Client Services Assistant

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