Client Support Administrator, Office Angels

Client Support Administrator

Office Angels

Location:
United Kingdom, Guildford

Category:
-

Contract Type:
Not provided

Salary:

26000.00 - 29000.00 GBP / Month

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Job Description:

Join a successful financial services firm in the heart of Guildford as a Client Support Administrator. You will be the backbone of the client services team, ensuring smooth operations and exceptional client care.

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

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)

What we offer:

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

Additional Information:

Job Posted:
May 27, 2025

Employment Type:

Fulltime

Work Type:

On-site work

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