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Financial Services Coordinator
2 months ago
Our esteemed client, a well-established financial planning company, is seeking a highly skilled Client Support Administrator to join their team at Specialist Recruit. As a key member of the Client Support Team, you will provide exceptional administrative support to their Financial Advisers, ensuring seamless client service delivery.
This is an exciting opportunity for a motivated and organized individual to take their career to the next level. You will work collaboratively with the Client Support Team to provide a high-quality, administrative service to clients, while also contributing to the growth and development of the company.
Key Responsibilities:
- Support Financial Advisers by providing comprehensive administrative support to clients, including compiling and generating financial reports, using analytical tools, and handling day-to-day client inquiries.
- Assist with client meetings, including scheduling, preparation of financial documents, and follow-up actions post-meeting.
- Act as the primary point of contact for assigned clients, ensuring exceptional customer service at all times.
- Liaise with providers and other third parties to obtain financial information on behalf of clients.
- Work collaboratively with Financial Advisers and the Client Operations Manager to ensure effective operational organization of the team.
- Manage workflows and tasks independently, working on initiative and achieving agreed outcomes without supervision.
- Contribute to a positive team environment by actively engaging with colleagues and coordinating efforts to enhance the overall client experience.
Requirements:
- Proven experience working within Financial Services, with a strong understanding of pensions and other financial products.
- Excellent administration skills, with attention to detail and the ability to work under pressure in a fast-paced environment.
- Strong communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues.
- Ability to work collaboratively within a team and adapt to changing priorities.
- Proficient in Microsoft Office programs and able to learn new systems and processes quickly.
- Strong understanding of financial products and services, with the ability to provide expert advice and guidance to clients.
