Posted by Service Service Employment Agency Limited • £25K/yr to £30K/yr
Are you looking for a new role in the Financial Services sector, would you like to join a well-established Financial Planning firm who have an excellent working environment where you are well looked after and valued, well look no further...
My client based on the outskirts of Norwich, who has been trading since 2010 are looking for an experienced Administrator with a strong background of working in an IFA Practice setting or a similar Financial services role, to join their friendly group of existing staff.
The ideal candidate will have a minimum of two years' experience working in the sector and have previously used the back-office system intelligent office as well as knowledge of the platform such as Transact, Standard Life, Elevate and OMW (desirable, not essential).
Posted by Hollis Personnel Ltd • £25K/yr to £28K/yr
General duties for clients include
First point of contact for clients, visitors and contractors.
Provide high levels of customer service and administative support.
General
Fabulous working environment, luxurious office space where you will work alongside the Manager to assist, support and help manage clients and visitors to this luxury serviced office.
The Client Services team plays a pivotal role as the linchpin between new and existing clients and our client's various legal teams, by conveying accurate information regarding client inquiries to the relevant department.
Whether you're a law grad with customer service experience seeking to apply that in a legal setting, or a customer service professional keen to utilise your skills and knowledge in an award-winning law firm, we have a great opportunity for a Client Services Executive to join our client's busy Client Services team.
Our client is a Top 100 Manchester Law firm, and they have a fantastic opportunity for a Client Services Executive to join their Team in Manchester.
Posted by Pertemps Bristol Commercial • £27K/yr to £30K/yr
Our successful, established and growing client have a new and very exciting opportunity for a Client Services Supervisor to join their team in Bristol.
This is a full time, permanent position, where you will perform a critical client focused role for the group.
The working hours are 34 hours per week, Monday - Thursday 09.00 - 5.00 pm and Friday 09.00 - 3.00 pm.
Posted by Opus People Solutions • £25K/yr to £26K/yr
You will help to process clients' account paperwork, review and quality check that all requirements are met, to answer any client queries on completing the onboarding paperwork, and to process all incoming transfers.
This role is vital to the business operation regarding new clients.
We are looking for a Client Administrator for an employer of choice in the professional services industry, within Ipswich.
Posted by Rebecca Poulter Recruitment Limited • £25K/yr to £30K/yr
Support the Advisors with managing a portfolio of clients and potential business, liaise with internal and external clients via the phone and email.
We are looking for an experienced client administrator to join a team in this Wealth Management company in Hove.
To provide administrative support to Advisers and Paraplanners, format and prepare letters and documents, input and maintain data on the in-house system.