Client Services Specialist – Financial Advisers

Artemis Recruitment Consultants Ltd; Birmingham; On-site; GBP 25,000 - 30,000; Full time

Job summary

A well-established financial services firm is seeking a Client Services Administrator in Birmingham. This role involves providing aftercare to clients, supporting advisers, and managing client information in a CRM. The ideal candidate will possess very good communication skills, IT literacy, and a degree-level education or equivalent experience. This is an office-based position, providing a great opportunity for those looking to start or change careers in financial services.

Qualifications

• Degree-level education or previous work experience in an office environment.
• Bright, organized and hardworking individual.
• Ability to multi-task and manage time effectively.
• Systematic approach to tasks.
• Advanced IT literacy.

Responsibilities

• Provide aftercare to existing clients.
• Support advisers with information requests.
• Organize and manage campaigns.
• Input and update client information into the CRM.
• Generate reports for company performance.

Skills

Very good written communication skills

Engaging and professional telephone manner

Time management

IT literacy

Education

Degree-level education or equivalent work experience

Tools

Microsoft Word

Microsoft Excel

Job description

A well-established financial services firm is seeking a Client Services Administrator in Birmingham. This role involves providing aftercare to clients, supporting advisers, and managing client information in a CRM. The ideal candidate will possess very good communication skills, IT literacy, and a degree-level education or equivalent experience. This is an office-based position, providing a great opportunity for those looking to start or change careers in financial services.