EXPLORE YOUR NEXT CHAPTER
Client Services Administrator
Walker Crips
Source: Headcount Labs · original listing ↗
Job data: Headcount Labs, ODbL 1.0. Job descriptions belong to their employers.
Source date: 11/4/2026
About this role
Aim and Purpose of the role: To provide administrative support for all Investment Directors and Investment Managers. Specific Duties: Duties could include, but are not limited to the following: * Learn how to process new business/accounts and maintain accurate and up to date information; • Work closely with various administration support departments to ensure accurate and timely records are kept up to date for all clients. • Learn how to liaise with clients, providers, other third parties and other departments as required; • Ensure client fees are settled in a timely manner and monitoring debtors list; • Any other administrative tasks within the department as and when required; • Learn how to file work on the CRM database; * Undertake any additional duties as and when requested by the Line Manager/Director. Other Requirements: * Articulate with good communication skills; • Works well on own initiative; • Ability to manage own, sometimes demanding, workload and excellent time management skills; • Ability to remain calm and tactful when under pressure; • High level of care and attention to detail even when working under pressure; • Ability to work within a team; • Flexible; • Organized and passionate about providing quality support; • Positive outlook & personality and the ability to get on well with other people. • A level (or equivalent) standard with GCSE pass in English & Maths; • Computer literacy is essential. Proficient in Google Mail/Drive/Sheets/Word. • Experience of Document Management System and document scanning an advantage; • Financial Services administration background is advantageous but not essential. Investments; desirable.