Client Services Support Coordinator
10 hours ago
We are seeking a highly organized and detail-oriented Client Services Support 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 providing exceptional support to our clients and colleagues.
Key Responsibilities:- Provide exceptional aftercare to our existing clients, ensuring their needs are met and exceeded.
- Support our financial advisers with information requests, ensuring timely and accurate responses.
- Organize and manage campaigns throughout the year to maximize the use of allowances and ensure compliance.
- Assist with top-ups, transfers, and withdrawals, maintaining accurate records and ensuring seamless transactions.
- Manage the client annual review process, ensuring all necessary documentation is completed and submitted on time.
- Send quarterly valuation reports to all clients, providing clear and concise information on their investments.
- Input and update client information into our CRM system, ensuring accuracy and up-to-date records.
- Generate reports to monitor company performance, identifying areas for improvement and opportunities for growth.
- Develop CRM processes to improve efficiency and streamline workflows.
- Utilize mail merges to contact clients for unused allowances and annual review reminders, ensuring timely and personalized communication.
- Maintain Continuous Professional Development (CPD) by attending seminars and completing exams, staying up-to-date with industry developments and best practices.
- Internal and external file checks, ensuring all necessary documents are complete and accurate.
- Use our compliance help desk to stay informed on regulatory changes and updates.
We are looking for a bright, organized, and hardworking individual who can demonstrate:
- Excellent written communication skills, with the ability to craft clear and concise reports and correspondence.
- A professional and engaging telephone manner, with the ability to build strong relationships with clients and colleagues.
- Strong time management and multitasking skills, with the ability to prioritize tasks and meet deadlines.
- A systematic and methodical approach to tasks, with attention to detail and a commitment to accuracy.
- Advanced IT literacy, with proficiency in Microsoft Office and the ability to learn new software and systems.
- A hardworking and positive attitude, with a strong work ethic and a commitment to delivering exceptional results.
- A good team player, with the ability to work collaboratively with colleagues and contribute to a positive and supportive team environment.
This is a fantastic opportunity to join a dynamic and growing team, with a strong focus on delivering exceptional client service and support. If you are a motivated and organized individual with a passion for the financial services sector, we encourage you to apply for this exciting role.
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Client Service Coordinator
2 weeks ago
St Albans, Hertfordshire, United Kingdom Jems Recruitment Ltd Full timeClient Service CoordinatorWe are seeking a highly organized and detail-oriented Client Service Coordinator to join our team at Jems Recruitment Ltd. As a key member of our commercial business team, you will be responsible for coordinating projects, managing client relationships, and providing exceptional customer service.Key Responsibilities:Main point of...
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Client Service Coordinator
2 weeks ago
St Albans, Hertfordshire, United Kingdom Jems Recruitment Ltd Full timeClient Service CoordinatorWe are seeking a highly organized and detail-oriented Client Service Coordinator to join our team at Jems Recruitment Ltd. As a key member of our commercial business team, you will be responsible for coordinating projects, managing client relationships, and providing exceptional customer service.Key Responsibilities:Main point of...
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Client Service Coordinator
5 days ago
St Albans, Hertfordshire, United Kingdom Jems Recruitment Ltd Full timeJob Title: Client Service Co-ordinatorWe are seeking a highly organized and detail-oriented Client Service Co-ordinator to join our team at Jems Recruitment Ltd. As a key member of our commercial business team, you will be responsible for coordinating projects and providing exceptional customer service to our business clients.Key Responsibilities:Main point...
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Client Service Coordinator
5 days ago
St Albans, Hertfordshire, United Kingdom Jems Recruitment Ltd Full timeJob Title: Client Service Co-ordinatorWe are seeking a highly organized and detail-oriented Client Service Co-ordinator to join our team at Jems Recruitment Ltd. As a key member of our commercial business team, you will be responsible for coordinating projects and providing exceptional customer service to our business clients.Key Responsibilities:Main point...
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Client Service Coordinator
1 week ago
St Albans, Hertfordshire, United Kingdom Jems Recruitment Ltd Full timeJob Title: Client Service Co-ordinatorWe are seeking a highly organized and detail-oriented Client Service Co-ordinator to join our team at Jems Recruitment Ltd. As a key member of our commercial business team, you will be responsible for providing exceptional customer service to our business clients, coordinating projects, and developing strong...
