To be the first point of contact for all prospect inquiries and undertake all assigned duties in a timely fashion, with awareness of internal and external deadlines, with attention to detail and accuracy.
Key Responsibilities of a Client Service Assistant
Identify, introduce, and arrange initial discussions with the appropriate manager or director.
Weekly follow-up on prospects to ensure a fee quote has been sent and document reasons for lost prospects.
As a Client Services Assistant, you will assist responsible for assisting the client fulfulling short term requirements, your duties will include:.
General
We are looking for a self-motivated and driven Client Services Assistant to join our team, we work on a large public sector contract recruiting and fulfilling a short term requirements in Buckinghamshire
Managing the booking process, discussing needs with the client
I'm currently recruiting for a Client Services Administrator to join a well-established client in BS1 on a full-time, hybrid, temporary basis (with the possibility for extension).
The role is to start in the next couple of weeks, with an hourly rate of £13.22.
Eng4ge Business Consultancy have an exciting new opportunity for an individual looking to take the next step in their career to join a busy team within a wealth management practice based in Hook, who are a highly successful Appointed Representative of St. James's Place Wealth Management Plc.
St. James's Place Wealth Management plc (SJP) is a leading, and highly regarded FTSE 100 UK Wealth Management company which distributes a range of investment and retirement products and financial solutions to a high net worth client base.
This is an exceptional opportunity to join a reputable firm who believe in employee development and offer genuine scope for progression.
We are working with a brilliant company who are looking to add a Client Service Administrator to their team in York.
The role covers a wide range of general administration including the following
Offering a range of Financial Services including planning, pensions and investment management, you'll be joining a very successful business and supporting a great team of professionals.