Client Coordinator
Tottononsitemid
Posted 1w ago · via Workable
About this role
Client Coordinator Eight Financial Advice Totton - £30,000 We’re looking for an organised, proactive and people-focused Client Coordinator to join EIGHT Financial Advice at our Totton office. You’ll play an important role in delivering a great experience for new and existing clients and coordinating incoming enquiries. This is a varied role for someone who enjoys building relationships, keeping things organised and helping the wider team perform at their best. Key Responsibilities Coordinate new enquiries, ensuring they are handled promptly and professionally. Maintain accurate prospect data and manage workflows using Monday.com and other systems. Act as the first point of contact for clients, prospective clients and visitors.…
Read the full description on Eight Financial Advice's site →
What we'd score you on
reqspace match rubricFive dimensions, recruiter-grade. Upload your resume and we'll generate a written explanation of where you fit and where the gaps are.
1
Skills match
We compare your skills against the role requirements.
2
Level fit
This role is mid-level. We check your trajectory against it.
3
Domain experience
Your work in the role's domain matters more than your years total. We weight recent and direct experience.
4
Recency
A skill you used last quarter weighs more than one from five years ago. We grade on recency, not lifetime.
5
Location fit
This role is based in Totton. We weight your proximity and willingness to relocate.
Score yourself on this role.
Free · no card · written explanation included
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