Client Services Coordinator

5 hours ago


St Albans, Hertfordshire, United Kingdom Artemis Recruitment Consultants Ltd Full time
Job Title: Client Services Coordinator
Estimated Salary: £21,500 - £27,000 per annum.

We are looking for a bright and organised individual to join our client services team as a Client Services Coordinator. In this role, you will work closely with our senior management and financial advisers to support the existing client bank and assist in the process of taking on new clients.

Key Responsibilities:
  1. Join our client services team and receive full training to understand how our firm works and the ongoing requirements of our client bank.
  2. Support the senior management and financial advisers across all areas of the business.
  3. Organise and manage campaigns throughout the year to ensure relevant allowances are used.
  4. Assist with top-ups, transfers, and withdrawals.
  5. Manage the client annual review process.
  6. Send quarterly valuation reports to all clients.

Requirements:
  • A degree-level education or previous work experience in an office environment to a high standard.
  • Very good written communication skills.
  • Engaging and professional telephone manner.
  • Time management and the ability to multitask is essential.
  • A systematic and methodical approach to tasks.
  • IT literacy (advanced knowledge of Word and Excel and the ability to learn new software).
  • A hardworking and positive attitude.
  • A good team player.


  • St Albans, Hertfordshire, United Kingdom Saltus Partners LLP Full time

    We are seeking a highly skilled Client Services Support Coordinator to join our team on a temporary basis. This role will cover 12 months maternity leave and is an excellent opportunity to gain experience in a fast-paced financial planning environment.The key areas of the role include:Answering and directing callsAssisting with post sorting dutiesManaging...

  • Software Engineer

    6 hours ago


    St Albans, Hertfordshire, United Kingdom Client Server Full time

    Job DescriptionAs a C# Developer / Full Stack Engineer, you will play a crucial role in designing and developing new features and enhancements to complex Payments and client systems.You will be part of an Agile development team that uses modern technologies such as C# .Net Core, AWS, Kubernetes, Kafka, Redis, and TypeScript / Angular.This is a fantastic...


  • St Albans, Hertfordshire, United Kingdom Click and Connect Online Limited Full time

    Job Title: Client Services SpecialistWe are seeking a detail-oriented and organized Wealth Management Client Services Advisor to join our team at Click and Connect Online Limited.About the Role:This is an exciting opportunity for a professional with excellent organizational skills, attention to detail, and a proactive approach to handling client service...


  • St Albans, Hertfordshire, United Kingdom Illuminate Recruitment Ltd Full time

    We are seeking a highly skilled and experienced Client Experience Coordinator to join our team at Illuminate Recruitment Ltd. This is a fantastic opportunity for an animal lover with exceptional customer service skills to take their career to the next level.About the Role:The successful candidate will be responsible for delivering exceptional client...


  • St Albans, Hertfordshire, United Kingdom Franke Full time

    **About the Role**We are seeking a motivated and experienced professional to join our UK team as a Customer After Sales and Installation Team Coordinator. This pivotal role ensures the smooth and efficient coordination of after-sales support and installation services for our clients.**Key Responsibilities:**Coordinate and oversee the scheduling and execution...


  • St Albans, Hertfordshire, United Kingdom Frossell Recruitment Ltd Full time

    About the Job:We are looking for a highly motivated Reception Services Coordinator to join our team at Frossell Recruitment Ltd. The successful candidate will be responsible for overseeing the front-of-house operations, managing the client care team, and promoting membership growth.Key Responsibilities:Implement operational excellence by maintaining high...


  • St Albans, Hertfordshire, United Kingdom Vetisco Full time

    Join Our TeamWe are seeking an experienced and caring individual to join our team as an Equine Veterinary Receptionist. In this role, you will be responsible for delivering exceptional service to our clients and their pets.Key ResponsibilitiesThe successful candidate will have the following responsibilities:Greeting clients and offering support and...

  • Tax Director

    22 hours ago


    St Albans, Hertfordshire, United Kingdom LHH Recruitment Full time

    About the RoleWe are seeking a highly skilled Probate Specialist - Tax Advisory Role to join our team at LHH Recruitment. In this challenging position, you will be responsible for providing non-contentious probate services via our trust corporation.You will work closely with our Private Client Partners to expand our services through cross-referrals. Your...


