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Client Liaison Coordinator Trainee

2 months ago

Newcastle under Lyme, Staffordshire, United Kingdom Cameron Clarke Associates Full time
Trainee Client Liaison Coordinator

We are seeking a motivated and enthusiastic individual to join our team as a Trainee Client Liaison Coordinator. As a Trainee Client Liaison Coordinator, you will play a key role in managing client relationships and providing exceptional customer service.

About the Role

This is an exciting opportunity for a Trainee Client Liaison Coordinator to join our established team. You will assist the Head of Client Liaison in managing client relationships, scheduling review and advice meetings, and communicating with insurance companies and fund providers.

Key Responsibilities
  • Scheduling review and advice meetings for clients
  • Communicating with insurance companies and fund providers to obtain up-to-date valuations
  • Liaising with clients via phone, email, and in person to answer queries, process new business, and support existing plans
  • Processing applications on our back-office system and provider platforms
  • Keeping our systems and client records accurate and up to date
  • Managing a diary system to ensure timely actions are taken
What We Offer
  • Full training and support to help you develop your skills and knowledge
  • A competitive salary and benefits package
  • The opportunity to work with a reputable and established company
  • Professional development and career progression opportunities

We are looking for a motivated and enthusiastic individual who is passionate about delivering exceptional customer service. If you are a team player with excellent communication skills and a positive attitude, we would love to hear from you.