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Financial Services Coordinator

1 month ago

Alton, Hampshire, United Kingdom Optima Recruitment Full time

We are seeking a highly organized and detail-oriented individual to join our team as a Client Services Administrator. As a key member of our administration team, you will be responsible for providing exceptional customer service to our clients, ensuring seamless communication and efficient processing of tasks.

Key Responsibilities:

  • Manage client relationships and respond to queries in a timely and professional manner.
  • Organize and prioritize tasks to meet deadlines and ensure smooth day-to-day operations.
  • Prepare and distribute client packs for annual reviews and ad-hoc meetings.
  • Process and manage letters of authority and chase providers for information.
  • Assist with seminars preparation and internal meetings as required.

Requirements:

  • Previous experience in an administrative or team capacity.
  • Excellent verbal communication skills and ability to work independently.
  • Proficient in Microsoft Office, including Word, Excel, and Outlook.
  • Adaptable to changing procedures and able to prioritize tasks effectively.
  • Strong attention to detail and organizational skills.

What We Offer:

  • A competitive salary of up to £23,000.
  • A Monday-to-Friday, 9am-to-5pm working schedule.
  • Based in Alton, with opportunities for career progression.

Refer a Friend:

Refer a friend who is also searching for a new opportunity in the local area, and if we place them, you will receive a £100 retail voucher of your choice.

Optima Recruitment Limited:

We are an equal opportunities employer and act as a recruitment agency in relation to this vacancy. By applying for this role, you accept our Privacy and GDPR Policy, which can be found on our website.