Client Services Administrator Job at 360 Resourcing Solutions (Cardiff)

Client Services Administrator

We're recruiting a proactive Client Services Administrator to support a key clie...

Location

United Kingdom , Glasgow

Salary:

26000.00 - 28000.00 GBP / Year

Office Angels

Expiration Date

Until further notice

Requirements

Experience in a client service, sales administration, training coordination, or a similar role
Confidence communicating via Microsoft Teams calls and over the phone
A professional but personable manner and the ability to explain processes clearly
Strong organisational and prioritisation skills
The confidence to hold your position with clients when required (no sales negotiation involved)
Patience, resilience, and a solutions-focused mindset
Experience working with customers and suppliers
The ability to think on your feet and adapt to changing demands

Job Responsibility

Act as the day-to-day point of contact for key clients, managing a steady inflow of requests
Support the client's L&D function by advising on professional development options and available training solutions
Liaise with training suppliers and internal academies to source appropriate courses
Manage delegate requests, bookings, and queries from start to finish
Work with budgets, going out to market to identify suitable and cost-effective learning solutions
Process exams and support associated training administration
Join regular Microsoft Teams calls and discussions with clients
Confidently manage expectations and timelines with clients when needed
Prioritise workload effectively in a fast-moving environment where work can be unpredictable

Fulltime

Client Services Administrator

As our new Client Services Administrator, you will be the backbone of our daily ...

Location

Australia , Prospect

Salary:

Not provided

Randstad

Expiration Date

July 23, 2026

Requirements

1 year experience
prior experience within the financial planning industry
Proficiency in Xplan is highly regarded
strong skills in Microsoft Word and Excel
solid understanding of financial planning processes, compliance, and lodgements
high attention to detail
self-motivated, organised, thrive in a fast-paced environment
great sense of humour

Job Responsibility

Preparing files, documents, and forms for client reviews, including review reports and fee disclosure forms
Following up on implementations from review meetings, submitting relevant forms, and ensuring strict record-keeping
Regularly updating and maintaining our Client Management System (Xplan) and ensuring all review file notes have everything uploaded
Conducting superannuation research for new clients, as well as printing and binding Statement of Advice (SOA) documents
Scanning, physical client file management, on-boarding tasks, and other administrative duties as required to keep the office running smoothly

Parttime

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Client Services Administrator

AFH Wealth Management is proud to be one of the UK's leading independent financi...

Location

United Kingdom , Bromsgrove

Salary:

Not provided

360 Resourcing Solutions

Expiration Date

Until further notice

Requirements

Experience is required within a general administration role
Experienced using Microsoft Word, Excel & Outlook
Able to use own initiative and takes ownership of any task through to completion, displaying a flexible and positive attitude
A focused individual who thrives in a fast-paced environment and has a drive for quality and professionalism
GCSE level A-C/5-9 in English and Maths

Job Responsibility

Acting as the point of contact for client queries. Providing excellent customer service to maintain strong relationships with adviser, client and support staff
Working with advisers to ensure all clients requests are dealt with from start to finish in a timely manner, ensuring clear and concise communication though-out
Working in partnership with providers and investment platforms to ensure that client requests are followed up and escalated when necessary
Preparing client review packs and process any follow up actions
Ensuring all client data is accurate and up to date
Maintaining the diary management system, ensuring daily workflow is completed in line with SLA's and highlighting when needed
Analysing and highlighting any process change recommendations to the relevant stakeholders for review
Ensuring that all internal policies are adhered to, and actions are in line with FCA guidelines

What we offer

Flexible working & holidays - Enjoy flexible working and competitive holiday allowance, with annual buy & sell scheme options and your birthday off. Plus, additional holiday days for long service
Social perks - To recognise and celebrate employees' great work we are all invited to our annual Christmas and Summer parties
Pension - We offer a contributory pension scheme with Royal London as well as death-in-service benefit
Bonus scheme - All AFH employees are offered a competitive salary and a discretionary annual bonus, following completion of a year's service
Health & wellbeing - The MediCash app puts your health in the palm of your hands. Claim cashback on a wide selection of health and wellbeing initiatives, including discounted health club memberships and free healthcare benefits
Professional development - We are committed to helping you reach your potential by offering tailored learning and development programmes to pursue your career goals
Shopping discounts - Our employees can choose from many retailers to get discounts or cashback on everyday purchases from our favourite high street clothing stores to our go-to supermarkets, as well as access to free online training courses

Fulltime

Client Services Administrator

The Client Services Administrator will play a vital role in supporting our Indep...

Location

United Kingdom , Bromsgrove

Salary:

Not provided

360 Resourcing Solutions

Expiration Date

Until further notice

Requirements

Experience is required within a general administration role
Experienced using Microsoft Word, Excel & Outlook
Able to use own initiative and takes ownership of any task through to completion, displaying a flexible and positive attitude
A focused individual who thrives in a fast-paced environment and has a drive for quality and professionalism
GCSE level A-C/5-9 in English and Maths

Job Responsibility

Acting as the point of contact for client queries. Providing excellent customer service to maintain strong relationships with adviser, client and support staff
Working with advisers to ensure all clients requests are dealt with from start to finish in a timely manner, ensuring clear and concise communication though-out
Working in partnership with providers and investment platforms to ensure that client requests are followed up and escalated when necessary
Preparing client review packs and process any follow up actions
Ensuring all client data is accurate and up to date
Maintaining the diary management system, ensuring daily workflow is completed in line with SLA’s and highlighting when needed
Analysing and highlighting any process change recommendations to the relevant stakeholders for review
Ensuring that all internal policies are adhered to, and actions are in line with FCA guidelines.

