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Client Services & Onboarding Specialist

Job in Cheltenham, Gloucestershire, GL50, England, UK
Listing for: Attivo Group
Full Time position
Listed on 2026-09-01
Job specializations:
  • Customer Service/HelpDesk
    Client Relationship Management, Office Administrator/ Coordinator
Salary/Wage Range or Industry Benchmark: 29000 - 35000 GBP Yearly GBP 29000.00 35000.00 YEAR
Job Description & How to Apply Below

Attivo Group in Cheltenham is seeking a Client Services Administrator to nurture client relationships, handle enquiries and assist with business transfers during acquisitions. You will be the first point of contact, delivering professional support and ensuring smooth communications with clients.

You will work closely with Financial Planners, ensuring GDPR compliance and accurate documentation, while supporting various projects and maintaining excellent service levels.

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