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Client Services Coordinator
2 months ago
We are seeking a highly organized and detail-oriented Client Services Coordinator to join our team at Artemis Recruitment Consultants Ltd. As a Client Services Coordinator, you will play a vital role in supporting our financial services firm by providing exceptional client care and administrative support.
Key Responsibilities:- Client Services:
- Provide top-notch aftercare to existing clients;
- Support financial advisers with information requests as needed;
- Organize and manage campaigns to ensure relevant allowances are utilized;
- Assist with top-ups, transfers, and withdrawals;
- Manage the client annual review process;
- Send quarterly valuation reports to all clients;
- Input and update client information into the CRM system;
- Generate reports to monitor company performance;
- Develop CRM processes to enhance overall efficiency;
- Utilize mail merges to contact clients for unused allowances and annual review reminders;
- Maintain Continuous Professional Development (CPD) by attending seminars and completing exams;
- Internal and external file checks, ensuring all required documents are present;
- Stay up-to-date with regulatory changes through our compliance help desk;
- A degree-level education or previous work experience in an office environment to a high standard;
- Excellent written communication skills;
- Engaging and professional telephone manner;
- Strong time management and multitasking abilities;
- A systematic and methodical approach to tasks;
- Advanced IT literacy, including proficiency in Word and Excel, and the ability to learn new software;
- A hardworking and positive attitude;
- A good team player;
This is an excellent opportunity for a motivated and detail-oriented individual to join our team and contribute to the success of our financial services firm. If you are a strong communicator with a passion for delivering exceptional client service, we encourage you to apply for this role.
