At a Glance
- Tasks: Support Wealth Managers by managing client relationships and administrative tasks.
- Company: Join a leading financial services firm focused on exceptional client care.
- Benefits: Competitive salary, professional development, and a supportive team environment.
- Other info: Dynamic role with opportunities for growth and learning in the financial sector.
- Why this job: Be the first point of contact for clients and make a real difference in their financial journey.
- Qualifications: Previous admin experience and strong organisational skills are essential.
The predicted salary is between 28000 - 35000 £ per year.
We are looking for a Client Service Co‑ordinator to support Wealth Managers in delivering a high standard of client care. This role is central to the smooth running of the Practice and focuses on administration, organisation, and building strong long‑term client relationships.
Key Responsibilities
- Act as first point of contact for client calls and enquiries
- Manage diaries and coordinate client review meetings
- Prepare client review and meeting packs
- Complete pre‑ and post‑meeting administration and update the CRM system
- Maintain accurate client records and workflow tracking
- Provide administrative support including submissions, withdrawals, switches, and ongoing reviews
- Prepare and issue client correspondence and reports
- Liaise with administration centres and third‑party providers
- Meet and greet clients and provide general office support
Skills & Experience
- Previous administrative or office support experience
- Financial services experience
- Strong organisational and communication skills
- High attention to detail and ability to manage multiple tasks
- Confident IT skills (Outlook, Word, Excel; CRM systems desirable)
- Professional, proactive, and client‑focused approach
What We’re Looking For
- Excellent client care skills
- Reliable, organised, and adaptable
- Strong team player with a positive attitude
- Commitment to confidentiality and continuous learning
£28,000 - £35,000 DOE
Wealth Client Services Coordinator in Fareham employer: Dynamite Recruitment Solutions Ltd
As a Wealth Client Services Coordinator, you will thrive in a supportive and dynamic environment that prioritises exceptional client care and professional growth. Our company fosters a collaborative work culture where your contributions are valued, and we offer comprehensive training and development opportunities to help you advance your career in the financial services sector. Located in a vibrant area, we provide a stimulating workplace that encourages innovation and teamwork, making us an excellent employer for those seeking meaningful and rewarding employment.
Contact Details:
Dynamite Recruitment Solutions Ltd Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Wealth Client Services Coordinator in Fareham
✨Tip Number 1
Get to know the company inside out! Research their values, culture, and recent news. This will help you tailor your conversations and show that you're genuinely interested in being part of their team.
✨Tip Number 2
Practice your communication skills! Since this role is all about client care, make sure you can articulate your thoughts clearly and confidently. Role-play with a friend or use video calls to get comfortable.
✨Tip Number 3
Network like a pro! Connect with current employees on LinkedIn or attend industry events. Building relationships can give you insider info and might even lead to a referral!
✨Tip Number 4
Don’t forget to follow up after interviews! A quick thank-you email can leave a lasting impression and shows your enthusiasm for the role. Plus, it keeps you on their radar!
We think you need these skills to ace Wealth Client Services Coordinator in Fareham
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your previous administrative roles and any financial services experience you have. We want to see how you can support our Wealth Managers!
Craft a Personal Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for the Client Service Coordinator role. Share specific examples of how you've provided excellent client care in the past, as this is key for us.
Show Off Your Organisational Skills:Since this role involves managing diaries and coordinating meetings, make sure to mention any relevant experience you have in organisation and administration. We love seeing candidates who can juggle multiple tasks with ease!
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates. Plus, we love seeing applications come in through our own platform!
How to prepare for a job interview at Dynamite Recruitment Solutions Ltd
✨Know Your Role Inside Out
Before the interview, make sure you thoroughly understand the responsibilities of a Wealth Client Services Coordinator. Familiarise yourself with client care standards and the importance of administration in supporting Wealth Managers. This will help you demonstrate your knowledge and enthusiasm for the role.
✨Showcase Your Organisational Skills
Be prepared to discuss specific examples of how you've managed multiple tasks or coordinated meetings in previous roles. Highlight your attention to detail and how it has positively impacted your work. This is crucial since the role involves managing diaries and preparing meeting packs.
✨Demonstrate Your Client Care Approach
Think about times when you've gone above and beyond for clients. Share these stories during the interview to illustrate your commitment to excellent client service. Remember, this role is all about building strong long-term relationships, so showing your proactive and professional attitude is key.
✨Brush Up on Your IT Skills
Since the job requires confident IT skills, especially with Outlook, Word, Excel, and CRM systems, be ready to discuss your experience with these tools. If you have any relevant certifications or training, mention them. This will show that you're not only capable but also eager to learn and adapt.
