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Key Account Coordinator
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Client Servicing Coordinator
2 months ago
We seek a reliable, friendly and professional person to join a client servicing team providing high quality support to Financial Advisers with financial products including pensions and investments.The ideal candidate will have :Excellent IT skills, specifically including Microsoft Word and Excel.Previous administrator experience, however financial services experience is not necessary as full in house training will be provided.Strong interpersonal, communication and customer service skillsExcellent telephone manner and communication skillsHigh level of customer serviceAbility to work as part of a team or using own initiativeWorking to tight deadlines when requiredYour role will include but not be limited to :Liaising closely and supporting advisers and actioning requests in a timely mannerProducing and preparing client annual reviews/valuations for advisers in readiness for client meetingsRecording client information on our in house back office systemCollating information from product providers via online systemsAd hoc projectsPart time 3 days per week (Monday to Wednesday)Starting Salary £22,000 (full time equivalent) or salary dependent upon experience23 days holiday (full time basis) will be approx. 14 pro rataWorkplace Pension SchemeDIS
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At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.