Client Services Coordinator

1 month ago

Wolverhampton, Wolverhampton, United Kingdom Artemis Recruitment Consultants Ltd Full time
Client Services Administrator

We 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 financial services team, you will play a vital role in supporting our senior paraplanners and financial advisers in delivering exceptional client service.

Key Responsibilities:
  1. Client Communication: Make appointments for clients, confirm meetings, and send pre-meeting information to ensure seamless client interactions.
  2. Client Data Management: Accurately log client calls, update contact information, and maintain client records on Salesforce to ensure compliance with GDPR, FCA, and SJP protocols.
  3. Meeting Preparation: Prepare client meeting packs, generate wealth account reports, and create necessary documents to support financial advisers in client meetings.
  4. Documentation and Correspondence: Input CFR documentation onto Salesforce, generate correspondence to clients, and create Post Review Letters to maintain effective client communication.
  5. Team Collaboration: Liaise with external providers, process fund switches and rebalances, and prioritize workload to ensure efficient team operations.

Requirements:

  1. A degree-level education or previous work experience in an office environment to a high standard.
  2. Excellent written communication skills, engaging telephone manner, and time management skills to multitask effectively.
  3. Advanced IT literacy, including proficiency in Word and Excel, and the ability to learn new software.

About Us: Artemis Recruitment Consultants Ltd is a well-established financial services firm seeking a bright, organized, and hardworking individual to join our team. If you are a motivated and detail-oriented professional with a passion for delivering exceptional client service, we encourage you to apply for this exciting opportunity.

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