Client Services Administrator

Why Join Us

You'll be part of a dynamic, high‑energy team that prides itself on exceptional service and a genuinely collaborative culture. The team brings enthusiasm, professionalism, and a commitment to excellence that sets us apart in the industry.

As an independent organisation with no affiliation to banking, legal, accountancy, or investment institutions, our service is completely impartial. Clients trust us because we offer objective guidance, tailored support, and consistently high standards.

Our client base includes private families and institutional groups with a wide variety of structures — all sharing the same expectation of outstanding service, attention to detail, and genuine care.

Flexibility, responsiveness, and high‑quality service delivery are at the core of who we are.

The Role

You will work closely with Client Directors and their teams to ensure all client service functions are delivered efficiently, accurately, and on time. This is a hands‑on role that offers broad exposure to client activities, structures, and operational processes.

Key Responsibilities

• Supporting Client Directors and team members with day‑to‑day administration and client service tasks
• Ensuring all client deliverables are completed within agreed timeframes
• Participating in the DayBox process, reviewing and authorising client activities and transactions — giving you valuable insight into the full spectrum of client operations
• Assisting with new business documentation and onboarding, ensuring a smooth and professional client experience
• Maintaining accurate records, preparing documentation, and contributing to the overall efficiency of the client group

What This Role Offers

• A supportive team environment where your contribution genuinely matters
• Exposure to a wide range of client structures and activities
• Opportunities to develop your skills and grow within the organisation
• A role that values initiative, accuracy, and a commitment to excellent service