Client Services Assistant

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Valenti Recruitment
ScreenedFull TimeJust posted
Sale
£25000 - £26000/annum
Posted 1 day ago
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About the role

Pay: £25,000.00-£26,000.00 per year Job Description: Client Services Assistant Location: Sale, Greater Manchester Hours: Monday–Friday, Full-Time (35.25 hours per week) The Opportunity Valenti Recruitment are supporting the search for a Client Services Assistant to join a well-established accountancy firm based in Sale. This is a client-facing, detail-driven role within a professional, regulated environment, ideal for someone who thrives on organisation, accuracy, and delivering a high standard of client service. The Role You will act as a key point of contact for clients, ensuring all communication and administrative processes are handled efficiently, professionally, and with full attention to detail. Key Responsibilities * Act as the first point of contact for clients, managing inbound enquiries across multiple channels * Take ownership of a shared inbox, prioritising and responding to queries promptly * Proactively manage the client records process, tracking progress and following up where needed * Attend internal meetings and follow through on actions and outstanding queries * Manage the end-to-end client onboarding process, including: * Setting up clients across internal systems * Configuring workflows * Issuing welcome communications * Gathering outstanding information * Supporting compliance processes and registrations * Maintain accurate, compliant client data across all systems * Provide a professional front-of-house presence when required * Support wider teams with high-quality administrative tasks as business needs evolve About You * Previous experience within a professional services or regulated environment (e.g. accountancy, legal, financial services) * Strong understanding of confidentiality, compliance, and handling sensitive data * Excellent communication skills, both written and verbal * Highly organised with strong attention to detail * Able to manage multiple priorities and deadlines independently * Commercially aware with the ability to build strong client relationships * Proactive, adaptable, and a team player What Success Looks Like * Delivering a consistently high standard of client service * Maintaining accurate and compliant records at all times * Taking full ownership of workload and responsibilities * Becoming a reliable, trusted member of the team Benefits * Company pension * Free parking * Private medical insurance * Gym membership

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