Client Services Coordinator

3 weeks ago

Chester, Cheshire, United Kingdom Schroders Full time

Client Services Coordinator at Schroders

We are seeking a dedicated Coordinator to join our esteemed firm of Chartered Financial Planners. The primary responsibility will be to assist our Financial Planners in providing exceptional advice to our clients.

About Us

At Schroders, we take pride in developing innovative solutions that encompass regulatory, platform, and investment services. Our technology has received recognition for its efficiency in supporting Advisors throughout their journey.

From initiating and managing a financial advisory practice to enhancing its growth and realizing its value, we cover all aspects. We also operate our own Financial Advisory service, offering peace of mind to families by delivering effective, tailored solutions to meet their needs and exceed their expectations.

Schroders is devoted to ensuring positive client outcomes by prioritizing the client's interests in our decision-making process. Our principles of Treating Customers Fairly are deeply embedded in our organization, and we uphold our responsibility to all clients, including those who are most vulnerable.

Key Responsibilities

Handling phone inquiries and scheduling appointments for Advisors Greeting visitors Establishing new contracts & processing applications in accordance with FCA regulations Drafting and dispatching letters of authority and collecting policy information for research Entering and updating client information in our internal CRM system Preparing business documentation for Advisors Managing compliance paperwork Conducting mail merges for client communications Performing general administrative tasks Submitting business on the Fusion Platform Utilizing spreadsheets for data management Updating client valuations Inputting risk assessment questionnaires Drafting client reports Organizing annual reviews and coordinating appointments

Required Qualifications & Experience

Previous administrative experience in Financial Services is advantageous Familiarity with Fact Find and Risk profiles is a plus R01, FA1, FA2 qualifications or a desire to qualify is preferred Strong attention to detail, accuracy, and organizational skills Proficient in Excel

Personal Attributes

Upholds the principle of treating customers fairly Self-motivated individual Proactive and demonstrates initiative Eager to learn and grow Team-oriented

We value potential, regardless of background

Our mission is to deliver outstanding investment performance to clients through active management. A diverse range of perspectives, supported by an inclusive culture, enables us to make better decisions and fulfill our mission. This is why inclusion and diversity are strategic priorities for us, and we are an equal opportunities employer: you are welcome here, regardless of your age, disability, gender identity, religious beliefs, sexual orientation, socio-economic background, or any other protected characteristics.

  • Client Services Coordinator

    3 weeks ago

    Chester, Cheshire, United Kingdom Schroders Full time

    Client Services Coordinator at Schroders We are seeking a dedicated Coordinator to join our esteemed team of Financial Advisors. This pivotal role will focus on assisting our Financial Advisors in providing exceptional service and guidance to our clients. About Us At Schroders, we are committed to delivering innovative solutions that encompass...

  • Client Services Coordinator

    3 weeks ago

    Chester, Cheshire, United Kingdom Schroders Full time

    Client Services Coordinator at Schroders We are seeking a dedicated Coordinator to join our esteemed firm of Chartered Financial Planners. The primary responsibility will be to assist our Financial Planners in providing exceptional advice to our clients. About Us At Schroders, we take pride in developing tailored solutions that encompass regulatory,...

  • Client Services Coordinator

    3 weeks ago

    Chester, Cheshire, United Kingdom Pontoon Full time £38,000

    Client Services Coordinator Location: Office-based role Contract Type: Temporary Salary: Competitive annual salary Are you dedicated to providing outstanding client support and adept at managing treasury services? Join our esteemed financial institution's team and become a key resource for our diverse international clientele. If you possess a...

  • Client Services Coordinator

    3 weeks ago

    Chester, Cheshire, United Kingdom Schroders Full time

    Client Services Coordinator at Schroders We are seeking a dedicated Coordinator to enhance our esteemed firm of Chartered Financial Planners. The primary focus of this role will be to assist our Financial Planners in providing exceptional guidance to our clients. About Us At Schroders, we take pride in developing innovative solutions that encompass...

  • Client Services Coordinator

    3 weeks ago

    Chester, Cheshire, United Kingdom Schroders Full time

    Client Services Coordinator at Schroders We are seeking a dedicated Coordinator to join our esteemed team of Chartered Financial Planners. The primary focus of this role will be to assist our Financial Planners in providing exceptional guidance to our clients. About Us At Schroders, we take pride in developing innovative solutions that encompass...

  • Field Service Engineer

    1 month ago

    Chester, Cheshire, United Kingdom Client Full time

    Field Service Engineer (HV / LV) £35,000-£38, Hours a Week + Paid Mileage + Excellent Training + Progression + Door to Door Pay Home base role ideally located: Ellesmere Port, Chester, Runcorn, Northwich, Deeside, Mold, Wrexham.Are you a Field Service Engineer role with an electrical bias looking to work for a global company offering clear progression and...

  • Customer Service Coordinator

    1 day ago

    Chester, Cheshire, United Kingdom Adecco Full time

    About the RoleWe are seeking a highly organized and detail-oriented Customer Service Administrator to join our team at Adecco. As a key member of our operations team, you will play a vital role in providing exceptional customer service and support to our clients.Key ResponsibilitiesCustomer Service: Respond to customer inquiries, resolve issues, and provide...

