Attivo is seeking an experienced Senior Client Services Administrator to join the Cheltenham Head Office. You will support the early client journey, handle LOAs, data changes and pre-meeting prep, while driving process improvements and mentoring colleagues.
Based in Cheltenham, you will work at least three days a week on site, coordinating with Financial Planners and support teams to deliver an exceptional client experience and robust administrative workflows.
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Senior Client Services Specialist - Financial Planning 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.
