Client Servicing Administrator – Financial Services Full Time

About the Role

Capstone Financial is seeking a professional and personable Receptionist / Client Servicing Administrator to join our Operations Team in Altrincham.

This is a key role within the business, supporting both our advisers and clients. You will be responsible for ensuring client reviews are scheduled and processed efficiently, maintaining a high level of accuracy and delivering an exceptional client experience at every touchpoint.

Key Responsibilities

• Acting as the first point of contact for clients, managing reception duties including answering and directing calls
• Coordinating meeting room bookings and ensuring rooms are prepared to a high standard
• Running reports via our back-office system to identify clients due for financial reviews
• Supporting advisers by providing reports and booking client review meetings
• Contacting clients to arrange review meetings (face-to-face or virtual)
• Managing adviser diaries effectively
• Logging all client interactions and maintaining accurate records within the system
• Following up with clients where contact has not been successful, including written communication in line with company processes
• Preparing client review packs for meetings
• Managing client engagement activities, including birthday communications and gifts
• Maintaining a professional and welcoming office environment
• Supporting general administrative tasks, including stock management of office supplies
• Delivering exceptional customer service both in person and over the phone

Skills & Experience

• Proficient in Microsoft Office (Outlook, Word, Excel, Teams)
• Strong communication and organisational skills
• Confident and professional telephone manner
• High attention to detail and accuracy
• Ability to manage multiple tasks and prioritise effectively
• Proactive, flexible, and team-oriented approach
• High level of integrity and respect for confidentiality

About You

You are confident, organised, and client-focused, with excellent interpersonal skills. You enjoy speaking with clients and take pride in delivering a high standard of service. You are proactive, efficient, and thrive in a busy, team-oriented environment.

Benefits

• 25 days holiday plus your birthday off
• Company pension scheme
• Life insurance
• Perkbox / employee discounts
• Company events
• Hybrid working available following successful completion of probation