Client Relationship Coordinator / Administrator, Office Angels

Client Relationship Coordinator / Administrator

Office Angels

Location:

United Kingdom, Taunton

Category:

Office Administration

Contract Type:

Not provided

Salary:

24000.00 - 26500.00 GBP / Year

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Job Description:

As part of the Client Relations (Wealth Management) team, you will be responsible for addressing clients' needs through effective communication and accurate administration. The team is dedicated to delivering an exceptional client experience, meeting expectations, and providing support to the Wealth Management Consultants.

Job Responsibility:

Efficiently handling all client enquiries
Preparing refreshments for client and company meetings
Proactively managing day-to-day administration tasks, including transacting cases onto the system and supporting consultants and clients throughout the application process
Liaising with providers to ensure seamless service delivery
Competently using various software packages for data entry and monitoring the company client database
Providing efficient client relations support through regular communication
Coordinating and implementing office procedures with the Head of Client Relations
Sorting and distributing incoming post and organising outgoing post
Booking meeting rooms and conference facilities as needed

Requirements:

Proven experience in administration
Meticulous attention to detail and accuracy
Organised and self-motivated
Exceptional customer service skills with a flexible and adaptable approach
IT literate
Personable, presentable, and punctual
Excellent communication and interpersonal abilities

Nice to have:

Experience in financial services

What we offer:

Generous Pension Scheme
30 Days Annual Leave, plus Bank Holidays, a day off for your birthday and an additional 2 extra days off for Christmas shutdown
Professional Growth Opportunities: Study support provided both financially and with time to study during the working day
Comprehensive Induction Programme
Annual Salary Review
Annual Bonus Scheme
Employee Assistance Program
Supportive Company Culture with Excellent Values
Modern, bright, open-plan, and luxurious offices
Impressive staff room and fully equipped gym with showers and changing room facilities

Additional Information:

Job Posted:

March 27, 2025

Employment Type:

Fulltime

Work Type:

On-site work

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