As Client Liaison Officer you will be responsible for providing liaison service between Investment Manager and Operations Centre, third parties and also clients by ensuring that all queries are dealt with in a timely and efficient manner, by demonstrating a proactive approach and taking responsibility to ensure that the resolutions of issues are seen through to the end.
Our client, a leading Wealth Management firm are looking for a Client Liaison Officer to join the Client Service team on a permanent basis.
Role Responsibilities
Amending static data in Avaloq as and when required.
I am partnering exclusively with my client based in Goosnargh, Preston, in their search for an Administration Manager.
Reporting into one of the Directors you will take responsibility for the following:
This is a busy and varied role, and a great opportunity to lead the small team of Administrators / Customer Service Advisors, in a business that pride themselves on delivering exceptional customer service.
ACR has partnered with a market-leading business based in Clayton-le-Moors Accrington, to recruit a Service Coordinator on a full-time and permanent basis.
My client is a market-leading manufacturing business that prides itself on staff development through exceptional support and training.
This is an opportunity to join a business with a low staff turnover rate and includes 25 days annual leave, free parking and excellent progression opportunities.
Known within the business as Client Services Voice, the Call Centre is responsible for servicing our leading investment clients, and their customers.
Are you passionate about customer service?
Our Call Centre is the heart of our business, and we pride ourselves on excellent communication, attention to detail and our drive to be the best we can.
We are recruiting on behalf of our client for a dedicated and highly organised IFA Administrator.
About the Company
Our client, a well-established Independent Financial Advisory (IFA) firm based in Preston, is renowned for its client-centric approach, offering bespoke financial planning and wealth management services.
The firm is committed to maintaining the highest standards of service and fostering a supportive and collaborative working environment.