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Client Coordinator
Eight Financial Advice
Totton - £30,000
We’re looking for an organised, proactive and people-focused Client Coordinator to join EIGHT Financial Advice at our Totton office.
You’ll play an important role in delivering a great experience for new and existing clients and coordinating incoming enquiries. This is a varied role for someone who enjoys building relationships, keeping things organised and helping the wider team perform at their best.
Key Responsibilities
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* Coordinate new enquiries, ensuring they are handled promptly and professionally.
* Maintain accurate prospect data and manage workflows using Monday.com and other systems.
* Act as the first point of contact for clients, prospective clients and visitors.
* Deliver a positive client experience, including meeting arrangements, refreshments and follow-up communications.
* Record meeting actions and follow up to ensure tasks are completed.
* Identify opportunities to improve processes and enhance the client experience.
Requirements
* Excellent organisational and communication skills.
* A friendly, confident and professional approach.
* Strong attention to detail and the ability to manage competing priorities.
* A proactive mindset, with the ability to take ownership and use initiative.
* Good IT skills and confidence using systems to manage data and workflows.
* Commercial awareness and an understanding of how enquiry management supports business growth.
Benefits
* Performance bonus + Company-wide bonus (when Eight hits targets)
* 28 days' holiday + bank holidays + your birthday off
* Private medical insurance & life assurance (4x salary)
* Wellbeing support: EAP, mental health helpline, cycle-to-work scheme
* Free mortgage and pension advice from our in-house experts
* Volunteering time: 8 paid hours annually via The Eight Foundation
* Regular socials & epic events