Client Services Administrator at Attivo fostering relationships with clients and handling inquiries. Supporting Financial Planners and ensuring exceptional customer service while adhering to compliance regulations.
About the role
- Client Services Administrator at Attivo, fostering client relationships and providing administrative support in hybrid work setup. Required to be in office at least 3 days a week, remote for remaining days.
Responsibilities
- Play a vital role in fostering and maintaining strong relationships with both existing and prospective clients.
- Be the first point of contact for our clients, providing exceptional support and ensuring all enquiries are handled with efficiency and professionalism.
- Manage inbound communications, assist with client inquiries and facilitate the seamless transfer of business during acquisitions.
- Work closely with key stakeholders within the business, including our Financial Planners, supporting the arrangement of annual client review meetings and supporting various projects.
Requirements
- Minimum 5 GCSEs graded A-B (6), or equivalent, including Maths and English or have the experience to demonstrate the ability to work at this level
- Excellent interpersonal, listening, numerical and IT skills
- Excellent written/verbal communication skills
- Good organisational, time management, and caseload management skills
- Ability to work well under pressure while maintaining excellent attention to detail.
- Experience within Financial Planning or Wealth Management would be an advantage
- A relevant degree, such as Economics, or Financial Services industry experience
- An aspiration to become a Financial Planner or Paraplanner
- Currently working towards your Diploma in Regulated Financial Planning (CII)
Benefits
- Non-contributory Pension Scheme
- Private Medical Insurance
- Cashplan
- Income Protection
- Critical Illness
- Death in Service
- Parking allowance (Cheltenham only)
- Generous holiday allowance, rising with length of service
- Work from home and flexible working available
- Discounted corporate gym membership
- Excellent culture, promoting employee wellbeing and engagement.
Job title
Job type
Experience level
Salary
Degree requirement
Location requirements
Service and support representative for Private Wealth Management at U.S. Bank. Handling client calls, transactions, and problem resolution while ensuring client satisfaction.
Liaison for commercial banking clients providing technical and operational support for Treasury Services at Prosperity Bank. Resolving client issues and facilitating account openings while managing multiple tasks.
Client Care Specialist at Gateway Services Inc. ensuring professional customer service through effective focus and operations. Responsible for client inquiries and service requests in a team - oriented environment.
Patent Client Services Administrator managing patent group client portfolios within a hybrid model, ensuring quality service and effective workflows.
Commercial Card Specialist engaging with clients as key contact for external and internal inquiries. Supporting client needs and ensuring compliance at MUFG, a leading financial group.
Client Service Representative handling renewals and support for clients in the insurance field. Collaborating with producers, managing documentation, and identifying process improvements within the insurance industry.
Client Service Associate providing support for Financial Advisors at LPL Financial in Williston, Vermont. Ensuring high - quality client experience through daily communication and timely resolutions.
Member/Client Service Agent facilitating sales and handling client requests at Desjardins Group. Providing services to assist clients and ensuring client satisfaction.
Client Service Associate at SMBC managing client inquiries related to cash management services. Resolving service issues and supporting cross - selling efforts in a global financial group.