CrawlJobs Logo

Client Relationship Coordinator / Administrator

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

Office Angels

Location Icon

Location:
United Kingdom , Taunton

Category Icon

Job Type Icon

Contract Type:
Not provided

Salary Icon

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:

Looking for more opportunities? Search for other job offers that match your skills and interests.

Briefcase Icon

Similar Jobs for Client Relationship Coordinator / Administrator

Client Relationship & Billing Coordinator

This role is all about supporting strong client relationships and making sure th...
Location
Location
United Kingdom , Brighton
Salary
Salary:
14.17 - 15.98 GBP / Hour
https://www.office-angels.com Logo
Office Angels
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Car driver required ideally
  • Experience in client relationship management
  • Experience in billing and invoice management
  • Ability to work closely with legal and finance teams
  • Knowledge of compliance and documentation processes
Job Responsibility
Job Responsibility
  • Time Tracking & Billing Support
  • Invoice Management
  • Client Data & Relationship Management
  • Compliance & Documentation
  • Team Collaboration & Learning
What we offer
What we offer
  • Employed directly with Office Angels
  • Eye care vouchers and money towards glasses
  • Search for permanent work whilst in assignments
  • Weekly pay
  • Pension scheme option
  • 28 days paid annual leave
  • Parttime
Read More
Arrow Right

Client Relationship Administrator

As a key member of the Client Relations (mortgages) team, you'll play a vital ro...
Location
Location
United Kingdom , Taunton
Salary
Salary:
24000.00 - 26500.00 GBP / Year
https://www.office-angels.com Logo
Office Angels
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Strong administrative experience
  • Excellent attention to detail
  • Confident communicator with a personable approach
  • Self-motivated and adaptable
  • Comfortable using IT systems and databases
  • Professional, punctual, and presentable
Job Responsibility
Job Responsibility
  • Responding to client queries
  • Managing mortgage applications from start to finish
  • Liaising with lenders and providers
  • Maintaining accurate records using internal systems and software
  • Supporting consultants with documentation and case progression
  • Coordinating meetings, preparing refreshments, and handling post
  • Assisting with office procedures and ensuring smooth daily operations
What we offer
What we offer
  • Competitive pension scheme with generous contributions
  • Additional time off for your birthday and at Christmas
  • Support with professional development - both funding and study time
  • Thorough induction programme
  • Annual performance reviews and a bonus scheme
  • Access confidential support through the Employee Assistance Programme
  • Bright, modern offices include a fully equipped gym, showers, and a welcoming staff room
  • Join a values-led team that genuinely looks out for one another
  • Fulltime
Read More
Arrow Right

Client Service Coordinator

We are looking for a team-oriented candidate with strong communication and relat...
Location
Location
Salary
Salary:
60000.00 - 80000.00 USD / Year
canfieldsci.com Logo
canfield scientific
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Bachelor’s degree in business, communication, or marketing preferred
  • 2+ years’ experience in a professional sales or customer service environment
  • Proficient with Microsoft Office
  • Experienced in working autonomously with the ability to prioritize tasks
  • Strong customer service skills to build and maintain strong client relationships
  • Solid time management and organizational skills
  • Comfortable working with customers buying hardware and software products
Job Responsibility
Job Responsibility
  • Develop relationships with regional customers and act as primary contact, providing regular account status details, new product and upgrade information, training, and webinar opportunities
  • Support outside sales team to document opportunities, develop proposals, and provide product information to prospective customers
  • Maintain customer records and deliver sales and service reports to team members
  • Provide overall account administration to support customers
What we offer
What we offer
  • Paid days off
  • Medical, dental, and vision insurance
  • May be eligible for a discretionary bonus
  • 401(k) plan with employer match (currently set at 50%)
  • Fulltime
Read More
Arrow Right

Client Service Coordinator

Join Our Team as a Client Service Coordinator at Signarama! Are you passionate a...
Location
Location
United States , Sioux Falls
Salary
Salary:
16.00 - 19.00 USD / Hour
signarama.com Logo
Signarama Alexandria
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Strong proficiency in computer operations, including Windows Office and POS systems
  • Excellent command of the English language with strong spelling, grammar, and proofreading skills
  • Mathematically inclined with the ability to learn square footage, reading a tape measure, conversions between decimals, percentages, and fractions
  • Understanding of basic sales
  • Exceptional communication and customer service skills
  • Ability to stand for extended periods and manage frequent computer use
  • Reliable transportation to & from work
  • High-school diploma or equivalent
Job Responsibility
Job Responsibility
  • Customer Engagement: Respond promptly to customer inquiries in person and over the phone, provide expert recommendations and accurate estimates, and guide them through the order process
  • Marketing Execution: Implement store marketing strategies
  • Sales Support: Process work orders with precision, secure necessary down payments, and finalize payments upon project completion
  • Relationship Management: Maintain strong relationships with both vendors for sourcing and the production team to ensure clarity and quality in all orders
  • Operational Excellence: Assist in various store operations, ensure all administrative tasks like reporting and invoicing are handled efficiently, and maintain a clean and professional store appearance
What we offer
What we offer
  • Bonus based on performance
  • Employee discounts
  • Health insurance
  • Opportunity for advancement
  • Paid time off
  • Training & development
  • Professional Development Opportunities
  • Dynamic and Supportive Work Environment
  • Fulltime
Read More
Arrow Right

