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Client Relationship Coordinator / Administrator

https://www.office-angels.com Logo

Office Angels

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Location:
United Kingdom, Taunton

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Category:
Office Administration

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Contract Type:
Not provided

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Salary:

24000.00 - 26500.00 GBP / Year

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
Job Link Share:

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