Client Services Coordinator
1 week ago
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 all clients, maintaining transparency and trust.
- Input and update client information into our CRM system, ensuring data accuracy and integrity.
- Generate reports to monitor company performance, identifying areas for improvement.
- Develop CRM processes to enhance efficiency, streamlining our operations.
- Utilize mail merges to contact clients for unused allowances and annual review reminders, maintaining effective communication.
- Maintain Continuous Professional Development (CPD) by attending seminars and completing exams, staying up-to-date with industry developments.
- Complete Management Information (MI) reports, providing valuable insights for business growth.
- Conduct internal and external file checks, ensuring compliance and accuracy.
- Submit files to review from our advisers to our compliance desk, collaborating with the team to ensure seamless processes.
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.
- Impeccable attention to detail, ensuring accuracy and precision in all tasks.
- Excellent written communication skills, with the ability to craft engaging and professional correspondence.
- Engaging and professional telephone manner, providing exceptional client service.
- Time management and multitasking skills, prioritizing tasks and meeting deadlines.
- A systematic and methodical approach to tasks, ensuring efficiency and effectiveness.
- Advanced IT literacy, with proficiency in Word and Excel, and the ability to learn new software.
- Numeracy skills, with the ability to accurately manage financial data.
- A hardworking and positive attitude, with a strong commitment to delivering exceptional results.
- A good team player, with the ability to collaborate and contribute to a dynamic team environment.
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