Client Services Administrator Job at Office Angels (Taunton)

Account Executive - Client service administrator

Working within a team servicing major Brands. The role is very much about buildi...

Location

United Kingdom , Melksham

Salary:

Not provided

The Delta Group

Expiration Date

Until further notice

Requirements

Good communication skills, strong organisational abilities, and excellent time-management
Previous experience in account management
Knowledge of POS would be advantageous but is not essential
Ability to react to challenging client requests or escalating requirements as needed and juggle multiple account management projects at a time, whilst maintain sharp attention to detail
Good working levels of Windows and Excel are essential
Experience of Tharstern would be useful however full training will be provided to the right candidate

Job Responsibility

Manage and respond to day-to-day enquiries
Studio briefing
Raising estimates and booking in work with production
Proof-reading and checking files before they go to print
Building strong relationships with clients
Taking effective written and verbal briefs and working with all departments, including our large creative design studio

What we offer

Friendly working environment
26 days annual holidays + 8 Public/Bank holidays
Company contributory pension scheme after 3 months
Death in Service Benefit available subject to Company pension sign- up
Employee Assistance Scheme
Staff retail discount scheme

Fulltime

Client Administrator

We are seeking a talented administrator to join our award-winning client in the ...

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

Financial Services Administrator

We are seeking a talented administrator to join our award-winning client in the ...

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
Generous annual leave package including additional days off for your birthday and Christmas
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 Support Administrator

Are you a detail-driven administrator with a passion for delivering top-notch cl...

Location

United Kingdom , Guildford

Salary:

26000.00 - 29000.00 GBP / Year

Office Angels

Expiration Date

Until further notice

Requirements

Strong attention to detail and organisational skills
Excellent interpersonal and customer service abilities
A proactive approach to problem-solving and teamwork
Experience or prior experience working in financial services (desirable)

Job Responsibility

Providing comprehensive administrative support to the team
Delivering outstanding customer service over the phone
Onboarding clients and conducting AML checks
Maintaining accurate client data across platforms
Managing incoming/outgoing post and correspondence
Reviewing clients' HMRC online accounts
Updating client trackers and preparing standard HMRC letters
Uploading tax returns to client portals
Preparing engagement letters and managing document workflows
Supporting Managers, Senior Managers, and Partners with ad hoc tasks

What we offer

31 holidays (including BH)
Medical and Life insurance
Sick Pay
Pension scheme

Fulltime

Client Support Administrator

Are you a detail-driven administrator with a passion for delivering top-notch cl...

Location

United Kingdom , Guildford

Salary:

26000.00 - 29000.00 GBP / Year

Office Angels

Expiration Date

Until further notice

Requirements

Strong attention to detail and organisational skills
Excellent interpersonal and customer service abilities
A proactive approach to problem-solving and teamwork
Experience or prior experience working in financial services (desirable)

Job Responsibility

Providing comprehensive administrative support to the team
Delivering outstanding customer service over the phone
Onboarding clients and conducting AML checks
Maintaining accurate client data across platforms
Managing incoming/outgoing post and correspondence
Reviewing clients' HMRC online accounts
Updating client trackers and preparing standard HMRC letters
Uploading tax returns to client portals
Preparing engagement letters and managing document workflows
Supporting Managers, Senior Managers, and Partners with ad hoc tasks

What we offer

31 holidays (including BH)
Medical and Life insurance
Sick Pay
Pension scheme

Fulltime

Client Service Associate

We are seeking a skilled and professional Client Service Associate to support fi...

Location

United States , Wexford

Salary:

70000.00 - 95000.00 USD / Year

Beacon Hill

Expiration Date

Until further notice

Requirements

5+ years of experience as a Client Service Associate at a financial services company
Active Series license (Series 6 or Series 7 required)
Ability to thrive in a fast-paced environment while juggling multiple priorities
Microsoft Office Suite proficiency

Job Responsibility

Provide high level administrative support to a team of financial advisors
Onboard and maintain new client accounts, optimizing operational efficiencies
Enter client calls and manage all related documentation for completed deals
Communicate with clients while maintaining a high level of professionalism
Coordinate thank-you notes and assist in planning advisor-client events
Support team's business development efforts by maintaining marketing materials

What we offer

Competitive wages
Increased earning potential
Room for growth from within

Fulltime

Client Service Associate

We are seeking a skilled and professional Client Service Associate to support fi...

Location

United States , Pittsburgh

Salary:

70000.00 - 95000.00 USD / Year

Beacon Hill

Expiration Date

Until further notice

Requirements

5+ years of experience as a Client Service Associate at a financial services company
Active Series license (Series 6 or Series 7 required)
Ability to thrive in a fast-paced environment while juggling multiple priorities
Microsoft Office Suite proficiency

Job Responsibility

Provide high level administrative support to a team of financial advisors
Onboard and maintain new client accounts, optimizing operational efficiencies
Enter client calls and manage all related documentation for completed deals
Communicate with clients while maintaining a high level of professionalism
Coordinate thank-you notes and assist in planning advisor-client events
Support team's business development efforts by maintaining marketing materials

What we offer

Competitive wages
Increased earning potential
Room for growth from within

Fulltime

Client 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 Services Administrator

Office Angels

Location:
United Kingdom , Taunton

Category:
Office Administration

Contract Type:
Not provided

Salary:

Job Description:

Job Responsibility:

Requirements:

Nice to have:

Additional Information:

Job Posted:
November 17, 2025

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Job Posted:
November 17, 2025