This role is a pipeline to the role of a Client Services Specialist (CSS).
This role will provide point of contact support to divisional fee earners (who are not matter supervisors) and Client Services Executives as part of a team of Specialists and Coordinators.
The role will be categorised as 'Mobile' in line with the firm's Mobile Working policy.
The role will be client facing and will also work closely with the Finance and Risk & Compliance teams.
This is an entry level role responsible for all billing and New Business Intake ('NBI') tasks for an allocated number of partners and their clients and will be a pipeline to the Client Relationship Specialist role.
The role will be categorised as 'Mobile' in line with the firm's Mobile Working policy.
Scheduling Coordinator - You will be responsible for scheduling professional services talent for client assessment delivery work, based on assignments provided by their manager and requests from internal or external clients.
Duties of the Scheduling Coordinator
Act as an expert in scheduling requirements for assessments and 360 feedback.
Eng4ge Business Consultancy have an exciting new opportunity for an individual looking to take the next step in their career to join a busy team within a wealth management practice based in Newcastle, who are a highly successful Appointed Representative of St. James's Place Wealth Management Plc.
St. James's Place Wealth Management plc (SJP) is a leading, and highly regarded FTSE 100 UK Wealth Management company which distributes a range of investment and retirement products and financial solutions to a high net worth client base.
This is an exceptional opportunity to join a reputable firm who believe in employee development and offer genuine scope for progression.
We are looking for a dedicated Customer Coordinator to join our team.
The ideal candidate will be the first point of contact for owners, agents, trades, and clients, addressing queries related to defects on completed and retained developments.
This role requires exceptional customer service skills and a proactive approach to problem-solving.