Client Administrator; Office Based

Client Administrator (Office Based)

Albrighton

Permanent

Competitive salary depending on experience

Monday - Friday

We are pleased to be working on behalf of our client who are seeking a highly organised and proactive Client Administrator to join a professional and fast‑paced team. This is an excellent opportunity for someone who thrives in a client‑focused environment and takes pride in delivering high‑quality administrative support.

You will play a key role in ensuring the smooth day‑to‑day operation of client services, supporting advisers and internal teams, and helping to deliver an outstanding client experience.

• Coordinate and manage client appointments, including pre‑ and post‑meeting administration
• Handle incoming client enquiries via phone and email, ensuring timely and professional responses
• Prepare documentation and reports for client meetings
• Maintain accurate and up‑to‑date client records in internal systems
• Liaise with external providers to obtain required information
• Process a range of administrative tasks following client meetings
• Manage shared inboxes and prioritise workloads effectively
• Provide a professional and welcoming front‑of‑house experience when required
• Collaborate with internal teams to ensure deadlines and service standards are met

• Excellent communication skills, both written and verbal
• Strong attention to detail and high levels of accuracy
• Ability to manage multiple tasks and prioritise effectively
• Proficiency in Microsoft Office and CRM systems
• A proactive, team‑oriented mindset
• Strong customer service skills

• Previous experience in a financial services or professional services environment
• Familiarity with industry regulations and compliance requirements
• Experience using CRM platforms

Our mission is to support our clients in their creation of an equal, diverse and inclusive workforce. We are committed to providing a barrier‑free recruitment process, so if you require any reasonable accessibility adjustments within the application process, then please make it known at the earliest opportunity.

Reference: DE26952