Client Services Assistant
CV-LibrarySale, TraffordpermanentPosted: 5 May 2026
Apply NowPay: £25,000.00-£26,000.00 per year
Job Description:
Client Services Assistant
Location: Sale, Greater Manchester
Hours: Monday–Friday, Full-Time (35.25 hours per week)
The Opportunity
Valenti Recruitment are supporting the search for a Client Services Assistant to join a well-established accountancy firm based in Sale.
This is a client-facing, detail-driven role within a professional, regulated environment, ideal for someone who thrives on organisation, accuracy, and delivering a high standard of client service.
The Role
You will act as a key point of contact for clients, ensuring all communication and administrative processes are handled efficiently, professionally, and with full attention to detail.
Key Responsibilities
* Act as the first point of contact for clients, managing inbound enquiries across multiple channels
* Take ownership of a shared inbox, prioritising and responding to queries promptly
* Proactively manage the client records process, tracking progress and following up where needed
* Attend internal meetings and follow through on actions and outstanding queries
* Manage the end-to-end client onboarding process, including:
* Setting up clients across internal systems
* Configuring workflows
* Issuing welcome communications
* Gathering outstanding information
* Supporting compliance processes and registrations
* Maintain accurate, compliant client data across all systems
* Provide a professional front-of-house presence when required
* Support wider teams with high-quality administrative tasks as business needs evolve
About You
* Previous experience within a professional services or regulated environment (e.g. accountancy, legal, financial services)
* Strong understanding of confidentiality, compliance, and handling sensitive data
* Excellent communication skills, both written and verbal
* Highly organised with strong attention to detail
* Able to manage multiple priorities and deadlines independently
* Commercially aware with the ability to build strong client relationships
* Proactive, adaptable, and a team player
What Success Looks Like
* Delivering a consistently high standard of client service
* Maintaining accurate and compliant records at all times
* Taking full ownership of workload and responsibilities
* Becoming a reliable, trusted member of the team
Benefits
* Company pension
* Free parking
* Private medical insurance
* Gym membership
Job Description:
Client Services Assistant
Location: Sale, Greater Manchester
Hours: Monday–Friday, Full-Time (35.25 hours per week)
The Opportunity
Valenti Recruitment are supporting the search for a Client Services Assistant to join a well-established accountancy firm based in Sale.
This is a client-facing, detail-driven role within a professional, regulated environment, ideal for someone who thrives on organisation, accuracy, and delivering a high standard of client service.
The Role
You will act as a key point of contact for clients, ensuring all communication and administrative processes are handled efficiently, professionally, and with full attention to detail.
Key Responsibilities
* Act as the first point of contact for clients, managing inbound enquiries across multiple channels
* Take ownership of a shared inbox, prioritising and responding to queries promptly
* Proactively manage the client records process, tracking progress and following up where needed
* Attend internal meetings and follow through on actions and outstanding queries
* Manage the end-to-end client onboarding process, including:
* Setting up clients across internal systems
* Configuring workflows
* Issuing welcome communications
* Gathering outstanding information
* Supporting compliance processes and registrations
* Maintain accurate, compliant client data across all systems
* Provide a professional front-of-house presence when required
* Support wider teams with high-quality administrative tasks as business needs evolve
About You
* Previous experience within a professional services or regulated environment (e.g. accountancy, legal, financial services)
* Strong understanding of confidentiality, compliance, and handling sensitive data
* Excellent communication skills, both written and verbal
* Highly organised with strong attention to detail
* Able to manage multiple priorities and deadlines independently
* Commercially aware with the ability to build strong client relationships
* Proactive, adaptable, and a team player
What Success Looks Like
* Delivering a consistently high standard of client service
* Maintaining accurate and compliant records at all times
* Taking full ownership of workload and responsibilities
* Becoming a reliable, trusted member of the team
Benefits
* Company pension
* Free parking
* Private medical insurance
* Gym membership