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Client Support Coordinator

2 months ago

Reigate, Surrey, United Kingdom mbf. Full time

We are seeking a highly organized and detail-oriented Client Support Coordinator to join our team at mbf. as a Client Support Administrator. This role offers an exciting opportunity to work in a dynamic and supportive environment, providing administrative support to our financial advisors and playing a key role in delivering exceptional client service.

Key Responsibilities:

  • Provide comprehensive administrative support to our financial advisors, including compiling and generating various financial reports, utilizing analytical tools, and handling day-to-day client inquiries.
  • Assist in client meetings by managing appointment scheduling, preparing financial documents, and coordinating follow-up actions such as fund switches or withdrawals.
  • Serve as the primary point of contact for assigned clients, ensuring exceptional customer service at all times.
  • Communicate effectively with providers and other third parties to gather financial information on behalf of clients.

Benefits of the Role:

  • Collaborative Environment: Enjoy working in a close-knit team with a positive atmosphere and a strong focus on supporting each other.
  • Competitive Benefits Package: Take advantage of mentorship opportunities, fully funded exam support, and a comprehensive benefits package that includes flexible working hours.
  • Flexible Working Hours: Ideal for professionals seeking reduced hours, such as those returning to work after a career break with a background in financial services. We offer a flexible schedule that includes the option to work 3 or 4 days a week.
  • Hybrid Work Model: Begin with a fully office-based role during the probation period, transitioning to a hybrid schedule (two days per week working from home) after a successful three-month training period.
  • Competitive Salary: Offering a salary range of up to £35,000, depending on experience.

This role is ideal for someone who thrives in a small, collaborative environment and values a positive, enjoyable workplace. If you are a highly organized and detail-oriented individual with excellent communication skills, we encourage you to apply for this exciting opportunity.