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Client Service Coordinator

2 months ago

London, Greater London, United Kingdom Quarsh | B Corp Certified Full time
Job Overview

Quarsh | B Corp Certified is seeking a highly organized and detail-oriented Client Service Coordinator to join our team. As a Client Service Coordinator, you will play a crucial role in ensuring our clients have a seamless experience from the moment they engage with us.

Key Responsibilities:

  • Client Acquisition: Efficiently gather and manage financial information from third-party sources, ensure all documentation is complete and up-to-date, and provide support to clients throughout the onboarding process.
  • Client Liaison: Prepare meeting materials, manage electronic documents, process applications, and handle client inquiries with confidence and professionalism.
  • Clerical Duties: Provide essential support to colleagues, assist with reception duties, and maintain a tidy and presentable office environment.

Requirements:

  • Proficiency in CRM systems and Microsoft Office.
  • Confidence in communicating with clients.
  • A keen eye for detail and high ethical standards.
  • The ability to diligently follow through on tasks to completion.

Benefits:

  • A comprehensive benefits package, including:
  • 4x Death in Service
  • Group Income Protection
  • Auto-enrolment pension
  • Private Medical Insurance (including Optical and Dental cover)
  • 25 days annual leave + Bank holidays and Christmas close period
  • Season ticket loan scheme
  • Ride to work scheme
  • CII Membership sponsorship and exam support
  • Payroll giving option

Work Environment:

Our company operates a flexible 3:2 hybrid working policy, allowing you to work 2 days per week from home.