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.
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.
Membership Field Sales Executive / Client Engagement Business Development Manager who is personable and consultative with a good understanding of business issues is required to support businesses in the local area and increase membership numbers for a Business Network Association.
ARE YOU A FIELD SALES EXECUTIVES or B2B BDM
If you're currently working as a Field Sales Executive or B2B Business Development Manager and enjoy travelling to potential client sites to present and highlight the benefits of becoming a business member with the Association, then this job could be ideal for you.
If you would be interested in looking at a role where you will have a book of clients from SME (Shop, small liability, retail) up to some of the larger commercial risks then this is a great opportunity as the current Executive is retiring.
Our client is an independent broker in the Rossendale area who cover commercial insurance risk across the UK.
They are looking for someone with a minimum of 3 years commercial insurance experience to come and work along side their friendly, relaxed and well grounded team of professionals.
To provide a high?-?quality equity release advice service to existing and prospective clients and to promote Age Partnership as the premier provider of quality advice, within the parameters of the Financial Services Authority's rules and regulations.
Preston Area - Home based
£30,000 and £5,500 car allowance plus bonus scheme (up to 50% of salary).
Our client who has been established for over 90 years in the welding and coatings industry are currently on the look out for their next Commercial Project Leader.
The role will play a pivotal role within an established company where you will be able to demonstrate your commercial knowledge and financial experience.