Client Services Coordinator
2 weeks ago
{"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
"}
-
Client Services Coordinator
7 days ago
Bath, Bath and North East Somerset, United Kingdom Ortus PSR Full time{"h1": "Client Services Administrator", "p": "At Ortus PSR, we're seeking a skilled Client Services Administrator to join our dynamic team in the wealth management sector. As a key member of our team, you'll be responsible for delivering exceptional customer service and ensuring a seamless experience for our clients. Key responsibilities include: *...
-
Client Services Coordinator
7 days ago
Bath, Bath and North East Somerset, United Kingdom Ortus PSR Full time{"h1": "Client Services Administrator", "p": "At Ortus PSR, we're seeking a skilled Client Services Administrator to join our dynamic team in the wealth management sector. As a key member of our team, you'll be responsible for delivering exceptional customer service and ensuring a seamless experience for our clients. Key responsibilities include: *...
-
Client Services Coordinator
1 week ago
Bath, Bath and North East Somerset, United Kingdom Artemis Recruitment Consultants Ltd Full timeClient Services Administrator - BathWe 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...
-
Client Services Coordinator
1 week ago
Bath, Bath and North East Somerset, United Kingdom Artemis Recruitment Consultants Ltd Full timeClient Services Administrator - BathWe 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...
-
Client Services Coordinator
3 weeks ago
Bath, Bath and North East Somerset, United Kingdom Ortus PSR Full timeWe are seeking a skilled Client Services Administrator to join our dynamic team at Ortus PSF in Bath. As a key member of our wealth management team, you will be responsible for delivering exceptional customer service and support to our clients.Key Responsibilities:Provide timely and effective support to clients via various communication channelsFamiliarize...
-
Client Services Coordinator
3 weeks ago
Bath, Bath and North East Somerset, United Kingdom Ortus PSR Full timeWe are seeking a skilled Client Services Administrator to join our dynamic team at Ortus PSF in Bath. As a key member of our wealth management team, you will be responsible for delivering exceptional customer service and support to our clients.Key Responsibilities:Provide timely and effective support to clients via various communication channelsFamiliarize...
-
Client Services Coordinator
7 days ago
Bath, Bath and North East Somerset, United Kingdom Artemis Recruitment Consultants Ltd Full timeClient Services Administrator - BathWe are seeking a highly organized and detail-oriented individual to join our client services team as a Client Services Administrator. This role will provide an excellent opportunity for someone looking to begin their career in the financial services sector or make a career change.Key Responsibilities:Provide exceptional...
-
Client Services Coordinator
7 days ago
Bath, Bath and North East Somerset, United Kingdom Artemis Recruitment Consultants Ltd Full timeClient Services Administrator - BathWe are seeking a highly organized and detail-oriented individual to join our client services team as a Client Services Administrator. This role will provide an excellent opportunity for someone looking to begin their career in the financial services sector or make a career change.Key Responsibilities:Provide exceptional...
-
Client Service Coordinator
7 days ago
Bath, Bath and North East Somerset, United Kingdom Juice Recruitment Ltd Full timeClient Service Administrator OpportunityWe are seeking a highly organized and communicative Client Service Administrator to join our dynamic team at Juice Recruitment Ltd. As a key member of our Corporate Financial Planners and Employee Benefits Team, you will provide exceptional support to our clients and internal stakeholders.Key Responsibilities:Act as...
-
Client Service Coordinator
7 days ago
Bath, Bath and North East Somerset, United Kingdom Juice Recruitment Ltd Full timeClient Service Administrator OpportunityWe are seeking a highly organized and communicative Client Service Administrator to join our dynamic team at Juice Recruitment Ltd. As a key member of our Corporate Financial Planners and Employee Benefits Team, you will provide exceptional support to our clients and internal stakeholders.Key Responsibilities:Act as...
-
Client Services Coordinator
2 weeks ago
Bath, Bath and North East Somerset, United Kingdom Ortus PSR Full time{"h1": "Client Services Administrator", "p": "At Ortus PSR, we're seeking a skilled Client Services Administrator to join our dynamic team in the wealth management sector. As a key member of our team, you'll be responsible for delivering exceptional customer service and ensuring a seamless experience for our clients.Key responsibilities include:* Providing...
-
Client Services Coordinator
2 weeks ago
Bath, Bath and North East Somerset, United Kingdom Ortus PSR Full time{"h1": "Client Services Administrator", "p": "At Ortus PSR, we're seeking a skilled Client Services Administrator to join our dynamic team in the wealth management sector. As a key member of our team, you'll be responsible for delivering exceptional customer service and ensuring a seamless experience for our clients.Key responsibilities include:* Providing...
-
Client Service Coordinator
1 week ago
Bath, Bath and North East Somerset, United Kingdom Juice Recruitment Ltd Full timeClient Service Administrator OpportunityWe are seeking a highly organized and communicative Client Service Administrator to join our dynamic team at Juice Recruitment Ltd. As a key member of our Corporate Financial Planners and Employee Benefits Team, you will provide exceptional support to our clients and internal stakeholders.Key Responsibilities:Act as...
-
Client Service Coordinator
1 week ago
Bath, Bath and North East Somerset, United Kingdom Juice Recruitment Ltd Full timeClient Service Administrator OpportunityWe are seeking a highly organized and communicative Client Service Administrator to join our dynamic team at Juice Recruitment Ltd. As a key member of our Corporate Financial Planners and Employee Benefits Team, you will provide exceptional support to our clients and internal stakeholders.Key Responsibilities:Act as...
-
Client Service Coordinator
4 days ago
Bath, Bath and North East Somerset, United Kingdom Juice Recruitment Ltd Full timeClient Service Administrator OpportunityWe are seeking a highly organized and communicative Client Service Administrator to join our dynamic team at Juice Recruitment Ltd. As a key member of our Corporate Financial Planners and Employee Benefits Team, you will provide exceptional support to our clients and internal stakeholders.Key Responsibilities:Act as...
-
Client Service Coordinator
4 days ago
Bath, Bath and North East Somerset, United Kingdom Juice Recruitment Ltd Full timeClient Service Administrator OpportunityWe are seeking a highly organized and communicative Client Service Administrator to join our dynamic team at Juice Recruitment Ltd. As a key member of our Corporate Financial Planners and Employee Benefits Team, you will provide exceptional support to our clients and internal stakeholders.Key Responsibilities:Act as...
-
Client Services Coordinator
3 weeks ago
Bath, Bath and North East Somerset, United Kingdom Ortus PSR Full timeWe are seeking a skilled Client Services Administrator to join our dynamic team at Ortus PSF in Bath. As a key member of our wealth management team, you will be responsible for delivering exceptional customer service and support to our clients.About the Role:This is an exciting opportunity to join a prestigious wealth management firm committed to enhancing...
-
Client Services Coordinator
3 weeks ago
Bath, Bath and North East Somerset, United Kingdom Ortus PSR Full timeWe are seeking a skilled Client Services Administrator to join our dynamic team at Ortus PSF in Bath. As a key member of our wealth management team, you will be responsible for delivering exceptional customer service and support to our clients.About the Role:This is an exciting opportunity to join a prestigious wealth management firm committed to enhancing...
-
Client Services Coordinator
1 week 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...
-
Client Services Coordinator
1 week 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...