  • Customer Service Coordinator

    1 day ago

    Chester, Cheshire, United Kingdom Adecco Full time

    About the RoleWe are seeking a highly organized and detail-oriented Customer Service Administrator to join our team at Adecco. As a key member of our operations team, you will play a vital role in providing exceptional customer service and support to our clients.Key ResponsibilitiesCustomer Service: Respond to customer inquiries, resolve issues, and provide...

  • Customer Service Coordinator

    1 week ago

    Chester, Cheshire, United Kingdom Adecco Full time

    About the RoleWe are seeking a highly organized and detail-oriented Customer Service Administrator to join our team at Adecco. As a key member of our operations team, you will play a vital role in providing exceptional customer service and support to our clients.Key ResponsibilitiesCustomer Service: Respond to customer inquiries, resolve issues, and provide...

  • Customer Service Coordinator

    5 days ago

    Chester, Cheshire, United Kingdom Adecco Full time

    About the RoleWe are seeking a highly organized and detail-oriented Customer Service Administrator to join our team at Adecco. As a key member of our operations team, you will play a vital role in providing exceptional customer service and support to our clients.Key ResponsibilitiesCustomer Service: Respond to customer inquiries, resolve issues, and provide...

  • Care Coordinator

    13 hours ago

    Chester, Cheshire, United Kingdom Active Care Group Full time

    Job Summary:We are seeking a highly skilled and experienced Care Coordinator to join our team at Active Care Group. As a Care Coordinator, you will play a vital role in ensuring the delivery of high-quality care services to our clients.Key Responsibilities:Coordinate and schedule care packages to meet the needs of our clients.Provide exceptional customer...

  • Care Coordinator

    10 hours ago

    Chester, Cheshire, United Kingdom Active Care Group Full time

    Job Summary:We are seeking a highly skilled and experienced Care Coordinator to join our team at Active Care Group. As a Care Coordinator, you will play a vital role in ensuring the delivery of high-quality care services to our clients.Key Responsibilities:Coordinate and schedule care packages to meet the needs of our clients.Provide exceptional customer...

  • Disability Services Coordinator

    6 days ago

    Chester, Cheshire, United Kingdom NonStop Consulting Ltd Full time

    We are seeking a highly skilled and dedicated Qualified Social Worker (QSW) to join our client, a reputable Local Authority in North-West England. This esteemed organization has a strong reputation for delivering high-quality services to vulnerable children and their families. Key Responsibilities: Conduct Comprehensive Assessments: Identify and evaluate...

  • Office Coordinator

    5 days ago

    Chester, Cheshire, United Kingdom Connells Group Full time

    Job SummaryWe are seeking a highly organized and detail-oriented Legal Secretary/Office Manager to join our team at Connells Group Legal Services. As a key member of our department, you will be responsible for providing administrative support to our solicitors and managers, ensuring the smooth operation of our office.Key ResponsibilitiesPrepare and edit...

  • Office Coordinator

    4 days ago

    Chester, Cheshire, United Kingdom Connells Group Full time

    Job SummaryWe are seeking a highly organized and detail-oriented Legal Secretary/Office Manager to join our team at Connells Group Legal Services. As a key member of our department, you will be responsible for providing administrative support to our solicitors and managers, ensuring the smooth operation of our office.Key ResponsibilitiesPrepare and edit...

  • Postal Services Coordinator

    3 weeks ago

    Chester, Cheshire, United Kingdom Office Angels Full time £11

    Position: Mailroom Coordinator (Temporary Assignment) £44 per hour Office Angels National Accounts is seeking a candidate to assist their client in managing mailroom operations. This is a temporary role expected to last for a limited duration. The selected individual will need to complete a basic background check. Responsibilities include utilizing...

  • Care Coordinator Specialist

    4 days ago

    Chester, Cheshire, United Kingdom Active Care Group Full time

    Job Summary:We are seeking a highly skilled and experienced Care Coordinator to join our team at Active Care Group. As a Care Coordinator, you will play a vital role in ensuring the delivery of high-quality care services to our clients.Key Responsibilities:Coordinate and schedule care packages to ensure continuity of care for our clients.Provide premium...

  • Care Coordinator Specialist

    5 days ago

    Chester, Cheshire, United Kingdom Active Care Group Full time

    Job Summary:We are seeking a highly skilled and experienced Care Coordinator to join our team at Active Care Group. As a Care Coordinator, you will play a vital role in ensuring the delivery of high-quality care services to our clients.Key Responsibilities:Coordinate and schedule care packages to ensure continuity of care for our clients.Provide premium...

  • Care Operations Coordinator

    5 days ago

    Chester, Cheshire, United Kingdom Active Care Group Full time

    Job Summary:We are seeking a highly skilled and experienced Care Coordinator to join our team at Active Care Group. As a Care Coordinator, you will play a vital role in ensuring the delivery of high-quality care services to our clients.Key Responsibilities:Coordinate and schedule care packages to ensure continuity of care for clients in their own...

  • Care Operations Coordinator

    3 days ago

    Chester, Cheshire, United Kingdom Active Care Group Full time

    Job Summary:We are seeking a highly skilled and experienced Care Coordinator to join our team at Active Care Group. As a Care Coordinator, you will play a vital role in ensuring the delivery of high-quality care services to our clients.Key Responsibilities:Coordinate and schedule care packages to ensure continuity of care for clients in their own...