Client Services Coordinator

3 weeks ago

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

Key Responsibilities:
  • Provide exceptional aftercare to our existing clients, ensuring their needs are met and exceeded.
  • Support our advisers with information requests, maintaining accurate and up-to-date client records.
  • Organize and manage campaigns to ensure relevant allowances are utilized, driving business growth and client satisfaction.
  • Assist with top-ups, transfers, and withdrawals, ensuring seamless client experiences.
  • Manage the client annual review process, ensuring timely and accurate reporting.
  • Send quarterly valuation reports to clients, maintaining open communication and transparency.
Data Processing:
  • Input and update client information into our CRM system, ensuring data accuracy and integrity.
  • Generate reports to monitor company performance, identifying areas for improvement and growth.
  • Develop CRM processes to enhance efficiency, streamlining client interactions and data management.
  • Utilize mail merges to contact clients for unused allowances and annual review reminders, maintaining a proactive approach.
Ad Hoc Tasks:
  • Maintain Continuous Professional Development (CPD) by attending seminars and completing exams, staying up-to-date with industry developments.
  • Internal and external file checks, ensuring compliance and regulatory adherence.
  • Utilize our compliance help desk to stay informed about regulatory changes, ensuring our team's expertise and knowledge.
Requirements:
  • A degree-level education or previous work experience in an office environment, demonstrating a high level of proficiency.
  • Excellent written communication skills, with the ability to craft engaging and professional correspondence.
  • A strong telephone manner, with the ability to build rapport and provide exceptional client service.
  • Time management and multi-tasking skills, with the ability to prioritize tasks and meet deadlines.
  • A systematic and methodical approach to tasks, with a focus on attention to detail and accuracy.
  • Advanced IT literacy, with proficiency in Word, Excel, and the ability to learn new software.
  • A hardworking and positive attitude, with a strong team player mentality.

This is an excellent opportunity for a motivated and organized individual to join our team and contribute to our mission of delivering exceptional client service. If you are a detail-oriented and customer-focused professional, we encourage you to apply for this exciting role.

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