Client Relationship Coordinator

Location: Henley-In-Arden

Job Title:

Client Relationship Coordinator

Contract:

Permanent Salary:
Circa £27,000 - £32,000 per annum (depending on experience)

Hours:

Full time, 35 hours, Monday to Thursday 9:00am - 5:00pm, Friday 8:30am - 4:00pm

Location:

Henley-in-Arden with hybrid working Benefits: 25 days holiday plus bank holidays (including Christmas & New Year office closure), 5% employer pension contribution (3% employee), Death in Service benefit, Cashback healthcare scheme, Free on-site, secure parking, Hybrid working, enjoy a mix of office collaboration and home-based focus time, Support for professional qualifications and ongoing career development Tirebuck Recruitment is delighted to be exclusively recruiting for a Client Experience Coordinator on behalf of a well-established and respected organisation in Henley-in-Arden.

This is a fantastic opportunity for an organised, proactive and customer-focused professional who enjoys building relationships, coordinating multiple priorities and ensuring every client receives an outstanding experience. As the dedicated point of contact for a portfolio of clients and advisers, you will play a vital role in managing the client journey, coordinating review meetings, maintaining regular communication and ensuring every interaction is handled with professionalism, care and attention to detail.

Whether you already have experience within financial services or have developed exceptional client service and organisational skills within another professional environment, this could be the ideal next step in your career. What you will be doing Acting as the primary point of contact for a dedicated group of clients and advisers. Building strong relationships and delivering a consistently high level of client service.

Managing the client review process from scheduling through to completion. Coordinating meetings, preparing review packs and gathering information from providers and third parties. Handling client queries and taking ownership through to resolution. Maintaining regular communication with clients and ensuring they are kept informed at every stage. Managing multiple priorities while ensuring deadlines and service standards are achieved. Accurately recording client interactions and maintaining up-to-date records.

Working closely with advisers, operations teams and other departments to ensure seamless client outcomes. Supporting client engagement initiatives, events and service improvement projects. What we are looking for Previous experience in a client-focused, coordination or administration role. Exceptional organisational skills and the ability to manage a busy workload. A genuine passion for delivering an outstanding client experience. Strong communication skills, both written and verbal.

Confidence building relationships with clients and colleagues. Excellent attention to detail and a commitment to maintaining accurate records. The ability to prioritise effectively and follow tasks through to completion. A proactive and positive approach with a willingness to take ownership. Strong IT skills, including Microsoft Office applications.

Experience with in financial services or financial planning would be advantageous but is not essential. Why join? This is more than an administration role. It is an opportunity to become a trusted contact for clients, helping to deliver a personal, professional and seamless experience throughout their relationship with the business. You will join a supportive and collaborative team where your organisational skills, relationship-building ability and commitment to exceptional service will be genuinely valued.

In return, you will benefit from excellent training, long-term career development opportunities and the chance to be part of a business that places clients at the heart of everything it does. Apply Now If you are looking for a role where you can combine organisation, communication and client care to make a real difference, we would love to hear from you.

If successful, one of our consultants will be in touch via phone or email for a confidential conversation about your experience, skills and suitability for the role. Please check your spam folder for any missed communication from us and ensure your contact details on your CV are up to date.