Client Services Coordinator
1 month ago
Job Title: Client Services Coordinator
Job Summary: We are seeking an experienced Client Services Coordinator to join our team at Artemis Recruitment Consultants Ltd. The successful candidate will provide administrative support to our wealth management team, ensuring the smooth operation of our client services.
Key Responsibilities:
- Manage diaries and prepare for adviser meetings
- Answer telephone calls and handle post
- Liaise with third parties and process new business enquiries
- Provide administrative support and maintain excellent communication with the team
- Prepare regulatory paperwork and complete post-meeting action points
- Submit new business and fund transfers using bespoke software
- Carry out fund switches and financial calculations using specific systems and processes
- Deliver high-quality client care both internally and externally
- Provide administrative support to advisers, including meeting pack preparation and business submission
- Liaise with providers and maintain accurate records of client correspondences using CRM systems
- Update internal database systems
Requirements:
- Previous experience working in the financial services industry
- IFA experience (desirable but not essential)
- Previous secretarial or administrative experience
- Proficiency in Microsoft Office and Outlook
- Use of Salesforce (desirable but not essential)
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