Client Services & Operations Coordinator – Financial Services

Liverpool, Merseyside

Salary: £25,000 + Bonus

A leading provider of Financial Services is seeking a proactive and highly organised Client Services & Operations Coordinator to join their growing team. This role focuses on supporting public sector clients by coordinating the delivery of financial education seminars and maintaining strong client relationships.

Responsibilities

• Support Account Managers to help deliver client seminar targets.
• Schedule and allocate Financial Coach resources effectively.
• Liaise with clients to gather seminar details and logistical information.
• Respond to delegate enquiries promptly and professionally.
• Coordinate and distribute seminar materials and joining instructions.
• Maintain accurate data and records within CRM and internal systems.
• Monitor feedback and ensure follow-up actions are completed.
• Conduct regular data audits to ensure accuracy and compliance.
• Prepare reports and summaries for internal and external stakeholders.
• Uphold the organisation’s values and customer-first approach.

Key Skills and Experience

• Strong track record in providing exceptional customer service.
• Experience working in a target-driven or sales-support environment.
• Knowledge of financial services or workplace financial education (advantageous).
• Excellent communication and interpersonal skills (written and verbal).
• Confident using Microsoft Office (Excel, Outlook, PowerPoint, Word, Teams).
• Ability to work independently and make operational decisions.
• Strong attention to detail and excellent organisational skills.

If you match the job requirements, please submit your CV, and if suitable, we will make contact with you.