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.