Client Services Coordinator responsible for excellent customer service and handling client inquiries in Liverpool, UK. Working within a hybrid system to manage client relationships efficiently.
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.
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