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Client Coordinator
Eight Financial Advice. Coordinate new enquiries, ensuring they are handled promptly and professionally .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates strong organisational and communication skills while managing client enquiries and workflows effectively. Proactively enhances client experiences through attention to detail and process improvement.
Highest-signal resume keywords
Organisational SkillsCommunication SkillsAttention To DetailProactive MindsetIT Skills
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Soft Skills
Friendly ApproachConfident ApproachProfessional Approach
Tools & Technologies
Monday.com
Industry Keywords
Client ExperienceEnquiry ManagementWorkflow ManagementCommercial Awareness
About the role
Key responsibilities & impact- 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
What you’ll need- Excellent organisational and communication skills
- A friendly, confident and professional approach
- Strong attention to detail and ability to manage competing priorities
- Proactive mindset, with ability to take ownership and use initiative
- Good IT skills and confidence using systems to manage data and workflows
- Commercial awareness and understanding of how enquiry management supports business growth
Benefits
Comp & perks- Hybrid working: 3 days in the office, 2 days wherever you work best
- 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 in-house experts
- 8 paid volunteering hours annually via The Eight Foundation
- Regular socials and epic events