New Client Co-ordinator

Do you have experience in any of the following?
* Probate
* Wills
* Estate Management/Financial Product knowledge

Then this could be your chance to join this lively office within an expanding company in Bath as a New Client Co-ordinator.

Specific responsibilities include;-
* Receiving new business leads from introducers.
* Building relationships over the telephone with introducers.
* Maintaining Database records.
* Preparing Marketing material for introducers.
* Organising meetings as appropriate for Consultants and managing their diaries.
* Keeping records on results on an Access Database.
* Preparing new business paper work.
* General responsibilities include answering the telephone if required and assisting generally on cases.

Agency/Employer: TRN LTD
Town or City: Bath
Location: Wiltshire
Sector: Banking and Finance,Law
Related Job Titles: Access Database Developer,Client Financial Analyst,Marketing Co-ordinator,Office Co-ordinator,Records Management,Records Management Assistant
Permanent/Contract: Permanent, Full time
Experience: 1 years
Date: 01-12-2006
Salary: 17000 British Pound / Year

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