Client Services Coordinator

Purpose of the role:

To assist the President’s Office in day-to-day client activities.

Responsibilities:

• Supporting the day-to-day business operations of the office, following up on correspondence with clients, alerting the correct operations teams to client updates.
• Obtaining client information and facilitating invoicing.
• Maintaining the sales database.
• Undertake research and/or collate on of documents and presentations as directed.
• On occasion, being present in client meetings and organizing materials.
• Handling confidential information and exercising a very high degree of discretion.
  
  

Measures of success:

• Completion of tasks on a ‘same day’ basis, unless other timescales or lower priority agreed.
• Letters and documents are accurate and comply with company standards.
• Clients and colleagues treated in a professional, helpful and friendly manner at all times.
• Calls/meetings followed up efficiently, queries dealt with promptly and courteously.
• Observes strict compliance protecting confidential, sensitive information and materials.
• Filing maintained up to date and correctly coded.

Required skill set:

• Articulate and polished.
• Strong communication and interpersonal skills.
• Highly organised at all times, manages time effectively.
• Strong IT skills, must be fully capable with entire Office 365 suite.
• Capable and confident – both in conduct and communication.
• Positive and enthusiastic personality, representing a positive image of the business at all times.