Client Services

HD-Tech are pleased to be supporting a well-established professional services organisation in their search for a Client Services Administrator.

This role is focused on delivering high-quality administrative and client support within a busy advisory environment. You will work closely with senior advisers, technical specialists, and support colleagues to ensure clients receive a consistent, professional, and efficient service.

The successful candidate will manage a varied workload, maintain accurate client records, and often act as a first point of contact for clients, ensuring queries are handled promptly and professionally.

You will also contribute to internal coordination, helping ensure service levels remain high across the team.

• Maintain compliance with internal procedures, regulatory requirements, and deadlines
• Take ownership of your workload, effectively prioritising tasks
• Handle confidential client data responsibly and in line with GDPR requirements
• Support process improvements and contribute to more efficient ways of working

• Provide day-to-day administrative assistance to advisers and support teams
• Prepare documentation, reports, and client meeting packs
• Liaise with external providers and obtain required information
• Work collaboratively with technical and report-writing teams to ensure timely delivery of client outputs
• Act as a point of contact for client queries, including sensitive or complex matters
• Maintain accurate and up-to-date client records and correspondence logs within internal systems (experience with systems such as Intelliflo Office is helpful but not essential)
• Process new business documentation and client instructions
• Prepare valuation or review reports as required
• Build effective working relationships with external providers and internal colleagues
• Escalate non-standard requests where appropriate

• Provide general team support as required by your manager
• Assist with internal meetings or administrative coordination when needed

• Self-motivated, organised, and accountable
• Strong written and verbal communication skills
• Able to work both independently and collaboratively
• Comfortable managing multiple priorities in a structured environment
• Previous experience in administration or client services (financial or professional services experience beneficial but not essential)
• Strong numerical awareness and problem-solving approach
• Confident building relationships with colleagues and external contacts
• Good IT skills, including familiarity with tools such as Excel, Word, and PowerPoint from Microsoft

• GCSE Maths and English (or equivalent)
• Relevant industry qualifications are advantageous but not required