CrawlJobs Logo

Client Services Administrator

https://www.roberthalf.com Logo

Robert Half

Location Icon

Location:
United States , Chattanooga

Category Icon

Job Type Icon

Contract Type:
Employment contract

Salary Icon

Salary:

Not provided

Job Description:

Are you a highly professional administrator with a passion for helping others? Our wealth management team is seeking a Client Services Administrator to deliver exceptional administrative and client service support in a fast-paced, client-focused office environment.

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

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
What we offer:

Excellent benefits package, including a robust PTO/Vacation allowance

Additional Information:

Job Posted:
March 13, 2026

Employment Type:
Fulltime
Work Type:
On-site work
Job Link Share:

Looking for more opportunities? Search for other job offers that match your skills and interests.

Briefcase Icon

Similar Jobs for Client Services Administrator

Client Services Administrator

Client Services Administrator role at the heart of client relationships - managi...
Location
Location
United Kingdom , Taunton
Salary
Salary:
25000.00 - 30000.00 GBP / Year
https://www.office-angels.com Logo
Office Angels
Expiration Date
Until further notice
Flip Icon
Requirements
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
  • Administrative experience ideally within financial or professional services
Job Responsibility
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
What we offer
  • Competitive pension scheme with generous contributions
  • Additional leave for birthday and Christmas
  • Financial support and study time for professional qualifications
  • Annual reviews and bonus scheme
  • Access to confidential Employee Assistance Programme
  • Bright offices with gym, showers, and welcoming staff room
  • Fulltime
Read More
Arrow Right

Client Administrator

We are seeking a talented administrator to join our award-winning client in the ...
Location
Location
United Kingdom , Taunton
Salary
Salary:
24000.00 - 26500.00 GBP / Year
https://www.office-angels.com Logo
Office Angels
Expiration Date
Until further notice
Flip Icon
Requirements
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
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
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
Read More
Arrow Right

Financial Services Administrator

We are seeking a talented administrator to join our award-winning client in the ...
Location
Location
United Kingdom , Taunton
Salary
Salary:
24000.00 - 26500.00 GBP / Year
https://www.office-angels.com Logo
Office Angels
Expiration Date
Until further notice
Flip Icon
Requirements
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
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
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
Read More
Arrow Right

Client Support Administrator

Are you a detail-driven administrator with a passion for delivering top-notch cl...
Location
Location
United Kingdom , Guildford
Salary
Salary:
26000.00 - 29000.00 GBP / Year
https://www.office-angels.com Logo
Office Angels
Expiration Date
Until further notice
Flip Icon
Requirements
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
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
What we offer
  • 31 holidays (including BH)
  • Medical and Life insurance
  • Sick Pay
  • Pension scheme
  • Fulltime
Read More
Arrow Right

Client Support Administrator

Are you a detail-driven administrator with a passion for delivering top-notch cl...
Location
Location
United Kingdom , Guildford
Salary
Salary:
26000.00 - 29000.00 GBP / Year
https://www.office-angels.com Logo
Office Angels
Expiration Date
Until further notice
Flip Icon
Requirements
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
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
What we offer
  • 31 holidays (including BH)
  • Medical and Life insurance
  • Sick Pay
  • Pension scheme
  • Fulltime
Read More
Arrow Right

Client Administrator

As part of the Client Relations (Wealth Management) team, you will be responsibl...
Location
Location
United Kingdom , Taunton
Salary
Salary:
24000.00 - 26500.00 GBP / Year
https://www.office-angels.com Logo
Office Angels
Expiration Date
Until further notice
Flip Icon
Requirements
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
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
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
Read More
Arrow Right

Client Administrator

Working within the Wealth Management team, as the Client Administrator you will ...
Location
Location
United Kingdom , Wellington
Salary
Salary:
28000.00 - 35000.00 GBP / Year
https://www.office-angels.com Logo
Office Angels
Expiration Date
Until further notice
Flip Icon
Requirements
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
Job Responsibility
  • Provide a friendly and professional point of contact for clients and enquiries
  • Organise existing and prospective client meetings and actively manage Financial Consultants diary
  • Liaise with clients on any administration queries they may have
  • Manage client service needs and client expectations
  • Ensure action points resulting from client meetings get diarised and dealt with
  • Preparation of meeting packs and new business for signing up
  • Completion, submission and follow up of applications
  • Organise client review meetings
  • Preparation of client valuation reports and client review reports
  • Ensure follow up letters are sent in a timely manner
What we offer
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
  • Development opportunities
  • Great working environment and company culture
  • Fulltime
Read More
Arrow Right

Associate Coordinator, Client Services

As Associate Coordinator, Client Services, you will support client-facing excell...
Location
Location
United States
Salary
Salary:
40000.00 - 55000.00 USD / Year
vaniamgroup.com Logo
Vaniam Group
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Bachelor’s degree
  • Strong customer service focus
  • history of going above and beyond
  • Strong attention to detail and enjoyment of administrative tasks
  • Expert organization and follow-through skills
  • Strong skills in PowerPoint or other slide creation software
  • comfort with creating and formatting slide decks
  • Ability to communicate clearly and work collaboratively in a dynamic, virtual environment
  • Strong interpersonal skills
  • interact effectively and professionally at all levels
Job Responsibility
Job Responsibility
  • Serve as the point of contact for internal client services leadership and cross-functions (Creative, Sci Comm, Finance, etc.)
  • Create kick-off documents and meeting materials that support client deliverables
  • Manage best practices across clients with enforcement of SOPs
  • Coordinate with Business Operations, Digital, Creative, and Editorial teams to ensure timelines as directed by client services leadership
  • Partner with client services on tasks such as proposal or SOW preparation, call setup, status updates, and other coordination tasks for business development
  • Pitch coordination: timelines, routing, and process management with Client Services Leadership
  • Support meeting coordination and routing of agenda items and action items post-call to ensure clarity and accountability
  • Support team meetings management and scheduling
  • Support regular project status meetings with internal core team and clients as necessary
  • Prepare, schedule, and participate in client status meetings as needed
What we offer
What we offer
  • 100% remote environment with opportunities for local meetups
  • Positive, diverse, and supportive culture
  • Passionate about serving clients focused on cancer and blood diseases
  • Investment in you with opportunities for professional growth and personal development through Vaniam Group University
  • Health benefits – medical, dental, vision
  • Generous parental leave benefit
  • Focused on your financial future with a 401(k) plan and company match
  • Work-life balance and flexibility
  • Flexible time off policy for rest and relaxation
  • Volunteer time off for community involvement
  • Fulltime
Read More
Arrow Right