Financial Services Operations Coordinator
4 hours ago
Estimated Salary: $65,000 - $85,000 per annum.
We are seeking a Financial Services Operations Coordinator to join our team at Click and Connect Online Limited. As a key member of our operations team, you will play a vital role in ensuring the smooth operation of our client service operations.
About the RoleThe Financial Services Operations Coordinator will be responsible for preparing, processing, and maintaining client documentation, managing communications, and supporting the advisory team's daily activities.
Key Responsibilities- Client Documentation: Prepare, process, and maintain client documentation, ensuring all records are accurate and current.
- Communication Management: Act as the primary contact for clients, managing communications and ensuring timely responses.
- Data Management: Maintain and update client databases and records, ensuring data integrity and confidentiality.
- Compliance and Procedures: Assist in ensuring all client interactions and documentation comply with regulatory requirements and company policies.
- Experience: 2+ years of experience in a client service role, preferably within the financial services or wealth management industry.
- Education: A relevant degree or certification in administration, finance, or a related field is preferred.
- Organisational Skills: Strong organisational and multitasking abilities, with a keen eye for detail and accuracy.
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Dudley, Dudley, United Kingdom Independent Resourcing Consultancy Ltd Full time**Company Overview**Click and Connect Online Limited is a reputable private wealth advisory firm serving international investors and expatriates worldwide. With a commitment to excellence and innovation, they deliver exceptional financial planning and investment solutions. To support their operations, they seek an organized and detail-oriented Administrative...
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