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Client Services Coordinator

2 months ago

St Albans, Hertfordshire, United Kingdom Artemis Recruitment Consultants Ltd Full time
About the Role

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 experience.
  • Manage the client annual review process, ensuring timely and accurate reporting.
  • Send quarterly valuation reports to all clients, maintaining transparency and trust.
Data Management
  • 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 client interactions.
  • Utilize mail merges to contact clients for unused allowances and annual review reminders, maintaining a proactive approach.
Ad Hoc Tasks
  • 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 client service.
Requirements

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 client data and financial information.
  • A hardworking and positive attitude, with a strong commitment to delivering exceptional client service.
  • A good team player, with the ability to collaborate with our senior paraplanners and financial advisers.