Client Relationship Administrator Job at Office Angels (Taunton)

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 Coordinator / Administrator

As part of the Client Relations (Wealth Management) team, you will be responsibl...

Location

United Kingdom , Taunton

Salary:

24000.00 - 26500.00 GBP / Year

Office Angels

Expiration Date

Until further notice

Requirements

Proven experience in administration
Meticulous attention to detail and accuracy
Organised and self-motivated
Exceptional customer service skills with a flexible and adaptable approach
IT literate
Personable, presentable, and punctual
Excellent communication and interpersonal abilities

Job Responsibility

Efficiently handling all client enquiries
Preparing refreshments for client and company meetings
Proactively managing day-to-day administration tasks, including transacting cases onto the system and supporting consultants and clients throughout the application process
Liaising with providers to ensure seamless service delivery
Competently using various software packages for data entry and monitoring the company client database
Providing efficient client relations support through regular communication
Coordinating and implementing office procedures with the Head of Client Relations
Sorting and distributing incoming post and organising outgoing post
Booking meeting rooms and conference facilities as needed

What we offer

Generous Pension Scheme
30 Days Annual Leave, plus Bank Holidays, a day off for your birthday and an additional 2 extra days off for Christmas shutdown
Professional Growth Opportunities: Study support provided both financially and with time to study during the working day
Comprehensive Induction Programme
Annual Salary Review
Annual Bonus Scheme
Employee Assistance Program
Supportive Company Culture with Excellent Values
Modern, bright, open-plan, and luxurious offices
Impressive staff room and fully equipped gym with showers and changing room facilities

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

Our client is a leading online brokerage company with a strong presence in the U...

Location

Greece , Athens

Salary:

Not provided

Gitmax

Expiration Date

Until further notice

Requirements

Minimum of 3 years of experience in sales or client relationship management
Strong presentation and communication skills
Bachelor’s or Master’s degree in Marketing, PR, or a related field
Fluent in Greek and English
Excellent interpersonal skills and ability to collaborate within cross-functional teams

Job Responsibility

Client Acquisition and Relationship Management: Attract new clients and build lasting relationships with existing ones to ensure ongoing engagement and satisfaction
Client Onboarding and Presentations: Conduct presentations on investment products and services, delivering clear and professional information to clients
Client Support and Issue Resolution: Address client inquiries and issues promptly, providing tailored solutions to meet individual needs
Ongoing Communication: Maintain regular contact with clients to build trust and inform them about new market opportunities and strategic updates
Customized Investment Strategies: Develop and implement personalized strategies for key clients based on their goals and preferences
Administrative Support: Maintain accurate records, assist with transaction processing, and ensure efficient communication between clients and internal departments
Networking and Brand Representation: Participate in industry conferences and professional communities to enhance the company’s visibility and reputation
Collaboration with Internal Teams: Work closely with marketing and analytics departments to ensure a high standard of customer service
Feedback Analysis: Gather and analyze client feedback to continuously improve service quality and satisfaction
Reporting: Prepare regular reports on client interactions and strategy effectiveness

What we offer

Competitive salary with quarterly performance-based bonuses (up to 100% of the gross salary)
Partial coverage of the annual fee for a private insurance scheme
Engaging projects and professional growth within an expert team
Regular team-building events and cross-border networking opportunities
Company-provided laptop and necessary work equipment

Fulltime

Client Relationship Specialist

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

Location

United States , Chicago

Salary:

85000.00 - 95000.00 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, vision, dental, life, and disability insurance
401(k) plan

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 Manager

Our client is a leading online brokerage company with a strong presence in the U...

Location

Spain , Barcelona

Salary:

Not provided

Gitmax

Expiration Date

Until further notice

Requirements

Minimum of 3 years of experience in sales or client relationship management
Strong presentation and communication skills
Bachelor’s or Master’s degree in Marketing, PR, or a related field
Fluent in Spanish and English
Excellent interpersonal skills and ability to collaborate within cross-functional teams.

Job Responsibility

Client Acquisition and Relationship Management: Attract new clients and build lasting relationships with existing ones to ensure ongoing engagement and satisfaction
Client Onboarding and Presentations: Conduct presentations on investment products and services, delivering clear and professional information to clients
Client Support and Issue Resolution: Address client inquiries and issues promptly, providing tailored solutions to meet individual needs
Ongoing Communication: Maintain regular contact with clients to build trust and inform them about new market opportunities and strategic updates
Customized Investment Strategies: Develop and implement personalized strategies for key clients based on their goals and preferences
Administrative Support: Maintain accurate records, assist with transaction processing, and ensure efficient communication between clients and internal departments
Networking and Brand Representation: Participate in industry conferences and professional communities to enhance the company’s visibility and reputation
Collaboration with Internal Teams: Work closely with marketing and analytics departments to ensure a high standard of customer service
Feedback Analysis: Gather and analyze client feedback to continuously improve service quality and satisfaction
Reporting: Prepare regular reports on client interactions and strategy effectiveness.

What we offer

An opportunity to work with a fast-growing, international financial services company
Competitive salary with quarterly performance-based bonuses (up to 100% of the gross salary)
Partial coverage of the annual fee for a private insurance scheme
Engaging projects and professional growth within an expert team
Regular team-building events and cross-border networking opportunities
Company-provided laptop and necessary work equipment.

Fulltime

Client Relationship Administrator

Office Angels

Location:
United Kingdom , Taunton

Category:
Office Administration

Contract Type:
Employment contract

Salary:

Job Description:

Job Responsibility:

Requirements:

Nice to have:

Additional Information:

Job Posted:
November 03, 2025

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Job Description:

Job Responsibility:

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Job Posted:November 03, 2025

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Contract Type:
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Job Posted:
November 03, 2025