Part Time Client Services Admin - Front Office

Part Time Client Services Admin - Front Office

**SUCCESSFULLY FILLED**

Use your Admin & Coordination skills – Diary Management

Our Client is a well established and successful Financial Planning firm with a strong professional reputation offering a high performing, progressive and supportive team environment.

The Role
Working within a positive and autonomous environment as part of the Client Services Team you will be providing Front Office Client Service Support as well as assisting with administration duties in the daily running of the office.

Responsibilities
• Management of x4 Advisors diaries – scheduling client meetings
• Daily use of CRM to start and manage workflows and updates
• First point of Client contact both over phone and face to face
• Team assistance & general office duties

Skills & Experience
• A self starter with the ability t...