Based central in York, the Client Support Administrator role plays a key part in the administration function of enquires into this successful business.
You would need to be able to work in a fast pace environment and provide a high standard of accuracy.
An interest in HR and psychology would be beneficial but not essential.
Specifically you'll be responsible for day-today administrative support, including regulatory requirements, client servicing, systems administration and diary management.
We are urgently seeking someone to join the Private Client Support team in Skipton and / or Leeds offices, where your focus will be to provide day-to-day support to the Corporate Advisers of the business.
My client is a Financial Advisory firm, providing sound Financial Advice to both individuals and corporate / businesses, surrounding Investments, Pensions and Retirement Advice.
We are seeking career driven individualsto join our Stockport based client working within their Client Services Team to embark on an exciting and rewarding career.
Are you a motivated and organised individual with experience within the administrative sector looking to further you career with a company that can offer ongoing training and development with a distinct path to progression and promotion?
Do you possess some administration skills and are keen to start your career within Financial Services?
Working within a team of 10, you will be required to provide a quality administration and support service to high net worth clients, allowing the Advisers to focus on the client relationships.
An Administrator is required to join a highly regarded and well-established Financial Services business in Sheffield, where employees are truly valued, supported and rewarded.
An exciting opportunity has arisen to join the Salesforce team as a Salesforce Administrator.
Portfolio are proud to be exclusively representing our award-wining, multinational professional services client in their search for a Salesforce Admin
We are looking for a dynamic, enthusiastic individual who will understand the goals and objectives of our Sales division and will be the first line of support for our Salesforce application.
You'll provide comprehensive administrative support to advisors and maintain regulatory compliance.
Join a Wealth Management company with excellent prospects, and benefits, including a generous pension scheme, performance-based bonuses, private medical insurance, and more.
The ideal candidate is detail-oriented and eager to learn and develop professionally.
Our Client a Software Payroll and HR Firm based just outside Manchester seek a Account Executive, you'll be responsible for managing a portfolio of clients.
Accountable for direct client communication and sales revenue, as a Account Executive you'll be able to articulate the products and services effectively by positioning to C-Level Executives and following a structured sales process.
Developing strong relationships with customers, you'll have a comprehensive understanding of how their businesses operate, whilst simultaneously identifying their requirements in order to present back a commercially viable solution from within the product portfolio.
Working alongside our team of experts, as Client Liaison Administrator, you will often be the first person advisors and/or clients will contact, so you need to be flexible and adaptable to cope with an array of different queries and challenges.
We're looking to add to our team of Client Liaison Administrators in our Sheffield office.
Are you someone with customer service experience ideally within a Wealth Management/Wealth Planning environment?