Wealth Client Services Coordinator | Meetings & CRM

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

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.