What we offer

Flexible working & holidays - Enjoy flexible working and competitive holiday allowance, with annual buy & sell scheme options and your birthday off. Plus, additional holiday days for long service
Social perks - To recognise and celebrate employees' great work we are all invited to our annual Christmas and Summer parties
Pension - We offer a contributory pension scheme with Royal London as well as death-in-service benefit
Bonus scheme - All AFH employees are offered a competitive salary and a discretionary annual bonus, following completion of a year’s service
Health & wellbeing - The MediCash app puts your health in the palm of your hands. Claim cashback on a wide selection of health and wellbeing initiatives, including discounted health club memberships and free healthcare benefits
Professional development - We are committed to helping you reach your potential by offering tailored learning and development programmes to pursue your career goals
Shopping discounts - Our employees can choose from many retailers to get discounts or cashback on everyday purchases from our favourite high street clothing stores to our go-to supermarkets, as well as access to free online training courses

Fulltime

Client Services Administrator

An opportunity to join our AFH Wealth Management Cookham team. We are looking fo...

Location

United Kingdom , Littlewick Green

Salary:

Not provided

360 Resourcing Solutions

Expiration Date

Until further notice

Requirements

Ability to work with team members and completing tasks standalone
Ability to understand processes & document controls
Confident in becoming a point of contact for clients and providers in relation to queries
Proven efficient administration skills
An awareness of the FCA Handbook sufficiently to be able to comply with regulations, relying on their own knowledge or on their ability to recognize when they will need specialist support (desirable)

Job Responsibility

Maintaining client records on both internal and external platforms
Assist in ensuring that all client files are accurate and compliant
Organising and pre-populating client documentation for account setups and transactions
Processing instructions on behalf of clients, such as creating new accounts, fund switches, withdrawal of income and contributions to client plans, death claims and leavers
Calculating performance fees and providing information for Accounts to produce client invoices
Monitoring group inboxes and responding to client enquiries
Additional administration duties where needed, which may include answering incoming calls, downloading call recordings, and scanning incoming post etc.
Adhere to the Company’s service levels according to its established procedures

What we offer

Flexible working & holidays - Enjoy flexible working and competitive holiday allowance
Social perks - To recognise and celebrate employees' great work we are all invited to our annual Christmas and Summer parties
Pension - We offer a contributory pension scheme as well as death-in-service benefit

Fulltime

Client Services Administrator

Our client, a boutique wealth management firm, is seeking a Client Services Admi...

Location

United States , Providence

Salary:

90000.00 - 105000.00 USD / Year

Beacon Hill

Expiration Date

Until further notice

Requirements

5+ years of experience providing administrative or client service support in wealth management, finance, or a closely related industry
high‑touch, white‑glove service mentality with excellent written and verbal communication skills
strong organizational skills and attention to detail when managing multiple priorities
comfort handling sensitive and confidential information with discretion
collaborative, warm, and professional work style aligned with a close‑knit office environment

Job Responsibility

Supporting multiple senior investment professionals with day‑to‑day administrative and client service needs
acting as a primary point of contact for client communications via phone and email
preparing meeting materials, reports, and tracking lists for client engagements
processing client service requests such as account maintenance, transfers, wires, bill payments, and documentation
coordinating with custodians and external partners including accountants and attorneys
maintaining accurate records within portfolio and document management systems
assisting with quarterly and annual reporting, fee processing, and tax-related workflows
monitoring account activity and escalating discrepancies as needed
contributing to special projects and operational initiatives

What we offer

discretionary bonus potential
employer retirement contributions
paid parking
supportive culture

Fulltime

Client Services Administrator

Are you a highly professional administrator with a passion for helping others? O...

Location

United States , Chattanooga

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Minimum 2 years of administrative support or high-level customer service experience (required)
Strong desire to help others and contribute to a collaborative team
Exceptional professionalism and polished interpersonal skills
Outstanding verbal and written communication skills
Proficiency with Windows-based technology (MS Office Suite, Outlook, etc.)
Strong organizational skills, attention to detail, and follow-through
All applicants MUST undergo background screening, drug screening, complete technical assessment, and provide positive references from past employers

Job Responsibility

Meet and greet clients, providing a welcoming and polished first impression
Answer client and internal phone calls promptly and courteously
Oversee office operations, ensuring a smooth and efficient workplace
Schedule, set up, and coordinate client meetings and appointments
Order office supplies and proactively maintain inventory levels
Monitor and ensure that all office equipment is fully operable and well stocked
Collect and process client fees on a monthly basis
Enter client orders into our internal system with accuracy and attention to detail
Process account changes and updates at client request
Handle other general administrative duties as needed to support the team

What we offer

Excellent benefits package, including a robust PTO/Vacation allowance

Fulltime

Client Services Administrator

The Client Services Administrator provides administrative and operational suppor...

Location

United States

Salary:

Not provided

Tech Impact

Expiration Date

Until further notice

Requirements

High School Diploma or equivalent
1–3 years of experience in customer service, administrative support, or client relations
Strong communication skills (verbal and written)
Proficiency in Microsoft Office Suite or Google Workspace
Excellent organizational skills and attention to detail
Ability to manage multiple tasks and prioritize effectively

Job Responsibility

Serve as the first point of contact for client inquiries via phone, email, and ticketing systems
Provide timely and accurate information regarding services, processes, and general support needs
Coordinate and schedule client meetings, follow-ups, and service appointments
Maintain a professional and customer-focused approach in all client interactions
Manage and update client records, forms, and documentation in internal systems
Prepare correspondence, reports, and service summaries as needed
Track and process incoming service requests and ensure they are properly assigned
Assist with onboarding new clients by preparing materials and guiding them through required steps
Maintain organized filing systems and ensure data accuracy
Support internal teams by communicating client needs, updates, and concerns

What we offer

solid work-life balance
opportunities to grow professionally

Fulltime

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