Client Servicing Administrator
CV-LibraryBury St Edmunds, SuffolkpermanentPosted: 28 April 2026
Apply NowTime Appointments is working with a highly respected and growing financial services firm that’s on the hunt for a Client Servicing Administrator to support their high-performing Private Client team.
If you're looking for a role where your work truly makes a difference and every day brings something new - this could be the role for you! You'll be an essential part of delivering an exceptional client experience. Your behind-the-scenes magic will ensure accurate, timely support to Financial Planners and smooth operations of the business.
Key Duties & Responsibilities:
* Prepare comprehensive client review packs for upcoming meetings.
* Maintain accurate and up-to-date client records in line with internal processes.
* Liaise with third parties and internal departments to obtain information and answer client queries.
* Prioritise work effectively between emails, tasks, post, reviews and phone calls.
* Support, train, and mentor new team members to ensure smooth onboarding and development.
* Keep Financial Planners informed of progress and raise any concerns as needed.
* Assist with front-of-house duties during reception cover (breaks, sickness, annual leave).
* Contribute to the ongoing improvement of systems and processes by providing feedback.
* Ensure compliance by maintaining a clear audit trail and using systems accurately.
Essential Skills & Attributes:
* Proven administrative or secretarial experience, ideally within financial services.
* Strong organisational skills with excellent attention to detail.
* Confident communicator - written and verbal.
* Proficient IT and data management skills.
* Ability to follow procedures and manage time effectively.
* Professional, trustworthy, and curious with a willingness to learn.
* GCSEs/A-Levels in English and Maths (or equivalent)
In return, you will receive:
* 38 Days Annual Leave - incl. Christmas closure, your birthday off & bank holidays
* Fully Funded Training & Exams + Paid Study Leave
* Flexible Working & Free Parking
* 5% Employer Pension Contribution
* Profit Share Bonus & Length of Service Recognition
* Healthcare Benefits - Life Cover, Income Protection, Cash Plan & Subsidised Private Healthcare
* Wellbeing Perks - Free Drinks, Fruit, Cycle to Work Scheme & Employee Assistance
* Regular Social Events & 15% Discount on Legal Services
If you're looking for a role where your work truly makes a difference and every day brings something new - this could be the role for you! You'll be an essential part of delivering an exceptional client experience. Your behind-the-scenes magic will ensure accurate, timely support to Financial Planners and smooth operations of the business.
Key Duties & Responsibilities:
* Prepare comprehensive client review packs for upcoming meetings.
* Maintain accurate and up-to-date client records in line with internal processes.
* Liaise with third parties and internal departments to obtain information and answer client queries.
* Prioritise work effectively between emails, tasks, post, reviews and phone calls.
* Support, train, and mentor new team members to ensure smooth onboarding and development.
* Keep Financial Planners informed of progress and raise any concerns as needed.
* Assist with front-of-house duties during reception cover (breaks, sickness, annual leave).
* Contribute to the ongoing improvement of systems and processes by providing feedback.
* Ensure compliance by maintaining a clear audit trail and using systems accurately.
Essential Skills & Attributes:
* Proven administrative or secretarial experience, ideally within financial services.
* Strong organisational skills with excellent attention to detail.
* Confident communicator - written and verbal.
* Proficient IT and data management skills.
* Ability to follow procedures and manage time effectively.
* Professional, trustworthy, and curious with a willingness to learn.
* GCSEs/A-Levels in English and Maths (or equivalent)
In return, you will receive:
* 38 Days Annual Leave - incl. Christmas closure, your birthday off & bank holidays
* Fully Funded Training & Exams + Paid Study Leave
* Flexible Working & Free Parking
* 5% Employer Pension Contribution
* Profit Share Bonus & Length of Service Recognition
* Healthcare Benefits - Life Cover, Income Protection, Cash Plan & Subsidised Private Healthcare
* Wellbeing Perks - Free Drinks, Fruit, Cycle to Work Scheme & Employee Assistance
* Regular Social Events & 15% Discount on Legal Services