At bdhSterling, we provide specialist cross-border financial planning advice to clients in the UK and Australia. We’re now seeking a Client Services Administrator to join our team in our Epsom office, supporting advisers and operations while delivering an outstanding client experience.

About the Role

As a Client Services Administrator, you’ll be the first point of contact for our clients, ensuring their needs are met with professionalism, accuracy, and care. You’ll play a key role in supporting advisers, preparing and processing client documentation, and collaborating across departments to ensure seamless service delivery.

Key Responsibilities

• Act as the primary point of contact for clients, managing queries and building strong relationships.

• Prepare, process, and track client applications, transfer requests, investment instructions, and compliance documents.

• Work closely with Advisers, Paraplanners, and Operations to ensure a smooth client journey.

• Produce clear and accurate client communications, maintaining a professional and friendly tone.

• Maintain accurate records, update client databases, and ensure compliance with data protection standards.

• Support the wider team with research, projects, and process improvement initiatives.

• Assist with day-to-day office tasks including incoming calls, mail distribution, and greeting clients.

About You

We’re looking for someone who is professional, service-driven, and enjoys building lasting client relationships. You’ll bring:

• Strong administration and organisational skills.

• Excellent written and verbal communication abilities.

• Proficiency in Microsoft Office.

• Experience in customer or client service roles.

• The ability to manage multiple priorities in a fast-paced environment.

Desirable:

• Experience within financial services or professional services administration.

• Knowledge of financial advice processes and documentation.

• Familiarity with Salesforce.

Why Join Us?

At bdhSterling, we pride ourselves on our supportive and collaborative culture. As part of our team, you’ll enjoy:

• A client-facing role where you make a real difference to people’s financial journeys.

• The opportunity to grow and develop your career in financial services.

• Working in a friendly, professional environment with global connections.

If you are a detail-oriented and client-focused administrator ready to take the next step in your career, we’d love to hear from you.