Norwich
Client Services AdministratorFull-time | Monday–Friday, 9:00am–5:00pm (1 hour lunch)Location: Norwich – Office BasedAre you an outgoing and enthusiastic administrator looking to join a dynamic and growing wealth management practice? Our client are seeking a proactive Client Services Administrator to support their Partners, advisers, and wider operations team in delivering an exceptional client experience.In this varied and rewarding role, you will:Provide comprehensive administrative support to Partners and advisersAct as a point of contact for clients and third parties, handling general enquiries and welcoming clients to the officeManage business submissions via bespoke software, ensuring all cases are processed promptly and accuratelyMaintain and manage the Practice’s CRM database, keeping back-office systems updated with live files and case notesPrepare meeting documentation and follow-up correspondence from client meetingsSupport wider Practice operations and assist the Partner when requiredYou’ll be joining a team that works collaboratively, shares knowledge, and strives for excellence in delivering an unrivalled client experience.About YouTo be successful, you will bring:Strong IT proficiency, including Microsoft 365 and confidence with bespoke financial systemsExcellent customer service skills, with the ability to build rapport and manage client relationshipsHigh standards of literacy, numeracy, and communicationMeticulous attention to detailStrong time-management and organisational skillsConfidence in dealing with colleagues and third parties, displaying honesty, integrity, and complete discretionExperience within financial services or a regulated environment is beneficial, though not essential.<