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Client Services Coordinator
1 month ago
A 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 packs
- Answering and logging client calls, and inputting documents on Salesforce
- Processing fund switches, rebalances, and withdrawals, and preparing business submission documents
- Liaising with the Paraplanning team and ensuring adherence to GDPR and FCA protocols
This role is ideal for a proven Administrator with Wealth Management experience, offering a competitive salary and benefits package.
