Asset Management Coordinator
Real Finance
Posted 3 days ago
About the role
You will own the operational side of client experience, acting as the filter that ensures portfolios stay accurate, schedules stay tight, and client commitments are met. You'll drive the logistics of client accounts by navigating the complexities of claims processing, overseeing account updates, and managing high-level calendar management. You ensure seamless execution whether a client has a need or there is an event.
Key responsibilities
Oversee client accounts, handle claims, and process payments
Manage calendars and follow-ups to ensure no client is left behind
Conduct check-ins to keep client rapport high
Support the management and execution of team events
About you
Local Poly Diploma / A-Levels or above
Fluent English and strong interpersonal people skills
Proficient in Google Workspace, Excel, and Canva
Minimum 3 days a week commitment
Benefits
Base pay plus performance-based bonuses and commissions
Clear opportunities for professional development and promotion to permanent roles
3 days a week with a focus on work-life balance
Supportive, high-energy team in a prime location
About Real Finance
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