Client Services Administrator - Financial Services

Client Services Administrator - Financial Services Location: Stafford Salary: £32,000 Permanent | Hybrid Working (Remote/Stafford Office) Working hours: Flexible shift pattern available, 8am – 4pm or 9am – 5pm Are you an experienced Client Services Administrator with a background in financial services? We have a fantastic opportunity for you! At Harris Commercial, we're partnering with a leading financial services company in Stafford to find a dedicated and skilled individual to join their team. This role offers a chance to build a fulfilling career within a dynamic office environment while enjoying the flexibility of hybrid working. What will I be doing? As a Client Services Administrator, your duties will include: * Providing exceptional client service by resolving queries and arranging client meetings. * Handling requests for deposits, withdrawals, and maintaining client accounts. * Coordinating and preparing reports and presentations for annual review meetings. * Drafting authority letters, completing fact finds, and generating reports such as CTC, CGT, and valuations. * Assisting with the organisation of client events and performing general administrative tasks. What are we looking for? The ideal candidate will possess: * Proven experience in Client Services/Financial Administration within financial services. * Excellent communication skills, both written and verbal. * A professional, confident phone manner and the ability to build strong client relationships. * Self-motivation and a results-driven attitude. * Proficiency with spreadsheets and word processing software. * Outstanding organizational and multitasking abilities. This is an excellent opportunity to advance your career in financial services while working in a collaborative and supportive team environment