You will book/manage client annual review meetings for the Financial Advisors.
Dynamite Recruitment are proud to be partnering with a successful Wealth Management firm on the recruit of a Administrator / Coordinator to join their team.
This is a entry level role into the industry and will an excellent 'foot in the door' for the right person to get into the Financial Services industry.
Reporting to the Customer Service Manager, the Customer Service Advisor is responsible for achieving customer satisfaction by providing effective communication with both clients and suppliers.
Our client, a well-established company in Bournemouth, is looking for a passionate and professional customer service professional to join their friendly team.
Main Responsibilities
Responsible for answering all incoming calls and dealing with the query raised or direct the call to the relevant department.