Client services occupations Work, Jobs in Dalmeny, Edh (with Salaries)

Account Coordinator
Berlin Packaging —Newbridge
- From £26,000 a year
- Full-time
- Salesforce
- Analysis skills
- Organisational skills
- Free parking
- Employee discount
Quick apply
10d
Client Services Consultant
Charles Stanley —Edinburgh
- Full-time
- Microsoft Outlook
- Communication skills
Service Administrator
FMS Fire & Security Ltd —Loanhead
- Full-time
- Microsoft Office
- Organisational skills
Customer Support Accountant
FreeAgent —Edinburgh
- £31,500 - £35,500 a year
- Full-time
- Hybrid work
- Customer service
- Computer literacy
- Accounting
Quick apply
Client Service Manager
HSBC Global Services Limited —Edinburgh
- Full-time
- Hybrid work
- Communication skills
- Time management
3d
Customer Service Advisor
Etex Group —Stirling
- Customer service
- ERP systems
- Microsoft Office
Junior/Graduate Customer Support Accountant
FreeAgent —Edinburgh
- £27,500 - £31,500 a year
- Full-time
- Hybrid work
- Customer service
- Computer literacy
- Accounting
Quick apply
Customer Service Advisor - Dealer Services
Velux Residential —Fife
- Full-time
VodafoneThree - Senior Onsite Advisor
Vodafone —Edinburgh
- £31,000 a year
- Full-time
- Customer service
- Computer networking
- In-person
- Employee discount
Customer Success Manager
Mindbody —Edinburgh
- Remote
- Sales
- Bachelor's degree
- No degree
Quick apply
12d
Service Coordinator
Evolution Security —Edinburgh
- Full-time
- Annual leave
- Employee assistance programme
Quick apply
9d

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Account Coordinator

Berlin Packaging -
Newbridge

Quick apply

Job details

Permanent | Full-time
From £26,000 a year
10 days ago

Benefits

Free parking
Cycle to work scheme
Free flu jabs
Company pension
Employee discount
On-site parking

Qualifications

Salesforce
Analysis skills
Organisational skills
Financial services
Communication skills

Full job description

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

Quick apply

Refine Your Search

client services occupations jobs in dalmeny, edh

Account Coordinator

Client Services Consultant

Service Administrator

Customer Support Accountant

Client Service Manager

Customer Service Advisor

Junior/Graduate Customer Support Accountant

Customer Service Advisor - Dealer Services

VodafoneThree - Senior Onsite Advisor

Customer Success Manager

Service Coordinator

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