Client Services Coordinator

2 days ago


St Albans, Hertfordshire, United Kingdom Artemis Recruitment Consultants Ltd Full time
Client Services Administrator

We are seeking a highly organized and detail-oriented Client Services Administrator to join our team at Artemis Recruitment Consultants Ltd. As a key member of our client services team, you will play a vital role in supporting our senior paraplanners and financial advisers in delivering exceptional client service.

Key Responsibilities:
  • Provide exceptional aftercare to our existing clients, ensuring their needs are met and exceeded.
  • Support our advisers with information requests, ensuring timely and accurate responses.
  • Organize and manage campaigns throughout the year to maximize the use of relevant allowances.
  • Assist with top-ups, transfers, and withdrawals, ensuring seamless client experiences.
  • Manage the client annual review process, ensuring all necessary documentation is completed and submitted on time.
  • Send quarterly valuation reports to all clients, providing them with valuable insights into their financial portfolios.
Requirements:
  • A degree-level education or previous work experience in an office environment to a high standard.
  • Impeccable attention to detail, with a systematic and methodical approach to tasks.
  • Excellent written communication skills, with the ability to engage and professional telephone manner.
  • Strong time management and multitasking skills, with the ability to prioritize tasks and meet deadlines.
  • Advanced knowledge of Microsoft Office, particularly Word and Excel, with the ability to learn new software quickly.
  • Numeracy skills, with the ability to accurately process financial data.
  • A hardworking and positive attitude, with a strong commitment to delivering exceptional client service.
What We Offer:

As a Client Services Administrator at Artemis Recruitment Consultants Ltd, you will have the opportunity to work with a friendly and supportive team, who pride themselves on delivering exceptional client service. This is a great opportunity to join a dynamic and growing company, with a strong focus on professional development and career progression.



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