As a Financial Services Coordinator, you'll report directly to the Operations Manager, playing a key role in supporting financial advisers, managing client relationships, and ensuring smooth operations in the client services department.
General
They are currently seeking a dedicated Financial Services Coordinator to join their team.
Our client, a reputable financial advisory firm based in Chorley, is renowned for delivering personalised financial solutions, prioritising professionalism, and exceeding client expectations.
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.
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.
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.
General
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.
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.
A growing Finance team based in Preston are now recruiting on a full-time permanent basis for a Sales Support Coordinator, this is due to the development of internal progression the business.
Searching for an experienced, ambitious customer service focused candidate, as this is a great opportunity to join an established business and develop your skills within Business Support.