Client Services Administrator Job at Robert Half (Carlsbad)

Client Services Administrator

Client Services Administrator role at the heart of client relationships - managi...

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
Administrative experience ideally within financial or professional services

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 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

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 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 Administrator

Working within the Wealth Management team, as the Client Administrator you will ...

Location

United Kingdom , Wellington

Salary:

28000.00 - 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
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

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

Associate Coordinator, Client Services

As Associate Coordinator, Client Services, you will support client-facing excell...

Location

United States

Salary:

40000.00 - 55000.00 USD / Year

Vaniam Group

Expiration Date

Until further notice

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

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

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

Client Services Administrator

Robert Half

Location:
United States , Carlsbad

Category:
Office Administration

Contract Type:
Not provided

Salary:

Job Description:

Job Responsibility:

Requirements:

Nice to have:

Additional Information:

Job Posted:
February 21, 2026

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