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New Client Co-ordinator
This job has expired, and cannot be applied for.
- Posted By: Randstad Bristol
- Address:
- Contact: 01454 201 808
- Date Posted: 18th Jun 2008
- Salary: 18000
- Location: Bath (BA1 2JB)
- Reference Code: 57884
- Views Since Posting: 18
- Full Description:
A fast-growing legal services company require a New Client Co-ordinator due to expansion of the business.
Specific responsibilities include the following:
Receiving new business leads from introducers.
Building relationships over the telephone with introducers
Maintaining database records
Answering introducer queries
Preparing marketing material for introducers
Telephone call with personal representatives & families of deceased
Giving initial advice
Organising meetings as appropriate for probate consultants and managing their diaries
Writing follow-up letters
Keeping records of the results on an access database and giving feedback to introducers
Preparing new business paper work
Closing files as appropriate
Preparing new business figures
The company are looking for someone ideally with a background in financial services with knowledge of Estate Planning or Wills and Probate. You will need to speak to recently bereaved clients and help them establish whether Probate is required and so good communication skills are essential. You will also be asked to give technical advice relating to Estates but additional training will be given in this area. The company require a well organised person who can work under pressure and multi task. This post also involves ensuring that there is a good working relationship with their introducers.
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