Office Services Coordinator

Office Services Coordinator role ensuring smooth daily operations and supporting...
Location
Location
United Kingdom , City of London
Salary
Salary:
30000.00 - 35000.00 GBP / Year
https://www.office-angels.com Logo
Office Angels
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Must have previous experience ideally within a similar role or environment
  • Personality is key for this role! Must be personable and able to build good relationships
  • Must be very hands on and self-motivated whilst being able to work as a team and independently
  • Collaborative team player with excellent communication and organisational skills
  • Ability to work in busy, varied work situations and manage your time and workload
Job Responsibility
Job Responsibility
  • Team Leadership: Manage and motivate on-site staff, ensuring they deliver top-notch service
  • Operational Excellence: Maintain high standards of cleanliness and hospitality
  • Client Engagement: Build a strong community with clients by addressing their needs and organising engaging events
  • Administrative Support: Oversee client billing and ensure efficient office operations
What we offer
What we offer
  • Discretionary Bonus
  • 25 Days Holiday + 8 Bank Holidays
  • Season Ticket Loan
  • Study Support
  • Fulltime
Read More
Arrow Right

Reactive Maintenance Administrator

Join a Leading Construction Services Company Supporting Big Names in Hospitality...
Location
Location
United Kingdom , Sittingbourne
Salary
Salary:
25000.00 - 27000.00 GBP / Year
https://www.office-angels.com Logo
Office Angels
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Enjoys building and maintaining client relationships
  • Is confident, organised, and quick to learn new systems
  • Can juggle multiple tasks and projects with ease
  • Has a background in customer service, coordination, or administration (preferred but not essential)
Job Responsibility
Job Responsibility
  • Responding to incoming calls and emails regarding breakdowns and maintenance issues
  • Scheduling engineers for site visits across the UK
  • Ordering and tracking parts to ensure timely job completion
  • Preparing performance reports for clients (e.g. time-to-site, budget tracking, job costing)
  • Raising quotations and ensuring accurate documentation for each job
What we offer
What we offer
  • A fun, social, and supportive team that makes work enjoyable
  • Regular team events including summer and Christmas parties
  • Your birthday off, plus 20 days annual leave (rising to 25 with length of service)
  • Recognition and appreciation for your hard work throughout the year
  • Fulltime
Read More
Arrow Right

Matter and Billing Coordinator

This role is all about supporting strong client relationships and making sure th...
Location
Location
United Kingdom , Brighton
Salary
Salary:
14.17 - 15.98 GBP / Hour
https://www.office-angels.com Logo
Office Angels
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Car driver required ideally
  • Experience in client onboarding and invoice management
  • Ability to work closely with legal and finance teams
  • Knowledge of compliance and documentation
  • Strong organizational and communication skills
Job Responsibility
Job Responsibility
  • Time Tracking & Billing Support
  • Invoice Management
  • Client Data & Relationship Management
  • Compliance & Documentation
  • Team Collaboration & Learning
What we offer
What we offer
  • Eye care vouchers and money towards glasses
  • Weekly pay
  • Pension scheme option (with employer contributions)
  • 28 days paid annual leave (Based on a weekly accrual)
  • Expert interview support and advice
  • Parttime
Read More
Arrow Right

Matter and Billing Coordinator

This role is all about supporting strong client relationships and making sure th...
Location
Location
United Kingdom , Brighton
Salary
Salary:
14.17 - 15.98 GBP / Hour
https://www.office-angels.com Logo
Office Angels
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Car driver required ideally
Job Responsibility
Job Responsibility
  • Time Tracking & Billing Support
  • Invoice Management
  • Client Data & Relationship Management
  • Compliance & Documentation
  • Team Collaboration & Learning
What we offer
What we offer
  • Employed directly with Office Angels
  • Eye care vouchers and money towards glasses
  • Search for permanent work whilst in assignments
  • Weekly pay
  • Pension scheme option (with employer contributions)
  • 28 days paid annual leave (Based on a weekly accrual)
  • Parttime
Read More
Arrow Right