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Client Services Coordinator
2 months ago
We are seeking a skilled Client Services Administrator to join our dynamic team at Ortus PSF in Bath. As a key member of our wealth management team, you will be responsible for delivering exceptional customer service and support to our clients.
About the Role:
This is an exciting opportunity to join a prestigious wealth management firm committed to enhancing everyone's relationship with their wealth. With a focus on excellence and customer service, our company offers a supportive and fulfilling work environment.
Key Responsibilities:
- Provide exceptional customer service and support to clients via various channels
- Familiarize yourself with our company's values and offerings
- Efficiently onboard new clients and service existing ones
- Cultivate strong relationships with clients, advisers, and paraplanners
- Contribute positively to team dynamics and morale
- Communicate effectively with clients and internal stakeholders
- Participate in occasional business projects to drive growth and improvement
Requirements:
- Experience in a financial planning environment
- Knowledge of investment products such as ISAs, Pensions, and Bonds
- Proficiency in using CRM systems
- Ability to challenge existing processes constructively
- Strong passion for delivering exceptional customer service
- Self-driven attitude towards personal development
- CII or RO part-qualified preferred
Company Benefits:
- Hybrid working arrangement
- Competitive holiday entitlement
- Life assurance
- Income protection
- Pension scheme
- Access to our flexible benefits platform
- Vibrant company culture focused on both work and fun
