Client Services Coordinator

4 weeks ago


Bath, Bath and North East Somerset, United Kingdom Artemis Recruitment Consultants Ltd Full time
Client Services Administrator - Bath

We are seeking a highly organized and detail-oriented Client Services Administrator to join our team at Artemis Recruitment Consultants Ltd. This is a fantastic opportunity for someone looking to begin their career or make a career change in the financial services sector.

Key Responsibilities:
  • Provide exceptional aftercare to existing clients;
  • Support financial advisers with information requests and campaigns;
  • Manage client annual review processes and quarterly valuation reports;
  • Assist with top-ups, transfers, and withdrawals;
  • Develop and maintain CRM processes to improve efficiency;
Requirements:
  • A degree-level education or previous work experience in an office environment;
  • Excellent written communication skills and a professional telephone manner;
  • Strong time management and multitasking skills;
  • Advanced knowledge of Word and Excel, with the ability to learn new software;
  • A hardworking and positive attitude, with a strong interest in the financial services sector;

This is a great opportunity to join a friendly and dynamic team who pride themselves on delivering exceptional client service. If you are a motivated and organized individual looking to take the first step in your career, we would love to hear from you.



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