Current jobs related to Client Services Administration - Bristol - Search

  • Client Services Administrator

    4 weeks ago

    Bristol, United Kingdom Acorn by Synergie Full time

    Administrator - Chipping Sodbury - Full time - Monday to Friday - £23,000 per annum Are you a people person with a passion for delivering exceptional customer service? Are you looking for a job that allows you to utilise your communication skills and interact with a variety of clients? If so, we have the perfect opportunity for you! Our client has a...

  • Client Services Administrator

    4 days ago

    Bristol, United Kingdom CV-Library Full time

    Administrator - Chipping Sodbury - Full time - Monday to Friday - £23,000 per annum Are you a people person with a passion for delivering exceptional customer service? Are you looking for a job that allows you to utilise your communication skills and interact with a variety of clients? If so, we have the perfect opportunity for you! Our client has a...

  • Client Services Administrator

    2 weeks ago

    Bristol, United Kingdom Acorn by Synergie Full time

    Chipping Sodbury - Full time - Administrator - Monday to Friday - £23,000 per annum - Offering Progression in the company Are you a people person with a passion for delivering exceptional customer service? Are you looking for a job that allows you to utilise your communication skills and interact with a variety of clients? If so, we have the perfect...

  • Client Services Administrator

    4 days ago

    Bristol, United Kingdom CV-Library Full time

    Chipping Sodbury - Full time - Administrator - Monday to Friday - £23,000 per annum - Offering Progression in the company Are you a people person with a passion for delivering exceptional customer service? Are you looking for a job that allows you to utilise your communication skills and interact with a variety of clients? If so, we have the perfect...

  • Client Services Administrator

    4 weeks ago

    Bristol, United Kingdom Acorn by Synergie Full time

    Administrator - Chipping Sodbury - Full time - Monday to Friday - £23,000 per annum Are you a people person with a passion for delivering exceptional customer service? Are you looking for a job that allows you to utilise your communication skills and interact with a variety of clients? If so, we have the perfect opportunity for you! Our client has a...

  • Client Services Administrator

    2 weeks ago

    Bristol, United Kingdom Acorn by Synergie Full time

    Chipping Sodbury - Full time - Administrator - Monday to Friday - £23,000 per annum - Offering Progression in the company Are you a people person with a passion for delivering exceptional customer service? Are you looking for a job that allows you to utilise your communication skills and interact with a variety of clients? If so, we have the perfect...

  • Client Service Administrator

    4 months ago

    Bristol, United Kingdom Bishop Fleming Full time

    Client Service Administrator **About the Role** We're currently seeking a Client Services administrator to work in our Audit Service Line. In this role you will be predominantly providing support to our Audit Managers by carrying out administration tasks for our clients. This is a great opportunity for a self-starter who has a keen eye for detail and an...

  • Client Services Administrator

    2 months ago

    Bristol, United Kingdom Acorn by Synergie Full time

    Chipping Sodbury - 2 part time roles (2 days per week each £9,196 pa) OR 1 part time role 4 days per week (£18,392 pa) Are you a people person with a passion for delivering exceptional customer service? Are you looking for a job that allows you to utilise your communication skills and interact with a variety of clients? If so, we have the perfect...

  • Client Services Administrator

    4 months ago

    Bristol, United Kingdom Mercer Full time

    **Mercer Marsh Benefits - Bristol** Mercer Marsh Benefits(MMB) is part of the Marsh McLennan family, bringing together a broad spectrum of expertise to help clients navigate the complex world of people risks, cost management and employee benefits. We are a world leader in workplace health and benefits. Operating in 135 countries, our team of specialists...

  • Client Service Administrator

    4 months ago

    Bristol, United Kingdom Bishop Fleming Full time

    Description Client Service Administrator About the role We’re currently seeking a central Client Services Administrator to work across our Accountancy & Advisory Service ensuring efficiency and consistency of service delivery to the team and our clients. This is a great opportunity for a self-starter who has a keen eye for detail and an interest...

  • Client Service Administrator

    4 months ago

    Bristol, United Kingdom Bishop Fleming Full time

    Location: Bristol **About the Role** We're currently seeking a Client Services administrator to work in our Audit Service Line. In this role you will be predominantly providing support to our Audit Managers by carrying out administration tasks for our clients. This is a great opportunity for a self-starter who has a keen eye for detail and an interest in...

  • Client Services Administrator

    3 months ago

    Bristol, United Kingdom Marsh McLennan Companies Full time

    Description: Mercer Marsh Benefits – Bristol Mercer Marsh Benefits (MMB) is part of the Marsh McLennan family, bringing together a broad spectrum of expertise to help clients navigate the complex world of people risks, cost management and employee benefits. We are a world leader in workplace health and benefits. Operating in countries, our team...

  • Client Service Administrator

    4 months ago

    Bristol, United Kingdom Evelyn Partners Full time

    **Company Description** Evelyn Partners is the UK’s leading integrated wealth management and professional services group, with over 186 years of experience in helping generations of people and businesses to thrive. We offer an extensive range of financial and professional services to individuals, family trusts, professional intermediaries, charities and...

