Client Services Coordinator

2 weeks ago


Bath, Bath and North East Somerset, United Kingdom Ortus PSR Full time

{"h1": "Client Services Administrator", "p": "Are you a skilled communicator with a knack for troubleshooting and delivering top-notch service? We're seeking a Client Services Administrator to join our dynamic team in the wealth management sector based in Bath.

This role presents a unique opportunity to join a prestigious wealth management firm committed to enhancing everyone's relationship with their wealth. With a focus on excellence and customer service, our company offers a supportive and fulfilling work environment.

### Key Responsibilities


#### Client Focus

* Put the customer at the forefront of all interactions

#### Company Knowledge

* Familiarize yourself with the company's values and offerings

#### Client Onboarding

* Efficiently onboard new clients and service existing ones

#### Relationship Building

* Cultivate strong relationships with clients, advisers, and paraplanners

#### Team Collaboration

* Contribute positively to team dynamics and morale

#### Communication

* Communicate effectively with clients via various channels

#### Business Projects

* Willingness to engage in occasional business projects

### Ideal Candidate


#### Experience

* Experience in a financial planning environment

#### Knowledge

* Knowledge of investment products such as ISAs, Pensions, and Bonds

#### Skills

* Proficiency in using CRM systems

#### Attitude

* Ability to challenge existing processes constructively

#### Passion

* Strong passion for delivering exceptional customer service

#### Personal Development

* Self-driven attitude towards personal development

#### Qualifications

* CII or RO part-qualified preferred

### Company Benefits


#### Hybrid Working

* 2 days in the office and 3 from home

#### Holiday

* 28 days' holiday (plus bank holidays)

#### Life Assurance

* Life assurance

#### Income Protection

* Income protection

#### Pension Scheme

* Pension scheme

#### Flexible Benefits

* Access to our flexible benefits platform

#### Company Culture

* Vibrant company culture focused on both work and fun
"}



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