This role will support the Reception & Client Services Manager, ensuring that all visitors and clients are greeted in a warm and professional manner and that all reception areas operate a high-quality service at all times.
This is a fantastic opportunity to join our market leading, Reception and Client Services department that provides high-quality advice to private and commercial clients.
The department comprises of Reception and Client Services Manager, Reception and Client Services Supervisor, Client Receptionist, and a Client Hospitality Assistant.
We are looking for a Client Servicing Lead for our client based in London.
You will be joining a well-established Wealth Management firm, a partner practice of SJP (St. James Place) and will play a crucial role in ensuring regular contact with clients and facilitating meetings with Advisers to review their accounts.
Responsibilities
Proactively schedule and book client review meetings with the MD, ensuring that all clients are contacted regularly and meet with the MD at least once a year.
You will assist the Client Services Team Leader to provide our services to our clients and also assist our agents in the field.
The primary purpose of the role is to deliver an excellent customer service and experience for both the Company and its customers by working in our Client Services team.
The role is located in our Romford office and involves working with a growing team that works across a range of working times to deliver the full range of services we provide.
Due to an increase in business activity, they are now looking to further expand their teams are seeking a number of trainee and experienced Client Service Associates/Customer Service Associates within their Surrey based offices.
The roles offer an element of remote working where you will be required to be in the office a minimum of 3 days every couple of weeks, with the rest of your time working from home.
We recruiting for a leading Investment Management organisation who are globally renowned for providing ongoing training, development and progressive career opportunities.
A truly fantastic opportunity has arisen for a leading law firm in Birmingham who is looking for a permanent Client Care Advisor to join their team and champion a client feedback project.
This project is a great initiative that promotes fearless feedback' from the firm's clients and will collect data and feedback, which then can be used for continuous improvement across the business.
So this is your chance to work for an award winning firm that has a great reputation for how well their treat their staff.