Client Services Coordinator

3 weeks ago


Swindon, Swindon, United Kingdom Siamo Recruitment a division of Siamo Group Full time

About Us: At Siamo Recruitment, a division of Siamo Group, we are dedicated to connecting talented individuals with leading organizations. We are currently seeking a Client Services Coordinator for a prominent Wealth Management Firm.

Role Overview: Our client, a significant player in the financial advisory sector, is in search of a Client Services Coordinator to enhance their team. This role is pivotal in delivering administrative assistance while ensuring exceptional client service.

Key Responsibilities:

  • Collaborate closely with financial advisors to address client inquiries.
  • Communicate effectively with practice and office managers regarding any operational challenges.
  • Manage various administrative tasks to guarantee a positive client experience.
  • Support new team members and provide guidance as needed.
  • Ensure compliance with company service level agreements in handling emails.
  • Offer technical support to the team and resolve any technical issues that arise.
  • Oversee Salesforce workflow, ensuring accurate logging of work.
  • Assist with administration related to payments, requests, and pension transfers.
  • Enhance your understanding of financial services, particularly in pensions, investments, and tax trusts.

What We Offer:

  • Generous Leave: 25 days of holiday, increasing by one day each year up to a maximum of 30 days.
  • Pension Scheme: Secure your future with our comprehensive pension plan.
  • Performance Bonuses: Bonuses linked to both individual and company performance.
  • Life Insurance: Peace of mind with our life cover policy.
  • Celebratory Rewards: Enjoy vouchers for birthdays, champagne for work anniversaries, and hampers during festive seasons.
  • Team Events: Participate in summer and Christmas parties, all expenses covered.
  • Breakfast Perks: Start your day right with complimentary morning breakfast.
  • Training Opportunities: Access to training and qualifications to support your career growth.

Ideal Candidate: The successful candidate will possess:

  • Proficiency in Microsoft Office applications.
  • The ability to work independently, remotely, and collaboratively within a team.
  • Previous experience in the financial sector is advantageous but not essential.
  • A willingness to pursue certifications and diplomas in pensions and investments.
  • A valid UK driving license.

Join us in making a difference in the financial services industry while advancing your career in a supportive environment.



  • Swindon, Swindon, United Kingdom ACS Staffing Solutions Full time £27,000

    Client Relations CoordinatorACS Staffing SolutionsSalary: £27,000Are you an adept administrator with exceptional customer and client service abilities? Do you possess a background in financial services? If so, this opportunity may align with your career aspirations.Our esteemed organization is seeking a meticulous and organized client coordinator to enhance...


  • Swindon, Swindon, United Kingdom Blue Arrow Full time

    Position: Client Service SpecialistCompensation: £25,000- £27,000 based on experienceWorking Hours: 8.30am to 5.30pm Monday to Thursday and 8.30am to 5.00pm on Fridays.A Client Service Specialist within a wealth management division is essential in delivering extensive support to senior management. Responsibilities encompass organizing schedules, drafting...


  • Swindon, Swindon, United Kingdom Vets for Pets Full time

    About the RoleWe are seeking a highly skilled and compassionate Client Care Advisor to join our team at Vets for Pets. As a key member of our practice, you will play a vital role in providing exceptional service to our clients and their pets.Key ResponsibilitiesProvide a warm and welcoming experience for clients and their pets, ensuring their needs are met...


  • Swindon, Swindon, United Kingdom Vets for Pets Full time

    About the RoleWe are seeking a highly skilled and compassionate Client Care Advisor to join our team at Vets for Pets. As a key member of our practice, you will play a vital role in providing exceptional service to our clients and their pets.Key ResponsibilitiesProvide a warm and welcoming experience for clients and their pets, ensuring their needs are met...


  • Swindon, Swindon, United Kingdom Aligra Personnel Ltd Full time £24,000 - £27,000

    Position Overview:We are looking for a dedicated Care Services Coordinator to become a vital part of our team at Aligra Personnel Ltd. This role is essential in ensuring the smooth operation of care services and maintaining high standards of care delivery.Key Responsibilities:Develop comprehensive work schedules for Care Workers, providing clear written and...


  • Swindon, Swindon, United Kingdom The National Trust Full time

    About the RoleWe are seeking a highly organized and detail-oriented Business Services Coordinator to join our Land and Nature Directorate team. As a key member of our support team, you will be responsible for delivering exceptional administrative support and contributing to the success of our organization.Key ResponsibilitiesProvide administrative support to...


  • Swindon, Swindon, United Kingdom The National Trust Full time

    About the RoleWe are seeking a highly organized and detail-oriented Business Services Coordinator to join our Land and Nature Directorate team. As a key member of our support team, you will be responsible for delivering exceptional administrative support and contributing to the success of our organization.Key ResponsibilitiesProvide administrative support to...


  • Swindon, Swindon, United Kingdom Avon & Wiltshire Mental Health Partnership NHS Trust Full time

    Position Overview We are seeking a skilled administrator to join our dedicated Clinical Services Administration Team. Our team values collaboration and is looking for an individual who thrives in a dynamic environment and can effectively contribute within a close-knit office setting. This role requires a commitment to working standard hours, Monday to...


