Job Title: Client Service Coordinator (Hybrid working)
Location: Colchester
Salary: £25K - £35K
Our client is in the Financial Services industry and are looking for a Client Service Coordinator to join their expanding team
Responsibilities for the Client Service Coordinator role include:
* To ensure all client requests and related tasks are dealt with professionally and effectively delivering a positive experience for clients
* Arrange client meetings on behalf of the Advisors
* Collate and manage information and facts, preparing documentation for client meetings
* Maintain client contact, keeping them updated on the current position with regards to any ongoing matters on behalf of the Advisors
* Ensure the post meeting processing is completed within deadlines
* Ensure back-office system is maintained detailing all ongoing actions and workflow
* Produce suitability letters for simple transactions for example, post meeting reports, bed and ISA and fund switch letters
For the Client Service Coordinator role, you will need:
* Min of 3 years’ experience in an administration role within the financial services sector
* A good understanding of the advice process
* Exceptional organisational skills, able to work well under pressure and adapt to changing priorities
* Excellent communication skills, both written and verbal
* Ability to work collaboratively with colleagues and build strong relat...