Client Support Officer

Bristol, UK (Hybrid)
In this position, you’ll be based in the Bristol office for a minimum of three days a week, with the flexibility to work from home for some of your working week. Learn more about our flexible work culture at

In our dynamic department, the role of a Client Service Officer is pivotal in weaving the fabric of success and client satisfaction. You will support Client Managers, delivering support services with precision, efficiency and accuracy. Your contributions shape future client relationships and accelerate your career advancement.

Support Client Managers by providing efficient, accurate, and timely delivery of all Client Support tasks. Assist with ad‑hoc requests, building relationships, ensuring client retention, managing risk, and maximizing commercial opportunities.

• Complete all Client Support tasks efficiently, ensuring charging is implemented in accordance with agreed tariffs.
• Take charge of personal development and support less experienced colleagues; collaborate effectively with other team members.
• Proactively assist Client teams with regular and ad‑hoc projects, archiving clients, mailing matrices, and new client set‑up.
• Support client teams with day‑to‑day client contact, assisting clients, brokers, shareholders and CPU staff with queries and requests, ensuring robust governance, business systems and procedures to maintain compliance.
• Identify and mitigate risks, keeping all stakeholders updated.
• Reconcile Issued Share Capitals, proactively address differences with business units, and escalating discrepancies per departmental procedures.
• Process allotments/buybacks accurately and within prescribed timescales.
• Represent Client Support within the organization, sharing knowledge and operational training with colleagues.
• Identify opportunities for efficiencies, solutions and synergies within the group and wider business.
• Regularly review and update existing Client Support procedures, enhancing processes when appropriate.

You will bring a collaborative mindset and excellent communication skills to thrive in a team environment, an ability to deliver accurate and timely work while managing priorities effectively, a customer‑focused approach, strong problem‑solving skills, attention to detail, commitment to developing industry knowledge, numeracy skills, and experience in planning and managing workloads to meet deadlines.

• Previous experience working in a team environment
• Experienced communicator
• Strong problem‑solving ability within boundaries of authority
• Experience delivering exceptional customer service
• Developing industry knowledge
• Accuracy in work
• Experience planning and managing workload to meet deadlines
• Problem‑identification and solution skills
• Numeracy skills
• Proficiency in MS Office suite
• Previous registry/financial services experience desired (but not essential)

• Flexible work to help you find the best balance between work and lifestyle.
• Health and wellbeing rewards that can be tailored to support you and your family.
• Investment in our business: salary sacrifice to purchase shares, company contribution included.
• Extra rewards ranging from recognition awards and team get‑togethers to future investment support.
• A welcoming and close‑knit community with experienced colleagues and a careers hub.

We’re dedicated to providing the opportunity to succeed on your own merits, creating an environment where everyone feels valued, removing barriers and ensuring equal opportunities for all. For support with accommodations or adjustments during our recruitment process, please visit  for further information.

Entry level

Full‑time

Other