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Client Services Coordinator
2 months ago
Foster Denovo is a leading financial services company with a strong presence in the UK. We boast a team of over 120 financial advisers supported by around 250 employees across eight offices throughout the country.
Our company culture is built on a foundation of stakeholder relationships, which gives us a solid reputation and a commitment to excellence. We strive to delight every client we interact with, and our employees are driven by a set of core values that guide our actions.
We are proud to hold the gold Investors in People accreditation, demonstrating our commitment to our employees and making us an employer of choice.
Job Requirements- Prepare personalized client packs for Partners prior to client meetings.
- Obtain information from providers on clients' existing financial arrangements.
- Input all client information into the back office system and ensure all tasks are recorded and acted upon within the agreed timescales.
- Upload necessary documentation into the back office system and scan other documents as required.
- Deal with client and provider correspondence.
- Ensure that the client file is compliant.
- Be responsible for scanning and archiving client files.
- Undertake any other duties commensurate with your grade, skills, and experience.
- Excellent organizational and prioritization skills with the ability to handle multiple tasks, work to tight deadlines, and stay focused under pressure.
- An articulate communicator.
- Outstanding telephone manner with the ability to build rapport quickly.
- Honesty, integrity, and ability to maintain confidentiality.
- Hard working and responsive to the need to deliver a high-quality support service.
- Attention to detail and high standards of work.
- A supportive and collaborative work environment.
- A competitive benefits package, including 25 days' holiday (increasing by an additional day per annum up to 30 days), pension matching, life assurance, income protection, and more.
