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Client Service Coordinator

2 months ago

Norwich, Norfolk, United Kingdom Service Service Employment Agency Limited Full time

Our client is a reputable and well-established financial services company.

The Role

This is a wide-ranging and interesting position with enormous potential, working within a friendly environment with highly skilled and qualified financial professionals.

  1. Prepare client valuations and review packs
  2. Process post-review related paperwork and prepare relevant correspondence
  3. Communicate with clients and providers, responding to queries in a timely manner
  4. Ensure financial transactions are completed correctly and files are fully compliant by following internal procedures
  5. Ensure all client records and data are maintained accurately
  6. Obtain and interpret information from providers and fund managers, keeping financial planners up to date with all communications
  7. Send out letters of authority and correspondence to clients, professional introducers, and other parties
  8. Prepare new client meeting packs
  9. Other general administration duties as assigned

Requirements

  1. A minimum of 1 year working in an administrative position
  2. Confident in the use of Microsoft Office
  3. Confident with numbers and working to a high degree of accuracy
  4. Ability to work unsupervised

Benefits

  • Hybrid working available
  • 28 days holiday
  • Death in service 4 x salary
  • Pension
  • Free parking
  • Bonus scheme based on company performance