Client Services Officer

We are seeking a professional and highly organised and warm Client Services Officer to join a well-regarded financial services firm.
This role is ideal for someone with an administration support background across and accounting or Financial advisory firm who enjoyed supporting a high performing and established team. 

The role: 

You will play a key role in ensuring smooth client interactions and efficient internal processes. Your responsibilities will include:

Preparing and distributing client packages electronically

Communicating with clients and internal teams

Managing databases and ensuring records are up-to-date

Reviewing and updating portal information, reporting, and following up on outstanding items

Assisting with invoicing and debtor follow-ups

Handling general administrative tasks, correspondence, and electronic filing

Supporting meetings, including room bookings and partner diary manage...