Our Global banking client is looking for a Client Service Advisor responsible for being the primary contact for telephone and email requests including technical support for their banking clients relating to Cash Management and Debit/Charge Card related products.
Responsibilities
Front line support, via email and telephony, navigating all internal partnerships and activities throughout the enquiry to deliver an accurate and timely service.
They are looking for a customer orientated candidate to join them as a Client Service Advisor on an initial 6 month contract with the likelihood of a permanent opportunity at the end.
The role will be office based.
Our client is a family feel, growing business based in South Cambridge.
My client is on the world's leading financial institutions united in their purpose to help make financial lives better through the power of every connection.
12-month initial contract; £33-35,500 per annum
They are dedicated to helping teammates be their best at work and at home.
We are looking for a Level 4 QCF (or equivalent) advisor to give support within the Tax, Protection, Investments and Trusts space, for a national wealth client.
You will be expected too
Support the team with the Investments Advice Guidance Framework.
Provide technical support to the business regarding the different products on offer.
Due to rapid growth, an exciting opportunity has arisen to join a boutique Investment House based in Bristol, as they seek to hire a Client Administrator to join their team.
In this role, you will play a pivotal part in providing essential support to Wealth Planners, ensuring compliance with company processes.
General
One of the UK's leading Wealth Management firms is currently seeking to recruit high quality Wealth Planning Administrators (with previous knowledge of Xplan) to join their London team.
Role offers hybrid working with 3 days in the office and 2 from home.
Due to rapid growth, an exciting opportunity has arisen to join a boutique Investment House based in Bristol, as they seek to hire a Client Administrator to join their team.