Financial Services Operations Coordinator

4 hours ago


Dudley, Dudley, United Kingdom Independent Resourcing Consultancy Ltd Full time
Financial Services Operations Coordinator
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 Role

The 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.
Qualifications and Skills
  • 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.


  • 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...


  • Dudley, Dudley, United Kingdom Independent Resourcing Consultancy Ltd Full time

    Wealth Management Client Services AdvisorAt Independent Resourcing Consultancy Ltd, we are seeking a meticulous and organised Wealth Management Client Services Advisor to join our team and enhance our client service operations. This role is essential in ensuring the smooth operation of our services by maintaining the efficiency and accuracy of client...


  • Dudley, Dudley, United Kingdom beBee Professionals Full time £45,000 - £65,000

    We are seeking a highly skilled Financial Operations Manager to oversee financial planning, reporting, and analysis for beBee Professionals in Dudley, United Kingdom. Key responsibilities include:Preparing financial reports, forecasts, and budgets for management review.Monitoring and managing cash flow to ensure financial stability.Coordinating month-end and...


  • Dudley, Dudley, United Kingdom Creative Support Careers Full time

    Job DescriptionCreative Support Careers invites applications for the position of Operational Coordinator. As a key member of our management team, you will be responsible for overseeing services across Brierley Hill and Dudley, ensuring high-quality, person-centred care for adults with learning disabilities, mental health issues, autism, and complex...

  • Operations Coordinator

    2 months ago


    Dudley, Dudley, United Kingdom beBee Professionals Full time £45,000 - £65,000

    beBee Professionals in Dudley is seeking an Operations Coordinator to manage and coordinate project teams. The ideal candidate will have experience in managing projects and ensuring timely delivery.Key Responsibilities:Coordinate project teams and ensure timely delivery.Manage project budgets, schedules, and resources.Develop and implement project plans,...


  • Dudley, Dudley, United Kingdom CV Library Full time

    Manufacturing Operations CoordinatorLocation: Dudley, West MidlandsHours:Monday – Thursday: 7am – 4pmFriday: 7am – 2:30pmSalary: Up to £32,000 per annum dependant on experienceAbout the RoleThis Manufacturing Operations Coordinator position offers an exciting opportunity to work in a fast-paced manufacturing environment, coordinating production...


  • Dudley, Dudley, United Kingdom Rodericks Dental Partners Full time

    Job Description: Dental Practice Operations CoordinatorWe are seeking a highly motivated and organised Dental Practice Operations Coordinator to join our team at Rodericks Dental Partners.Key Responsibilities:Support the lead dental team manager in leading a team of dental nurses.Contribute to the development of the practice's operational systems.Collaborate...


  • Dudley, Dudley, United Kingdom Morgan Ryder Full time

    Job Title: Business Operations CoordinatorLocation: Dudley, UKAbout Morgan Ryder:Morgan Ryder is a dynamic and supportive leadership team seeking a highly organized and proactive Executive Assistant to join their ranks.Salary: £35,000 - £40,000 per annum (dependent on experience)Job Description:The role offers the chance to work closely with senior...


  • Dudley, Dudley, United Kingdom Ardonagh Advisory Full time

    We are looking for a skilled Financial Services Representative to join our team at Ardonagh Advisory.Job Description:This is a dynamic role that involves working with clients to understand their financial needs and providing tailored solutions.Key Responsibilities:Work closely with clients to understand their financial needs and provide tailored...


  • Dudley, Dudley, United Kingdom beBee Professionals Full time £18,000 - £23,000

    We are seeking a Food Service Coordinator to support our kitchen team in delivering high-quality food service at beBee Professionals in the UK.Key Responsibilities:Assist in food preparation and serving to customers.Maintain kitchen and dining area cleanliness and hygiene.Ensure food items are stored correctly and meet health and safety regulations.Operate...


