Client Services Support Officer
Join a purpose-driven financial services business on its exciting journey to the next level
We’re partnering with a long-established, values-driven organisation in the financial services sector, known for delivering specialised products with integrity and a client-first approach. This business is ready to grow and evolve and they are seeking a Client Services Support Officer to come along for the ride and be part of this next chapter.

About the Opportunity
This isn’t just another support role. It’s a chance to be part of a team that’s building something bigger. As Client Services Support Officer, you’ll play a pivotal role behind the scenes, supporting both clients and the business development team as they take their service excellence and client engagement to new heights. You’ll be integral to creating seamless experiences for clients and partners, managing systems and processes that keep everything running smoothly, and helping the business scale with care and professionalism. If you’re someone who thrives on organisation, problem-solving, and being the calm in the storm, this is the perfect place to grow your career and make a real impact.

Key Responsibilities
• Serve as the main point of contact for referral partners and clients when the BDM is on the road
• Efficiently triage and resolve client enquiries via phone and email with a warm, professional approach
• Manage CRM data and client activity records in Microsoft Dynamics
• Produce tailored reports and insights using Garradin
• Prepare materials and documentation to support BDM meetings, travel, and events
• Follow up post-meetings to ensure outcomes and next steps are completed
• Coordinate client onboarding, check-ins, and training sessions via phone or video
• Maintain and update client support documentation, guides, and training logs

About You
You bring calm, structure, and proactive thinking to busy, fast-moving environments. Whether you’re solving client queries or pulling together complex reports, you take ownership and deliver with care and attention to detail. You are confident working independently and supporting a mobile, dynamic team.

What We’re Looking For
• 3 to 5+ years in client services, operations, or sales support roles
• Hands-on experience with Garradin (essential)
• Confidence with CRM systems, preferably Microsoft Dynamics
• Warm, professional phone manner and clear, effective written communication
• Excellent organisation skills with strong attention to detail
• Ability to juggle competing priorities and collaborate with multiple stakeholders
• Experience in financial services, insurance, or regulated environments is a plus

Why This Role?
This is a fantastic opportunity for someone who wants to be more than just a support officer. Someone who wants to be part of a growing business journey, supporting clients and teams that are truly invested in making a difference. Your contribution will directly influence the quality and consistency of service delivery, and you’ll be valued as a key part of the team driving the business forward.