Client Service Coordinator
3 weeks ago
We are seeking a skilled and motivated Client Service Coordinator to join our team in Taunton, Somerset. As a key member of our administration team, you will play a vital role in supporting our wealth management services.
About Us:Hawk 3 Talent Solutions is an employment agency that specializes in finding talented professionals like you to join top companies in the UK.
Responsibilities:- Work to FCA-approved standards to ensure compliance and data protection guidelines are met when discussing client updates.
- Manage client data using various software packages.
- Book meeting rooms and conference facilities as needed.
- Pursue IFA qualifications to enhance your knowledge and skills within the financial services industry.
- Collaborate with other team members and the management team to achieve business objectives.
- Comprehensive induction program to help you settle into the role quickly.
- Annual salary review to ensure you are rewarded for your hard work.
- Annual bonus scheme to recognize your contributions to the team.
- Study support to help you pursue IFA qualifications and develop your skills.
- 30 days' holiday allowance plus 8 bank holidays to enjoy time off.
- Access to our commercial gym to promote a healthy lifestyle.
- Birthday off to celebrate your special day.
- Christmas shutdown to spend time with loved ones.
- Access to BUPA Employee Assistance Program to support your well-being.
- Fabulous company events to socialize with colleagues.
- Pension to secure your financial future.
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