Client Servicing Administrator

Receptionist / Client Services Administrator 📍 Altrincham
🕘 Monday to Friday | 9:00am – 5:00pm
🏡 Hybrid working available following probation
I’m currently working with a well-established and growing financial planning firm in the Altrincham area that is looking to recruit a Receptionist / Client Services Administrator to join their operations team.
This is a varied, client-facing role that would suit someone who enjoys working in a professional office environment and takes pride in delivering excellent customer service. The successful candidate will play a key role supporting advisers, managing client communications, and helping to ensure the smooth running of the office on a day-to-day basis.
The Role Responsibilities will include:

Acting as the first point of contact for clients both in person and over the phone
Managing incoming calls and directing enquiries appropriately
Coordinating meeting room bookings and preparing rooms for client meetings
Scheduling client review meetings and managing adviser diaries
Supporting advisers with review preparation and client communications
Preparing meeting documentation and maintaining accurate client records
Following up with clients regarding appointments and outstanding communications
Assisting with office administration and maintaining a professional office environment
Supporting wider client servicing and operational tasks where required What They’re Looking For
Previous experience within administration, reception, customer service, or professional services
Excellent communication and interpersonal skills
Professional and confident telephone manner
Strong organisational skills and attention to detail
Ability to prioritise workload and manage multiple tasks effectively
Good working knowledge of Microsoft Office
Positive, proactive, and team-oriented attitude
High level of professionalism and confidentiality Benefits
25 days holiday plus additional birthday leave
Pension scheme
Life cover
Employee benefits and discount platform
Regular company events
Hybrid working available after probation
Supportive and collaborative working environment If you’re based in or around Altrincham and would be interested in hearing more about the opportunity, please apply or get in touch directly for a confidential discussion