Financial Services Coordinator

15 hours ago


Fareham, Hampshire, United Kingdom Artemis Recruitment Consultants Ltd Full time

We are seeking a highly organized and detail-oriented individual to join our team as a Financial Services Coordinator. As a key member of our client services team, you will play a vital role in supporting the senior management and financial advisers in delivering exceptional client service.

Job Overview

This is an excellent opportunity for someone who is passionate about providing top-notch customer service and has a strong interest in the financial services sector. The ideal candidate will have a degree-level education or previous work experience in an office environment, with advanced knowledge of Word and Excel.

The successful candidate will be responsible for:

  1. Providing high levels of aftercare to existing clients;
  2. Supporting the advisers with information requests as required;
  3. Organizing and managing campaigns throughout the year to ensure relevant allowances are used;
  4. Assisting with top-ups, transfers, and withdrawals;
  5. Managing the client annual review process;
  6. Sending quarterly valuation reports to all clients;

Key Responsibilities

  • Input and update client information into the CRM system;
  • Generate reports to monitor company performance;
  • Develop CRM processes to improve general efficiency;
  • Utilize mail merges to contact clients for any unused allowances and annual review reminders;

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;
  • 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;

We offer a competitive salary of £25,000 - £32,000 per annum, depending on experience, plus a range of benefits including opportunities for professional development and a supportive team environment. If you are a motivated and organized individual looking to start or further your career in the financial services sector, please apply now.



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