Client Services Coordinator

Dynamite Recruitment Solutions Ltd; Fareham; On-site; GBP 28,000 - 35,000; Full time

Job summary

A recruitment solutions firm seeks a motivated Client Service Co-ordinator to support Wealth Managers in client care. This role is vital for the practice's operations and includes managing client interactions, preparing documents, and updating records. Ideal candidates have prior administrative experience, strong communication skills, and a proactive outlook. A competitive salary range of £28,000 - £35,000 is offered based on experience.

Qualifications

• Previous administrative or office support experience.
• Financial services experience desirable but not essential.
• High attention to detail and ability to manage multiple tasks.

Responsibilities

• Provide professional and courteous client service at all times.
• Manage diaries and coordinate client review meetings.
• Prepare client correspondence and reports.
• Maintain accurate client records and workflow tracking.

Skills

Organisational skills

Communication skills

IT skills (Outlook, Word, Excel)

Client care skills

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