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Coast Specialist Recruitment
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Addlestone, Surrey
Client Relationship Coordinator
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Job Type: Full-time |
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Salary: £20,000 per annum |
Overview
Leading Financial Services firm is looking for a Client Relationships Coordinator to be part of a busy and friendly team in their Weybridge office. Based within the lead generation area, working closely with marketing, advisers and partners, duties will include:- Answer and manage calls Profile prospective client opportunities and assign to the relevant adviser Manage and build relationships Arrange meetings and appointments Manage all information on the CROM system to develop accurate management information Criteria and skills required for the role:- Previous experience of working in a busy administrative role Outstanding telephone manner with the ability to build rapport with clients quickly Able to liaise will at all levels with people from all walks of life Excellent organisational skills Able to wort to tight deadlines Excellent knowledge of MS Office packages An enthusiastic team player who will promote the brand A positive and articulate communicator