Client Experience Specialist - Financial Services

Shackleton Advisers Limited; Newcastle upon Tyne; On-site; GBP 25,000 - GBP 30,000; Full time

Job summary

A financial services firm in Newcastle upon Tyne is seeking a Client Servicing Administrator to provide comprehensive administrative support. The candidate will manage client interactions, onboard new clients, and maintain client records with a focus on accuracy and compliance. Strong communication skills and proficiency in Microsoft Office are essential. This position requires attention to detail and the ability to work collaboratively within a team. Interested applicants should send their CV to [e-mail].

Qualifications

• Experience in an administrative role, ideally in the financial services sector.
• Ability to communicate clearly and concisely, both verbally and in writing.
• Demonstrated ability to manage workloads effectively.

Responsibilities

• Provide ongoing service and support to clients alongside financial advisers.
• Manage client interactions and assist with onboarding new clients.
• Ensure client records are maintained accurately and in line with procedures.
• Generate invoices and assist with ad-hoc projects as needed.

Skills

Proficient with Microsoft Office

Attention to detail

Communication skills

Ability to manage multiple tasks

Discretion and professionalism

Tools

CRM systems

Job description

A financial services firm in Newcastle upon Tyne is seeking a Client Servicing Administrator to provide comprehensive administrative support. The candidate will manage client interactions, onboard new clients, and maintain client records with a focus on accuracy and compliance. Strong communication skills and proficiency in Microsoft Office are essential. This position requires attention to detail and the ability to work collaboratively within a team. Interested applicants should send their CV to [e-mail].