Client Services Coordinator

Dynamite Recruitment; England; On-site; GBP 28,000 - 35,000; Full time

Job summary

A recruitment agency is seeking a Client Service Co‑ordinator to support Wealth Managers in delivering exceptional client care. The role emphasizes administration, organization, and building strong, long-term client relationships. Responsibilities include managing client diaries, preparing meeting materials, and providing administrative support. Ideal candidates will have strong organizational and communication skills, attention to detail, and prior office support experience. Salary ranges from £28,000 to £35,000 depending on experience.

Qualifications

• Previous administrative or office support experience.
• Strong attention to detail and ability to manage multiple tasks.
• Proficient in CRM systems is desirable.

Responsibilities

• Provide professional and courteous client service at all times.
• Act as first point of contact for client calls and enquiries.
• Coordinate client review meetings and prepare meeting packs.
• Prepare client review and meeting packs.

Skills

Client care skills

Organisational skills

Communication skills

IT skills (Outlook, Word, Excel)

Tools

CRM systems

Job description

We are looking for a Client Service Co‑ordinator to support Wealth Managers in delivering a high standard of client care. This role is central to the smooth running of the Practice and focuses on administration, organisation, and building strong long‑term client relationships.

Key Responsibilities

• Provide professional and courteous client service at all times
• Act as first point of contact for client calls and enquiries
• Manage diaries and coordinate client review meetings
• Prepare client review and meeting packs
• Complete pre‑ and post‑meeting administration and update the CRM system
• Maintain accurate client records and workflow tracking
• Provide administrative support including submissions, withdrawals, switches, and ongoing reviews
• Prepare and issue client correspondence and reports
• Liaise with administration centres and third‑party providers
• Meet and greet clients and provide general office support

Skills & Experience

• Previous administrative or office support experience
• Financial services experience desirable but not essential
• Strong organisational and communication skills
• High attention to detail and ability to manage multiple tasks
• Confident IT skills (Outlook, Word, Excel; CRM systems desirable)
• Professional, proactive, and client‑focused approach

What We’re Looking For

• Excellent client care skills
• Reliable, organised, and adaptable
• Strong team player with a positive attitude
• Commitment to confidentiality and continuous learning
• £28,000 - £35,000 DOE

For more details please apply or contact Tegan at Dynamite Recruitment