Senior Client Services Specialist
3 weeks ago
The Antony George Recruitment team is seeking a skilled Senior Client Services Specialist to join their team in delivering exceptional client experiences. This role offers the opportunity to work with a reputable financial advisory firm, providing personalized wealth management solutions.
Salary: £25,000 - £30,000 per annum (dependent on experience)
This is an excellent chance for individuals who are passionate about building strong relationships and ensuring seamless client interactions.
Duties and Responsibilities:
- Administrative Support: Prepare and process client documentation, manage accurate records using CRM systems, and schedule meetings for advisors.
- Client Service: Serve as the first point of contact for client inquiries, prepare reports, valuations, and summaries for client reviews.
- Compliance & Data Management: Ensure client files comply with FCA regulations, conduct AML and KYC checks.
- Coordination & Communication: Liaise with product providers, support financial advisors in research and analysis, and contribute to improving company procedures.
Requirements:
- Strong administrative skills and attention to detail.
- Proficiency in CRM systems and Microsoft Office Suite.
- Excellent verbal and written communication skills.
- Prioritization skills in a fast-paced environment.
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