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Client Services Coordinator

1 month ago


Bath, Bath and North East Somerset, United Kingdom Artemis Recruitment Consultants Ltd Full time
Client Services Administrator - Bath

We are seeking a highly organized and detail-oriented individual to join our client services team as a Client Services Administrator. This role will provide an excellent opportunity for someone looking to begin their career in the financial services sector or make a career change.

Key Responsibilities:

  • Provide exceptional aftercare to existing clients, ensuring their needs are met and exceeded.
  • Support financial advisers with information requests, maintaining accurate and up-to-date client information.
  • Organize and manage campaigns throughout the year to optimize the use of allowances.
  • Assist with top-ups, transfers, and withdrawals, ensuring seamless client experiences.
  • Manage the client annual review process, ensuring timely and accurate reporting.
  • Send quarterly valuation reports to clients, providing transparency and peace of mind.

Data Processing:

  • Input and update client information into our CRM system, ensuring accuracy and efficiency.
  • Generate reports to monitor company performance, identifying areas for improvement.
  • Develop CRM processes to enhance overall efficiency and productivity.
  • Utilize mail merges to contact clients for unused allowances and annual review reminders.

Ad Hoc Tasks:

  • Maintain Continuous Professional Development (CPD) by attending seminars and completing exams, staying up-to-date with industry developments.
  • Internal and external file checks, ensuring compliance and accuracy.
  • Utilize our compliance help desk to stay informed about regulatory changes.

Requirements:

  • A degree-level education or previous work experience in an office environment to a high standard.
  • Excellent written communication skills, with the ability to engage and professional telephone manner.
  • Strong time management and multitasking skills, with a systematic and methodical approach to tasks.
  • Advanced IT literacy, with the ability to learn new software and systems.
  • A hardworking and positive attitude, with a strong team player mentality.

This is a fantastic opportunity to join a friendly and dynamic team who pride themselves on delivering exceptional client service. If you are a motivated and organized individual looking to start or advance your career in the financial services sector, we encourage you to apply.