Understand, support and advise customers requiring a wide range of information, advice and guidance.
To provide a telephone and multi-channel support service with integrity, professionalism and adhering to all relevant process, procedures, and legislation.
General
The Customer Service Advisor is required to provide an exceptional level of service to our service users working with a variety of well-known and smaller organisation from charity, third sector and government sectors.
Bring your analytical and customer service skills to our Finance Support Assistant role, where you'll enhance accounts payable operations, drive process improvements, and build strong relationships in a dynamic environment.
The purpose of this Finance Support Assistant role is to work closely as part of the Accounts Payable team to ensure delivery of a high service level whilst working within internal compliance and legislation requirements.
You will be an experienced Analyst with accounts payable and/or customer service experience and a track record of delivering a high level of customer care in a fast-paced, changing environment.
Posted by Lime People Search & Select Ltd • £18K/yr to £26K/yr
We are seeking a Sales Support executive who will be responsible for providing Administrative support to the network of IFA's (Financial Advisers) including processing and monitoring of new business applications, inputting advisor fee information onto internal systems, creating and managing client records, keeping client database up to date, communicating with clients and providers, dealing with surrender requests and other client queries and preparing valuations and illustrations.
We are seeking someone who has 1-3 years experience working with Investment type products in an Administration type environment.
My client is a leading network of IFA (Independent Financial Advisors) providing advice to both Corporate and Private clients on Investments, Retirement Planning, Estate Planning, Mortgages & Insurance and On-line Trading.
Posted by The Portfolio Group • £22K/yr to £23K/yr
Our client offers the most comprehensive employee assistance programme on the market, giving 24/7 caring and compassionate support services to employers from organisations of all sizes, across the private, public and non-profit sector, to business partners, individual users, employees and their family members.
We are recruiting for a Specialist Support Co-Ordinator, who is focused on ensuring high levels of professionalism, whilst working 'behind the scenes' of a clinical operation and adhering to internal and client KPIs and SLAs.
Portfolio are proud to be exclusively representing our Client who are a trusted health and wellbeing network who have been making a positive difference in over 15 million lives, in their search to add a Department Coordinator to their team.
Posted by Lime People Search & Select Ltd • £22K/yr to £24K/yr
In this position you'll be responsible for the smooth and efficient delivery of the Adviser Support process and Client Services Charter.
Providing a responsive administrative, organisational, and logistical service to multiple Financial Advisers.
My client is a fast-growing Wealth Management / Financial Planning firm which provides professional, face to face financial advice to clients throughout the UK, founded by an experienced team with a passion for excellent client experience and effective service delivery.