Client Services Coordinator
5 hours ago
Estimated Salary: £21,500 - £27,000 per annum.
We are looking for a bright and organised individual to join our client services team as a Client Services Coordinator. In this role, you will work closely with our senior management and financial advisers to support the existing client bank and assist in the process of taking on new clients.
Key Responsibilities:
- Join our client services team and receive full training to understand how our firm works and the ongoing requirements of our client bank.
- Support the senior management and financial advisers across all areas of the business.
- Organise and manage campaigns throughout the year to ensure relevant allowances are used.
- Assist with top-ups, transfers, and withdrawals.
- Manage the client annual review process.
- Send quarterly valuation reports to all clients.
Requirements:
- A degree-level education or previous work experience in an office environment to a high standard.
- Very good written communication skills.
- Engaging and professional telephone manner.
- Time management and the ability to multitask is essential.
- A systematic and methodical approach to tasks.
- IT literacy (advanced knowledge of Word and Excel and the ability to learn new software).
- A hardworking and positive attitude.
- A good team player.
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