Client Services Support Coordinator
1 week ago
We are seeking a highly organized and detail-oriented Client Services Support Administrator to join our team at Artemis Recruitment Consultants Ltd. As a key member of our client services team, you will play a vital role in supporting our senior paraplanners and financial advisers in delivering exceptional client service.
Key Responsibilities:- Provide exceptional aftercare to our existing clients, ensuring their needs are met and exceeded.
- Support our advisers with information requests, maintaining accurate and up-to-date client records.
- Organize and manage campaigns to ensure relevant allowances are utilized, driving business growth and client satisfaction.
- 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, maintaining open communication and transparency.
- Input and update client information into our CRM system, ensuring data accuracy and integrity.
- Generate reports to monitor company performance, identifying areas for improvement and driving business growth.
- Develop CRM processes to enhance efficiency, streamlining our client services operations.
- Utilize mail merges to contact clients for unused allowances and annual review reminders, maintaining a proactive approach.
- 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 in our client files.
- Utilize our compliance help desk to stay informed about regulatory changes, ensuring our team remains compliant and up-to-date.
We are looking for a bright, organized, and hardworking individual who can demonstrate:
- Excellent written communication skills, with the ability to craft engaging and professional correspondence.
- A professional telephone manner, with the ability to build strong relationships with clients and colleagues.
- Strong time management and multitasking skills, with the ability to prioritize tasks and meet deadlines.
- A systematic and methodical approach to tasks, with a focus on accuracy and attention to detail.
- Advanced IT literacy, with proficiency in Microsoft Office and the ability to learn new software.
- A hardworking and positive attitude, with a passion for delivering exceptional client service.
- A good team player, with the ability to work collaboratively with our senior paraplanners and financial advisers.
This is an excellent opportunity to join a friendly and dynamic team who pride themselves on delivering exceptional client service. If you are a motivated and organized individual with a passion for the financial services sector, we encourage you to apply.
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Client Service Coordinator
2 weeks ago
St Albans, Hertfordshire, United Kingdom Jems Recruitment Ltd Full timeClient Service CoordinatorWe are seeking a highly organized and detail-oriented Client Service Coordinator to join our team at Jems Recruitment Ltd. As a key member of our commercial business team, you will be responsible for coordinating projects, managing client relationships, and providing exceptional customer service.Key Responsibilities:Main point of...
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Client Service Coordinator
2 weeks ago
St Albans, Hertfordshire, United Kingdom Jems Recruitment Ltd Full timeClient Service CoordinatorWe are seeking a highly organized and detail-oriented Client Service Coordinator to join our team at Jems Recruitment Ltd. As a key member of our commercial business team, you will be responsible for coordinating projects, managing client relationships, and providing exceptional customer service.Key Responsibilities:Main point of...
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Client Service Coordinator
5 days ago
St Albans, Hertfordshire, United Kingdom Jems Recruitment Ltd Full timeJob Title: Client Service Co-ordinatorWe are seeking a highly organized and detail-oriented Client Service Co-ordinator to join our team at Jems Recruitment Ltd. As a key member of our commercial business team, you will be responsible for coordinating projects and providing exceptional customer service to our business clients.Key Responsibilities:Main point...
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Client Service Coordinator
5 days ago
St Albans, Hertfordshire, United Kingdom Jems Recruitment Ltd Full timeJob Title: Client Service Co-ordinatorWe are seeking a highly organized and detail-oriented Client Service Co-ordinator to join our team at Jems Recruitment Ltd. As a key member of our commercial business team, you will be responsible for coordinating projects and providing exceptional customer service to our business clients.Key Responsibilities:Main point...
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Client Service Coordinator
1 week ago
St Albans, Hertfordshire, United Kingdom Jems Recruitment Ltd Full timeJob Title: Client Service Co-ordinatorWe are seeking a highly organized and detail-oriented Client Service Co-ordinator to join our team at Jems Recruitment Ltd. As a key member of our commercial business team, you will be responsible for providing exceptional customer service to our business clients, coordinating projects, and developing strong...
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Client Service Coordinator
1 week ago
St Albans, Hertfordshire, United Kingdom Jems Recruitment Ltd Full timeJob Title: Client Service Co-ordinatorWe are seeking a highly organized and detail-oriented Client Service Co-ordinator to join our team at Jems Recruitment Ltd. As a key member of our commercial business team, you will be responsible for providing exceptional customer service to our business clients, coordinating projects, and developing strong...
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Client Service Coordinator
1 week ago
St Albans, Hertfordshire, United Kingdom Jems Recruitment Ltd Full timeJob Title: Client Service Co-ordinatorWe are seeking a highly organized and detail-oriented Client Service Co-ordinator to join our team at Jems Recruitment Ltd. As a key member of our commercial business team, you will be responsible for coordinating projects, managing client relationships, and providing exceptional customer service.Key...
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Client Service Coordinator
1 week ago
St Albans, Hertfordshire, United Kingdom Jems Recruitment Ltd Full timeJob Title: Client Service Co-ordinatorWe are seeking a highly organized and detail-oriented Client Service Co-ordinator to join our team at Jems Recruitment Ltd. As a key member of our commercial business team, you will be responsible for coordinating projects, managing client relationships, and providing exceptional customer service.Key...
