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Client Services Coordinator
1 month ago
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Client Services Coordinator
2 months ago
We are seeking a highly organized and detail-oriented Client Services Administrator to join our team at Artemis Recruitment Consultants Ltd. As a Client Services Administrator, you will play a vital role in supporting our financial services firm by providing exceptional administrative support to our senior paraplanners and financial advisers.
Key Responsibilities- Scheduling and Client Communication
Make appointments for clients and confirm them in advance, sending out relevant pre-meeting information.
Client Data ManagementLog all incoming client calls onto Salesforce, pass on messages, and ensure updates to client contact information are captured on the platform.
Meeting PreparationPrepare new and existing client meeting packs, generate wealth account reports, investor returns, valuation documents, and other necessary information for advisors in advance of meetings.
Documentation and Record-KeepingInput CFR documentation onto Salesforce and create/update records to ensure adherence to GDPR, FCA, and SJP protocols.
Client CorrespondenceGenerate correspondence to clients, including Post Review Letters.
External LiaisonLiaise with external providers and companies to chase information requests.
Transaction ProcessingProcess fund switches, rebalances, and withdrawals at clients' request.
Business SupportPrepare business submission documents for onward allocation to the Paraplanning team and liaise with the team to ensure client presentations are obtained ahead of meetings.
Administrative SupportManage own and/or advisor's mailbox in a timely and professional manner, prioritize and manage own workload, and maintain a good knowledge of products offered.
Team CollaborationProvide cover for other team members upon request, participate in Administration team meetings, and uphold the standards of the client service charter.
Requirements- Education and Experience
A degree-level education or previous work experience in an office environment to a high standard.
Key SkillsVery good written communication skills, engaging and professional telephone manner, time management, and the ability to multi-task, a systematic and methodical approach to tasks, and IT literacy (advanced knowledge of Word and Excel and the ability to learn new software).
