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Eventus Recruitment are seeking a dedicated Client Administrator to join a Professional Services firm in Salford, Greater Manchester. Initially a 6-month contract, this is a fantastic opportunity to play a key role in supporting consultants and providing an exceptional client experience. This position of Client Administrator offers a supportive environment, a range of valuable benefits, and the opportunity to be part of a collaborative, client-focused team. Benefits of this 6-month contract job include 23 days’ holiday (rising to 28 days) + bank holidays, free onsite parking, numerous healthcare benefits and much more.
Role Responsibilities
The Client Support Administrator will support consultants in delivering an outstanding client journey, ensuring clients feel supported at every stage. Your day-to-day responsibilities will include:
- Processing letters
- Actioning and acknowledging client queries
- Processing withdrawals
- Valuations
- Liaising with third party providers
- Business processing
- Taking ownership of tasks, ensuring they are completed accurately, withing expected deadline, at the highest standard
- Amending client’s details - i.e. change of address, change of name, contact details
- Maintaining data on the internal CRM system
- Working closely with the financial services team managers, head of operations and office assistant
- Processing relevant documentation
- Input and maintain information to ensure internal systems and files are kept up to date and in the relevant place
- To liaise directly with clients, solicitors and professional deputies via telephone, email and written correspondence
- Manage incoming and outgoing mail relevant to your role
- Scanning, photocopying, filing of client related documents
- Manager smaller pieces of work to completion, either standalone or as part of larger projects to support achievement of business objectives
- Assist in maintaining guides and procedures
- Compile reports and keep meticulous logs of the work as and when it is carried out.
- Answer client queries over the telephone
Person Specification
The ideal candidate will have experience working in a fast-paced, client-focused professional services environment (E.g. FInance, Legal, Accountancy). The following skills and attributes are sought after from the incoming IFA Assistant & Report Writer:
- Experience in using standard MS Office software products including Excel, Word, Outlook, and Teams
- Experience in providing administrative support in a busy office environment
- Aptitude using the telephone
- Ability to communicate effectively with a wide range of people including legal representatives
- Excellent diary management skills, planning and organisational skills
- Proven ability to work on own initiative
- Ability to communicate effectively both orally and in writing
- An excellent team player with an adaptable and flexible approach to work
- Ability to build and develop effective working relationships at all levels
- Have a keen eye for detail and an exceptional level of accuracy when producing documents and inputting data
- Ability to understand and interpret complex information
- Ability to report daily, weekly or monthly on work carried out
- Display self-motivation, drive and enthusiasm
- Possess a flexible approach to work
- Excellent interpersonal skills and client care skills
- Professional attitude and appearance
- Excellent telephone manner
- A desire to support vulnerable clients
- Hard working, enthusiastic, reliable and positive attitude
- Excellent verbal and written communication and numeracy skills
- Excellent telephone manner
Benefits and Rewards
The employer offers a wide range of benefits designed to support employee well-being and reward dedication. These include:
- 23 days holiday (rising to 28 days with service) plus bank holidays and Christmas closure
- Study Support
- Employee Assistance Programme
- Christmas and New Year’s closure
- Free eye tests
- Free onsite parking
- Access to Life Works platform (online benefits and cashback scheme)
- Enhanced pension scheme (after 3 months’ service) with generous company contribution
- Cycle-to-work scheme (after 6 months’ service)
- Group strategy days with a 3-course meal and entertainment
- Regular social events organised by the social committee
- Free breakfast once a month.
About the Company
The employer is undoubtedly a leading company in its specialist area and in Salford, Greater Manchester, committed to delivering exceptional services to clients. They believe in fostering a healthy work-life balance and offer flexible working arrangements for employees. Their culture is focused on collaboration, continuous learning, and providing employees with opportunities for growth and career development.
Next Steps
Apply now if your skills and experience align with this Client Administrator role. If you'd like to learn more about this job opportunity, please contact Duncan McIlroy at Eventus Recruitment for a confidential discussion.
If this role isn't quite right for you but you are looking for a new position, please get in touch with us to discuss other opportunities that align with your career goals.
The Eventus Recruitment Group are award-winning recruitment specialists operating across the UK and Ireland in the Legal, Finance and Financial Services sectors. Please note, the years’ experience and / or salary are listed in our advertisements as a guide. We are happy to consider applications from all candidates who are able to demonstrate the skills necessary to fulfil the role. As an equal opportunities employer we welcome applications from candidates of all backgrounds and circumstances. Our privacy policy can be found on the bottom of our website.
