Client Coordinator

• 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

Explore Client Coordinator at Eight Financial Advice. Review requirements and application details.