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Client Services Coordinator
1 month ago
A boutique financial planning and wealth management firm, Antony George Recruitment, seeks a Client Services Executive/Administrator to provide administrative support and maintain close contact with high-net-worth clients.
Key Responsibilities:
• Provide exceptional client service and support to both internal and external stakeholders.
• Develop and maintain effective relationships with clients, colleagues, and third-party providers.
• Ensure compliance with regulatory requirements and maintain accurate records.
• Coordinate client meetings and arrange travel arrangements as needed.
• Manage client files and documents, ensuring timely and secure processing of client payments and account amendments.
• Liaise with operations teams to ensure seamless execution of account opening, onboarding, and transfer processes.
Requirements:
• 2 to 5 years of experience in the financial services industry, ideally in a client-facing role.
• Strong communication and interpersonal skills, with the ability to build rapport with clients and colleagues.
• Proficient in MS Office and CRM systems, with experience of working in a fast-paced environment.
What We Offer:
• Competitive salary and benefits package, including pension scheme and bonus scheme.
• Flexible working arrangements, with 3 days office and 2 days remote work.
• Ongoing training and development opportunities to support career growth.