Client Success & Growth Coordinator

Eight Financial Advice; Whiteley; Hybrid; GBP 27,000 - GBP 32,000; Full time

Job summary

A financial services firm based in Whiteley is looking for a Client Coordinator to build relationships and enhance client experiences. The role involves ensuring clients feel valued, booking adviser appointments, and contributing to business growth. Applicants should have strong communication skills, a customer service background, and the ability to work collaboratively. This position offers hybrid working, performance bonuses, and comprehensive benefits, including private medical insurance and wellness support.

Benefits

Hybrid working: 3 days in the office

Performance bonus

28 days' holiday plus bank holidays

Private medical insurance

Volunteering time: 8 paid hours annually

Regular socials & epic events

Qualifications

• Previous experience in a customer service or business development role.
• Strong organisational skills and ability to work to tight deadlines.
• Confidence in handling client queries with professionalism.

Responsibilities

• Build and maintain strong relationships with existing clients.
• Book client and prospect appointments into adviser diaries.
• Respond to new prospect enquiries quickly and professionally.
• Keep client and lead data up to date with accuracy.
• Collaborate with the Marketing team on client communications.

Skills

Exceptional communication skills

Organisational skills

Attention to detail

Proactive approach

Ability to work collaboratively

Job description

A financial services firm based in Whiteley is looking for a Client Coordinator to build relationships and enhance client experiences. The role involves ensuring clients feel valued, booking adviser appointments, and contributing to business growth. Applicants should have strong communication skills, a customer service background, and the ability to work collaboratively. This position offers hybrid working, performance bonuses, and comprehensive benefits, including private medical insurance and wellness support.