Client Relations Coordinator

4 weeks 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 private client asset management. Our professionals are focused on providing exceptional financial and investment guidance with integrity.

Position Overview
We are seeking a meticulous Client Relations Coordinator to become a vital part of our team. In this position, you will deliver administrative assistance to foster a favorable experience for our clientele.

Key Responsibilities:

  • Deliver effective administrative assistance
  • Address client inquiries with professionalism
  • Oversee client onboarding and maintenance activities
  • Ensure accurate client documentation
  • Compile reports and presentations
  • Support client meetings and events
  • Remain informed on company protocols
  • Promote a collaborative work atmosphere

Required Qualifications

  • Expertise in Client Services and Customer Relations
  • Outstanding communication abilities
  • Exceptional attention to detail and organizational capabilities
  • Capacity to prioritize responsibilities
  • Understanding of finance and investment principles
  • Analytical and problem-solving skills
  • Proficiency 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 vibrant environment
  • Become part of a successful team


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