Client Service Coordinator

1 week ago


Exeter, Devon, United Kingdom St. James's Place Wealth Management Full time

**Job Title:** Administrator, Office

**About the Role:

We are seeking a highly skilled and professional Administrator to join our team at St. James's Place Wealth Management.

As an Administrator, you will be responsible for managing our annual review process, ensuring that clients are contacted in a timely manner to effectively book them into advisers' diaries.

You will also be responsible for other elements of client service, including managing withdrawals and organizing birthday cards and gifts for clients.

In addition, you will provide high-level administrative support while maintaining an excellent level of client service.

You will work closely with our team to ensure seamless delivery of our services to our clients.

**Responsibilities:

  • Manage annual review process
  • Provide administrative support
  • Manage client communications

**Requirements:

  • Good understanding of financial services
  • Excellent communication skills
  • Ability to work in a team environment

**Salary:

We offer a competitive salary of £25,000 - £27,000 per annum, dependent on experience, plus excellent benefits and bonus.



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