Hybrid Client Services Administrator - Flexible Hours

AFH Financial Group.; Maidenhead; Hybrid; GBP 60,000 - 80,000; Full time

Job summary

A financial services firm in Maidenhead is seeking a Client Services Administrator. This full-time role involves maintaining accurate client records and ensuring compliance while providing excellent service. Ideal candidates will work collaboratively and independently, with strong communication skills. Employees enjoy flexible working arrangements, competitive benefits, and social perks, including seasonal celebrations and a contributory pension scheme.

Benefits

Flexible working & holidays

Social perks

Pension scheme

Qualifications

• Ability to work with team members independently.
• Understand processes and document controls.
• Confident in client interactions and queries.

Responsibilities

• Maintain client records on various platforms.
• Ensure accuracy and compliance of client files.
• Organise and pre-populate client documentation.
• Process client instructions and transactions.
• Calculate performance fees for invoicing.
• Monitor inboxes and respond to enquiries.
• Perform additional administration duties as required.

Skills

Team collaboration

Process understanding

Client communication

Regulatory awareness

Job description

A financial services firm in Maidenhead is seeking a Client Services Administrator. This full-time role involves maintaining accurate client records and ensuring compliance while providing excellent service. Ideal candidates will work collaboratively and independently, with strong communication skills. Employees enjoy flexible working arrangements, competitive benefits, and social perks, including seasonal celebrations and a contributory pension scheme.