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Job Title: Client Service Coordinator (Hybrid working)

Location: Claydon

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 relationships

* A strong work ethic, and a flexible attitude

* Excellent customer service skills

* Experience working with Microsoft Word, Excel and Outlook

* Knowledge of industry specific software systems

Benefits for the Client Service Coordinator role include:

* Pension – Employer contribution 3% with salary sacrifice for employee contributions raising to 5% after 2 years’ service

* 25 Days annual leave plus bank holidays

* Holiday trading scheme to buy a further 5 days annual leave

* Life cover: x4 basic salary

* Healthcare cash plan

* Free mortgage advice

* 1 Day community involvement leave per annum

* Employee assistance programme

* Shopping discount platform

* Free parking

* Opportunity to work from home 2 days a week on successful completion of probation period