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Financial Services Coordinator

1 month ago

Glasgow, Glasgow City, United Kingdom The Recruitment Council Full time

Are you a detail-oriented and organized individual looking for a challenging role in the financial services industry? We are seeking a highly skilled Office Management Specialist to join our team at The Recruitment Council.

The successful candidate will be responsible for managing office operations, interacting with clients, and providing exceptional client services. Key responsibilities include:

  • Ensuring new business implementation and marketing plan execution
  • Managing policy renewals and CRM system maintenance
  • Preparing investment review appointments and gathering policy information
  • Data capturing and analysis

Requirements:

  • Completed BCom Degree (preferably in Information Systems, Analytics, or Investment Planning/Risk Management)
  • 0-2 years of experience in the financial services industry
  • Proficient in English and at least one other official South African language
  • Highly competent in MS Office, particularly Excel and PowerPoint

As a Client Relationship Manager, you will play a critical role in building and maintaining strong relationships with clients, ensuring their needs are met, and providing exceptional service.