Client Services Coordinator
1 month ago
A leading financial services business is seeking a highly organized and detail-oriented Client Services Administrator to join its team in the Telford/Wolverhampton area.
The successful candidate will provide administrative support to Advisors, focusing on client meetings and business processing. Key responsibilities include:
- Coordinating appointments and preparing client meeting packs
- Logging client calls and responding to queries
- Inputting documents on Salesforce and processing fund switches/rebalances
- Preparing business submission documents and liaising with the Paraplanning team
- Ensuring compliance with GDPR and FCA protocols
This role is ideal for a proven Administrator with Wealth Management experience, seeking a challenging and rewarding opportunity.
The successful candidate will receive a competitive salary of £23,000-£27,000, plus benefits including Performance Related Bonus, Pension, Private Healthcare, and 25 days' holiday.
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Client Services Coordinator
3 weeks ago
Wolverhampton, Wolverhampton, 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 financial services team, you will play a crucial role in supporting our senior paraplanners and financial advisers in delivering exceptional client service.Key...
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Client Services Coordinator
3 weeks ago
Wolverhampton, Wolverhampton, 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 financial services team, you will play a crucial role in supporting our senior paraplanners and financial advisers in delivering exceptional client service.Key...
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Client Services Coordinator
2 weeks ago
Wolverhampton, Wolverhampton, United Kingdom Ashdown Group Full timeA leading financial services company is seeking a Client Services Coordinator to support its team in the West Midlands area.The successful candidate will assist Advisors with business tasks and processing, focusing on client meetings. Key responsibilities include:Making appointments and preparing client meeting packsAnswering and logging client calls, and...
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Client Services Coordinator
4 weeks ago
Wolverhampton, Wolverhampton, United Kingdom Ashdown Group Full timeClient Services AdministratorA leading financial services business is seeking a highly organized and detail-focused Client Services Administrator to join its team in the Telford/Wolverhampton area.The successful candidate will provide administrative support to Advisors, focusing on client meetings and business processing. Key responsibilities...
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Client Services Coordinator
4 weeks ago
Wolverhampton, Wolverhampton, United Kingdom Ashdown Group Full timeClient Services AdministratorA leading financial services business is seeking a highly organized and detail-focused Client Services Administrator to join its team in the Telford/Wolverhampton area.The successful candidate will provide administrative support to Advisors, focusing on client meetings and business processing. Key responsibilities...
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Client Services Coordinator
1 month ago
Wolverhampton, Wolverhampton, United Kingdom Ashdown Group Full timeAbout the RoleA leading financial services company is seeking a highly organized and detail-oriented Client Services Administrator to join its team in the West Midlands area.This is an exciting opportunity for a proven Administrator with Wealth Management experience to support Advisors with business tasks and business processing, with a strong focus on...
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Client Services Coordinator
1 month ago
Wolverhampton, Wolverhampton, United Kingdom Ashdown Group Full timeAbout the RoleA leading financial services company is seeking a highly organized and detail-oriented Client Services Administrator to join its team in the West Midlands area.This is an exciting opportunity for a proven Administrator with Wealth Management experience to support Advisors with business tasks and business processing, with a strong focus on...
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Client Services Coordinator
2 weeks ago
Wolverhampton, Wolverhampton, 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 financial services team, you will play a crucial role in supporting our senior paraplanners and financial advisers in delivering exceptional client service.Key...
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Client Services Coordinator
1 month ago
Wolverhampton, Wolverhampton, 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 administration team, you will play a vital role in supporting our financial services firm based in Wolverhampton.Key Responsibilities:Manage client relationships and...
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Client Services Coordinator
1 month ago
Wolverhampton, Wolverhampton, 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 administration team, you will play a vital role in supporting our financial services firm based in Wolverhampton.Key Responsibilities:Manage client relationships and...
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Client Services Coordinator
1 month ago
Wolverhampton, Wolverhampton, United Kingdom Ashdown Group Full timeAbout the RoleA leading financial services company is seeking a highly organized and detail-oriented Client Services Administrator to join its team in the Telford/Wolverhampton area. This is an exciting opportunity to support Advisors with business tasks and business processing, with a strong focus on client meetings.Key ResponsibilitiesCoordinate...
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Client Services Coordinator
1 month ago
Wolverhampton, Wolverhampton, United Kingdom Ashdown Group Full timeAbout the RoleA leading financial services company is seeking a highly organized and detail-oriented Client Services Administrator to join its team in the Telford/Wolverhampton area. This is an exciting opportunity to support Advisors with business tasks and business processing, with a strong focus on client meetings.Key ResponsibilitiesCoordinate...
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Client Services Coordinator
4 weeks ago
Wolverhampton, Wolverhampton, 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 administration team, you will play a vital role in supporting our financial services firm based in Wolverhampton.Key Responsibilities:Manage client relationships and...
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Client Services Coordinator
4 weeks ago
Wolverhampton, Wolverhampton, 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 administration team, you will play a vital role in supporting our financial services firm based in Wolverhampton.Key Responsibilities:Manage client relationships and...
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Client Services Coordinator
2 weeks ago
Wolverhampton, Wolverhampton, United Kingdom Artemis Recruitment Consultants Ltd Full timeWe are seeking a highly organized and detail-oriented Client Services Coordinator to join our team at Artemis Recruitment Consultants Ltd. The successful candidate will work closely with our senior paraplanners and financial advisers to support the existing client bank and assist in the process of taking on new clients.Key Responsibilities:Making...
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Client Services Coordinator
1 month ago
Wolverhampton, Wolverhampton, 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 financial 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 month ago
Wolverhampton, Wolverhampton, 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 financial 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 month ago
Wolverhampton, Wolverhampton, 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 financial 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 month ago
Wolverhampton, Wolverhampton, 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 financial 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
Wolverhampton, Wolverhampton, 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 financial services team, you will play a vital role in supporting our senior paraplanners and financial advisers in delivering exceptional client service.Key...