  • St Albans, Hertfordshire, United Kingdom Franke Full time

    About the RoleWe are seeking a skilled Customer Service Coordinator to oversee the coordination of after-sales support and installation services for our clients.Your Key ResponsibilitiesCoordinate and oversee the scheduling and execution of installation and after-sales service activities, ensuring timely and professional completion.Act as the primary liaison...


  • St Albans, Hertfordshire, United Kingdom Artemis Recruitment Consultants Ltd Full time

    Artemis Recruitment Consultants Ltd is seeking a Client Services Administrator to join their team based in St Albans. The ideal candidate will have a degree-level education or previous work experience in an office environment and be able to demonstrate excellent written communication skills, engaging and professional telephone manner, time management, and IT...


  • St Albans, Hertfordshire, United Kingdom Click and Connect Online Limited Full time

    **Company Overview:**Wealth advisory firm seeks diligent and organized Financial Services Administrator to support operations in delivering outstanding client service.**Role Overview:**The Financial Services Administrator will provide comprehensive administrative support to the financial advisors and ensure the smooth operation of the firm's services. This...


  • St Albans, Hertfordshire, United Kingdom Michael Page Full time

    A leading FMCG business is seeking an experienced Client Services Director to join their HR shared services team in St Albans. The successful candidate will oversee all core HR activities and build relationships with senior management across the business.Key Responsibilities:Deputise for the manager and lead the team.Oversight of core HR activities.What We...


  • St Albans, Hertfordshire, United Kingdom Getting In Limited Full time

    Key ResponsibilitiesThe Technical Support and Services Coordinator will be responsible for providing technical support and services to staff and students. This includes resolving hardware and software issues, maintaining computer systems and networks, and performing routine maintenance tasks.You will also be required to maintain accurate records, perform...


  • St Albans, Hertfordshire, United Kingdom Optical Express Group Full time

    **About the Role**We're seeking a highly motivated Clinical Service Coordinator to join our team at Optical Express. As a key member of our team, you'll be responsible for delivering an exceptional patient experience, ensuring that every interaction is tailored to meet their individual needs.**Key Responsibilities:**Building strong relationships with...


  • St Albans, Hertfordshire, United Kingdom Pro-Tax Full time

    Tax and Estate Planning Leadership RoleWe are seeking an experienced leader to join our team as a Tax and Estate Planning Director. The ideal candidate will have at least 5 years' experience in probate or private client services and will be responsible for leading our trust, estate planning, and probate services.In this role, you will oversee trust and...


  • St Albans, Hertfordshire, United Kingdom James Webber Recruitment Full time

    Hotel Events and Weddings CoordinatorJob Overview:Our client is a 4* luxury hotel in Hertfordshire seeking a skilled Hotel Events and Weddings Coordinator to join their team. As a key member of the events team, you'll be responsible for managing wedding and special events sales, coordinating events with clients and internal teams, and ensuring seamless...


  • St Albans, Hertfordshire, United Kingdom Client Server Full time

    Take your expertise to the next level as a Software Developer in Client Server's technology-driven trading companyWe're seeking an experienced Software Engineer with strong C# .Net Core backend development skills, AWS experience, and JavaScript proficiency, preferably with Angular.Your main responsibilities will include designing and developing new features...


  • St Albans, Hertfordshire, United Kingdom Client Server Full time

    **Job Summary:**">">Client Server is looking for a skilled Full Stack developer to join its team.">The ideal candidate will have experience with C#.Net backend development and JavaScript/Angular skills.">">As a key member of the development team, you will contribute to the design and implementation of software solutions using C#.Net and JavaScript/Angular....


  • St Albans, Hertfordshire, United Kingdom Red Door Recruitment Full time

    We are seeking an office administration and client liaison to join our team at Red Door Recruitment. The successful candidate will be responsible for providing administrative support and ensuring that all client interactions are handled professionally.The ideal candidate will have a minimum of 2 years' experience in an administrative role and be proficient...


  • St Albans, Hertfordshire, United Kingdom Client Server Full time

    Job OverviewA challenging opportunity for a highly skilled Full Stack Developer to join our client's technology-driven trading company in St Albans, UK.About the RoleWe are seeking an experienced software engineer with expertise in C# .Net Core backend development and Angular frontend skills to design and develop new features and enhancements to complex...