Job Description
Client Services Administrator
Salary: 30,000 - 32,000 + Bonus
Location: Harrogate (Hybrid - 2 days WFH)
Hours: Monday - Friday, Full-time, Permanent
Do you want to be part of a dynamic and growing wealth management group? Our client is looking for a proactive and detail-oriented Client Services Administrator to join their Investment Management team in Harrogate. This role offers the opportunity to support a well-established team in delivering exceptional service to private clients, while also contributing to process improvements and operational efficiency.
Key Responsibilities of the Client Services Administrator:
Provide secretarial and administrative support to the investment management team.
Compile reports, onboard clients, manage filing, and handle other administrative duties.
Liaise with clients on behalf of Investment Managers, including taking instructions and booking meetings.
Maintain and update client files and records, including new client setup and deletions.
Process account opening forms and liaise with compliance, operations, and financial planning teams.
Support quarterly valuation processes and client communications.
Provide information to third parties such as SIPP providers, solicitors, and accountants.
Coordinate with operations on cash movements, including ISA subscriptions and transfers.
Monitor daily cash balances and manage fund transfers.
Generate management information from suitability logs using Excel.
Assist in creating PowerPoint presentations for investment managers.
Collaborate with the Client Services Manager to improve processes and reduce paper reliance.
Answer overflow reception calls and stay up to date with company procedures and compliance training.
Key Requirements of the Client Services Administrator:
GCSE Grade C or above in English and Maths.
Strong verbal and written communication skills.
Previous experience in an administrative role.
Detail-oriented, inquisitive, and a problem-solver.
Ability to work independently and as part of a team.
Proficient in Microsoft Word, Excel, and PowerPoint.
Experience in financial services is advantageous but not essential.
The Successful Candiates Will Receive Excellent Benefits:
Competitive salary
Attractive Employee Pension Scheme (7.5% employer & minimum 3% employee)
25 days annual leave + public holidays + 3 days off over Christmas
Option to buy/sell up to 5 days of holiday
Private medical insurance, group life insurance, and income protection
Hybrid working model
Support for further education and training
Discretionary performance-related bonus
Confidential Employee Assistance Programme
2 days per year for voluntary work
A wide range of flexible benefits
Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.
