Account coordinator Work, Jobs in Gloucester, Eng (with Salaries)

Client Services Coordinator
Kirby & Knott Financial Planning —Gloucester
- £25,420 - £27,000 a year
- Full-time
- Salesforce
- English
- Analysis skills
- Free parking
Quick apply
7h
CIBTAC Centre Coordinator
CIBTAC Ltd —Gloucester
- £25,000 a year
- Part-time
- Microsoft Word
- Microsoft Outlook
- Customer service
- Free parking
Quick apply
9d
Contract Pricing Coordinator
Vergo —Gloucester
- £26,509.50 a year
- Writing skills
- Data analysis skills
- Analysis skills
- Health & wellbeing programme
- Annual leave
Quick apply
12h
Service Coordinator - Gloucester
Vergo —Gloucester
- £26,509.50 a year
- Full-time
- Organisational skills
- Communication skills
- Health & wellbeing programme
- Annual leave
Quick apply
12h
Customer Start Up Co-ordinator
Elis —Chepstow
- Call to connect
- Contracts
- Communication skills
- Employee assistance programme
- Employee discount
Technical Sales Coordinator
Matcon Limited —Evesham
- Full-time
- CRM software
- Schematics
- Continuous improvement

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account coordinator jobs near gloucester, eng

Client Services Coordinator

Kirby & Knott Financial Planning
Gloucester

Quick apply

Job details

Full-time
£25,420 - £27,000 a year
7 hours ago

Benefits

Free parking
Company pension
On-site parking

Qualifications

Client engagement
Stakeholder liaison
Salesforce
GCSE
Internal department liaison
English
Analysis skills
Relationship management
Customer support
Financial services
Customer interaction
Communication skills
Analytics

Full job description

Job Summary

We are seeking a dynamic and dedicated Client Services Officer to join our team and deliver exceptional support to our clients. In this role, you will serve as the primary point of contact for clients, ensuring their needs are met with professionalism and efficiency. Your proactive approach will help foster strong relationships, resolve issues promptly, and enhance overall client satisfaction. This position offers an exciting opportunity to contribute to a client-centric environment within the financial services sector, leveraging your communication and analysis skills to make a meaningful impact.

Responsibilities

Act as the main liaison between clients and the organization, providing timely and accurate assistance.
Utilize Salesforce or similar customer relationship management tools to track interactions, update client records, and manage follow-ups.
Address client inquiries related to financial products, account details, or service issues with clarity and professionalism.
Analyze client data to identify trends, potential concerns, or opportunities for service improvement.
Collaborate with internal teams to resolve complex client issues efficiently and effectively.
Maintain detailed documentation of all client interactions, resolutions, and follow-up actions.
Support onboarding processes for new clients by guiding them through necessary procedures and documentation.

Experience

Excellent communication skills with the ability to convey information clearly and build rapport.
Ability to handle multiple priorities in a fast-paced environment while maintaining attention to detail.
Knowledge of financial products and services is preferred but not mandatory; relevant training will be provided.

We offer a full career progression pathway to grow a future career in Financial Planning, with exam support and continuous development.

Join us in delivering outstanding service that builds trust and lasting relationships with our clients!

Pay: £25,420.00-£27,000.00 per year

Benefits:

Company pension
Free parking
On-site parking

Application question(s):

Due to the poor public transport, do you have access to own transport?

Education:

GCSE or equivalent (required)

Language:

English (required)

Work authorisation:

United Kingdom (required)

Work Location: In person

Quick apply

Refine Your Search

account coordinator jobs in gloucester, eng

Client Services Coordinator

CIBTAC Centre Coordinator

Contract Pricing Coordinator

Service Coordinator - Gloucester

Customer Start Up Co-ordinator

Technical Sales Coordinator

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