We are looking for a keen and confident client services coordinator who has had experience within the financial services and has, in the past, helped in relationship management between client and company, servicing clients with a variety of tasks and ideally had experience in fund administration in the past. Our client is a high-growth business and looking for someone keen on taking the next step up in their career.

Main duties:

• Be the main point of contact for daily client interaction
• Support the actions required for our client feedback process
• Ensure clients are up to date with all records and data
• Maintenance of client records and tracking relationship status constantly
• Report any Breaches and Complaints encountered to Compliance (and any other compliance-based tasks)

Experience:

• Must past experience in a client-facing role within the financial services
• Knowledge of collective investment schemes, fund administration, products, and UK regulations
• Desirable if you have a certificate in CISI IOC
• Compliance experience
• Fund administration experience

If you meet these requirements and are keen on taking the next step up in your career please apply and a consultant will be in touch

---No sponsorship can be given---