Client Service Delivery Coordinator

2 weeks ago


London, Greater London, United Kingdom ReQuire Consultancy Full time

We are seeking a highly motivated and organized professional to deliver exceptional customer service at ReQuire Consultancy. The role of Client Service Delivery Coordinator is key to ensuring an exceptional service experience for our clients.

Key Responsibilities
  • To build effective relationships with advisers, paraplanners, and clients through confident communication across multiple platforms.
  • To support team projects that drive business success and contribute to the company's overall growth.
Requirements
  • Knowledge of financial planning concepts, including ISAs, Pensions, Bonds, and CRM systems.
  • The salary for this role is estimated to be in the range of £30,000 - £40,000 per annum, depending on experience and qualifications.
  • A hybrid working arrangement, with a balanced schedule of office and home-based work.
  • Ongoing career growth opportunities for those who are passionate about providing excellent client support.


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