Client Services Coordinator

3 weeks ago


Stafford, Staffordshire, United Kingdom Freedom Recruitment Capital Full time

Client Services Administrator Role

Freedom Recruitment Capital is seeking an experienced Client Services Administrator to join their dynamic team at the Stafford office. This is an exciting opportunity for a driven individual with financial services experience who is passionate about delivering high-quality, professional client service.

Key Responsibilities:

  • Liaising with clients to resolve queries and arrange meetings
  • Processing requests for deposits and withdrawals
  • Setting up, maintaining, and closing client accounts
  • Preparing for and coordinating annual review meetings
  • Drafting and processing authority letters
  • Completing fact finds and preparing reports
  • Generating CTC, CGT reports, and valuations
  • Organizing client events
  • Performing general administrative tasks

Requirements:

  • Experience as a Client Service Administrator in a financial services role
  • Strong written and verbal communication skills
  • A professional, confident telephone manner
  • Self-motivated with a commitment to delivering exceptional results
  • Proficiency in spreadsheets and word processing
  • Excellent organizational skills

Salary: £32,000

Hybrid Working: Remote/Stafford Office



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