Attivo is seeking an experienced Senior Client Services Administrator to join the Client Services team in London. You will support early stages of the client journey, manage LOAs, data changes and pre-meeting prep, while ensuring accurate workflows and high service standards.
You will mentor colleagues, resolve complex queries, and contribute to continuous process improvements, collaborating with Financial Planners and support teams to deliver an exceptional client experience.
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Remote Senior Client Success & Operations Lead employer: Attivo
Attivo is an exceptional employer that prioritises the well-being and professional growth of its employees. With a strong focus on client service and transparency, the company fosters a supportive work culture where team members are encouraged to develop their skills and contribute to continuous improvement. Located in Cheltenham, Attivo offers flexible working arrangements, a generous benefits package, and a commitment to employee engagement, making it an ideal place for those seeking a meaningful career in financial planning.
