, ensure FCA compliance, and liaise with providers for smooth processes
Prioritise tasks effectively to meet deadlines and exceed expectations
Support consultants with clear communication and assist with office procedures, post handling, and meeting arrangements
Contribute to a welcoming environment, including preparing refreshments when needed

What we offer

Competitive pension scheme with generous contributions
Additional leave for your birthday and Christmas
Financial support and study time for professional qualifications
Annual reviews and bonus scheme
Access to a confidential Employee Assistance Programme
Bright offices with a gym, showers, and a welcoming staff room

Fulltime

Client Relationship & Billing Coordinator

This role is all about supporting strong client relationships and making sure th...

Location

United Kingdom , Brighton

Salary:

14.17 - 15.98 GBP / Hour

Office Angels

Expiration Date

Until further notice

Requirements

Car driver required ideally
Experience in client relationship management
Experience in billing and invoice management
Ability to work closely with legal and finance teams
Knowledge of compliance and documentation processes

Job Responsibility

Time Tracking & Billing Support
Invoice Management
Client Data & Relationship Management
Compliance & Documentation
Team Collaboration & Learning

What we offer

Employed directly with Office Angels
Eye care vouchers and money towards glasses
Search for permanent work whilst in assignments
Weekly pay
Pension scheme option
28 days paid annual leave

Parttime

Client Relationship Manager

We are proud to be working with a dynamic and forward-thinking local business wi...

Location

United Kingdom , Wellington

Salary:

35000.00 GBP / Year

Office Angels

Expiration Date

Until further notice

Requirements

Previous office support experience within a corporate environment
Accuracy and strong attention for detail
Excellent organisational and time management
The ability to work under pressure and prioritise
Excellent communication, both verbal and written
Competent IT user
A positive and proactive approach to work and a desire to help and support the wider team
Calm and considered outlook in approach to problem solving

Job Responsibility

Provide a friendly and professional point of contact for clients and enquiries (by phone, email and in person)
Organise existing and prospective client meetings and actively manage Financial Consultants diary and workload as required
Liaise with clients on any administration queries they may have
Manage client service needs and client expectations to ensure client satisfaction
Ensure action points resulting from client meetings get diarised and dealt with
Preparation of meeting packs, to include new business for signing up
Completion, submission and follow up of applications, ensuring new business cases are processed in a timely and compliant manner
Organise client review meetings as per the company process as required
Preparation of client valuation reports, client review reports and maintaining client files to satisfy compliance requirements
Ensure follow up letters are sent in a timely manner

What we offer

Attractive salary of up to £35,000 per annum (dependent on experience)
Annual company bonus scheme
Generous annual leave allowance of 25 days, plus Bank Holidays
Fully expensed Summer and Christmas employee parties, fostering a vibrant company culture
Conveniently located luxurious office
Pension scheme for long-term financial security
Friendly and highly welcoming team
Impressive local reputation

Fulltime

Client Relationship Manager

As a Client Relationship Manager, you will play a crucial role in providing exce...

Location

United Kingdom , Wellington

Salary:

35000.00 GBP / Year

Office Angels

Expiration Date

Until further notice

Requirements

Working knowledge of financial products and regulatory standards
Strong analytical thinking and attention to detail
Excellent organisation, time management, and ability to prioritise under pressure
Confident communicator with solid IT skills
Committed to high standards and personal accountability
Positive, proactive team player with a supportive attitude
Calm and thoughtful problem-solver

Job Responsibility

First point of contact for client queries via phone, email, and in person
Schedule meetings and manage Financial Consultants' diaries
Handle client admin queries and ensure follow-up actions are completed
Prepare meeting packs and process applications accurately and compliantly
Manage documentation, policy details, and investment instructions
Organise review meetings and prepare reports
Maintain compliant records and ensure timely follow-up and action implementation
General admin support and record maintenance in Intelligent Office
Process client requests (e.g. surrenders, claims) and provide team cover
Escalate risks and contribute to team development and industry knowledge

What we offer

Annual company bonus scheme
Generous annual leave allowance of 25 days, plus Bank Holidays
Fully expensed Summer and Christmas employee parties
Conveniently located luxurious office
Pension scheme for long-term financial security
Friendly and highly welcoming team

Fulltime

Client Relationship Executive

We are seeking an organised, adaptable, and customer-focused candidate to join o...

Location

United Kingdom , Tunbridge Wells

Salary:

26000.00 - 30000.00 GBP / Year

Office Angels

Expiration Date

Until further notice

Requirements

Strong organisational skills with the ability to adapt quickly to changing priorities
Solid work history/experience in client account management or customer service based role
Excellent communication and relationship-building abilities
Confident in managing multiple priorities under pressure
Proficient in using IT systems and databases
Professional, proactive, and solutions-focused approach

Job Responsibility

Manage key client accounts, ensuring smooth contract delivery and meeting service levels agreed within contract
Keep clients updated on contract performance and job status
Respond to client queries promptly by email and telephone
Monitor service delivery to ensure contracted schedules are adhered to
Generate and follow up on quotes
Build and maintain positive relationships to retain and grow account revenue
Prepare KPI reports and participate in client online meetings/reviews
Oversee mobilisation of new client accounts
Maintain and update both internal and client systems
Complete administration tasks and ensure strong communication between all stakeholders

What we offer

22 days annual leave + bank holidays
Bonus
flexible start and finish times
progression opportunities
pension

Fulltime

Client Relationship Specialist

Provide high-touch client service and dedicated operational support to a team of...

