Client Services Administrator - London, United Kingdom - Coast Partnership

Coast Partnership
Coast Partnership
Verified Company
London, United Kingdom

3 weeks ago

Tom O´Connor

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Tom O´Connor

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Description

Our client has a brilliant new opportunity for an eager client services consultant to join their team.


Key Responsibilities

  • Finplan/Bluecoat reviewed and kept up to date tracking and monitoring each stage of the protection booking process.
  • Liaise with clients, mortgage brokers and protection advisers ensuring all clients are contacted in the necessary time frame.
  • Organising the diaries of all protection advisers, speaking to the clients to arrange meetings, setting up the diary entry and following with up when needed.
  • Be able to work at an efficient level of productivity including, call numbers and appointment booking that are required and set out by management.

Qualifications

  • 1 year's minimum experience in a client/customer services position.
  • Good knowledge of the buying process.
  • Good working knowledge of Microsoft Office and associated software
  • Previous experience of Bluecoat/Finplan is an advantage but not essential, training will be given.

This is a new role and actively hiring

Salary:
£22,000.00-£25,000.00 per year


Benefits:


  • Bereavement leave
  • Company events
  • Company pension
  • Health & wellbeing programme
  • Life insurance
  • Private medical insurance
  • Work from home

Schedule:

  • Monday to Friday

Supplemental pay types:

  • Bonus scheme
  • Quarterly bonus

Ability to commute/relocate:

  • London: reliably commute or plan to relocate before starting work (required)

Work Location:
Hybrid remote in London
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