- Support the advisers with information requests as required;
- Organise and manage campaigns throughout the year to ensure relevant allowances are used;
- Manage the client annual review process;
- Data Processing
- Input and update client information into the CRM;
- Generate reports to monitor company performance;
- Develop CRM processes to improve general efficiency;
- Utilise mail merges to contact clients for any unused allowances and annual review reminders;
- Maintain Continuous Professional Development (CPD) by attending seminars and completing exams
- Use our compliance help desk to keep up to date with any regulation
- IT literacy (advanced knowledge of Word and Excel and the ability to learn new software)
- This is a great opportunity to join a friendly team who pride themselves on giving a great service to their clients. This would be ideal for someone with a strong interest in the financial services sector who is looking to begin their career or making a career change.
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Senior Customer Service Support Specialist - Fareham, Hampshire, United Kingdom - Artemis Recruitment Consultants Ltd
Description
Type of Position:
Client Services Administrator - Fareham
Client Services Administrator - Fareham
We are seeking a client services administrator to join a well-established financial services firm based near to Whiteley.
You will work closely with the senior paraplanners and financial advisers to support the existing client bank and assist in the process of taking on new clients.
Joining the client services team, you will be given full training to understand how the firm works and the ongoing requirements of its client bank.
You will support the senior management, experienced paraplanners and financial advisers, across all areas of the business.Client Services
Engaging and professional telephone manner
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