Client Co-Ordinator
Swindon
£27,000
Monday - Friday 8:30-17:00
Are you a strong administrator with great customer & client service skills? Do you have experience in financial services? If
YES
then this could be the role for you...
Our well established client are looking for a methodical and organised client co-ordinator to join their team in Swindon.
Duties:
- Provide a point of contact for all queries pertinent to your role from the team
- Provide technical support to the team
- Use initiative to locate answers and helps others use their initiative to locate answers
- Communicate with practice & office manager regarding any potential issues
- Meeting Preparation
- Business Submissions
- Suitability letters
- Deal with all complex cases
- Manage and resolve technical queries
- Liaise with clients to provide help and information on technical issues queries raised
- Liaise with tax and trusts, pensions marketing and asset management regarding contentious issues and solution solving by removing work from our Advisers/Paralegals.
- Keep up with all industry and internal changes that will affect your role
- Show willingness to expand and increase knowledge of all areas of financial services – specifically pensions, investments and tax and trusts
- Updating all client confidential information to all relevant platforms.
- Supporting new members of the team.
- Personally managing Salesforce workflow
- Effective work control management
Ideal candidate:
- The ability to balance conflicting demands in a calm and friendly manner
- Ability to work autonomously, remotely and within a team
- Precise attention to detail
- Comfortable with electronic data systems
- Experience in maintaining systems, processes and procedures
- Experience of Microsoft Outlook, Excel & Word
- Complete all PSS modules
- Be willing to take and pass SJP Pensions Certificate and Diploma
- Be willing to take and pass SJP Savings and Investments Certificate and Diploma
- Attend forums, webinars and workshops as appropriate
What they will offer in return:
- 3pm Friday finishes
- Company bonus
- 25 days holiday that increases 1 day each year
- Generous pension scheme
- Company celebration gifts
- Life cover
- Team nights out
- 3 days office based, 2 days home based after probation