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 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?
Proactive accountability for all aspects of day-to-day service, quality and standards, stakeholder relationships, consultancy, problem solving & risk mitigation, commercial profitability and growth, for assigned clients.
Senior account management, communication delivery and direction.
General
The role is a remote position with occasional travel to Salzburg, working normal office hours.
You will liaise with colleagues in the field and support with processing contractual changes, answering ongoing queries from clients and reconciling payments and other information.
Candidates will be response for communicating with existing clients offering support services as well as actively identifying potential new business opportunities.
We are pleased to be recruiting on behalf a leading and expanding financial services organisation seeking to expand their customer services function.