Senior Client Services Administrator

Attivo

Senior Client Services Administrator at Attivo, delivering high-quality client services and administrative support. Engage in complex client queries and collaborate with teams to enhance client experience.

Posted 7/20/2026full-timeCheltenham • 🇬🇧 United KingdomSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in client lifecycle processes, including Letters of Authority and client retention, while maintaining high standards in administrative duties and quality checks. Proficient in Microsoft Office applications and skilled in managing sensitive information with professionalism and discretion.

Highest-signal resume keywords

Client Lifecycle ManagementMicrosoft Office ProficiencyOrganizational SkillsWritten Communication SkillsFinancial Planning Experience

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Client RetentionData UpdatesQuality ChecksProcess DocumentationInformation Gathering

Soft Skills

EmpathyProfessionalismAttention to DetailTask PrioritizationMentoring

Tools & Technologies

Microsoft WordMicrosoft ExcelMicrosoft Outlook

Industry Keywords

Financial PlanningRegulated EnvironmentClient ServicesAdministrative SupportOperational Improvement

About the role

Key responsibilities & impact

Delivering all Client Services Administrator duties to a consistently high standard.
Acting as a subject matter expert for key client lifecycle processes, including: Letters of Authority (LOAs), Data updates, Existing policy schedules, Client retention, Reallocations, Offboarding activities.
Handling complex and escalated client queries professionally and efficiently.
Supporting colleagues with procedural guidance and best practice.
Assisting with the onboarding, training and mentoring of new starters.
Contributing to the development and maintenance of training materials, guides and process documentation.
Performing quality checks on administrative output and identifying trends or areas for improvement.
Managing complex information gathering, provider chases and detailed client cases.
Supporting operational improvement initiatives and project work across the department.
Providing cover for colleagues and supporting the Team Leader during peak periods when required.
Preparing and coordinating pre-meeting information and client documentation.
Supporting meeting bookings, client correspondence and administration activities throughout the client lifecycle.

Requirements

What you’ll need

Previous experience within a Financial Planning or regulated environment.
Excellent organisational skills and high attention to detail.
Proficiency in Microsoft Office applications, particularly Word, Excel, and Outlook (Office 365).
Confident in handling varied client interactions, with empathy and professionalism.
Strong written communication skills, with the ability to produce well-presented documents.
Capable of managing multiple tasks and prioritising workload effectively.
Able to handle sensitive and confidential information with discretion and professionalism.

Benefits

Comp & perks

Non-contributory Pension Scheme (8%)
Private Medical Insurance
Cashplan
Income Protection
Critical Illness
Death in Service
Parking allowance
Generous holiday allowance, rising with length of service
Work from home and flexible working available
Excellent culture, promoting employee wellbeing and engagement.