To enable our advisers to focus their time on seeing clients, we have invested in developing a brilliant operations team.
Job Title: Receptionist / Client Servicing Administrator
Location: Altrincham
Hours: Monday to Friday, 9:00am – 5:00pm (flexibility available)
To apply for this role, please send a copy of your CV to [email protected].
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
To apply for this role, please send a copy of your CV to [email protected].