Client Services Administrator – Join a Fast-Paced and Supportive Team in Bath
Are you a customer-focused, highly organised professional looking to build a rewarding career in financial services? Do you thrive in a team-driven environment, where every day is different and you have the opportunity to make a real impact on client relationships? If so, this role could be perfect for you!
What’s the Role?
As a Client Services Administrator, you’ll play a vital role in ensuring clients receive an exceptional experience from the moment they onboard. You'll be the key point of contact, working closely with advisers, paraplanners, and clients to ensure seamless service delivery. This is a fantastic opportunity for a proactive, detail-oriented professional who enjoys building relationships, problem-solving, and enhancing client journeys.
Key Responsibilities
Supporting clients through the onboarding process and servicing their ongoing needs.
Managing client interactions via phone, email, and other platforms.
Handling ISA, pension, and investment administration.
Using CRM systems to track and update client records.
Working collaboratively within a supportive, high-energy team to drive excellence.
Challenging processes and looking for continuous improvement opportunities.
Assisting with projects that enhance client experience and operational efficiency.
What We’re Looking For
We’re seeking someone who is:
✅ Customer-obsessed – delivering first-class service at all times.
✅ CII or RO part-qualified, or eager to work towards this.
✅ Knowledgeable about investment products
✅ Experienced with CRM systems and financial administration.
✅ A team player, who loves collaborating and contributing to team morale.
✅ A self-starter, eager to take ownership of their career and development.
What’s on Offer?
💰 Competitive salary £28,875 – £32,998 (DOE)
📍 Hybrid working – 2 days in the Bath office, the rest from home.
🏝️ 25 days’ holiday + bank holidays.
🔒 Life assurance & income protection.
📈 Pension scheme & access to flexible benefits.
🎉 A supportive, fun team culture that values work-life balance!
This is more than just a job—it’s an opportunity to be part of a company that values innovation, collaboration, and personal growth. If you’re excited about delivering exceptional client service and want to grow within a dynamic business, we’d love to hear from you.
📩 Apply today and take the next step in your career! Contact Liam for more info.