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Client Services Coordinator
2 months ago
We are seeking a highly organized and detail-oriented individual to join our client services team as a Client Services Administrator. This role will provide an excellent opportunity for someone looking to begin their career in the financial services sector or make a career change.
Key Responsibilities:
- Provide exceptional aftercare to existing clients, ensuring their needs are met and exceeded.
- Support financial advisers with information requests, maintaining accurate and up-to-date client information.
- Organize and manage campaigns to utilize relevant allowances, ensuring clients receive timely reminders and notifications.
- 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 clients, providing them with valuable insights into their financial portfolios.
Data Processing:
- Input and update client information into our CRM system, ensuring accuracy and efficiency.
- Generate reports to monitor company performance, identifying areas for improvement and opportunities for growth.
- Develop and implement CRM processes to enhance overall efficiency and productivity.
- Utilize mail merges to contact clients for unused allowances and annual review reminders, streamlining communication and reducing administrative tasks.
Requirements:
- A degree-level education or previous work experience in an office environment, demonstrating a high level of proficiency and attention to detail.
- Excellent written communication skills, with the ability to craft clear and concise messages.
- A professional telephone manner, with the ability to engage and communicate effectively with clients and colleagues.
- Strong time management and multitasking skills, with the ability to prioritize tasks and meet deadlines.
- A systematic and methodical approach to tasks, with a focus on accuracy and attention to detail.
- Advanced IT literacy, with proficiency in Microsoft Office and the ability to learn new software.
- A hardworking and positive attitude, with a strong commitment to delivering exceptional results and exceeding client expectations.
This is an excellent opportunity for someone looking to join a friendly and dynamic team, working in a fast-paced and ever-evolving industry. If you are a motivated and organized individual with a passion for delivering exceptional client service, we encourage you to apply for this exciting role.
