Attivo in Cheltenham is seeking a Client Services Administrator to build strong relationships with existing and prospective clients. You will be the first point of contact, handling inquiries and supporting the transfer of business during acquisitions.
You will work with Financial Planners, coordinate annual client reviews and assist with various projects. A minimum of 5 GCSEs, strong communication, and IT skills are required, with a hybrid approach offering work from home options.
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Hybrid Client Services Specialist β Financial Planning in Cheltenham employer: Jobless
Advanced Navigation is an exceptional employer that fosters a dynamic work culture where innovation and collaboration thrive. With a strong focus on employee growth, you will have the opportunity to mentor and lead a talented team while directly impacting revenue across diverse industrial verticals in Europe. Our commitment to professional development and a supportive environment makes this role not just a job, but a meaningful career path.