Client Service Coordinator

1 month ago


Sheffield, Sheffield, United Kingdom Coburg Banks Technical Full time
Client Service Administrator

We are seeking a highly organised and skilled Client Service Administrator to join our team at Coburg Banks Technical.

Key Responsibilities:

  • Provide administrative support to a growing team of Financial Planners and Para planners.
  • Participate in all aspects of client service administration, ensuring seamless delivery of services.
  • Collaborate with the Financial Planning support team to achieve business objectives.

Requirements:

  • Strong organisational and communication skills.
  • Ability to work in a fast-paced environment and prioritise tasks effectively.
  • Experience in a similar role or relevant industry experience.

About Us:

Coburg Banks Technical is a highly respected and innovative Wealth Management business. We are committed to delivering exceptional client service and building long-term relationships with our clients.


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