- Provide day-to-day support to financial advisers
- Act as the first point of contact for client enquiries
- Build and maintain strong client relationships
- Oversee diary management, meeting bookings, and appointment scheduling
- Assist in client meetings and keep records up to date
- Ensure advisers are informed of client communications and requests
- Liaise with internal teams to support adviser pipelines
Requirements
- Strong organisational and multitasking skills
- Excellent verbal and written communication
- Confidence in liaising with clients and advisers
- Proficiency in Outlook, Microsoft Office, and CRM systems
- A proactive and detail-oriented approach
- A team player who thrives in a client-focused environment
Core Competencies
Demonstrates strong organisational and multitasking skills while providing exceptional support to financial advisers and maintaining client relationships. Proficient in managing communications and scheduling to enhance adviser efficiency and client satisfaction.
Highest-signal resume keywords
- Organisational Skills
- Multitasking Skills
- Verbal Communication
- Written Communication
- CRM Systems Proficiency
ATS Optimization Keywords
Hard Skills
- Diary Management
- Meeting Booking
- Appointment Scheduling
- Client Record Keeping
- Client Communication
Soft Skills
- Proactive Approach
- Detail-Oriented
- Team Player
- Client-Focused
Industry Keywords
- Client Relationship Management
- Financial Advisers Support
Tools & Technologies
- Outlook
- Microsoft Office
- CRM Systems
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Client Executive employer: Jobtailor
As a Client Services Coordinator at our dynamic company, you will thrive in a supportive work culture that prioritises employee growth and development. We offer comprehensive training, opportunities for advancement, and a collaborative environment where your contributions are valued. Located in a vibrant area, our team enjoys a healthy work-life balance and the chance to engage with diverse clients, making every day rewarding and meaningful.
