As a Client Services Administrator, you will be responsible for liaising with clients, reviewing cases and providing scheduled and ad hoc reports.
You will be responsible for issuing legally compliant documents to clients, reviewing cases, and providing regular updates to the Client Services Manager.
You will identify issues and improvements and relay these to the senior management team.
Posted by Financial Divisions • £35K/yr to £40K/yr
Renowned for their client-centric approach, my client provides a wide range of services, including investment planning, retirement planning, and financial advice, all tailored to meet the unique goals of their clients.
My client, a leading SJP Practice specialising in personalised wealth management solutions, is on the lookout for a highly skilled Client Services Consultant.
Are you a seasoned professional with extensive SJP experience?
Posted by JLD Recruitment Ltd • £24K/yr to £28K/yr
Purpose of the role
The role will be to provide communication and support services for clients Ensure clients know they are valued and to develop clients re additional products or services (where appropriate).
Promoting the company services and products to prospects through planned communications, networking and other marketing activities.
General
You will need to be a driver for networking/events
Posted by Financial Divisions • £35K/yr to £40K/yr
Renowned for their client-centric approach, my client provides a wide range of services, including investment planning, retirement planning, and financial advice, all tailored to meet the unique goals of their clients.
My client, a leading SJP Practice specialising in personalised wealth management solutions, is on the lookout for a highly skilled Client Services Consultant.
Are you a seasoned professional with extensive SJP experience?
Posted by Financial Divisions • £35K/yr to £40K/yr
Renowned for their client-centric approach, my client provides a wide range of services, including investment planning, retirement planning, and financial advice, all tailored to meet the unique goals of their clients.
My client, a leading SJP Practice specialising in personalised wealth management solutions, is on the lookout for a highly skilled Client Services Consultant.
Are you a seasoned professional with extensive SJP experience?
Posted by Aimee Willow Connex • £30K/yr to £35K/yr
Maintenance of collateral audit database and ensure effective client service
The role of the client executive will be to assist the Portfolio Manager/s (PM) and portfolio team with risk and relationship management of the specific client portfolio (to include monitoring of all controls, collateral management and processing, client payments and liaising with clients directly).
Supporting the CE Manager and Portfolio Manager/s with the administrative function of the back office, to include remittance and collateral analysis, monthly reconciliation, processing of debt soundings and client payments.