Client Services Administrator

Location: Cheltenham

Salary: £24k - 25k per year

Type: Permanent

Closing Date: 07/04/2022

Client Services Administrator



Fantastic culture and career opportunities

The Client Services Administrator will be accountable for establishing and maintaining ongoing service-based relationships with their team.

The Client Services Administrator will perform a range of administrative and file management tasks as requested by their internal clients which will include Partners, fee earners, and members of the Client Services team. 

Role and Responsibilities (this is a broad but not exhaustive list) Customer Service:

  • Able to develop solutions to ensure an exceptional service is provided at all times.
  • Consistently and appropriately update service users on progress and status of tasks where appropriate
  • Work with service users to offer assistance where possible
  • Support the Compliance & Risk Team with the completion of client due diligence, conflict checking and the Anti Money Laundering processes
  • Create new files and maintain and update existing files, demonstrating an understanding of the principal document
  • Deal with internal and external postal deliveries and arrange couriers’ services as necessary
  • Working effectively and efficiently on the Practice Management System to log and record documents
  • Undertake all file closing procedures including the processing of archiving and retrieval
  • Complete searches at the request of Partners, fee earners, Client Services Leads and Client Services Executives
  • Photocopying, printing, scanning, binding, and filing tasks
  • Supporting the Finance team by ensuring receipts, cheques and bills are correctly loaded onto the system
  • Any ad hoc duties as requested by the business

Person specification

  • A minimum of 6 months administration experience
  • GCSEs graded A to C to include maths and English (or equivalent level of qualification)
  • Solid customer service centric experience and work ethic

Please send your cv for immediate consideration.


Salary£24k - 25k per year
Job Reference36724
Contract TypePermanent
Closing Date07/04/2022
Regional OfficeCheltenham
Date Posted10/03/2022

To discuss this position further please contact:

Jill Wanklyn

Senior Recruitment Consultant


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