Client Relations Coordinator

3 weeks ago


Swindon, Swindon, United Kingdom Blue Arrow Full time

Position:
Client Service Specialist

Compensation:
£25,000- £27,000 based on experience
Working 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 reports, managing communications, and acting as a bridge between executives and various stakeholders.

The successful candidate will demonstrate outstanding organizational capabilities, meticulous attention to detail, and the capacity to manage sensitive information with confidentiality.

Relevant experience in similar roles is essential.

Key Responsibilities:
* Serve as the primary contact for all inquiries related to your responsibilities
* Proactively seek solutions and assist others in finding answers
* Collaborate with the practice and office manager regarding any potential challenges
* Prepare for meetings
* Handle business submissions
* Draft suitability letters
* Address and resolve technical inquiries
* Communicate with clients to provide assistance and information on technical issues raised
* Coordinate with tax and trusts, pensions marketing, and asset management on contentious matters and problem-solving to alleviate workload from Advisers/Paralegals.
* Demonstrate a willingness to broaden and deepen knowledge across all areas of financial services, particularly pensions, investments, and tax and trusts
* Update all client confidential information across relevant platforms.
* Support new team members.
* Manage Salesforce workflow personally
* Ensure effective management of work control.

Benefits:

  • Hybrid working model with in-office presence from Tuesday to Thursday and remote work on Mondays and Fridays; however, the new hire will be required to work in the office full-time for the initial six months.
  • Referral bonuses for recruitment
  • Opportunities for professional development


Blue Arrow is proud to be a Disability Confident Employer and is dedicated to creating excellent job opportunities for exceptional individuals.



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