Client Services Administrator

Analyze and coordinate the logistical functions of a firm or organization. Responsible for the entire life cycle of a product, including acquisition, distribution, internal allocation, delivery, and final disposal of resources.

Client Services Administrator Job Description Template

Our company is looking for a Client Services Administrator to join our team.


  • Telephone liaison with the client, borrowers and other external institutions;
  • Work towards the achievement of monthly completions targets whilst maintaining high quality standards;
  • Identify and take ownership of potential problems, reporting the problem to your Team Leader;
  • Assisting in suitability report construction;
  • Preparation of client documentation;
  • Taking payments over the phone;
  • Dealing with telephone queries;
  • Processing ground rent information packs;
  • Will form an integral part of the ‘Customer Journey’ and will strive to continually review and improve where possible;
  • Ensuring the reception area is neat and tidy at all times;
  • Visiting other sites in East and West Sussex from time to time;
  • Arrange Instalments plans;
  • Setting up users on the company’s online client portal;
  • Obtain Office copy entries from Land Registry;
  • Dealing with all repossessions files and queries.


  • Microsoft office suite experience, good Excel skills are particularly valued;
  • English and Maths GCSE at grades A to C (or equivalent);
  • Organisation skills, ability to perform tasks and prioritise work, especially when there are conflicting demands;
  • Pragmatic in your approach to problem-solving;
  • Work effectively under pressure;
  • Attention to detail and the personal motivation to perform your role to the highest standards;
  • Proven office work experience;
  • No professional qualifications are needed for this role;
  • A degree is not essential for this role;
  • Always punctual, flexible and responsive in how you approach your work;
  • Ability to interpret financial data and produce relevant reports;
  • Good written and oral communication skills;
  • Basic understanding of Employee benefits would be an advantage;
  • Financial services knowledge would be an advantage;
  • Good all round experience with Microsoft Office packages.