Client Services co-ordinator Financial Services

Job Title: Client Services Coordinator
Location: Ipswich
Salary: £27,000 per annum
Contract: Full-time, Permanent (office based)

About the Company

My client are a well-established, privately-owned financial planning firm known for delivering expert advice and tailored solutions to individuals and families across generations. With a team of highly experienced professionals, they are committed to providing personalised financial guidance built on long-term relationships, trust, and care.
Their culture is collaborative, people-first, and driven by high standards. They believe that doing the right thing for our clients starts with creating an environment where their team can thrive. If you’re someone who values professionalism, attention to detail, and creating meaningful experiences, you’ll fit right in.

The Role:

As a Client Services Coordinator, you will play a vital role in creating a welcoming environment for our clients and ensuring the smooth running of day-to-day operations. This is a hands-on and varied position that blends administrative support with client-focused responsibilities.

Key Responsibilities

• Coordinate and schedule client review appointments
• Answer incoming calls in a professional and friendly manner
• Assist in preparing documentation for Annual Review meetings
• Meet and greet clients, ensuring they feel welcomed and looked after
• Reserve and manage client parking (e.g., placing/removing bollards)
• Maintain meeting rooms – ensure tidiness, blinds open, chairs arranged
• Manage office stationery orders
• Carry out regular property checks
• Organise weekly food and snack orders for the office
• Handle outgoing post
• Provide general support across the business as needed

Skills

• A warm, approachable, and highly professional manner
• Strong organisational and multitasking skills
• A proactive mindset with a willingness to get stuck in
• Confidence in both written and verbal communication
• A keen eye for detail and pride in presentation
• Experience in an administrative or client-facing role (preferred but not essential)