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 an 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 effective 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 management
- Providing reception relief and answering calls as required
- Maintaining daily timesheets
About You
- Prior administration support within an accounting or financial services firm.
- Highly organised with excellent attention to detail
- Professional and discreet in handling sensitive client information
- Confident using accounting software and online portals
- Proactive and able to work independently while supporting the wider team.
Why This Role
You will join a respected, mid-sized financial services firm that balances client-focused excellence with a supportive, community-minded culture. This is an opportunity to contribute to a team that values professionalism, attention to detail, and long-term client relationships.
If you are a motivated accounting administrative professional looking to broaden your career in client services, we encourage you to apply now.