Our client is looking for a Client Services Administrator to serve as the key point of contact for the firm's current and prospective clients, as well as visitors.
Your role is essential in ensuring client satisfaction by fostering strong relationships through proactive communication, exceptional service delivery, and prompt issue resolution.
As the initial representative, you will be responsible for creating a positive first impression.
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 FJT CONSULTANCY LIMITED • £30K/yr to £80K/yr
The role
To deliver accurate, timely and efficient fee earning work to clients with a high degree of skill and care whilst ensuring an excellent level of service at all times.
Salaried Partners are required to; conduct themselves as highly professional advocates of the Firm at all times, both during and outside of contracted office hours, undertake casework commensurate with their level of seniority, to achieve and maintain an appropriate profile such that they are recognised for their expertise and standing in the Firm.
Posted by Macildowie Recruitment and Retention • £24K/yr to £27K/yr
General
As one of the largest full service global law practices, my client is looking to expand their legal PA team
The role of a Legal PA is to work as part of our Practice Group Support team to provide professional and proactive support to an allocated group of stakeholders.
Key Responsibilities
Client focussed with regular meetings with stakeholders to discuss actions, priorities, expectations and future planning.
Posted by Aimee Willow Connex • £25K/yr to £30K/yr
General Responsibility
Working within the Operations Department providing support to the Client Management teams for proactive management of a portfolio of clients.
To deliver exceptional client service, maintain internal and client relationships and effectively identify any risks to prevent loss of income and reputation to our business.
On behalf of our client, we are looking to employ a highly driven Client Services Administrator to join a team at an exciting time of growth and development.
Looking for someone with a proven track record in customer care who is methodical, highly organised, results driven and comfortable working in a fast-paced environment.
You will play a significant role in the organisation's development and in turn will have the opportunity for career development and on-going learning.
Posted by Service Service Employment Agency Limited • £25K/yr to £28K/yr
Key responsibilities
You will provide day-to-day administrative support and liaison with Financial Planners / Wealth Managers, including set up of policies and Trusts, providing documentation required to enable changes to income/withdrawals, premiums and funds, preparing meeting packs, processing changes to client details, sending and processing letters of authority, trading client funds and other investments as recommended by Wealth Manager, etc.
General
My client is a well-established IFA practice with offices in Norfolk and Suffolk, offering bespoke advice to both corporate and private clients, this role will be based in their attractive office in central Norwich.
You will produce plan information on request and proactively, liaising with product providers appropriately.