Client Account Coordinator - Financial Services

Client Account Coordinator - Financial Services

Job Title: Client Account Coordinator - Financial Services
Contract Type: Permanent
Location: Southampton, Hampshire
Salary: Benefits
Start Date: ASAP
Reference: BBBH3817_1499942200
Contact Name: Dynamite Recruitment
Contact Email:
Job Published: July 13, 2017 11:36

Job Description

Senior Client Account Coordinator - Financial Services

££Competitive + Fantastic Company Benefits

Permanent - Full Time - Based in Central Southampton

Dynamite Recruitment is delighted to be representing this corporate client in recruiting a Senior Client Account Coordinator to join their Southampton based team.

The Role:

  • Office based role, supporting the field based sales and account managers who will be managing a portfolio of mid to large corporate clients
  • Taking full responsibilities for all administrative changes to all clients accounts
  • Carrying out reviews and market research to be presented to clients when discussing recommendations and to be presented to senior management at meetings
  • Ensuring you build strong and long lasting working relationships with all clients and contributing to retention targets wherever possible
  • Providing report data to management to be used to track account trends
  • Resolving client queries and chasing clients for outstanding payments
  • Putting together quotation requests for clients and following those up.

The Ideal Candidate:

  • Must have previous customer services/relationship building experience from a financially regulated or financial services organisation such as insurance, banking, mortgages, investments or claims!!
  • Must be used to dealing with corporate/commercial key or national accounts!
  • Must be confident, able to work independently and be able to build strong client relationships!
  • Will need to have thorough administration skills and strong attention to detail!
  • Any knowledge of PMI, health or general medical insurance would be a huge advantage!!

This is fantastic opportunity for an experienced financial services candidate looking for their next role in an office environment. The company offer amazing benefits, a competitive salary structure and performance related bonuses.

For more information please contact Abby Neal at Dynamite Recruitment or apply now!!

Key Words: "financial services","insurance","claims","investments","FCA","FSA","customer services","coordinator","account manager","account handler","support","admin","administrator","compliance","applications","reports","banking","Cert CII","clients","key accounts","corporate","commercial","full time","permanent"

Dynamite Recruitment Solutions Ltd is acting as an Employment Agency in relation to this vacancy.