Client Services Assistant

Client Services Assistant Job Description Template

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


  • Produce valuations for clients as required;
  • Co-ordinate with clients regarding any changes to customer details and circumstances;
  • Prepare files for Financial Planners and update client information on IT systems prior to client visits and advise of any compliance outstanding;
  • Cover reception when required;
  • Chase initial fees from providers to ensure company cash flow;
  • Completing regular inspections and actioning any tasks that arise as a result;
  • Managing meeting rooms;
  • Adhering to health & safety standards;
  • Setting up and clearing away all of the food & beverage requirements for the meeting facilities;
  • Meeting & greeting both internal and external clients.


  • Administrative experience in a similar role;
  • Excellent customer service skills;
  • Excellent written and verbal communication skills;
  • Word, Excel and Outlook.