Our client, a leading Wealth Management firm are looking for a Client Liaison Officer to join the Client Service team on a permanent basis.
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.
Role Responsibilities
Amending static data in Avaloq as and when required.
They are now seeking a dedicated Senior Client Services Associate to join their team.
Our client, a respected financial advisory firm based in Chorley, is committed to delivering bespoke financial solutions to their clients, prioritizing professionalism and client satisfaction.
Role Overview
Reporting directly to the Operations Manager, you will play a crucial role in supporting financial advisers, managing client relationships, and ensuring the seamless operation of the client services department.
Our Contact 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 seeking an energetic and committed telephone account exec for a large customer service centre for a payment solutions & credit card provider in Burnley.
The role will involve business development duties including prospecting, lead generation & business conversion, all whilst managing customer accounts.
The successful will be responsible for making outbound sales calls to businesses, promoting services, and building customer relationships.
You will be responsible for managing and developing relationships with key customers, as well as identifying and closing new sales opportunities with a broad customer base including Construction Companies, Developers, Housebuilders, Fit Out Companies, Cladding Companies and Roofing Companies.
Our Client has a history that spans over 39 years, our Client has grown into one of the UK's most successful construction product distribution businesses with specialist teams dedicated to each of their key market sectors, allowing them to add value at every stage of a construction project.
Their network of branches across the UK stock a wide range of products from market-leading brands and they pride themselves on efficient, on-time and fast delivery coupled with first-class technical expertise.