Client Service Coordinator

6 days ago


Fareham, Hampshire, United Kingdom Reed Full time

We are proud to be representing a privately owned financial services company, who are looking for a Client Service Coordinator to join their team. After being founded in 2004, they have grown organically and through a small number of carefully integrated acquisitions. Originally the business started out as an investment manager and has now developed the financial planning side of the offering, putting this at the forefront of the client relationship.

The company manages and advises on over £3 billion of client assets, acquired through a combination of organic business growth and corporate acquisitions.

The role responsibilities include the following:

  • To always have the customer at the heart of everything you do. Providing an excellent level of service is your primary responsibility.
  • Effectively and efficiently onboarding new clients and servicing existing clients.
  • Building effective relationships with customers, financial advisors, and support staff in your immediate working environment.
  • Positively contribute to team morale and energy; be a great team player.
  • Communicating to clients effectively through various mediums.
  • Willing to get involved in projects within the business, which may occur from time to time.

The successful candidate will be delivery-oriented and a well-organised individual, with experience within a financial planning environment. We are looking for someone who is CII or RO part qualified, with a salary that reflects this experience.

  • Knowledge of investment products: ISAs, Pensions, Bonds.
  • Experience of using CRM systems.
  • Be a good team player.
  • Experience of challenging the status quo in respect of processes.
  • A strong passion for delivering excellent customer service.
  • A self-starter, who owns their own development journey.

Benefits:

  • £28,000 – £32,000 salary, depending on experience.
  • Flexible working arrangements.
  • 28 days' holiday (plus bank holidays).
  • Life assurance, income protection, and a pension.
  • Access to our flexible benefits platform.


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