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.
Maintenance of collateral audit database and ensure effective client service.
Responsibility for assisting 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.
As a Client Services Manager, you will be responsible for overseeing and managing all aspects of client relationships, ensuring satisfaction, retention, and growth.
We are a bespoke electronic security provider working predominantly in central London and are looking for a dynamic and commercially strong operator with an entrepreneurial spirit.
You must have an enquiring mind and a huge amount of common sense to fit into our family run business.
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.
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
Weekly follow-up on prospects to ensure a fee quote has been sent and document reasons for lost prospects.
Identify, introduce, and arrange initial discussions with the appropriate manager or director.
My client is on the world's leading financial institutions united in their purpose to help make financial lives better through the power of every connection.
12-month initial contract; £33-35,500 per annum
They are dedicated to helping teammates be their best at work and at home.