CEA

Client Experience Administrator
Location: Glasgow
Salary: £24,000 – £26,000 per annum
Sector: Banking & Finance
Job Type: Full-time, Permanent
GTS Banking and Finance are working with our client – a leading financial services firm – to recruit a Client Experience Administrator to join their expanding support team in Glasgow.
This role is essential to delivering a high-quality client experience and ensuring Partners can focus on providing financial advice to high-net-worth clients. As part of a collaborative and service-driven team, you’ll provide administrative support to Client Experience Executives, contributing to a seamless end-to-end client journey.
Key Responsibilities:

• Support the preparation and processing of personalised client meeting packs.
• Handle post-review administration and ensure accurate data entry into internal systems.
• Liaise with providers to gather valuations and up-to-date plan information.
• Maintain regular updates for Client Experience Executives to support client communication.
• Follow internal processes to meet service and regulatory standards.
• Provide general administrative support and assist with post and reception cover when required.

What We’re Looking For:
Essential:

• Previous experience in an administrative or customer service role.
• Proficiency with Microsoft Office (Word, Excel, Outlook).
• Strong interpersonal and relationship-building skills.
• Able to manage tasks in a fast-paced environment with a proactive attitude.
• Willingness to pass a basic financial industry exam within the first 3 months (internal exam).

Desirable:

• Background in financial services administration.
• Understanding of pensions and investment products.
• Familiarity with Intelligent Office (IO) software.

Personal Attributes:

• Friendly, professional, and client-focused.
• High attention to detail and strong organisational skills.
• Excellent written and verbal communication abilities.
• Discreet, trustworthy, and confident working in a confidential environment.

This is an excellent opportunity to grow your career in financial services administration with a company that values training, development, and long-term progression.
Apply now or reach out to Alice Wright on alice.w@gts-search.com