Client Services Coordinator

18 hours ago


Hitchin, Hertfordshire, United Kingdom Tandem Financial Full time

About Tandem Financial

Tandem Financial is a reputable financial planning firm dedicated to providing exceptional service to its clients. Our team is passionate about delivering tailored solutions that meet the unique needs of each individual.

Job Summary

We are seeking a highly organized and detail-oriented Client Services Coordinator to join our team. As a key member of our support staff, you will play a vital role in ensuring the smooth operation of our office and providing exceptional service to our clients.

Key Responsibilities

  • Client Support
    • Act as a primary point of contact for clients, responding to inquiries and resolving issues in a timely and professional manner.
    • Coordinate client appointments, events, and communications to ensure seamless interactions.
  • Office Administration
    • Manage office supplies, maintain a clean and organized workspace, and ensure the efficient operation of our office.
    • Assist with administrative tasks, such as data entry, filing, and record-keeping.
  • Financial Support
    • Provide administrative support for financial planning and operations, including data analysis and reporting.
    • Assist with financial transactions, such as reconciliations and account maintenance.

Requirements

  • Education and Experience
    • High school diploma or equivalent required; associate's or bachelor's degree in a related field preferred.
    • Minimum 1-2 years of experience in a related administrative or support role.
  • Skills and Abilities
    • Excellent communication and interpersonal skills.
    • Strong organizational and time management skills.
    • Ability to maintain confidentiality and handle sensitive information.
    • Proficiency in Microsoft Office and other software applications.

What We Offer

Tandem Financial is committed to providing a supportive and inclusive work environment. We offer competitive compensation and benefits, opportunities for professional growth and development, and a dynamic team culture.



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