Client Services Coordinator

1 week ago


Penarth, Vale of Glamorgan, United Kingdom Ortus PSR Full time

We are seeking a skilled Client Services Administrator to join our dynamic team at Ortus PSR, a prestigious wealth management firm. As a key member of our team, you will be responsible for delivering top-notch service to our clients and ensuring their needs are met.

Key Responsibilities:

  • Providing exceptional customer service and support to clients
  • Familiarizing yourself with our company's values and offerings
  • Efficiently onboarding new clients and servicing existing ones
  • Cultivating strong relationships with clients, financial advisers, and paraplanners
  • Contributing positively to team dynamics and morale
  • Communicating effectively with clients via various channels
  • Participating in business projects and initiatives 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 and income protection
  • Pension scheme
  • Access to our flexible benefits platform
  • Vibrant company culture focused on work-life balance


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