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For Companies At a Glance
- Tasks: Support Wealth Managers by providing top-notch client care and managing administrative tasks.
- Company: Join a dynamic team focused on delivering exceptional client service in financial services.
- Benefits: Competitive salary, opportunities for growth, and a supportive work environment.
- Why this job: Be the first point of contact for clients and build lasting relationships.
- Qualifications: Previous admin experience and strong organisational skills are a plus.
- Other info: A great opportunity for those looking to kickstart their career in finance.
The predicted salary is between 24000 - 42000 £ 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
- Provide professional and courteous client service at all times
- 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 desirable but not essential
- 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
For more details please apply or contact Tegan at Dynamite Recruitment.
Client Services Coordinator in London employer: Dynamite Recruitment
Contact Detail:
Dynamite Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Services Coordinator in London
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector and let them know you're on the hunt for a Client Services Coordinator role. You never know who might have the inside scoop on an opening!
✨Tip Number 2
Prepare for those interviews by practising common questions related to client care and administration. We recommend role-playing with a friend or using online resources to boost your confidence and polish your responses.
✨Tip Number 3
Showcase your organisational skills! Bring examples of how you've managed multiple tasks or improved processes in previous roles. This will demonstrate your ability to handle the fast-paced environment of a Client Services Coordinator.
✨Tip Number 4
Don't forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to connect directly with us.
We think you need these skills to ace Client Services Coordinator in London
Some tips for your application 🫡
Show Off Your Client Care Skills: Make sure to highlight your experience in providing excellent client service. We want to see how you've gone above and beyond to support clients in previous roles, so share those stories!
Be Organised and Detail-Oriented: Since this role involves managing diaries and coordinating meetings, it's crucial to demonstrate your organisational skills. Mention any tools or methods you use to stay on top of tasks and keep everything running smoothly.
Tailor Your Application: Take a moment to customise your application for us. Use keywords from the job description and relate your experiences directly to the responsibilities listed. This shows that you’ve done your homework and are genuinely interested in the role.
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates from us!
How to prepare for a job interview at Dynamite Recruitment
✨Know Your Client Care
Make sure you understand what excellent client care looks like. Research the company’s approach to client relationships and be ready to discuss how you can contribute to maintaining their high standards.
✨Show Off Your Organisational Skills
Prepare examples of how you've successfully managed multiple tasks or projects in the past. Highlight your ability to coordinate meetings and maintain accurate records, as these are key aspects of the role.
✨Brush Up on Your IT Skills
Familiarise yourself with common software used in client services, especially CRM systems. If you have experience with Outlook, Word, and Excel, be prepared to discuss specific tasks you've accomplished using these tools.
✨Be Proactive and Professional
Demonstrate a proactive attitude during the interview. Ask insightful questions about the team and the company’s goals. This shows that you're not just interested in the job, but also in contributing to the company's success.
