Overview
Client Services Jobs in Norwich, UK at Henderson Drake
Position: CLIENT SERVICES SUPPORT
HD-Tech are pleased to be supporting a well-established professional services organisation in their search for a Client Services Administrator.
This role is focused on delivering high-quality administrative and client support within a busy advisory environment. You will work closely with senior advisers, technical specialists, and support colleagues to ensure clients receive a consistent, professional, and efficient service.
The successful candidate will manage a varied workload, maintain accurate client records, and often act as a first point of contact for clients, ensuring queries are handled promptly and professionally.
You will also contribute to internal coordination, helping ensure service levels remain high across the team.
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Maintain compliance with internal procedures, regulatory requirements, and deadlines
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Take ownership of your workload, effectively prioritising tasks
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Handle confidential client data responsibly and in line with GDPR requirements
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Support process improvements and contribute to more efficient ways of working
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Provide day-to-day administrative assistance to advisers and support teams
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Prepare documentation, reports, and client meeting packs
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Liaise with external providers and obtain required information
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Work collaboratively with technical and report-writing teams to ensure timely delivery of client outputs
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Act as a point of contact for client queries, including sensitive or complex matters
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Maintain accurate and up-to-date client records and correspondence logs within internal systems (experience with systems such as Intelliflo Office is helpful but not essential)
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Process new business documentation and client instructions
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Prepare valuation or review reports as required
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Build effective working relationships with external providers and internal colleagues
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Escalate non-standard requests where appropriate
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Provide general team support as required by your manager
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Assist with internal meetings or administrative coordination when needed
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Self-motivated, organised, and accountable
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Strong written and verbal communication skills
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Able to work both independently and collaboratively
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Comfortable managing multiple priorities in a structured environment
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Previous experience in administration or client services (financial or professional services experience beneficial but not essential)
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Strong numerical awareness and problem-solving approach
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Confident building relationships with colleagues and external contacts
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Good IT skills, including familiarity with tools such as Excel, Word, and PowerPoint from Microsoft
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Relevant industry qualifications are advantageous but not required
Title: Client Services
Company: Henderson Drake
Location: Norwich, UK
Category:
