Client Relationship Administrator Job at Beacon Hill (Boston)

Client Relationship Administrator

As a key member of the Client Relations (mortgages) team, you'll play a vital ro...

Location

United Kingdom , Taunton

Salary:

24000.00 - 26500.00 GBP / Year

Office Angels

Expiration Date

Until further notice

Requirements

Strong administrative experience
Excellent attention to detail
Confident communicator with a personable approach
Self-motivated and adaptable
Comfortable using IT systems and databases
Professional, punctual, and presentable

Job Responsibility

Responding to client queries
Managing mortgage applications from start to finish
Liaising with lenders and providers
Maintaining accurate records using internal systems and software
Supporting consultants with documentation and case progression
Coordinating meetings, preparing refreshments, and handling post
Assisting with office procedures and ensuring smooth daily operations

What we offer

Competitive pension scheme with generous contributions
Additional time off for your birthday and at Christmas
Support with professional development - both funding and study time
Thorough induction programme
Annual performance reviews and a bonus scheme
Access confidential support through the Employee Assistance Programme
Bright, modern offices include a fully equipped gym, showers, and a welcoming staff room
Join a values-led team that genuinely looks out for one another

Fulltime

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 Administrator / PA

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

Location

United Kingdom , Wellington

Salary:

33000.00 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

Matched pension contributions up to 5%, plus reinvestment of employer NI savings
Private medical insurance for all permanent employees
Life assurance (4× salary) and income protection (75% salary in long‑term illness)
Generous holiday allowance - starting at 33 days (including bank holidays) and rising to 38 days with service, plus the option to buy more
Full funding for professional exams, training and subscriptions
Electric car, cycle‑to‑work and season ticket schemes
Long‑service awards, referral bonuses, and paid volunteering time

Fulltime

Client Relationship Administrator / PA (Financial Services)

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

Location

United Kingdom , Wellington

Salary:

33000.00 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

Matched pension contributions up to 5%, plus reinvestment of employer NI savings
Private medical insurance for all permanent employees
Life assurance (4× salary) and income protection (75% salary in long-term illness)
Generous holiday allowance - starting at 33 days (including bank holidays) and rising to 38 days with service, plus the option to buy more
Full funding for professional exams, training and subscriptions
Electric car, cycle-to-work and season ticket schemes
Long-service awards, referral bonuses, and paid volunteering time

Fulltime

Client Relationship Administrator / Pa

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

Location

United Kingdom , Wellington

Salary:

33000.00 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

Matched pension contributions up to 5%, plus reinvestment of employer NI savings
Private medical insurance for all permanent employees
Life assurance (4× salary) and income protection (75% salary in long‑term illness)
Generous holiday allowance - starting at 33 days (including bank holidays) and rising to 38 days with service, plus the option to buy more
Full funding for professional exams, training and subscriptions
Electric car, cycle‑to‑work and season ticket schemes
Long‑service awards, referral bonuses, and paid volunteering time

Fulltime

Client Relationship Specialist

We are seeking a highly motivated Client Relationship Specialist to provide high...

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, including but not limited to: Maintaining information in the Client Relationship Management System
Exception report review
Preparation of miscellaneous paperwork, such as letters of authorization, check-writing applications, operational documents, etc.

What we offer

medical insurance
vision insurance
dental insurance
life insurance
disability insurance

Fulltime

Client Relationship Manager

The primary purpose of this role is to provide high-quality administrative suppo...

Location

United Kingdom , Wellington

Salary:

33000.00 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

Matched pension contributions up to 5%, plus reinvestment of employer NI savings
Private medical insurance for all permanent employees
Life assurance (4× salary) and income protection (75% salary in long‑term illness)
Generous holiday allowance - starting at 33 days (including bank holidays) and rising to 38 days with service, plus the option to buy more
Full funding for professional exams, training and subscriptions
Electric car, cycle‑to‑work and season ticket schemes
Long‑service awards, referral bonuses, and paid volunteering time

Fulltime

Client Relationship Associate

Robert Half Financial Services are currently recruiting for a Client Relationshi...

Location

United States , New York

Salary:

90000.00 - 110000.00 USD / Year

Robert Half

Expiration Date

Until further notice

Requirements

3+ years’ Client Services or Relationship Management experience within investment advisory, wealth management or private banking
Knowledge of custodian systems such as Raymond James or Charles Schwab is advantageous
Knowledge of Tamarac CRM system is advantageous
Excellent verbal and written communication skills
Bachelor degree

Job Responsibility

Assists the firm’s Wealth Advisors in servicing the needs of clients, often serving as the first point of communication
Continually develop and strengthen relationships with clients
Provide timely and accurate responses to operational and administrative client inquiries
Accurately and completely prepare and facilitate all account paperwork required in establishing and maintaining client accounts
Manage all communication between clients and the firm’s custodians
Prepare for and complete special projects throughout the year
Consistently identify opportunities the company to improve its client service and/or operations capabilities

What we offer

medical
vision
dental
life and disability insurance
401(k) plan
free online training

Fulltime

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