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Client Services Coordinator
2 months ago
We are seeking a highly organized and detail-oriented individual to join our client services team as a Client Services Administrator. This role will provide an excellent opportunity for someone looking to begin their career in the financial services sector or make a career change.
Key Responsibilities:
- Provide exceptional aftercare to existing clients, ensuring their needs are met and exceeded.
- Support financial advisers with information requests, maintaining accurate and up-to-date client information.
- Organize and manage campaigns throughout the year to optimize the use of allowances.
- 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, providing transparency and peace of mind.
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.
- Develop and implement CRM processes to enhance efficiency and productivity.
- Utilize mail merges to contact clients for unused allowances and annual review reminders.
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 accuracy.
- Utilize our compliance help desk to stay informed about regulatory changes.
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 engage and professional telephone manner.
- Strong time management and multitasking skills, with a systematic and methodical approach to tasks.
- Advanced IT literacy, with the ability to learn new software and systems.
- A hardworking and positive attitude, with a strong team player mentality.
This is an excellent opportunity to join a friendly and dynamic team, working in a fast-paced and rewarding environment. If you are a motivated and organized individual looking to start or advance your career in the financial services sector, we encourage you to apply.
