Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Support clients by managing requests and arranging meetings for Advisors.
- Company: Join a growing team in the dynamic Financial Services industry.
- Benefits: Enjoy hybrid working options and a competitive salary between £25K - £35K.
- Why this job: Be part of a team that values client experience and professional growth.
- Qualifications: 3+ years in administration within financial services; strong communication and organizational skills required.
- Other info: Opportunity to work collaboratively and build lasting relationships with clients and colleagues.
The predicted salary is between 20000 - 28000 £ per year.
Job Title: Client Service Coordinator (Hybrid working) Location: Colchester Salary: £25K – £35K Our client is in the Financial Services industry and are looking for a Client Service Coordinator to join their expanding team Responsibilities for the Client Service Coordinator role include: * To ensure all client requests and related tasks are dealt with professionally and effectively delivering a positive experience for clients * Arrange client meetings on behalf of the Advisors * Collate and manage information and facts, preparing documentation for client meetings * Maintain client contact, keeping them updated on the current position with regards to any ongoing matters on behalf of the Advisors * Ensure the post meeting processing is completed within deadlines * Ensure back-office system is maintained detailing all ongoing actions and workflow * Produce suitability letters for simple transactions for example, post meeting reports, bed and ISA and fund switch letters For the Client Service Coordinator role, you will need: * Min of 3 years’ experience in an administration role within the financial services sector * A good understanding of the advice process * Exceptional organisational skills, able to work well under pressure and adapt to changing priorities * Excellent communication skills, both written and verbal * Ability to work collaboratively with colleagues and build strong relationships * A strong work ethic, and a flexible attitude * Excellent customer service skills * Experience working with Microsoft Word, Excel and Outlook * Knowledge of industry specific software systems Benefits for the Client Service Coordinator role include: * Pension – Employer contribution 3% with salary sacrifice for employee contributions raising to 5% after 2 years’ service * 25 Days annual leave plus bank holidays * Holiday trading scheme to buy a further 5 days annual leave * Life cover: x4 basic salary * Healthcare cash plan * Free mortgage advice * 1 Day community involvement leave per annum * Employee assistance programme * Shopping discount platform * Free parking * Opportunity to work from home 2 days a week on successful completion of probation period
Client Service Coordinator employer: Orca Recruitment & Training Services Ltd
Contact Detail:
Orca Recruitment & Training Services Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Service Coordinator
✨Tip Number 1
Familiarize yourself with the financial services industry, especially the advice process. Understanding the nuances of client interactions and the specific needs of financial advisors will give you an edge in interviews.
✨Tip Number 2
Highlight your organizational skills by preparing examples of how you've managed multiple tasks or projects simultaneously. Be ready to discuss how you prioritize tasks under pressure, as this is crucial for the Client Service Coordinator role.
✨Tip Number 3
Practice your communication skills by engaging in mock interviews or discussions with friends. Being able to articulate your thoughts clearly and confidently will be key in demonstrating your fit for the role.
✨Tip Number 4
Network with professionals in the financial services sector. Attend industry events or join relevant online forums to connect with others who can provide insights or even refer you to opportunities at StudySmarter.
We think you need these skills to ace Client Service Coordinator
Some tips for your application 🫡
Understand the Role: Take the time to thoroughly read the job description for the Client Service Coordinator position. Make sure you understand the responsibilities and required skills, as this will help you tailor your application.
Highlight Relevant Experience: In your CV and cover letter, emphasize your experience in administration within the financial services sector. Provide specific examples of how you've successfully managed client requests and maintained communication.
Showcase Your Skills: Demonstrate your exceptional organizational and communication skills in your application. Use clear and concise language, and consider including examples of how you've adapted to changing priorities in previous roles.
Personalize Your Cover Letter: Write a personalized cover letter that addresses the hiring manager. Mention why you're interested in the role and how your background aligns with the company's values and goals.
How to prepare for a job interview at Orca Recruitment & Training Services Ltd
✨Showcase Your Experience
Make sure to highlight your 3+ years of experience in an administration role within the financial services sector. Be prepared to discuss specific examples of how you've successfully managed client requests and contributed to a positive client experience.
✨Demonstrate Organizational Skills
Since exceptional organizational skills are crucial for this role, come prepared with examples of how you've effectively prioritized tasks and managed multiple responsibilities under pressure. This will show that you can adapt to changing priorities.
✨Communicate Clearly
Excellent communication skills are key for a Client Service Coordinator. Practice articulating your thoughts clearly and concisely, both verbally and in writing. You might even want to prepare a brief summary of your previous roles to demonstrate your communication style.
✨Understand the Advice Process
Familiarize yourself with the advice process in the financial services industry. Being able to discuss this knowledge during the interview will demonstrate your understanding of the role and how you can contribute to the team effectively.