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Senior Client Service Coordinator
1 week ago
St Albans, Hertfordshire, United Kingdom Jems Recruitment Ltd Full timeSenior Client Service CoordinatorHybrid role: Working 3 days in the office and 2 from home, Monday-Friday 9am-5.30pm.Progression: Available to senior project role.Benefits: Including annual company bonus, discounts, pension, subsidised private healthcare.We are seeking an experienced Client Services professional to join our team at a senior level. This role...
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Senior Client Service Coordinator
1 week ago
St Albans, Hertfordshire, United Kingdom Jems Recruitment Ltd Full timeSenior Client Service CoordinatorHybrid role: Working 3 days in the office and 2 from home, Monday-Friday 9am-5.30pm.Progression: Available to senior project role.Benefits: Including annual company bonus, discounts, pension, subsidised private healthcare.We are seeking an experienced Client Services professional to join our team at a senior level. This role...
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Client Services Support Coordinator
1 week ago
St Albans, Hertfordshire, United Kingdom Artemis Recruitment Consultants Ltd Full timeClient Services Support AdministratorWe are seeking a highly organized and detail-oriented Client Services Support Administrator to join our team at Artemis Recruitment Consultants Ltd. As a key member of our client services team, you will play a vital role in supporting our senior paraplanners and financial advisers in delivering exceptional client...
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Client Services Support Coordinator
1 week ago
St Albans, Hertfordshire, United Kingdom Artemis Recruitment Consultants Ltd Full timeClient Services Support AdministratorWe are seeking a highly organized and detail-oriented Client Services Support Administrator to join our team at Artemis Recruitment Consultants Ltd. As a key member of our client services team, you will play a vital role in supporting our senior paraplanners and financial advisers in delivering exceptional client...
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Client Services Support Coordinator
6 days ago
St Albans, Hertfordshire, United Kingdom Artemis Recruitment Consultants Ltd Full timeClient Services Support AdministratorWe are seeking a highly organized and detail-oriented Client Services Support Administrator to join our team at Artemis Recruitment Consultants Ltd. As a key member of our client services team, you will play a vital role in providing exceptional support to our clients and colleagues.Key Responsibilities:Provide...
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Client Services Support Coordinator
6 days ago
St Albans, Hertfordshire, United Kingdom Artemis Recruitment Consultants Ltd Full timeClient Services Support AdministratorWe are seeking a highly organized and detail-oriented Client Services Support Administrator to join our team at Artemis Recruitment Consultants Ltd. As a key member of our client services team, you will play a vital role in providing exceptional support to our clients and colleagues.Key Responsibilities:Provide...
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Client Services Support Coordinator
12 hours ago
St Albans, Hertfordshire, United Kingdom Artemis Recruitment Consultants Ltd Full timeClient Services Support AdministratorWe are seeking a highly organized and detail-oriented Client Services Support Administrator to join our team at Artemis Recruitment Consultants Ltd. As a key member of our client services team, you will play a vital role in providing exceptional support to our clients and colleagues.Key Responsibilities:Provide...
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Client Services Support Coordinator
10 hours ago
St Albans, Hertfordshire, United Kingdom Artemis Recruitment Consultants Ltd Full timeClient Services Support AdministratorWe are seeking a highly organized and detail-oriented Client Services Support Administrator to join our team at Artemis Recruitment Consultants Ltd. As a key member of our client services team, you will play a vital role in providing exceptional support to our clients and colleagues.Key Responsibilities:Provide...
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Client Services Coordinator
1 week ago
St Albans, Hertfordshire, United Kingdom Artemis Recruitment Consultants Ltd Full timeClient Services AdministratorWe are seeking a highly organized and detail-oriented Client Services Administrator to join our team at Artemis Recruitment Consultants Ltd. As a key member of our client services team, you will play a vital role in supporting our senior paraplanners and financial advisers in delivering exceptional client service.Key...
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Client Services Coordinator
1 week ago
St Albans, Hertfordshire, United Kingdom Artemis Recruitment Consultants Ltd Full timeClient Services AdministratorWe are seeking a highly organized and detail-oriented Client Services Administrator to join our team at Artemis Recruitment Consultants Ltd. As a key member of our client services team, you will play a vital role in supporting our senior paraplanners and financial advisers in delivering exceptional client service.Key...
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Client Services Coordinator
2 days ago
St Albans, Hertfordshire, United Kingdom Artemis Recruitment Consultants Ltd Full timeClient Services AdministratorWe are seeking a highly organized and detail-oriented Client Services Administrator to join our team at Artemis Recruitment Consultants Ltd. As a key member of our client services team, you will play a vital role in supporting our senior paraplanners and financial advisers in delivering exceptional client service.Key...
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Client Services Coordinator
2 days ago
St Albans, Hertfordshire, United Kingdom Artemis Recruitment Consultants Ltd Full timeClient Services AdministratorWe are seeking a highly organized and detail-oriented Client Services Administrator to join our team at Artemis Recruitment Consultants Ltd. As a key member of our client services team, you will play a vital role in supporting our senior paraplanners and financial advisers in delivering exceptional client service.Key...
