Client Team Administrator

  • Location
    Wimbledon, Greater London
  • Category
    Admin. Secretarial and PA - Administrator
  • Contract Type
  • Salary
    £ 35000 - £ 40000 / Year
  • OrganizationType

Client Team Administrator


Wimbledon - flexible working!

Up to £40,000pa

Start date: Asap!

Benefits include: Private healthcare, 23 days holiday and quarterly bonus incentives!


An exciting opportunity to join an amazing business that provides institutional level information about the financial markets. Founded in 2004, run by a team of former bank traders, brokers and portfolio managers based in London and New York.

You will be joining the Customer Accounts team for in Wimbledon, London, working with and supporting the Accounts and Finance team, as well as the Sales Executives, in their daily tasks to ensure their clients have the right services, are onboarded successfully, and are correctly invoiced. You will also be speaking directly to our wide range of clients. This is a key role to ensure the company runs smoothly.

Sounds interesting?...Daily duties include:

  • Client data entry and editing in our CRM (Salesforce)

  • Record keeping using our internal Excel spreadsheets

  • Emailing client firms to request approvals for new user trials and subscriptions

  • Creating and sending client contracts

  • Managing product email lists through our email service provider

  • Reconciling our client records and databases against invoices being sent to clients

  • Fielding internal questions from our sales and product teams on client lists and fee structures

To be successful in this role you'll need to:

  • Have strong attention to detail - accurate record keeping, and communication is essential

  • Be reliable, conscientious, and professional

  • Enjoy working in a team and supporting others

  • Have strong organizational and prioritisation skills to ensure key tasks always get done

  • Have strong communication skills and are comfortable engaging with important clients often in tricky circumstances whilst maintaining a polite and professional demeanor

  • You have experience and at least intermediate skills on the Microsoft Excel, Word and Outlook. More advanced skills are preferable but are not essential.

  • Experience working with Sage accounting software would be beneficial but is not essential

  • Experience working with the Salesforce CRM system would be beneficial but is not essential

  • You can speak and write English to a first-language standard

If this is for you then you should apply today! If you know someone else who may be suitable, please pass on their details or ask them to apply!

Click on the apply button or call Joan Collins for more information on the role on 0208 542 6688 or email

Office Angels acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. Office Angels UK is an Equal Opportunities Employer.

By applying for this role your details will be submitted to Office Angels. Our Candidate Privacy Information Statement explaining how we will use your information is available on our website.

To speak to a recruitment expert please contact Joan Collins