Job Detail

Client Services Coordinator

• Field: Accountancy & Bookkeeping
• Deadline: 2026-03-09 02:03
• Fareham

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