Client Services Co-ordinator

GB Solutions
£18k - 21k per year
08 Jul 2017
07 Aug 2017
Contract Type
Full Time
Client Services Co-ordinator - Cheltenham - Salary £18,000 - £21,000 DOE

The role of Client Services Co -ordinator is to develop and maintain relationships with existing and prospective clients, professional partners and introducers. To deliver a high level of support to the company's Financial Planners.

Key Accountabilities:

* Provide a high level of support to the company's ever-expanding client base

o Provide telephone, email and face to face support to clients

o Assist clients with all enquiries, ensuring queries are answered in a professional and timely manner

o Provide first class customer service at all times, projecting a positive and professional image of the company

o Work closely with the company's Reception to ensure a smooth transition for clients and other stakeholders who call

o Answer overflow Reception calls and provide support to Reception where business needs dictate

o Attend client events as and when required, always maintaining a courteous and professional manner

* Support the firm's Financial Planners to ensure client meetings take place in a timely manner

o Manage financial planner diaries by arranging client meetings for new and existing clients

o Liaise with paraplanning and admin teams to arrange support for financial planners for all meetings

* Input and maintain data in CRM system and virtual document store on a timely basis so that client records are accurate, up-to-date and useful

Key skills required:

* Customer Service is ESSENTIAL for all applicants
* Financial Services background preferred
* Proficient in Microsoft Office/CRM system
* Well organised, able to plan ahead, accurate and with high attention to detail
* Excellent communication skills, both written and verbal
* Self-motivated, keen to take industry exams and a desire to develop career further
* Ability to work under pressure while maintaining excellent attention to detail
* Appreciation of business processes, systems and technology
* Ability to prioritise workload effectively and work as part of a team
* Minimum 5 GCSE's graded A-C, including Math's & English

This role would be ideal for someone working towards or a desire to work towards Financial Services Industry qualifications.


Pension, Parking, Generous Holiday, Bonus Scheme

GB Solutions are a leading employment agency for jobs in Gloucestershire and beyond. As a member of the REC we are committed to working to the highest possible standards for candidates and clients.

Due to the high volume of responses that we receive for our advertisements we are unable to respond to all candidates. If you have not received a response within 5 working days of forwarding your CV to us, then unfortunately you have been unsuccessful on this occasion.

Thank you for your interest and please do not hesitate to forward your CV to us again for other roles matching your skills and experience.