Job Summary
We are seeking a dedicated and detail-oriented Account Coordinator to join our dynamic team. The successful candidate will play a vital role in managing client accounts, supporting sales initiatives, and ensuring seamless communication between clients and internal departments. This position offers an excellent opportunity for individuals looking to develop their skills within the financial services sector and contribute to organisational growth. The role requires strong organisational abilities, excellent communication skills, and proficiency with Salesforce.
Duties
- Act as the primary point of contact for clients, addressing enquiries promptly and professionally
- Support the sales team by preparing proposals, reports, and presentations
- Maintain accurate and up-to-date client records using Salesforce CRM software
- Analyse client data to identify opportunities for account growth and optimisation
- Coordinate with internal teams to ensure timely delivery of services and fulfilment of client needs
- Assist in the preparation of financial documentation and analysis reports
- Monitor account performance metrics and prepare regular updates for stakeholders
- Support the onboarding process for new clients, ensuring a smooth transition and integration
- Contribute to ongoing process improvements to enhance client satisfaction and operational efficiency
Qualifications
- Proven experience with Salesforce or similar CRM platforms is highly desirable
- Background or interest in financial services is preferred
- Excellent communication skills, both written and verbal, with the ability to build strong relationships with clients and colleagues
- Strong analysis skills with the ability to interpret data and generate actionable insights
- Organised with exceptional attention to detail and multitasking capabilities
- Ability to work independently as well as part of a team in a fast-paced environment
- A proactive attitude with problem-solving skills and a customer-focused approach
This role offers an engaging environment where your organisational talents and analytical skills will be valued. We welcome applications from motivated individuals eager to grow within our organisation while delivering outstanding service to our clients.
Pay: From £26,000.00 per year
Benefits:
- Company pension
- Cycle to work scheme
- Employee discount
- Free flu jabs
- Free parking
- On-site parking
Work Location: In person
