Client Support Coordinator, Office Angels

Office Angels

Location:
United Kingdom, Exeter

Category:
Banking

Contract Type:
Not provided

Salary:

26000.00 - 33000.00 GBP / Year

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Job Description:

As a Client Support Coordinator, you will play a crucial role in ensuring that client queries and requests are handled accurately and efficiently. Working within a team you will act as a first point of contact from a variety of clients from commercial banking to wealth management and private investors. The role is predominantly phone based, with general administration support required.

Job Responsibility:

Handle incoming calls and respond to internal and external client inquiries related to account balances, statements, and transactions
Obtain remitting details for processing and complete FX deal tickets as needed
Process internal transfers and ensure all payment process requirements are met
Address card-related queries, including activation requests, PIN reminders, and unauthorised card transactions
Handle client payment requests, ensuring adherence to company procedures
Provide support for Online Banking and Mobile App queries, password resets, and online payment verifications
Assist with cheque queries, stop cheque requests, and standing order and direct debit inquiries
Manage amendments to static data, including address changes
Process other requests such as audit letters and tax certificates
Maintain client records, ensuring efficient archiving and filing
Handle clients' complaints and errors promptly, following the established process

Requirements:

Experience in delivering excellent customer care, preferably in a bank / finance setting
Education A Levels or equivalent
Ability to provide a high level of client service
Strong numeracy, literacy, and computer skills
Knowledge of savings, banking, or financial services is desirable
Previous experience in a client-facing role within the financial sector preferred but not essential
Ability to work effectively within a team environment
Excellent verbal and written communication skills
Strong organisational and time management skills
Ability to maintain confidentiality and exercise discretion
High level of accuracy and attention to detail
Willingness to learn various banking systems and tasks
A positive and can-do attitude

Nice to have:

Knowledge of savings, banking, or financial services
Previous experience in a client-facing role within the financial sector

What we offer:

Competitive salary
Pension and holiday allowance
Private health cover
Discretionary bonuses
Progression opportunities

Additional Information:

Job Posted:
June 04, 2025

Employment Type:

Fulltime

Work Type:

Hybrid work

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Client Support Coordinator