Client Accounts Administrator

Description

Administrator & Client Support Executive

Full-Time | Office Based | Monday–Friday, 9am–5pm

We are looking for an organised and proactive Administrator & Client Support Executive to join our growing team. This role combines administration, client support, report writing, and outbound calling to existing clients and new leads, within a Financial Advisory / Investment Managemernt firm.

The successful candidate will be confident communicating with clients, managing multiple tasks, and supporting the wider team to deliver excellent service.

Key Responsibilities

* Preparing reports and completing administrative tasks

* Maintaining accurate client records and CRM systems

* Handling calls, emails, post, and general office administration

* Making outbound calls to warm and cold leads

* Building and maintaining strong client relationships

* Supporting the sales and advisory teams with day-to-day administration

* Ensuring compliance with company policies and data protection procedures

Requirements

* Previous office administration experience essential

* Strong organisational xjnqpsq and communication skills

* Confident telephone manner

* Good attention to detail and data entry skills

* Proficient in Microsoft Office (Word & Excel)

Benefits

* Salary: £25,000 DOE

* 22 days holiday + bank holidays

* Company pension scheme

* Onsite parking

* Study support and progression opportunities

Ad ID: 5418385419