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Client Services Coordinator

2 months ago

Fareham, Hampshire, United Kingdom Ortus PSR Full time
Client Services Administrator

We are seeking a skilled Client Services Administrator to join our dynamic team in the wealth management sector based in Fareham.

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 client offers a supportive and fulfilling work environment.

Key Responsibilities

  • Deliver exceptional customer service by putting the client at the forefront of all interactions
  • Familiarize yourself with the company's values and offerings to provide informed support
  • Efficiently onboard new clients and service existing ones, ensuring a seamless experience
  • Cultivate strong relationships with clients, advisers, and paraplanners to drive business growth
  • Contribute positively to team dynamics and morale, promoting a collaborative work environment
  • Communicate effectively with clients via various channels, including phone, email, and in-person meetings
  • Participate in occasional business projects to drive innovation and improvement

Requirements

  • Experience in a financial planning environment, preferably with knowledge of investment products such as ISAs, Pensions, and Bonds
  • Proficiency in using CRM systems to manage client relationships and data
  • Ability to challenge existing processes constructively, driving improvement and innovation
  • Strong passion for delivering exceptional customer service, with a self-driven attitude towards personal development
  • CII or RO part-qualified preferred, but not essential

Company Benefits

  • Hybrid working arrangement, with 2 days in the office and 3 days from home
  • 28 days' holiday (plus bank holidays) and a range of additional benefits
  • Life assurance, income protection, and a pension scheme
  • Access to our flexible benefits platform and a vibrant company culture focused on both work and fun