- Maintain compliance with internal procedures, regulatory requirements, and deadlines
- Take ownership of your workload, effectively prioritising tasks
- Handle confidential client data responsibly and in line with GDPR requirements
- Support process improvements and contribute to more efficient ways of working
- Provide day-to-day administrative assistance to advisers and support teams
- Prepare documentation, reports, and client meeting packs
- Liaise with external providers and obtain required information
- Work collaboratively with technical and report-writing teams to ensure timely delivery of client outputs
- Act as a point of contact for client queries, including sensitive or complex matters
- Maintain accurate and up-to-date client records and correspondence logs within internal systems (experience with systems such as Intelliflo Office is helpful but not essential)
- Process new business documentation and client instructions
- Prepare valuation or review reports as required
- Build effective working relationships with external providers and internal colleagues
- Escalate non-standard requests where appropriate
- Provide general team support as required by your manager
- Assist with internal meetings or administrative coordination when needed
- Self-motivated, organised, and accountable
- Strong written and verbal communication skills
- Able to work both independently and collaboratively
- Comfortable managing multiple priorities in a structured environment
- Previous experience in administration or client services (financial or professional services experience beneficial but not essential)
- Strong numerical awareness and problem-solving approach
- Confident building relationships with colleagues and external contacts
- Good IT skills, including familiarity with tools such as Excel, Word, and PowerPoint from Microsoft
- GCSE Maths and English (or equivalent)
- Relevant industry qualifications are advantageous but not required
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client services support - Norwich - Henderson Drake
Description
HD-Tech are pleased to be supporting a well-established professional services organisation in their search for a Client Services Administrator.
The Opportunity
This role is focused on delivering high-quality administrative and client support within a busy advisory environment. You will work closely with senior advisers, technical specialists, and support colleagues to ensure clients receive a consistent, professional, and efficient service.
The successful candidate will manage a varied workload, maintain accurate client records, and often act as a first point of contact for clients, ensuring queries are handled promptly and professionally.
You will also contribute to internal coordination, helping ensure service levels remain high across the team.
Key Responsibilities
Core Duties
Client Support Duties
Additional Duties
Skills & Experience
Qualifications
#J-18808-Ljbffr
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Service & Support Engineer
Only for registered members Norwich
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Service & Support Lead
Only for registered members Norwich
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Service Support Manager
Only for registered members Norwich
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Service & Support Lead
Only for registered members Norwich NR NH
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Service Support Manager
Only for registered members Norwich NR
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Therapy Support Services Secretary
Only for registered members Norwich
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Therapy Support Services Secretary
Only for registered members Norwich NR UY
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Grab Driver Class 2
Only for registered members Norwich, United Kingdom
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Business Development Manager
Only for registered members Norwich, England
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Volunteer Entry Into Service Support
Only for registered members Great Yarmouth
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Volunteer Entry Into Service Support
Only for registered members Great Yarmouth NR PA
-
Volunteer Entry Into Service Support
Only for registered members Great Yarmouth, England
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Estate Services Support Officer
Only for registered members Great Yarmouth NR
-
Traffic Marshal
Only for registered members Breckland District
-
Regional Maintenance Manager
Only for registered members West Tofts IP EP
-
Technical Support Manager
Only for registered members West Tofts IP EP
-
Authorised Person
Only for registered members West Tofts IP EP
-
Traffic Marshal
Only for registered members Griston, England
-
Team Administrator
Only for registered members Thetford IP EP
-
Asset Maintenance Manager
Only for registered members West Tofts IP EP
-
Ad-hoc Occupational Health Nurse
Full time Only for registered members Norwich