Financial Services Coordinator
3 weeks ago
We 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 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 throughout the year to ensure relevant allowances are utilized effectively.
- 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 all clients, maintaining open communication channels.
- Input and update client information into our CRM system, ensuring data accuracy and integrity.
- Generate reports to monitor company performance, identifying areas for improvement.
- Develop CRM processes to enhance efficiency and productivity, streamlining client services.
- 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.
- Utilize our compliance help desk to stay informed about regulatory changes, ensuring our services remain compliant.
We are seeking a bright, organized, and hardworking individual with:
- A degree-level education or previous work experience in an office environment to a high standard.
- Excellent written communication skills, with the ability to engage and professional telephone manner.
- Strong time management and multi-tasking skills, with a systematic and methodical approach to tasks.
- Advanced IT literacy, with the ability to learn new software and systems.
- A hardworking and positive attitude, with a strong team player mentality.
This is an excellent opportunity to join a friendly team who pride themselves on delivering exceptional client service. If you have a strong interest in the financial services sector and are looking to begin or advance your career, we encourage you to apply.
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Financial Services Coordinator
2 weeks ago
Penarth, Vale of Glamorgan, United Kingdom Artemis Recruitment Consultants Ltd Full timeWe are seeking a highly organized and detail-oriented individual to join our team as a Financial Services Coordinator. In this role, you will provide exceptional support to our financial services team, ensuring seamless day-to-day operations and exceptional client experiences.Key Responsibilities:Provide high-level administrative support to the financial...
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Financial Services Coordinator
3 weeks ago
Penarth, Vale of Glamorgan, 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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Financial Services Coordinator
3 weeks ago
Penarth, Vale of Glamorgan, 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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Financial Services Coordinator
4 weeks ago
Penarth, Vale of Glamorgan, 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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Financial Services Coordinator
4 weeks ago
Penarth, Vale of Glamorgan, 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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Financial Services Coordinator
3 weeks ago
Penarth, Vale of Glamorgan, 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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Financial Services Coordinator
3 weeks ago
Penarth, Vale of Glamorgan, 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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Financial Services Coordinator
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Financial Services Coordinator
1 month ago
Penarth, Vale of Glamorgan, United Kingdom Artemis Recruitment Consultants Ltd Full timeAbout the RoleWe are seeking a highly organized and detail-oriented Client Services Assistant to join our team at Artemis Recruitment Consultants Ltd. As a Client Services Assistant, you will play a vital role in supporting our senior management, experienced paraplanners, and financial advisers in delivering exceptional client service.Key...
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Financial Services Coordinator
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Financial Services Coordinator
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Penarth, Vale of Glamorgan, 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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