Client Services Coordinator

4 weeks ago


Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom IDEX Consulting Ltd Full time
Client Services Administrator

IDEX Consulting Ltd is seeking a highly organized and proactive Client Services Administrator to join their team. This role offers a unique opportunity to work closely with financial advisors and provide exceptional support to high-net-worth clients.

Key Responsibilities:
  • Proactively support financial advisors in managing client relationships and ensuring a smooth experience.
  • Manage diaries and arrange client meetings, ensuring seamless communication and coordination.
  • Liaise with clients to understand their needs and preferences, providing tailored support and solutions.
  • Prepare meeting packs and other materials to facilitate client meetings and ensure advisors are well-prepared.
  • Process invoices and manage database entries to maintain accurate records.
About the Role:

This is an excellent opportunity to join a dynamic and supportive team that values collaboration and proactivity. The role offers a hybrid working pattern, with 3 days in the office and 2 days working from home, and access to study support for those looking to develop their skills.

IDEX Consulting Ltd is committed to creating an inclusive and equitable work environment, where everyone can bring their authentic selves to work. We strive to drive conscious inclusion across our business and create pathways for growth and development.



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