  • Dudley, Dudley, United Kingdom CV Library Full time

    Pursue a Career in Operational ExcellenceA leading manufacturer is seeking a skilled and motivated graduate to fill a key role in their operational excellence team. Based in Dudley, this exciting opportunity offers a highly competitive salary and annual company bonus, as well as a comprehensive benefits package.About the Role:Work closely with production...


  • Dudley, Dudley, United Kingdom CV-Library Full time

    **Company Overview**Bennett and Game Recruitment LTD is a multi-disciplined technical recruitment agency based in the UK. We operate across various industries, offering specialist teams to cater to different sectors.Salary: £57,500 - £67,000 per annumWe are currently seeking an experienced Audit Manager to join our team. The successful candidate will work...


  • Dudley, Dudley, United Kingdom beBee Professionals Full time £45,000 - £65,000

    beBee Professionals is seeking a Senior Financial Planner to join our finance team in Dudley, United Kingdom. The ideal candidate will have:Experience in financial planning, reporting, and analysis.Strong understanding of financial management, budgeting, and forecasting.Excellent analytical and problem-solving skills.Proficiency in financial software and...


  • Dudley, Dudley, United Kingdom Independent Resourcing Consultancy Ltd Full time

    Wealth Management Client Services ProfessionalEstimated Salary: $60,000 - $80,000 per annum.At Click and Connect Online Limited, we are seeking a detail-oriented Wealth Management Client Services Professional to join our team. The ideal candidate will have strong organisational skills, attention to detail, and a proactive approach to handling client service...


  • Dudley, Dudley, United Kingdom Chartwells Full time

    We are seeking an experienced and skilled Catering Manager to oversee all Compass Group UK&I catering and service operations for Chartwells on a full-time basis, contracted to 35 hours per week. The successful candidate will be responsible for ensuring our kitchens and service counters run smoothly and delivering truly incredible food experiences.Key...


  • Dudley, Dudley, United Kingdom Independent Resourcing Consultancy Ltd Full time

    Wealth Advisory Services - Assistant Role OverviewAs part of our dedicated wealth advisory services team at Independent Resourcing Consultancy Ltd, you will play a vital role in delivering exceptional client experiences. In this dynamic and ever-evolving role, you will collaborate with our senior advisors to manage client relationships, address their...

  • Operations Assistant

    3 months ago


    Dudley, Dudley, United Kingdom beBee Professionals Full time £25,000 - £35,000

    Administrative Support RoleWe are seeking a highly organized and efficient Administrator to provide administrative support for our team in Dudley, United Kingdom. This role is essential for ensuring smooth day-to-day operations and effective communication within the company.Key Responsibilities:Manage incoming calls, emails, and correspondence to ensure...

  • Logistics Coordinator

    2 months ago


    Dudley, Dudley, United Kingdom beBee Professionals Full time £20,000 - £25,000

    BeBee Professionals is seeking a Logistics Coordinator to join our team in Dudley, United Kingdom. The successful candidate will be responsible for handling goods, preparing orders, and maintaining inventory accuracy.Key Responsibilities:Loading and unloading goods for storage and distribution.Picking, packing, and preparing orders for dispatch.Maintaining...


  • Dudley, Dudley, United Kingdom Tim Hortons Full time

    Job DescriptionWe're seeking an experienced Restaurant Shift Manager/Floor Operations Leader/Shift Team Coordinator to join our team at Tim Hortons. The ideal candidate will have previous experience in restaurant management or a similar field, excellent communication and leadership skills, a flexible and disciplined approach to work, and the ability to...

  • Care Coordinator

    2 months ago


    Dudley, Dudley, United Kingdom beBee Professionals Full time £20,000 - £25,000

    beBee Professionals is seeking a dedicated Care Coordinator to support individuals with disabilities in their daily activities and personal development.Key Responsibilities:Develop and implement personalized care plans to promote independence and well-being.Collaborate with service users, families, and healthcare professionals to ensure seamless...