Attivo Group is seeking an experienced Senior Client Services Administrator to join the Client Services team in Cheltenham. You will support the early client journey, handle inquiries, LOAs, data changes and pre-meeting prep with accuracy and efficiency.
You will act as a subject matter expert for client lifecycle processes, guide colleagues, and drive consistency, quality and continuous improvement across the team. Collaborative work with Financial Planners and stakeholders is essential.
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Senior Client Services Specialist β Hybrid/Remote in Liverpool 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.