Client Services Coordinator

15 hours ago


Harrogate, North Yorkshire, United Kingdom McGregor Boyall Full time
Job Description
As a Client Services Coordinator - Financial Services, you will play a vital role in supporting our financial advisors to deliver exceptional client service. Your primary responsibility will be to gather and maintain comprehensive client data, ensuring that all interactions with clients are well-documented and compliant with regulations.

You will also be responsible for collaborating with financial advisors to collect data for report preparation and identifying suitable solutions for clients. This requires strong analytical and problem-solving skills, as well as excellent communication and interpersonal skills.

This is an exciting opportunity for someone who is passionate about delivering high-quality client service and has experience working in a fast-paced environment. If you are a motivated and organized individual who is looking for a challenging and rewarding role, please apply.

**Key Responsibilities:**
  • Gathering and maintaining comprehensive client data
  • Collaborating with financial advisors to collect data for report preparation
  • Identifying suitable solutions for clients


**Requirements:**
  • A minimum of 6 months' experience in IFA administration
  • Prior experience in a customer service/admin role within the financial services sector


**What We Offer:**
  • A competitive salary of £30,000 - £32,000 per annum
  • A hybrid work model allowing successful candidates to work from home a few days per week


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