Location

United States , Chicago

Salary:

85000.00 - 90000.00 USD / Year

Robert Half

Expiration Date

Until further notice

Requirements

Bachelor’s degree
Minimum of 4+ years relevant experience
FINRA Series 7 and 66 licenses strongly preferred
Familiarity with estates preferred
Highly motivated self-starter with a strong work ethic and positive “can-do” attitude
Excellent proficiency in Microsoft applications (Word, Excel, PowerPoint, etc.)
Familiarity with Salesforce, Wealthscape Investor and Black Diamond preferred

Job Responsibility

Client onboarding, including preparation of new account paperwork and client information-gathering
Account maintenance, including any account registration and account profile changes
Asset movement processing, including journals, wire transfers and EFTs
Assist with quarterly billing and performance reporting
Client issue resolution
Gathering tax information for clients and assisting with tax reporting
Relationship management, including regular client contact
General administrative functions
Maintaining information in the Client Relationship Management System
Exception report review

What we offer

medical insurance
vision insurance
dental insurance
life insurance
disability insurance
401(k) plan
free online training
career advancement opportunities
work-life balance

Fulltime

Private Client Support Administrator

Chase de Vere are known as experts in our field and we pride ourselves on the re...

Location

Salary:

Not provided

Chase de Vere

Expiration Date

Until further notice

Requirements

Experience of working within a financial advisory firm
Experience working within defined service standards, policies and procedures
Good communication skills, via email and phone
Good time management and organisational skills
The ability to work in a fast-paced environment whilst maintaining excellent attention to detail
Be confident using all programmes within the Microsoft Office Suite (Word/ Excel/ PowerPoint)

Job Responsibility

Providing 1-1 support for Independent Financial Advisers
Responding to day to day technical and process queries from Advisers, Administrators and Clients
Preparing client meeting packs
Recording and updating the back office systems
Booking client review appointments and managing IFA’s diary
Maintaining client files throughout the application stage
Processing new business received via post or online
Loading relevant data on to the CRM database
Updating IFA’s & Clients’ on the progress of their new business cases
Adhering to FCA regulations and internal policy and procedure

What we offer

Opportunity to earn an annual bonus
25 days holiday, plus bank holidays
A day off for your birthday
Life assurance – 4 x salary
Comprehensive induction and training programme
Funded exams and paid study leave
A wide range of voluntary flexible benefits to suit your individual needs
The option to buy additional holiday days
Cycle to work Scheme
Two paid volunteering days each year, to support your local community

Senior Client Experience Executive

To help to deliver Foster Denovo’s Client Services Proposition by providing a hi...

Location

United Kingdom , Weybridge; London; Glasgow; North Shields

Salary:

Not provided

Foster Denovo

Expiration Date

Until further notice

Requirements

Thorough understanding of the EB processes, client file requirements and the regulatory requirements imposed by the FCA
Following Secondsight processes to deliver a personalised and high quality service
Proficient in the upload of client contribution and assessment files
Managing and producing client governance reports
Familiarising yourself with each client’s circumstances, objectives and timescales
Building relationships with your clients and managing any client queries, responding in a timely fashion and within SLA times
Organising and attending client meetings
Sending regular communications and updates to corporate clients
Managing client feedback, supporting with the annual DCJ with your clients
Supporting where required with advisor prep and advisor meeting days

Job Responsibility

Help to deliver Foster Denovo’s Client Services Proposition by providing a high quality administration and support service to corporate clients and your Practice
Provide a consistent first class service to meet and where possible exceed a clients’ expectations
Be the main point of contact for a number of clients, (usually HR teams)
Manage own administrative tasks in addition to supporting more junior members of the team
Juggling multiple pieces of work, get involved in more in-depth client support tasks, such as governance, feedback reports, uploads and assessments
Communication is a key part of this role to keep clients and Consulting Partner’s updated
Have a warm and professional demeanour both on the telephone and in written form and the ability to build good relationships with our corporate clients

What we offer

25 days holiday (increasing by an additional day per annum up to 30 days)
Discretionary bonus
Foster Denovo will match your personal pension contribution up to a maximum of 7.5%
Life assurance of up to 4 x your salary
Income protection of 75% of your basic salary in the event of long term sickness
Employees can use our financial advisers within the company for any financial advice or knowledge
Interest free season tickets loans, eye care and childcare vouchers
Shopping discounts benefits portal (discounts on holiday, gym and high street retailers)

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Client Relationship Administrator

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