Client Services Coordinator

7 hours ago


LeighonSea, 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 client service.

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 client records.
  • Organize and manage campaigns to ensure relevant allowances are utilized, driving business growth and client satisfaction.
  • Assist with top-ups, transfers, and withdrawals, ensuring seamless client experiences.
  • Manage the client annual review process, ensuring timely and accurate reporting.
  • Send quarterly valuation reports to clients, maintaining open communication and transparency.
Data Management
  • Input and update client information into our CRM system, ensuring data accuracy and integrity.
  • Generate reports to monitor company performance, identifying areas for improvement and opportunities for growth.
  • Develop and implement CRM processes to enhance efficiency and productivity.
  • Utilize mail merges to contact clients for unused allowances and annual review reminders, streamlining communication and reducing administrative tasks.
Continuous Improvement
  • Maintain Continuous Professional Development (CPD) by attending seminars and completing exams, staying up-to-date with industry developments and best practices.
  • Internal and external file checks, ensuring compliance and regulatory adherence.
  • Stay informed about regulatory changes through our compliance help desk, ensuring our team remains compliant and up-to-date.
Requirements

We are seeking a bright, organized, and hardworking individual with:

  • A degree-level education or previous work experience in an office environment to a high standard.
  • Excellent written communication skills, with the ability to craft engaging and professional correspondence.
  • A strong telephone manner, with the ability to build rapport with clients and colleagues alike.
  • Effective 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 attention to detail and accuracy.
  • Advanced IT literacy, with proficiency in Microsoft Office and the ability to learn new software.
  • A hardworking and positive attitude, with a commitment to delivering exceptional client service.

This is an excellent opportunity for someone with a strong interest in the financial services sector to begin or advance their career, working with a friendly and supportive team who pride themselves on delivering exceptional client service.



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