Client Relations Coordinator
4 weeks ago
Client Relations Coordinator
ACS Staffing Solutions
Salary: £27,000
Are 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 our team.
Key Responsibilities:
- Serve as the primary contact for all inquiries from the team.
- Provide technical assistance and support.
- Communicate with management regarding any potential challenges.
- Prepare for meetings and business submissions.
- Draft suitability letters and manage complex cases.
- Resolve technical queries and liaise with clients to offer assistance on raised issues.
- Collaborate with various departments regarding contentious matters and problem-solving.
- Stay informed about industry and internal changes impacting your role.
- Demonstrate a commitment to expanding knowledge in financial services, particularly in pensions, investments, and tax and trusts.
- Update and maintain client confidential information across relevant platforms.
- Support new team members and manage Salesforce workflows effectively.
- Exhibit strong work control management skills.
Ideal Candidate:
The successful candidate will possess the ability to manage competing demands in a composed and friendly manner. They should be capable of working independently, remotely, and collaboratively within a team. Key attributes include:
- Meticulous attention to detail.
- Proficiency with electronic data systems.
- Experience in maintaining systems, processes, and procedures.
- Familiarity with Microsoft Outlook, Excel, and Word.
- Completion of all required training modules.
- Willingness to pursue and achieve relevant certifications in pensions and investments.
- Participation in forums, webinars, and workshops as necessary.
What We Offer:
In return, we provide a supportive work environment with benefits including:
- Early finishes on Fridays.
- Company performance bonuses.
- 25 days of annual leave, increasing by one day each year.
- A generous pension scheme.
- Company celebration gifts.
- Life insurance coverage.
- Team-building events.
- A flexible work arrangement after the probation period.
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