Financial Services Coordinator
3 days ago
Job Title: Financial Client Executive
Company: Artemis Recruitment Consultants Ltd
Job Type: Full-time
Industry: Financial Services
Location: Worthing
Job SummaryWe are seeking an experienced Financial Client Executive to join our team at Artemis Recruitment Consultants Ltd. As a Financial Client Executive, you will provide administrative support to clients and senior members of staff, ensuring efficient and effective service delivery.
Key Responsibilities- Administrative Support: Provide administrative support to Financial Advisers, including arranging meetings, managing post, and administering client documentation.
- Client Liaison: Liaise with clients, product providers, and partners to ensure seamless service delivery.
- Documentation Management: Manage and finalize client documentation from start to finish, ensuring accuracy and compliance with regulations.
- Investment Processing: Process investments, fund switches, and sales documentation within defined service level agreements.
- Customer Service: Provide excellent customer service, responding to client queries and ensuring their needs are met.
- Regulatory Compliance: Ensure adherence to FCA regulations, internal policies, and procedures at all times.
- Experience: Proven experience of working in an office environment, preferably in financial services.
- Skills: Fully conversant in Microsoft Office, with strong Microsoft Excel skills.
- Communication: Excellent communication skills, including digital communication.
- Organizational: Organized and able to prioritize effectively.
- Customer Focus: Strong customer focus, with a commitment to delivering excellent service.
- Financial Services Experience: Previous experience of working in financial services.
- Regulatory Qualifications: Certificate in Regulated Financial Services or equivalent professional financial services qualifications.
- CURO Experience: Experience of using CURO.
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