Client Coordinator

Client Coordinator
Eight Financial Advice - Whiteley
£27,000
Do you love building relationships, creating opportunities, and delivering outstanding client experiences?

As a Client Coordinator, you'll play a key part in keeping our clients connected and engaged while also supporting the growth of new business. You'll ensure clients receive the highest level of service, from regular contact and reviews through to first impressions for new prospects. Alongside this, you'll help generate new opportunities, book adviser appointments, and work with colleagues across the business to deliver meaningful results.

Key Responsibilities:

• Build and maintain strong relationships with existing clients, ensuring they feel supported and valued
• Book client and prospect appointments into adviser diaries, working to meet team targets
• Respond to new prospect enquiries quickly and professionally, ensuring every interaction leaves a positive impres...