Client Services Coordinator

1 week 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 service to our clients.

Key Responsibilities:
  • Provide exceptional aftercare to our existing clients, ensuring their needs are met and exceeded.
  • Support our advisers with information requests, maintaining accurate and up-to-date records.
  • Organize and manage campaigns throughout the year to optimize client engagement and retention.
  • Assist with top-ups, transfers, and withdrawals, ensuring seamless client experiences.
  • Manage the client annual review process, ensuring timely and thorough reviews.
  • Send quarterly valuation reports to clients, providing transparency and accountability.
Requirements:
  • A degree-level education or previous work experience in an office environment, demonstrating a high level of proficiency.
  • 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 effectively.
  • Advanced knowledge of Microsoft Office, particularly Word and Excel, with the ability to learn new software.
  • Numeracy skills, with a strong understanding of financial concepts.
  • A hardworking and positive attitude, with a strong team player mentality.

This is an excellent opportunity for someone with a strong interest in the financial services sector to join a friendly and dynamic team. If you are a motivated and organized individual with a passion for delivering exceptional client service, we encourage you to apply.



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