Job Title
Client Services Administrator (CS005527)
Maidenhead, Berkshire.
Start Date
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This is a full time, temp-perm position.

Our client, a consultancy firm based all around the country are recruiting for a Client Services Administrator to join their Maidenhead team on a temp-perm basis. For the first month it will be purely data entry, so they need someone who can work quickly on a computer. After that, there will be the potential for the role to go permanent, depending on work load.

Key Duties:

  • Prepare documentation for client appointments/meetings
  • Undertake office duties, such as filing, post, stock and order systems, minute taking
  • Completion of client reports
  • Send prepared investment information/reports to clients
  • Respond to client administrative  inquiries, face to face, through telecommunications or letter
  • Develop processes to support the advisors
  • Maintain the integrity of ‘Model Office’ processes and databases
  • Liaise with providers and communicate the outcomes
  • Assist with the retention and development of client relationships
  • Assist in the identification and development of new clients
  • Evidence CPD
Special Requirements: 
  • Good secretarial and numeracy skills with a high degree of accuracy
  • Excellent interpersonal and organisational skills
  • Ability to build strong working relationships with colleagues and clients
  • Excellent knowledge of Microsoft Word and Excel packages essential
  • Desirable knowledge of Model Office