Client Support Co-ordinator, Near Chelmsford, Essex, Up to £28,000, Hybrid

ZipRecruiter; Chelmsford; Hybrid; GBP 28,000 - 35,000; Full time

Job summary

An excellent opportunity has arisen at a well-established Wealth Management firm near Chelmsford, offering a Client Relationship Manager role. This position is perfect for candidates eager to grow their network within a supportive and collaborative team. The firm, known for its ethical financial advice and exceptional client loyalty, provides a clear career path and values its employees, fostering a culture of development and satisfaction. Join this thriving practice and play a vital role in ensuring ongoing success while benefiting from hybrid working, study support, and a bonus structure.

Benefits

Hybrid Working

Bonus

Study Support

Career Progression Plan

Qualifications

• Strong organisational skills with excellent attention to detail.
• Outstanding written and verbal communication skills.

Responsibilities

• Prepare post-review letters and update CRM records.
• Monitor CRM dashboards for potential fee terminations.

Skills

Organisational Skills

CRM Systems Knowledge

Communication Skills

Problem-Solving Mindset

Job description

Job Description

Private Wealth Management

Up to £28,000 Hybrid working, Bonus, Study Support & Career Progression Plan

An excellent opportunity has arisen at a well-established Wealth Management firm near Chelmsford, Essex. Due to expansion and internal promotion, they are seeking a Client Relationship Manager to join their team, offering a clear career path. This role is ideal for candidates looking to expand their network within a growing, collaborative team.

The firm has provided high-quality financial and investment planning services for over 20 years. They value their clients by offering non-jargon, ethical advice, leading to exceptional loyalty. Client acquisition is through referrals and recommendations, reflecting their reputation. They also value their staff, providing careers rather than jobs, and fostering a friendly, supportive environment. Services include pension, investment, protection, intergenerational financial planning, trust, and estate planning across Essex, Hertfordshire, and central London.

Candidate Requirements

• Strong organisational and administrative skills with excellent attention to detail
• Knowledge of CRM systems, ideally within financial services
• Outstanding written and verbal communication skills with a professional, client-focused approach
• Ability to prioritise, manage multiple tasks, and collaborate within a team
• Proactive, flexible, and problem-solving mindset

Responsibilities - Client Relationship Coordinator

• Prepare post-review letters, update CRM records, and coordinate follow-ups after yearly client review meetings
• Monitor CRM dashboards to identify clients with potential fee terminations, ensuring protocols are followed and advisors are notified
• Keep advisers informed by sending timely warning and final notice letters to facilitate review meetings

This is a fantastic opportunity for a talented individual to join an established, growing practice with a supportive culture where client satisfaction is paramount. You will play a vital role in ensuring ongoing success. If interested, please contact or send your CV to Sam at Financial Divisions.