Financial Services Coordinator
1 week ago
Job Title: Client Services Administrator
Job Summary:
We are seeking a highly organized and detail-oriented Client Services Administrator to join our team at Burgh Recruitment. As a Client Services Administrator, you will be responsible for providing exceptional customer service to our clients, managing day-to-day operations, and supporting our Partner in achieving business goals.
Key Responsibilities:
- Provide exceptional customer service to clients and third parties, responding to general enquiries and meeting and greeting at the office
- Manage business submissions using bespoke software, ensuring accurate and timely completion
- Update and maintain the Practice's CRM database, ensuring accurate and up-to-date information
- Prepare meeting documentation and follow up client meeting notes, ensuring seamless communication
- Provide additional support to the Partner as required, ensuring seamless business operations
Requirements:
- Proven work experience as an Administrator, ideally in financial services or a related sector
- Excellent customer service skills, with the ability to build rapport and manage client relationships
- Strong IT skills, including Microsoft 365 and bespoke software
- Excellent literacy, numeracy, and communication skills
- Strong attention to detail and problem-solving skills
- Good time management and planning skills
About Us:
Burgh Recruitment is a leading recruitment agency specializing in financial services and wealth management. We are committed to providing exceptional service to our clients and candidates, and we are seeking a highly motivated and organized Client Services Administrator to join our team.
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