Client Services Coordinator
1 week ago
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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Client Services Coordinator
5 days ago
Penarth, Vale of Glamorgan, United Kingdom Ortus PSR Full timeWe 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...
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Client Services Coordinator
5 days ago
Penarth, Vale of Glamorgan, United Kingdom Ortus PSR Full timeWe 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...
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Client Services Coordinator
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Penarth, Vale of Glamorgan, United Kingdom Ortus PSR Full timeWe 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...
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Client Services Coordinator
23 hours ago
Penarth, Vale of Glamorgan, United Kingdom Ortus PSR Full timeWe 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...
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