As a Financial Services Coordinator, you'll report directly to the Operations Manager, playing a key role in supporting financial advisers, managing client relationships, and ensuring smooth operations in the client services department.
General
They are currently seeking a dedicated Financial Services Coordinator to join their team.
Our client, a reputable financial advisory firm based in Chorley, is renowned for delivering personalised financial solutions, prioritising professionalism, and exceeding client expectations.
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.
This is an excellent opportunity for a Client Service Coordinator at the start of their career to join a very established local organisation, there will be plenty of opportunity for progression available.
Some of your duties will include
Providing support to an experienced team of Travel Consultants and assisting with day to day activities.
The office serves major corporate, financial institution, investment banking, private equity, government, sovereign wealth, individual and family clients throughout Europe, Africa, the Middle East and Gulf regions and Central Asia, as well as our clients from outside these regions with interests there.
Our client a US Law firm whose London office, established in 1972, is the second-largest office of the Firm.
It serves as a natural focal point for English law advice, as well as for cross-border European and cross-continental transactions.