Client Support Administrator Job at Office Angels (Guildford)

Offering & Client Administration Support Professional

As a member of our Offering & Client Administration team, you are supporting the...

Location

Philippines , Makati City

Salary:

Not provided

Avaloq

Expiration Date

Until further notice

Requirements

Business School or Bachelor in Economics / Business Administration
At least 3-4 years of work experience in administration/ finance related
Commitment, accuracy and attention to deadlines
Client and service orientation, good communicator
Team player ready to backup and takeover from other colleagues when needed
Good Knowledge of Microsoft office products
Good English communication skills both written and oral

Job Responsibility

Support correct invoicing according to signed and delivered projects and services
Produce client financials and billing status reports and needed statistics for SOC and STC
Produce offering status reports and needed statistics
Support offer process in terms of quality checks and support internal offer signatures process (Avaloq Business authorities)
Update Client governance in intranet and CRM involve correct stakeholders to get updates
Manage day-to-day operative tasks

What we offer

Annual bonus
Flexible working
Instant recognition
Access to Udemy for professional and personal learning

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

Private Client Support Administrator

Chase de Vere are known as experts in our field and we pride ourselves on the re...

Location

Salary:

Not provided

Chase de Vere

Expiration Date

Until further notice

Requirements

Experience of working within a financial advisory firm
Experience working within defined service standards, policies and procedures
Good communication skills, via email and phone
Good time management and organisational skills
The ability to work in a fast-paced environment whilst maintaining excellent attention to detail
Be confident using all programmes within the Microsoft Office Suite (Word/ Excel/ PowerPoint)

Job Responsibility

Providing 1-1 support for Independent Financial Advisers
Responding to day to day technical and process queries from Advisers, Administrators and Clients
Preparing client meeting packs
Recording and updating the back office systems
Booking client review appointments and managing IFA’s diary
Maintaining client files throughout the application stage
Processing new business received via post or online
Loading relevant data on to the CRM database
Updating IFA’s & Clients’ on the progress of their new business cases
Adhering to FCA regulations and internal policy and procedure

What we offer

Opportunity to earn an annual bonus
25 days holiday, plus bank holidays
A day off for your birthday
Life assurance – 4 x salary
Comprehensive induction and training programme
Funded exams and paid study leave
A wide range of voluntary flexible benefits to suit your individual needs
The option to buy additional holiday days
Cycle to work Scheme
Two paid volunteering days each year, to support your local community

Client Support Administrator

Join a successful financial services firm in the heart of Guildford as a Client ...

Location

United Kingdom , Guildford

Salary:

26000.00 - 29000.00 GBP / Month

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

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

Client Support Coordinator I

The Client Support Coordinator is a crucial member of our Operations Support Tea...

Location

United States

Salary:

25.00 - 28.85 USD / Hour

Octave

Expiration Date

Until further notice

Requirements

Minimum 1 year experience in a high touch customer service role
Minimum 2 years experience in an administrative role
Strong attention to detail in a fast-paced environment
Excellent written and verbal communication skills
Track record of identifying and implementing process improvements
High comfort level multitasking between software systems
Open to performing tasks outside of your defined role with an eagerness to learn and grow
Ability to handle sticky or sensitive situations with discretion and care
Available to work Sunday to Thursday 9am to 530pm or 6pm PST
Prolonged periods sitting at a desk and working on a computer

Job Responsibility

Manage and respond to client communications across various platforms, such as over the phone, via email and chat in a timely, warm and efficient manner utilizing approved templates and/or workflows. Escalating any potential issues as needed
Be a go-to resource for client education about Octave services
Assist with onboarding new clients for Octave services, including the completion of paperwork and collection of billing information
Collaborate with colleagues to explore innovative ways to streamline processes and meet service standard goals
Embody Octave’s mission to deliver extraordinary care in every interaction with clients and colleagues
Accurately document client interactions in systems and escalate issues as needed
Learn and follow protocols for client intake, scheduling, and general support
Support team projects and administrative tasks as assigned

What we offer

Company sponsored life insurance, disability and AD&D plans
Voluntary benefits such as 401k retirement, medical, dental, vision, FSA, HSA, dependent care and commuter/parking options
Generous Paid Time Off
Paid parental leave benefits

Fulltime

Client Relationship Administrator

As a key member of the Client Relations (mortgages) team, you'll play a vital ro...

Location

United Kingdom , Taunton

Salary:

24000.00 - 26500.00 GBP / Year

Office Angels

Expiration Date

Until further notice

Requirements

Strong administrative experience
Excellent attention to detail
Confident communicator with a personable approach
Self-motivated and adaptable
Comfortable using IT systems and databases
Professional, punctual, and presentable

Job Responsibility

Responding to client queries
Managing mortgage applications from start to finish
Liaising with lenders and providers
Maintaining accurate records using internal systems and software
Supporting consultants with documentation and case progression
Coordinating meetings, preparing refreshments, and handling post
Assisting with office procedures and ensuring smooth daily operations

What we offer

Competitive pension scheme with generous contributions
Additional time off for your birthday and at Christmas
Support with professional development - both funding and study time
Thorough induction programme
Annual performance reviews and a bonus scheme
Access confidential support through the Employee Assistance Programme
Bright, modern offices include a fully equipped gym, showers, and a welcoming staff room
Join a values-led team that genuinely looks out for one another

Fulltime

Client Support Coordinator

As a Client Support Coordinator, you will play a crucial role in ensuring that c...

Location

United Kingdom , Exeter

Salary:

26000.00 - 33000.00 GBP / Year

Office Angels

Expiration Date

Until further notice

Requirements

Experience in delivering excellent customer care, preferably in a bank / finance setting
Education A Levels or equivalent
Ability to provide a high level of client service
Strong numeracy, literacy, and computer skills
Knowledge of savings, banking, or financial services is desirable
Previous experience in a client-facing role within the financial sector preferred but not essential
Ability to work effectively within a team environment
Excellent verbal and written communication skills
Strong organisational and time management skills
Ability to maintain confidentiality and exercise discretion

Job Responsibility

Handle incoming calls and respond to internal and external client inquiries related to account balances, statements, and transactions
Obtain remitting details for processing and complete FX deal tickets as needed
Process internal transfers and ensure all payment process requirements are met
Address card-related queries, including activation requests, PIN reminders, and unauthorised card transactions
Handle client payment requests, ensuring adherence to company procedures
Provide support for Online Banking and Mobile App queries, password resets, and online payment verifications
Assist with cheque queries, stop cheque requests, and standing order and direct debit inquiries
Manage amendments to static data, including address changes
Process other requests such as audit letters and tax certificates
Maintain client records, ensuring efficient archiving and filing

What we offer

Competitive salary
Pension and holiday allowance
Private health cover
Discretionary bonuses
Progression opportunities

Fulltime

Client Support Administrator

Office Angels

Location:
United Kingdom , Guildford

Category:
Finance

Contract Type:
Not provided

Salary:

Job Description:

Job Responsibility:

Requirements:

Nice to have:

Additional Information:

Job Posted:
May 16, 2025

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