Client Liaison

13 hours ago

Nottingham, Nottingham, United Kingdom Progeny Full time
Job Title: Client Liaison

We are seeking a highly skilled and dedicated Client Liaison to join our team at Progeny. As a Client Liaison, you will be responsible for providing exceptional client care and support, ensuring that our clients receive the highest level of service and attention.

Key Responsibilities:
  • Provide a professional and efficient point of contact for clients and enquiries by phone, email, and in person.
  • Welcome clients and visitors to the office, making drinks and arranging lunch and/or other requirements for meetings.
  • Arrange client meetings internally and externally, including telephoning and emailing clients to arrange these, as well as booking meeting rooms in other locations.
  • Monitor client birthdays, anniversaries, and special occasions and arrange gifts as required.
  • Answer incoming telephone calls to redirect to the appropriate member of the team.
  • Provision, coordination, and support of day-to-day office duties, i.e., diary management and meeting room bookings.
  • Arrange travel, accommodation, and meeting room bookings for team members as required.
  • Regular upkeep of electronic and paper filing systems, ensuring files are kept tidy and logically organized.
  • Data entry on CRM system XPLAN as required.
  • Ensure timely provision of all office supplies, stationery, sundries, and equipment.
  • First point of contact for maintenance issues in the office, including arranging service visits, following up on issues, and filing service reports.
  • Responsible for arranging health and safety training, e.g., Fire Warden and First Aider training, and completing risk assessments.
  • Assisting with maintenance, development, and updating of systems and procedures relating to the delivery of client work.
Requirements:
  • Experience working within a client-focused position.
  • Experience working as a Personal Assistant, Office Coordinator, or similar role (desirable).
  • Experience arranging and managing events (desirable).
  • Competent user of MS Office applications.
  • Ability to build and maintain excellent relationships within all areas of the business.
  • Excellent interpersonal and client care skills.
  • Well-organized and excellent time management skills.
  • Excellent attention to detail.

We are a forward-thinking and tech-driven firm, using technology to eliminate paperwork, improve communications, and enrich the relationship between client and adviser. We believe that we all have the power to make good things happen and want to use our success as a catalyst for making real change. We created the Progeny Foundation to support local charities and have recently achieved the globally recognized B-Corp certification.

We are the proud winners of the Yorkshire Financial Awards 2024 Best Employer award for the third year running. If you are a motivated and dedicated individual who is passionate about client care and wants to work with a firm that has the highest possible ethical standards, we encourage you to apply for this exciting opportunity.

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