Remote Client Services & Admin Specialist

PA2 Assist; Remote; GBP 30,000 - GBP 40,000; Full time

Job summary

A growing client services firm in the United Kingdom is seeking an experienced Administrative & Client Services Officer. In this role, you will manage client workflows, ensure the CRM system is compliant, and support advisers. The ideal candidate has 3-5 years in admin or client services, strong attention to detail, and excellent communication skills. This position allows for autonomous and remote work.

Qualifications

• 3–5 years’ experience in admin or client services, preferably in financial planning.
• Strong attention to detail and time management skills.
• Ability to work independently and take initiative.

Responsibilities

• Respond to all emails.
• Manage and progress client workflows and tasks.
• Ensure the CRM system is up to date and compliant.
• Support the adviser with meeting coordination and document handling.
• Provide a warm point of contact for clients via phone and email.

Skills

Attention to detail

Time management

Problem-solving skills

Excellent phone manner

Written communication

Tools

Microsoft Office

Zoom

Teams

CRM systems

Job description

A growing client services firm in the United Kingdom is seeking an experienced Administrative & Client Services Officer. In this role, you will manage client workflows, ensure the CRM system is compliant, and support advisers. The ideal candidate has 3-5 years in admin or client services, strong attention to detail, and excellent communication skills. This position allows for autonomous and remote work.