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    • Working as part of the client support administration team, you will provide a quality administration service to support our client delivery teams and to achieve…
    • View all Duncan & Toplis jobs - Stamford jobs - Client Services Specialist jobs in Stamford
    • Salary Search: Client Support Administrator salaries
    • See popular questions & answers about Duncan & Toplis
    • Building great client relationships by keeping them informed.
    • Answering client phone calls and to assist with queries and requests.
    • Pay: £24,455.00 per year.
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    • You will support Financial Advisers and Paraplanners with the administration required to deliver an efficient and professional client service.
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    • You will support Financial Advisers and Paraplanners with the administration required to deliver an efficient and professional client service.
    • As our Operations Administrator, you’ll play a vital role in managing the full customer renewals process.
    • You’ll engage with clients well ahead of contract end…
    • To support Kwik Fit in its wider purpose of keeping our customers safe on the road and providing peace of mind motoring.
    • Taking client calls and attending client meetings.
    • Managing the client inbox and phones, and answering client queries on bookkeeping and VAT.
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    • Work closely with Client Consultants and Senior Client Consultants to prioritise workload, share updates and support team SLAs.
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    • Work closely with Client Consultants and Senior Client Consultants to prioritise workload, share updates and support team SLAs.
    • Answer client calls, assist with queries and following specific client instructions.
    • Ensure all client instructions are actioned efficiently and in a…
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    • Managing workflow and maintaining back-office systems and client records.
    • Working closely with Financial Planners to deliver excellent client service and acting…
    • Respond to client enquiries and requests, escalating issues where appropriate.
    • Excellent communication and interpersonal skills with the ability to build…
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    • Managing workflow and maintaining back-office systems and client records.
    • Working closely with Financial Planners to deliver excellent client service and acting…
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    • Experience in client support, client service, governance support, contract administration or business co-ordination roles.
    • Annual performance bonus of up to 7%.
    • Take ownership of our newly implemented timesheet system — learn the platform quickly, support contractors and internal stakeholders with queries, and help…

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Client Support Administrator
Stamford
Part-time

Job details

Pay information not provided
Part-time
Stamford

Full job description

Operations | Part-time | Stamford

We're looking for a Client Support Administrator to provide administrative and client support to our Business Services team on a part-time basis of 30 hours per week.

The role involves managing client communications, maintaining accurate records, coordinating documentation, and assisting the team to ensure a high standard of client service. The ideal candidate will have excellent organisational skills, strong attention to detail, and a professional approach to client interactions.

What does this role involve?

Working as part of the client support administration team, you will provide a quality administration service to support our client delivery teams and to achieve service line targets, and ensure operational objectives are met.

Teamwork

You will collaborate with colleagues, share knowledge and support your team and hub to achieve shared objectives and deliver positive outcomes for clients and the organisation.

Client experience

You will provide clear, timely support, responding to queries promptly and ensuring accurate communication. A strong focus on service and attention to detail helps build trust and a positive client experience.

Skills and experience

We encourage candidates of all backgrounds and capabilities to apply, although it’s essential that your values and experience align with this role’s key responsibilities. To be successful, you will:

  • Support the client delivery teams and all offices in all administrative and day-to-day operational matters, working collaboratively with colleagues across the whole team - this may include managing meeting rooms, looking after facilities, coordination of team meetings, coordination of diaries for Managers, Associates and Directors for client meetings, supporting events, filing and other tasks as required.
  • Manage the reception area, which will include greeting clients.
  • Ensure all work within the typing pool is properly scheduled and delivered on time.
  • Oversee the process of obtaining confirmations from the bank and, if applicable, debtors/creditors.
  • Arrange timely submission of financial statements and other documents with relevant regulatory bodies, including assisting with management of the job stages on practice management for filing deadlines and submissions.
  • Administer the client take-on, maintenance and disengagement procedures, ensuring relevant forms are completed per standard operating procedures (SOPs), letters are issued, and systems are kept up to date.
  • Act as a designated Fire Warden and First Aider as part of day-to-day duties, conducting basic safety checks of fire equipment, escape routes and first aid supplies, and supporting emergency procedures including evacuations and first aid response.
  • Maintain flexibility in working location, with a willingness to travel to other sites within a reasonable distance as required.

What we are looking for

  • Flexibility to travel to other offices to support cover.
  • Strong IT skills with a working knowledge of Microsoft Office.
  • Effective organisation and communication skills, both verbal and written.
  • Production of accurate and timely work within your service line.
  • Excellent attention to detail.
  • The ability to work effectively as part of a wider team.
  • Developing understanding of data protection requirements.

Join Duncan & Toplis

From flexible working arrangements and time-matched volunteer hours to online fitness classes and mental health support, at Duncan & Toplis we're committed to helping our people maintain a healthy and balanced lifestyle.

We help our team to develop their talents and encourage ambitious individuals to progress their careers and expand their professional and personal capability with fully supported training and CPD.

Our values of trust, partnership, and inclusivity are at the forefront of everything we do.

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