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Client Service Coordinator

3 months ago

Bristol, Bristol, United Kingdom CleverHR Full time
Senior Client Services Administrator

CleverHR is seeking an experienced Senior Client Services Administrator to join our team in Bristol. As a key member of our Financial Advisory practice, you will play a vital role in providing high-quality administration services to our clients.

About the Role

We are looking for a skilled and organized individual to support our Partners and advisers in delivering exceptional client service. Your primary responsibility will be to maintain accurate and up-to-date client data, both in hardcopy and on our database.

Key Responsibilities
  • Maintain client data accuracy and completeness
  • Process letters of authority and quotations online
  • Support the provision of high-quality administration services to clients
  • Request investment valuations and provide generic information to clients
  • Collaborate with the team to achieve business objectives
Requirements
  • 3-5 years of experience in a similar role
  • Excellent interpersonal and communication skills
  • Quality management and attention to detail
  • Proficiency in Office 365 and Standard Life Wrap
What We Offer

CleverHR offers a dynamic and supportive work environment, with opportunities for professional growth and development. If you are a motivated and organized individual with a passion for delivering exceptional client service, we encourage you to apply for this exciting opportunity.