Financial Services Coordinator

3 weeks ago

Penarth, Vale of Glamorgan, United Kingdom Artemis Recruitment Consultants Ltd Full time
Client Services Administrator

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, ensuring timely and accurate responses.
  • Organize and manage campaigns throughout the year to maximize the use of relevant allowances.
  • Assist with top-ups, transfers, and withdrawals, ensuring seamless client experiences.
  • Manage the client annual review process, ensuring all necessary documentation is completed and submitted on time.
  • Send quarterly valuation reports to all clients, providing them with valuable insights into their financial portfolios.
Requirements:
  • A degree-level education or previous work experience in an office environment to a high standard.
  • Impeccable attention to detail, with a systematic and methodical approach to tasks.
  • Excellent written communication skills, with the ability to engage and professional telephone manner.
  • Strong time management and multitasking skills, with the ability to prioritize tasks and meet deadlines.
  • Advanced knowledge of Microsoft Office, particularly Word and Excel, with the ability to learn new software quickly.
  • Numeracy skills, with the ability to accurately process financial data.
  • A hardworking and positive attitude, with a strong commitment to delivering exceptional client service.
What We Offer:

As a Client Services Administrator at Artemis Recruitment Consultants Ltd, you will have the opportunity to work in a dynamic and supportive team environment, with a strong focus on delivering exceptional client service. You will be given full training to understand how our firm works and the ongoing requirements of our client bank, ensuring you have the skills and knowledge to excel in this role.

This is a great opportunity to join a friendly team who pride themselves on giving a great service to their clients. If you are a bright, organized, and hardworking individual with a strong interest in the financial services sector, we encourage you to apply for this exciting opportunity.

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