Account Coordinator

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