Stephanie Banks
Client Service Co-ordinator at Chewton Wealth Management Limited- Claim this Profile
Contact Information
us****@****om
(386) 825-5501
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Location
Fareham, England, United Kingdom, UK
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Bio
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Experience
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Chewton Wealth Management Limited
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United Kingdom
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Financial Services
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1 - 100 Employee
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Client Service Co-ordinator
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Aug 2020 - Present
As Chewton's sole Client Service Co-ordinator it's my responsibility to work alongside our existing support team and Wealth Managers/Advisers to assist our practice in delivering a first class, professional client service. I am highly organised and efficient, which enables me to prioritise and coordinate workload activities, whilst ensuring our team fully support each other in their roles. I am responsible for ensuring our comprehensive Client Service Programme is established, maintained and enhanced for our clients and I ensure the service-based culture is maintained throughout our business and all client dealings. Show less
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Studio Global
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United Kingdom
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Design Services
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1 - 100 Employee
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Client Services Co-ordinator
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Apr 2017 - Aug 2020
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LexisClick Growth Consultancy
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United Kingdom
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Advertising Services
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1 - 100 Employee
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PA/Office Co-ordinator
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Apr 2016 - Apr 2017
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Churchfield Estate Agents
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Bournemouth
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Administrator/Holiday Lettings Negotiator
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Aug 2011 - Oct 2015
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Education
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University of Plymouth
Theatre and Performance (BA Hons), Theatre and Performance
Community
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