Client Services Coordinator

We have a fantastic opportunity to join our Financial Planning team in Chipping Sodbury as a Client Services Coordinator. This is the perfect role for someone with relevant exposure to financial planning, looking to join an established, market-leading consulting firm. What can you expect? The opportunity to join a growing and highly successful team working with a broad range of UK companies on bespoke and complex health and benefits solutions A team that strive to deliver best practice, market leading service and solutions with a focus on client service excellence To build and maintain an excellent rapport with our clients, providers and colleagues across Mercer Excellent training and development with the ongoing career opportunities What will you be rewarded with? Good work life balance with a competitive salary Comprehensive benefits programs including: excellent pension contributions, private health insurance, tuition assistance, pension, employee assistance program, career mobility, employee network groups, volunteer opportunities, and other programs 25 days’ holiday with the option to buy or sell up to 5 days per year We will rely on you to: Work with Mercer providers and clients to maintain accurate data (e.g. membership/products and services information/financial data), and obtain information for other team members which they can pass on to clients paying attention to cross referencing and checking details. Produce and maintain accurate and complete documentation /correspondence in a compliant manner with timescales confirmed by Divisional service level agreements (SLAs) for both new business and on-going business requirements e.g. valuations/information requests/new business processing. Respond to clients and Financial Planner’s queries in a timely manner and accurately by using and amending standard letter, writing clearly, concisely and professionally. Follow all processes and procedures - particularly that all business activity is logged to ensure revenue is accurately recorded and documented. Be the first point of contact to provide clients with professional support and accurate information with regards to their product and services whilst demonstrating the Mercer values. Escalating issues to the Financial Planner or Team Leader where appropriate. What you need to have: Demonstrable experience of working for a Financial Advisor in a similar capacity and taking ownership of similar responsibilities. Good academic background supported by good grades at A-Level and/or GCSE in subjects that include Maths and English. Excellent attention to detail and organisation skills in completing assigned tasks. Proficiency in Microsoft Office Applications. What makes you stand out: Experienced in the use of the 'IntelligentOffice’ platform would be useful, but not essential. Exceptional customer/client etiquette. Dip PFS or Dip FA qualified desirable About Mercer Mercer provides insights, advice and technology-driven solutions to help build brighter futures for our clients, colleagues and communities. Together, we’re redefining the world of work, reshaping retirement and investment outcomes, and unlocking real health and well-being. Mercer’s more than 25,000 employees are based in 44 countries, and the firm operates in over 130 countries. Mercer is a business of Marsh & McLennan Companies (NYSE: MMC), the world’s leading professional services firm in the areas of risk, strategy and people, with 76,000 colleagues and annualized revenue approaching $17 billion. Through its market-leading businesses, including Marsh, Guy Carpenter and Oliver Wymann, Marsh & McLennan helps clients navigate an increasingly dynamic and complex environment.