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Client Relations Coordinator

2 months ago

Poole, Poole, United Kingdom Baggette + Co. Wealth Management Full time

Company Overview
Baggette & Co. Wealth Management is a premier financial advisory organization dedicated to providing exceptional private client wealth management services. Our professionals are focused on delivering superior financial and investment guidance with integrity.

Position Overview
We are seeking a meticulous Client Relations Coordinator to enhance our team. In this capacity, you will deliver administrative assistance to foster a positive experience for our clientele.

Key Responsibilities:

  • Deliver effective administrative assistance
  • Professionally manage client inquiries
  • Oversee client onboarding and ongoing maintenance activities
  • Ensure precise client record-keeping
  • Compile reports and presentations
  • Support client meetings and events
  • Stay informed about company policies
  • Foster a collaborative work atmosphere

Required Qualifications

  • Proficient in Client Services and Customer Support
  • Outstanding communication abilities
  • Exceptional attention to detail and organizational capabilities
  • Capacity to prioritize responsibilities
  • Understanding of finance and investment principles
  • Strong problem-solving and analytical skills
  • Proficient in Microsoft Office Suite
  • Experience in the financial services sector is advantageous

Employee Benefits

  • Attractive salary and benefits package
  • Generous annual leave policy
  • Opportunity to thrive in a dynamic work environment
  • Join a successful and supportive team