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Client Services Coordinator

2 months ago

LeighonSea, United Kingdom Artemis Recruitment Consultants Ltd Full time
About the Role

We are seeking a highly organized and detail-oriented Client Services Coordinator to join our team at Artemis Recruitment Consultants Ltd. As a Client Services Coordinator, you will play a vital role in supporting our financial services firm by providing exceptional client care and administrative support.

Key Responsibilities
  1. Client Services: Provide a high level of aftercare to all existing clients, ensuring their needs are met and exceeded.
  2. Support to Advisers: Assist financial advisers with information requests, helping to ensure seamless client service.
  3. Campaign Management: Organize and manage campaigns throughout the year to promote relevant allowances and services.
  4. Client Annual Reviews: Manage the client annual review process, ensuring all necessary documentation is completed and submitted on time.
  5. Reporting and Data Management: Input and update client information into our CRM system, generate reports to monitor company performance, and develop processes to improve efficiency.
Requirements
  1. Education and Experience: A degree-level education or previous work experience in an office environment to a high standard.
  2. Skills and Qualities: Excellent written communication skills, engaging and professional telephone manner, time management and multi-tasking abilities, systematic approach to tasks, IT literacy, and a hardworking and positive attitude.
About Us

Artemis Recruitment Consultants Ltd is a well-established financial services firm dedicated to providing exceptional client service. We are a friendly team who pride ourselves on our professionalism and commitment to excellence. This is a great opportunity to join a dynamic team and begin or continue your career in the financial services sector.