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Client Services Coordinator
2 months ago
Job Summary:
We are seeking a highly skilled Client Services Consultant to join our team at Financial Divisions. As a Client Services Consultant, you will play a critical role in delivering exceptional client experiences and supporting our clients with assets ranging from £2,000 to multiple millions.
Key Responsibilities:
- Manage end-to-end client reviews, ensuring seamless case management and timely updates.
- Directly communicate with clients to understand their needs and preferences.
- Handle disinvestments and ensure compliance with consumer duty standards.
- Contribute to client acquisition and retention efforts.
- Manage a high activity level with up to 60 active clients per month.
Requirements:
- Solid experience in SJP, with a strong administrative and paraplanning background.
- Excellent client servicing skills and a client-centric approach.
- Ability to work in a dynamic team environment and adapt to changing priorities.
About Us:
Financial Divisions is a leading provider of personalized wealth management solutions. We pride ourselves on building lasting relationships with our clients and delivering top-tier service. Our team is dedicated to providing comprehensive support and resources to ensure our clients' unique goals are met.