- Managing client accounts and maintaining accurate records.
- Handling client inquiries through various channels.
- Preparing and sending client correspondence and documentation.
- Assisting with onboarding new clients.
- Scheduling and coordinating client meetings.
- Monitoring accounts for outstanding debts and setting up payment plans.
- Reconciling accounts and ensuring accuracy in record-keeping.
- Issuing invoices, statements, and reminders.
- Resolving billing disputes and discrepancies with clients.
- Is a confident communicator with customer service experience.
- Has excellent proficiency in Microsoft Office.
- Is keen on developing a career in financial services.
- Is highly organised and focused.
- 27 days holiday, bank holidays, and an extra day off for your Birthday.
- Opportunity for hybrid working.
- Generous pension contributions.
- Free onsite parking for your convenience.
- Participation in social events to build team camaraderie.
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Client Administrator
4 weeks ago
ThirtyThree LLP Bristol, United KingdomClient Services | Bristol · **We are ThirtyThree** · An award-winning specialist employer branding and marketing agency with an impressive list of client brands and offices in Bristol, London and New York. · **What we do** · Employer branding is about marketing organisations and ...
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TaxAssist Accountants Bristol South and Clifton Bedminster, United KingdomOur busy, client-focused office needs a reliable, well-organised Client Services and Office Management to handle day-to-day operations with a focus on efficiency and time management. The Client Administrator will be responsible for client communications in and out, reliable inter ...
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Change Recruitment Services Ltd Bristol, United Kingdom Full timeOur client, a rapidly growing business based in Bradley Stoke in Bristol, is looking for a Client Administrator / Credit Controller to join their team. This role will consider candidates with either credit control experience, or an interest in working in a financial services envi ...
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Senior Client Services Administrator
3 weeks ago
Flair for Recruitment Bristol, United KingdomAre you an organised and proactive administrator? Can you effectively prioritise your workload while maintaining a team focus? · Our client, a Bristol based Wealth Management Firm, is looking for a Senior Client Services Administrator to join their team. This role can be a hybrid ...
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2 weeks ago
Haines Watts (Western) Limited Bristol, United Kingdom FreelanceWhat's the Role? · We are looking for a part-timematernity cover Client Administrator located at our Bristol office (preferred) but we will consider candidates that would preferto be based in our Exeter or Portishead office.The role is offered for 6 months initially with the poss ...
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2 weeks ago
Bishop Fleming Bristol, United Kingdom PermanentDescription · Location: Bristol · About the Role · We're currently seeking a Client Services administrator to work in our Audit Service Line. In this role you will be predominantly providing support to our Audit Managers by carrying out administration tasks for our clients. · T ...
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Reed Bristol, United Kingdom permanentReed Financial Services are pleased to be recruiting for an exciting opportunity for a Private Client Support / IFA Administrator to join a National IFA Bristol that's been established over 20 years and very well regarded and won multiple awards. · They are looking for experience ...
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Client Services Administrator
1 week ago
Marsh McLennan Companies Bristol, United Kingdom Full timeDescription: · Mercer Marsh Benefits – Bristol · Mercer Marsh Benefits (MMB) is part of the Marsh McLennan family, bringing together a broad spectrum of expertise to help clients navigate the complex world of people risks, cost management and employee benefits. We are a world l ...
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Flair for Recruitment Bristol, United Kingdom permanentDo you have strong written and verbal communication skills? Are you also highly organised and able to multitask? · Our client, an award-winning financial services firm, is looking for a Client Support Administrator to join their team. Great opportunity for a school leaver looking ...
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Lidl Bristol, United Kingdom £3.5000 per hour | hour contract | AM & PM shifts | 30-35 days' holiday (pro rata) | 10% in-store discount | Pension scheme · We're collaborative, determined and we all pitch in to help each other out. · As a Lidl Customer Assistant, no two shifts are the same. You'll take pride in go ...
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Greystone Consulting Group Ltd Cardiff, United KingdomGreystone Consulting Group are currently recruiting a Client Administrator for a well-established and highly successful wealth management firm based in Cardiff. · An exciting new opportunity has arisen for a Client Administrator to join a busy team within a well known Wealth Mana ...
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Office Angels Bridgwater, United Kingdom**Client Administrator**: · - Bridgwater, Somerset · Exciting opportunity to work for an established and professional firm with excellent local reputation. · £20,000 - £25,000 PA DOE · Monday to Friday - Full time or part time considered · 25 days annual leave & Bank Holidays | P ...
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Client Administrator
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Wise Investment Ltd Chalford, United KingdomThis role includes all aspects of administration for investment, pensions, and other financial arrangements, supporting our team of advisors and other administrators, whilst providing excellent customer service. · **Job Type**: Permanent · **Salary**: £22,000.00-£28,500.00 per ye ...
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Client Administrator
2 weeks ago
ChadSan Bristol, United KingdomChadSan are a rapidly expanding, Xero award winning firm of Chartered Accountants with a "technology driven, people focused" ethos. · Based in our Bristol office this role is for a school leaver or equivalent who is looking to build a career in accounting and keen to pursue quali ...
Client Administrator - Bristol, United Kingdom - Juice Recruitment Ltd
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Description
Join our team at Juice Recruitment! We have partnered with a top financial services firm in Bristol, and we're on the hunt for a Client Administrator. If you're detail-oriented, motivated, and proactive, we want you to be part of our close-knit and supportive team.
Responsibilities include:
We're looking for someone who:
Perks of the job: