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Client Services Executive / Administrator
Financial Services Support | Full-time
Who we are
At Chase Virtual Solutions Ltd, we provide premium virtual administration support to financial companies across the UK. Our clients trust us to be the backbone of their business, helping them run smoothly, stay organised, and deliver excellent service to their customers.
As our business continues to grow, we’re looking for a proactive and detail-driven Client Services Executive / Administrator to join our team. This is a fast-paced role where no two days are the same — perfect for someone who enjoys variety, thrives under pressure, and takes pride in delivering outstanding client support.
What you’ll be doing
- Acting as the first point of contact for clients — handling calls and enquiries with professionalism and warmth
- Managing diaries, scheduling meetings, and preparing agendas
- Keeping client records up to date, logging contact in our CRM, and producing reports
- Supporting client marketing, including social media activity and online presence
- Liaising with internal and external stakeholders to keep operations running smoothly
What we’re looking for
- Previous experience in a customer-facing role with strong administration skills
- Excellent organisation and multitasking ability, with a sharp eye for detail
- Strong technical skills (Word, Outlook, Excel, Salesforce desirable)
- Confident communicator, both written and verbal, able to deal with all levels of stakeholders
- A proactive problem-solver who can work independently and as part of a team
- Someone who takes ownership and enjoys making a positive difference for clients
Why join us?
- Be part of a supportive, growing business where your input is truly valued
- Gain exposure to the financial sector and develop specialist knowledge
- Flexibility to work remotely with the right tools and systems in place
- Opportunities to take on more responsibility as the business continues to expand
