Client Co-ordinator

Posted 18 April by ACS Recruitment Solutions Ltd
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£27,000 per annum
Swindon , Wiltshire
Permanent, full-time
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Posted by ACS Recruitment Solutions Ltd
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 

Reference: 52496792

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