Client Services & Regulatory Coordinator

www.topfinancialjobs.co.uk - Jobboard; Cheltenham; On-site; GBP 25,000 - 35,000; Full time

Job summary

A leading financial services firm is seeking a Client Services & Regulatory Coordinator to enhance daily operations and client onboarding. This role entails managing client documentation and relationships, ensuring compliance with regulatory entities, while providing an efficient service. Candidates should possess strong organisational skills and at least 5 years of office experience.

Benefits

Contributory pension scheme

Onsite parking

Involvement in staff events

Qualifications

• 5+ years of office-based experience.
• Highly organised and methodical.
• Strong attention to detail and able to manage own workload.

Responsibilities

• Onboard new clients and process their details into internal systems.
• Conduct AML checks and prepare onboarding documentation.
• Maintain internal databases and communicate with clients.

Skills

Organisational skills

Analytical skills

Attention to detail

Ability to work under pressure

Tools

Microsoft 365

Xero

Job description

Client Services & Regulatory Coordinator

Client Services & Regulatory Coordinator

Staverton Full time office based with an early finish on a Friday

Permanent

Our client is seeking a Client Services and Regulatory Coordinator to join their team. This pivotal role will support the smooth and efficient daily operations of the firm, ensuring seamless service for both staff and clients.

Key Responsibilities - Client Services & Regulatory Coordinator

The primary focus of this role is onboarding new clients by processing their details into internal systems, as well as updating HMRC records and Companies House filings.

• To conduct Anti-Money Laundering (AML) checks using specialist software
• Prepare and manage client onboarding documentation
• Use Xero and other accountancy software packages effectively
• Maintain and update internal databases
• Monitor client statutory deadlines and generate relevant reports
• Communicate with clients via phone and email to request records and information
• Build and maintain strong day-to-day relationships with clients
• Answer and route incoming telephone calls appropriately
• Support company directors with administrative tasks as required
• Identify and suggest improvements to enhance business efficiency

Qualifications & Requirements - Client Services & Regulatory Coordinator

• Highly organised, methodical, analytical and disciplined.
• Adopts a positive attitude, willing to assist others when busy,
• Able to work under pressure on occasions to achieve deadlines.
• Excellent attention to detail.
• Able to achieve agreed outcomes without supervision.
• Able to prioritise and plan own workload.
• Has previous office-based experience at least 5 years, as well as knowledge of Microsoft 365 and excel.
• Keen to learn, develop and progress

What we can offer - Client Services & Regulatory Coordinator

• Contributory pension scheme
• Onsite parking
• Involvement in staff events

For more information on this role, please contact Zoey Bunn on (phone number removed) or send a copy of your CV to (url removed)

Omega Resource Group is acting as an Employment Agency in relation to this vacancy.

Omega Resource Group is an employment agency specialising in opportunities at all levels within the Engineering, Aerospace, Automotive, Electronics, Defence, Scientific, Oil & Gas, Construction and Manufacturing sectors.

Candidates who are currently an administrator, office coordinator, finance assistant, or customer service advisor may be suitable for this position

For details of other opportunities available within your chosen field please visit our website (url removed)

Omega is an employment agency specialising in opportunities at all levels within the Engineering, Manufacturing, Aerospace, Automotive, Electronics, Defence, Scientific, Energy & Renewables and Tech sectors.