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About ReQuire Consultancy
We are a leading financial services consultancy, dedicated to providing exceptional support to our clients. Our team is passionate about delivering high-quality services, and we are committed to helping our clients achieve their goals.
Job Summary
We are seeking a highly skilled Client Service Coordinator to join our team. As a Client Service Coordinator, you will be responsible for providing exceptional customer service to our clients, troubleshooting issues in a timely and efficient manner, and contributing to the growth and success of our business.
Key Responsibilities
- Customer Service
- Provide exceptional customer service to our clients, responding to their inquiries and resolving issues in a timely and efficient manner.
- Build strong relationships with clients, advisers, and paraplanners in our team.
- Administrative Support
- Onboard new clients efficiently and support existing ones.
- Manage and maintain accurate records and data.
- Business Development
- Contribute to the growth and success of our business by identifying opportunities and implementing solutions.
- Participate in business projects and initiatives.
Requirements
- Experience
- Previous customer service experience from a financial services environment.
- Skills
- Knowledge of investment products such as ISAs, pensions, or bonds.
- Experience using CRM systems.
- Good team player.
- Proven ability to challenge and improve processes.
- Passionate about delivering excellent customer service.
- Self-starter who takes charge of their own development journey.
What We Offer
We offer a competitive salary and benefits package, as well as opportunities for professional growth and development. Our team is passionate about delivering exceptional results, and we are committed to helping our clients achieve their goals.