  • Swindon, Swindon, United Kingdom Care First UK Recruitment Solutions Full time £26,000 - £30,000

    Exciting Opportunity for a Youth Services Coordinator in a 6-Bed Residential Facility for Young Individuals Aged 5-18Salary: £26,000 - £30,000 per annum with Company Pension Scheme, Study Support, and Bonus.Are you passionate about making a significant difference in the lives of young individuals? Do you have a talent for inspiring them to achieve their...


  • Swindon, Swindon, United Kingdom Blue Arrow Full time

    Position: Client Service SpecialistCompensation: £25,000- £27,000 based on experienceWorking Hours: 8.30am to 5.30pm Monday to Thursday and 8.30am to 5.00pm on Fridays.The Client Service Specialist in our wealth management division is essential in delivering high-quality support to senior management. Responsibilities encompass managing calendars,...


  • Swindon, Swindon, United Kingdom Blue Arrow Full time

    Position: Client Service SpecialistCompensation: £25,000- £27,000 based on experienceWorking Hours: 8.30am to 5.30pm Monday to Thursday and 8.30am to 5.00pm on Fridays.A Client Service Specialist within a wealth management team is essential for providing thorough assistance to senior management. Responsibilities include organizing schedules, drafting...


  • Swindon, Swindon, United Kingdom Great Western Hospitals NHS Foundation Trust Full time

    Position Overview We are looking for a dedicated Patient Services Coordinator to join our team on a fixed-term contract. This role is essential in providing comprehensive telephony and administrative support to our Clinical Physiology Department, which encompasses Cardiac, Respiratory, and Neurophysiology services. Your primary responsibility will be...


  • Swindon, Swindon, United Kingdom Antony James Recruitment Full time

    Job Title: Marketing CoordinatorAbout the Role:We are seeking a highly skilled Marketing Coordinator to join our team at Antony James Recruitment. As a Marketing Coordinator, you will play a crucial role in promoting our client's brands and driving customer engagement.Key Responsibilities:Develop and implement marketing campaigns to promote our client's...


  • Swindon, Swindon, United Kingdom Avon & Wiltshire Mental Health Partnership NHS Trust Full time

    Job Title: Clinical Services AdministratorWe are seeking a skilled and compassionate Clinical Services Administrator to support our clinical services at Avon & Wiltshire Mental Health Partnership NHS Trust.Key Responsibilities:Liaise with internal and external stakeholders to ensure effective communication and collaboration.Develop and maintain strong...


  • Swindon, Swindon, United Kingdom Central Parking Full time

    Job SummaryCentral Parking is seeking a highly skilled and customer-focused Client Services Liaison to join our team. As a key member of our Client Service Team, you will be responsible for providing exceptional customer service and support to our clients.Key ResponsibilitiesRespond to customer inquiries and resolve issues in a timely and professional...


  • Swindon, Swindon, United Kingdom Central Parking Full time

    Job SummaryCentral Parking is seeking a highly skilled and customer-focused Client Services Liaison to join our team. As a key member of our Client Service Team, you will be responsible for providing exceptional customer service and support to our clients.Key ResponsibilitiesRespond to customer inquiries and resolve issues in a timely and professional...


  • Swindon, Swindon, United Kingdom McCarthy Stone Full time

    About the Role:McCarthy Stone is seeking a highly organized and proactive part-time Administrator to play a vital role in our stunning development. As a key member of our team, you will be responsible for providing exceptional customer service and administrative support to our residents, colleagues, and visitors.Key Responsibilities:Welcoming visitors to the...

  • Office Coordinator

    3 weeks ago


    Swindon, Swindon, United Kingdom Jackie Kerr Recruitment Full time £11

    Office CoordinatorLocation: SwindonSalary: £11.44 Per HourOur reputable client in Swindon is seeking an Office Coordinator to become a vital part of their expanding team.Key Responsibilities:Handling both incoming and outgoing communicationsAddressing client inquiries effectivelyManaging daily email correspondenceGenerating purchase orders as...


  • Swindon, Swindon, United Kingdom Antony James Recruitment Ltd Full time £34,000

    Marketing CoordinatorOur client, a leading business services company, is seeking a highly skilled Marketing Coordinator to join their team on a permanent basis.Salary: up to £34,000Location: UKJob Summary:The Marketing Coordinator will be responsible for creating, distributing and managing all external and internal communications to promote the company...


  • Swindon, Swindon, United Kingdom Avon & Wiltshire Mental Health Partnership NHS Trust Full time

    About the RoleWe are seeking a highly motivated and organized Clinical Services Coordinator to join our team at Avon & Wiltshire Mental Health Partnership NHS Trust. As a key member of our multidisciplinary team, you will provide comprehensive administrative support to our medical staff, junior medical staff, and system-wide teams.Key ResponsibilitiesLiaise...