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Client Service Coordinator
1 week ago
St Albans, Hertfordshire, United Kingdom Jems Recruitment Ltd Full timeJob Title: Client Service Co-ordinatorWe are seeking a highly organized and detail-oriented Client Service Co-ordinator to join our team at Jems Recruitment Ltd. As a key member of our commercial business team, you will be responsible for providing exceptional customer service to our business clients, coordinating projects, and developing strong...
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Client Service Coordinator
1 week ago
St Albans, Hertfordshire, United Kingdom Jems Recruitment Ltd Full timeJob Title: Client Service Co-ordinatorWe are seeking a highly organized and detail-oriented Client Service Co-ordinator to join our team at Jems Recruitment Ltd. As a key member of our commercial business team, you will be responsible for coordinating projects, managing client relationships, and providing exceptional customer service.Key...
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Client Service Coordinator
1 week ago
St Albans, Hertfordshire, United Kingdom Jems Recruitment Ltd Full timeJob Title: Client Service Co-ordinatorWe are seeking a highly organized and detail-oriented Client Service Co-ordinator to join our team at Jems Recruitment Ltd. As a key member of our commercial business team, you will be responsible for coordinating projects, managing client relationships, and providing exceptional customer service.Key...
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Senior Client Service Coordinator
1 week ago
St Albans, Hertfordshire, United Kingdom Jems Recruitment Ltd Full timeSenior Client Service CoordinatorHybrid role: Working 3 days in the office and 2 from home, Monday-Friday 9am-5.30pm.Progression: Available to senior project role.Benefits: Including annual company bonus, discounts, pension, subsidised private healthcare.We are seeking an experienced Client Services professional to join our team at a senior level. This role...
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Senior Client Service Coordinator
1 week ago
St Albans, Hertfordshire, United Kingdom Jems Recruitment Ltd Full timeSenior Client Service CoordinatorHybrid role: Working 3 days in the office and 2 from home, Monday-Friday 9am-5.30pm.Progression: Available to senior project role.Benefits: Including annual company bonus, discounts, pension, subsidised private healthcare.We are seeking an experienced Client Services professional to join our team at a senior level. This role...
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Client Services Support Coordinator
1 week ago
St Albans, Hertfordshire, United Kingdom Artemis Recruitment Consultants Ltd Full timeClient Services Support AdministratorWe are seeking a highly organized and detail-oriented Client Services Support 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...
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Client Services Support Coordinator
1 week ago
St Albans, Hertfordshire, United Kingdom Artemis Recruitment Consultants Ltd Full timeClient Services Support AdministratorWe are seeking a highly organized and detail-oriented Client Services Support 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...
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Client Services Support Coordinator
1 week ago
St Albans, Hertfordshire, United Kingdom Artemis Recruitment Consultants Ltd Full timeClient Services Support AdministratorWe are seeking a highly organized and detail-oriented Client Services Support 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...
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Client Services Support Coordinator
1 week ago
St Albans, Hertfordshire, United Kingdom Artemis Recruitment Consultants Ltd Full timeClient Services Support AdministratorWe are seeking a highly organized and detail-oriented Client Services Support 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...
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Client Services Support Coordinator
6 days ago
St Albans, Hertfordshire, United Kingdom Artemis Recruitment Consultants Ltd Full timeClient Services Support AdministratorWe are seeking a highly organized and detail-oriented Client Services Support 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 providing exceptional support to our clients and colleagues.Key Responsibilities:Provide...
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Client Services Support Coordinator
6 days ago
St Albans, Hertfordshire, United Kingdom Artemis Recruitment Consultants Ltd Full timeClient Services Support AdministratorWe are seeking a highly organized and detail-oriented Client Services Support 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 providing exceptional support to our clients and colleagues.Key Responsibilities:Provide...
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Client Services Coordinator
1 week ago
St Albans, Hertfordshire, United Kingdom Artemis Recruitment Consultants Ltd Full timeClient Services AdministratorWe 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...
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Client Services Coordinator
1 week ago
St Albans, Hertfordshire, United Kingdom Artemis Recruitment Consultants Ltd Full timeClient Services AdministratorWe 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...
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Client Services Coordinator
2 days ago
St Albans, Hertfordshire, United Kingdom Artemis Recruitment Consultants Ltd Full timeClient Services AdministratorWe 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...
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Client Services Coordinator
2 days ago
St Albans, Hertfordshire, United Kingdom Artemis Recruitment Consultants Ltd Full timeClient Services AdministratorWe 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...
