Client Services & Onboarding Specialist

Attivo Group; Cheltenham; Hybrid; GBP 29,000 - 35,000; Full time

Benefits offered by this job

Pension scheme

Private medical insurance

Cashplan

Income protection

Critical illness

Death in service

Holiday allowance

Work from home

Gym membership

Company culture

Job summary

Attivo Group in Cheltenham is seeking a Client Services Administrator to nurture client relationships, handle enquiries and assist with business transfers during acquisitions. You will be the first point of contact, delivering professional support and ensuring smooth communications with clients.

You will work closely with Financial Planners, ensuring GDPR compliance and accurate documentation, while supporting various projects and maintaining excellent service levels.

Qualifications

• GCSEs including Maths and English.
• Excellent interpersonal, listening, numerical and IT skills.
• Excellent written and verbal communication skills.
• Good organisational, time management and caseload management skills.
• Ability to work well under pressure with attention to detail.

Responsibilities

• Handle all client enquiries in a timely and professional manner.
• Adhere to FCA compliance, risk and TCF principles.
• Document client interactions accurately on the CRM and GDPR compliant systems.
• Identify new business opportunities using knowledge of Attivo Group products.
• Collaborate with Financial Planners to support client services and transitions during acquisitions.
• Record and update activities accurately and maintain up-to-date knowledge of processes.

Skills

GCSEs A-B

Interpersonal skills

Communication skills

IT skills

Organisational skills

Time management

Attention to detail

Education

GCSEs in Maths & English

Job description

Attivo Group in Cheltenham is seeking a Client Services Administrator to nurture client relationships, handle enquiries and assist with business transfers during acquisitions. You will be the first point of contact, delivering professional support and ensuring smooth communications with clients.

You will work closely with Financial Planners, ensuring GDPR compliance and accurate documentation, while supporting various projects and maintaining excellent service levels.