Client Services Coordinator

2 months ago

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

We are seeking an experienced Client Services Support Administrator to join our busy team at Artemis Recruitment Consultants Ltd. The ideal candidate will be flexible, dedicated, and possess effective communication and interpersonal skills, with the ability to work independently or as part of a team.

Key Responsibilities:

  1. Manage diaries to include booking and preparing for adviser meetings
  2. Answer telephone calls and handle post in/out
  3. Liaise with third parties, process new business enquiries, and follow up with providers for funds and information
  4. Provide high-level administrative support while maintaining excellent communication with the team
  5. Prepare regulatory paperwork for advisers to take to client meetings and complete post-meeting action points
  6. Submit new business and fund transfers using bespoke software
  7. Carry out fund switches and financial calculations for clients using specific systems and processes
  8. Deliver the highest standard of client care both internally and externally
  9. Provide administrative support to advisers, including detailed meeting pack preparation, business submission, client requests, etc
  10. Liaise with providers
  11. Organise and host office visits and events, including coordinating briefings and materials
  12. Maintain accurate records of client correspondences using CRM systems
  13. Update internal database systems accurately

Requirements:

  1. Previous experience working within the financial services industry
  2. IFA experience (desirable but not essential)
  3. Previous secretarial or administrative experience
  4. Proficiency in Microsoft Office and Outlook
  5. Use of Salesforce (desirable but not essential)

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