Job Summary
We are seeking a dynamic and proactive Client Engagement & Professional Services Coordinator to join our team. In this pivotal role, you will serve as the primary point of contact for clients, ensuring seamless communication and delivering exceptional service throughout their journey with us. Your expertise will help foster strong relationships, coordinate professional services, and support client success initiatives. This position offers an exciting opportunity to contribute to a client-centric environment that values collaboration, analysis, and innovative solutions.
Responsibilities
- Act as the main liaison between clients and internal teams to facilitate effective communication and project coordination
- Manage client onboarding processes, ensuring all necessary documentation and requirements are completed accurately and promptly
- Coordinate professional services delivery, including scheduling, resource allocation, and tracking progress against client expectations
- Utilize Salesforce or similar Customer Relationship Management (CRM) tools to document interactions, track engagement activities, and generate reports
- Conduct analysis of client data to identify opportunities for improvement, upselling, or additional service offerings
- Support the development of tailored solutions by collaborating with cross-functional teams based on client needs and feedback
- Maintain comprehensive records of client interactions, service requests, and project milestones to ensure transparency and accountability
Experience
- Proven experience in client engagement or professional services coordination within the financial services industry or related sectors
- Strong communication skills with the ability to clearly articulate complex information to diverse audiences
- Demonstrated proficiency in Salesforce or comparable CRM platforms for managing client data and activities
- Analytical skills to interpret data insights and support strategic decision-making
- Ability to prioritize tasks effectively in a fast-paced environment while maintaining attention to detail
- Experience working collaboratively across teams to deliver high-quality service solutions
Join us in creating impactful client experiences by leveraging your expertise in engagement strategies, analysis, and professional services coordination. We value energetic professionals who thrive on building relationships and driving success through clear communication and innovative problem-solving.
Pay: £32,000.00-£45,000.00 per year
Benefits:
- Company events
- Free or subsidised travel
- Health & wellbeing programme
- Transport links
Work Location: In person
