Client Service Operations Coordinator

18 hours ago


Liverpool, Liverpool, United Kingdom Independent Resourcing Consultancy Ltd Full time
Job Title: Client Service Operations Coordinator

Client Service Operations Coordinator - Independent Resourcing Consultancy Ltd

Estimated Salary: $65,000 - $85,000 per annum.

Job Description:

This role is essential in ensuring the smooth operation of our client's services by maintaining the efficiency and accuracy of client documentation, managing communications, and supporting the advisory team's daily activities.

The ideal candidate will be responsible for addressing client queries and inquiries related to their investments.

Required Skills and Qualifications:
  • Strong organisational skills and attention to detail.
  • Proactive approach to handling client service tasks.
  • Ability to work collaboratively within a team environment.
  • 2+ years of experience in a client service role, preferably within the financial services or wealth management industry.


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