  • Client Service Administrator

    3 months ago

    Bristol, United Kingdom Bishop Fleming Full time

    Location: Bristol **About the role** We're currently seeking a central Client Services Administrator to work across our Accountancy & Advisory Service ensuring efficiency and consistency of service delivery to the team and our clients. This is a great opportunity for a self-starter who has a keen eye for detail and an interest in continually looking for...

  • Client Service Administrator

    1 month ago

    Bristol, United Kingdom GB035 Mercer (UK) Limited Full time

    Description: We are recruiting a Client Service Administrator to join our Bristol team. This part of the business is responsible for advising corporate clients on all aspects of the insured benefits relating to Pensions, Group Income Protection, Group Life Assurance and Critical Illness. What can you expect? Based out of our Bristol office you will...

  • Client Services Administrator

    4 months ago

    Bristol, United Kingdom eXPD8 Field Marketing Full time

    **Do you thrive in a fast-paced environment where attention to detail is crucial? Are you passionate about delivering exceptional service to clients? Are you looking to start a career rather than just find a job? **If so, we are offering the opportunity to kickstart your career by joining our Client Services team as a Client Services Administrator. **About...

  • Client Services Administrator

    1 month ago

    Bristol, United Kingdom Mercer Full time

    Mercer Marsh Benefits – BristolMercer Marsh Benefits ™ (MMB) is part of the Marsh McLennan family, bringing together a broad spectrum of expertise to help clients navigate the complex world of people risks, cost management and employee benefits. We are a world leader in workplace health and benefits. Operating in 135 countries, our team of...

  • Client Services Administrator

    4 weeks ago

    Bristol, United Kingdom Search Full time

    Are you ready to elevate our career in the Financial Services market? Established in 1992, the successful firm of financial planners provides quality, professional financial advice. This is a great opportunity to join a dynamic team as a Client Services Administrator, where you'll play a vital role in delivering top tier services to clients and advisers....

  • Client Services Administrator

    1 month ago

    Bristol, United Kingdom Search Full time

    Are you ready to elevate our career in the Financial Services market? Established in 1992, the successful firm of financial planners provides quality, professional financial advice. This is a great opportunity to join a dynamic team as a Client Services Administrator, where you'll play a vital role in delivering top tier services to clients and advisers....

  • Client Services Administrator

    4 months ago

    Bristol, United Kingdom Paragon Customer Communications Full time

    **Client Services Administrator** **Location - Paragon Bristol** **Monday - Friday, 0900-1730** **Job Summary** In this role you will be supporting the Clients Services team in day-to-day activity, on site in Bristol. You will be part of a small team, reporting into the Client Account Directors, helping to ensure all BAU and contractual obligations are...

Client Services Administration

4 months ago

Bristol, United Kingdom Search Full time
Exciting opportunity to join an established firm of financial advisers as a Client Services Administrator. The will be supporting the Partners/advisers in the provision of high quality, accurate and timely administration service, in relation to all product areas within the Financial Services market.
Skills and knowledge required:
Skills
 Excellent inter-personal skills, both written and verbal (with clients and team members).
 Quality management, to be accurate and have attention to detail.
 Excellent time management.
 A good level of competence with Office 365 to include Word, Excel and Outlook together with a good use of various online platform including Standard Life Wrap, Quilter, A J Bell and back-office system Intelliflo.
Knowledge
 Detailed knowledge of the FCA's rules and requirements.
 Detailed knowledge of the FCA's and the firm's record keeping requirements.
 Broad knowledge of the financial services sector.
 Full FPC/CFP qualified or working towards Diploma Qualification.
General
 Keep up-to-date with new products, technical or legislative changes within the marketplace.
 Comply at all times with the firm's Compliance; Training & Competence; Complaints, Anti-Money Laundering and Data Security policies / procedures.
 To ensure that the firm's clients are treated fairly at all times, paying particular reference to the Vulnerable Clients' Policy.
 To work as part of a team alongside the firm's advisers and paraplanners to provide clients with a professional ongoing Financial Planning experience.
 To constantly seek to improve the way business is done and put forwards ideas for improvement.
 To be results focused, getting the job done in an efficient way through effective time management and task management.
 To demonstrate an attitude of "get it right first time".
 To agree and achieve objectives, set at appraisal.
To prepare and maintain client files
 Ensure client correspondence is written in a timely and efficient manner.
 Check of file to maintain good order, scan and file, as required.
 To ensure accuracy with maintaining client data in both hardcopy and on the database.
 To maintain comprehensive files and filing systems in accordance with GDPR specifications.
 To ensure that tasks and workflow are kept up to date in accordance with Company procedures.
Client Administration
 Processing letters of authority.
 Request quotations on-line through various provider systems, as well as telephone and email.
 Liaison with providers, third parties and clients (via email, letter or telephone).
 Process switches, transfers, withdrawals and retirement benefits (including income drawdown) using all provider platforms.
 Process business from proposal to policy document stage.
 Request investment valuations.
 Write post review letters.
 Provision of generic information to clients.
General
 To be a strong team player, using your knowledge and experience to support other team members.
 To harness prioritisation skills.
 To adopt a one team ethos, "our work" not "my work".
 To identify areas of opportunity for the team.
 To be aware of your own training needs and assist in the training of others.
 To undertake special projects as and when requested.
 To ensure clear desk policy is maintained at all times.
Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age