Client Service Administrator

Are you looking to join a dynamic and established financial services company? Do you have excellent communication and organisational skills? Are you flexible with a proactive, can-do attitude?

Juice Recruitment is delighted to be supporting a reputable professional services company based in Bath with their search for a Client Service Administrator.

In this role, you will provide vital administrative support to the Operations team, assist the team with day-to-day administration duties, and provide clients with excellent service.

This is a fantastic opportunity to kickstart your commercial career with an organisation that offers long-term development and growth.

DAY TO DAY:

• Preparing letters such as letters of authority.
• Producing reports for the Financial Planners.
• Liaising with product providers to obtain fees.
• Processing application forms and upload supporting documentation to the system.
• Requesting policy information, documents, and product comparisons from third parties.
• Maintaining accurate client records and gathering relevant information during the client onboarding process.
• Liaise with clients over the phone and via email.

WHAT WE WOULD LOVE TO SEE:

• Strong proficiency in MS Office products.
• At least 5 GCSEs at grades A-C (including Maths and English).
• Excellent written and verbal communication skills.
• Highly organised with exceptional attention to detail.
• A flexible and proactive approach.
• Previous experience as an administrator or a strong desire to work in financial services.
• Self-motivated with the ability to adapt to change.
• Proven experience producing accurate and timely information.

IN RETURN:

• 25 days holiday plus Bank Holidays.
• Holiday buy and sell scheme.
• Life assurance.
• Group pension scheme.
• Private medical care.
• Income protection.
• Discounts and perks through various schemes.
• Additional volunteering days.
• Vehicle and tech schemes.
• Employee recognition initiatives.
• Charity fundraisers and social events.

If you’re ready to take the next step in your career and join a company that values your skills and development, we’d love to hear from you.