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.
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Client Services & Onboarding Specialist in Cheltenham employer: Attivo Group
Attivo is an excellent employer that fosters a dynamic work culture, encouraging innovation and collaboration among its team members. With a focus on employee growth, we offer comprehensive training and development opportunities, ensuring that our staff can thrive in their careers while enjoying the flexibility of a hybrid working model in vibrant locations like Cheltenham, London, or Reading. Join us to be part of a forward-thinking company that values your contributions and supports your professional journey.
