Client Services Coordinator

6 days ago

Fareham, Hampshire, United Kingdom Ortus PSR Full time

We are seeking a skilled Client Services Administrator to join our dynamic team at Ortus PSF in Fareham. As a key member of our wealth management team, you will be responsible for delivering exceptional customer service and support to our clients.

Key Responsibilities:

  • Providing timely and effective support to clients via various communication channels
  • Familiarizing yourself with our company's values and offerings to ensure a seamless client experience
  • Efficiently onboarding new clients and servicing existing ones to meet their evolving needs
  • Cultivating strong relationships with clients, financial advisers, and paraplanners to drive business growth
  • Contributing positively to team dynamics and morale to create a supportive work environment
  • Communicating effectively with clients and stakeholders to ensure clear understanding and expectations
  • Participating in business projects to drive process improvements and enhance client satisfaction

Requirements:

  • Experience in a financial planning environment with a focus on customer service
  • Knowledge of investment products such as ISAs, Pensions, and Bonds to provide informed support
  • Proficiency in using CRM systems to manage client relationships and data
  • Ability to challenge existing processes constructively to drive business improvements
  • Strong passion for delivering exceptional customer service and a self-driven attitude towards personal development
  • CII or RO part-qualified preferred to demonstrate expertise in financial services

Company Benefits:

  • Hybrid working arrangement with 2 days in the office and 3 days from home
  • Competitive holiday entitlement with 28 days' annual leave (plus bank holidays)
  • Life assurance and income protection to ensure financial security
  • Pension scheme to support long-term financial planning
  • Access to our flexible benefits platform to enhance work-life balance
  • Vibrant company culture focused on both work and fun to create a positive work environment

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