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Client Services Coordinator
2 months ago
Job Summary:
We are seeking an experienced Client Services Support Administrator to join our team at Artemis Recruitment Consultants Ltd. As a Client Services Coordinator, you will provide administrative support to our wealth management team, ensuring the smooth operation of our business.
Key Responsibilities:
- Diary Management: Coordinate and manage the schedules of our wealth management team, ensuring timely preparation for meetings and appointments.
- Administrative Support: Provide high-level administrative support, including data entry, document preparation, and record-keeping.
- Liaison with Third Parties: Communicate with external providers, process new business enquiries, and follow up on outstanding matters.
- Client Communication: Maintain excellent communication with clients, providing timely updates and resolving any issues that may arise.
- Regulatory Compliance: Ensure accurate and timely completion of regulatory paperwork, including meeting preparation and post-meeting action points.
- Technical Skills: Proficient in using bespoke software for submitting new business and fund transfers, as well as carrying out fund switches and financial calculations.
- Team Collaboration: Work closely with our wealth management team to deliver exceptional client care and support.
Requirements:
- Experience: Previous experience working within the financial services industry, preferably in a client-facing role.
- Administrative Skills: Proficient in Microsoft Office and Outlook, with experience in using CRM systems and database management.
- Communication Skills: Excellent communication and interpersonal skills, with the ability to work effectively in a team environment.
What We Offer:
As a Client Services Coordinator at Artemis Recruitment Consultants Ltd, you will have the opportunity to work in a dynamic and supportive team environment, with a competitive salary and benefits package.
