Client Services Support
6 days ago
Based in the Norwich Office, this is a full time, permanent position working 37.5 hours per week, Monday to Friday 8.30am – 5pm, and is offering a salary between £25,000 and £28,000, depending on experience.
The company
This highly successful financial advisory organisation provides a wide range of services to their client base, priding themselves on their exceptional service, gaining them a number of industry awards. With a team of experts, this organisation offers a challenging, yet supportive working environment, fostering the professional development of the team.
The benefits
23 days annual leave + bank holiday, increasing with years of service, generous pension scheme, medical insurance, death in service, employee assistance programme, childcare schemes, professional development opportunity and more
The day to day
* Providing integral administrative support to the business.
* Liaising with clients and product providers via telephone, letter and email.
* Handling client queries promptly and clearly.
* Preparation of client files, meeting notes and plan information on behalf of colleagues.
* Accurately inputting client information onto internal systems.
* Providing appropriate documentation to enable changes to be processed.
* Arranging the set-up of all policies and plans and producing plan information.
* Liaising with Paraplanners to ensure client reports are issued promptly.
* Preparing valuation reports regularly.
* Ad-hoc duties as required.
You will have/be
* Previous experience in a similar role in a financial environment is desired.
* Strong written & verbal communication skills, with the ability to build and maintain profession rapport.
* A team player, with a good initiative and the ability to take charge of their own workload.
* Excellent interpersonal skills.
* Organised with good time management skills.
* Highly numerate with excellent problem-solving skills and consistently solutions focussed.
* Computer literate with working knowledge of Excel, Word, Outlook and PowerPoint
How to apply
To hear more details about this fantastic opportunity please email your CV to Rosie Branford – Senior Recruitment Partner at rthirteen recruitment. If you don’t hear from us within 5 working days upon initial submittal of your CV, please assume you have been unsuccessful
-
Client Service Administrator
6 months ago
Norwich, United Kingdom Anglia DNA Services Full timeJob description ANGLIA DNA is a real success story and has seen rapid growth, which is set to continue under the leadership of its’ dynamic owner. The company provides a variety of medical tests from DNA samples, including parentage, drugs, alcohol, disease and many others. We are a small flexible team which has recently expanded to the extent that we now...
-
Client Services Support
12 hours ago
Norwich, United Kingdom R13 Recruitment Full timeR13 are working in partnership with a well-respected, award winning financial advisory organisation, offering their services across Norfolk and Suffolk. This is an opportunity for an individual to join an impressive client services support team who have a wealth of knowledge and expertise and utilise their experience across the firm’s Financial...
-
Client Services Support
1 month ago
Norwich, United Kingdom CV-Library Full timeR13 are working in partnership with a well-respected, award winning financial advisory organisation, offering their services across Norfolk and Suffolk. This is an opportunity for an individual to join an impressive client services support team who have a wealth of knowledge and expertise and utilise their experience across the firm’s Financial...
-
Client Services Support Coordinator
1 month ago
Norwich, Norfolk, United Kingdom Service Service Employment Agency Limited Full timeJob DescriptionWe are seeking an experienced Client Services Support Administrator to join our team at Service Service Employment Agency Limited.The ideal candidate will have a strong background in financial services, with a minimum of two years' experience working in an IFA Practice setting or a similar role. They will have previously used the back-office...
-
Client Services Administrator
6 months ago
Norwich, United Kingdom Your Resourcing Partner Ltd Full timeWe are recruiting for a **Client Services Administrator **for a well-established partner practice of St. James’s Place Wealth Management based in Snetterton, Norwich (NR16 2). **Role overview** The role of **Client Services Administrator** is to provide a high level of administrative and client servicing support with our company’s clients, assisting...
-
Client Services Assistant
4 weeks ago
Norwich, Norfolk, United Kingdom R13 Recruitment Full timeR13 Recruitment is working in partnership with a well-respected, award-winning financial advisory organisation to find an exceptional candidate for a Client Services Support role.This is an opportunity to join an impressive client services support team who have a wealth of knowledge and expertise, utilising their experience across the firm's Financial...
-
Client Services Administrator
6 months ago
Norwich, United Kingdom Anglian Wealth Management Full time**Client Services Administrator** Hours: full time, Monday to Friday 9am until 5pm with 1 hour for lunch. Working as part of the team at Anglian Wealth Management who are an Appointed Representative of St James Place Wealth Management Plc St James Place Wealth Management plc (SJP) is a leading and highly regarded FTSE100 UK Wealth Management company which...
-
Support Worker
7 days ago
Norwich, Norfolk, United Kingdom Ambient Support Limited Full timeAbout Ambient Support LimitedAmbient Support Limited is a registered UK charity with over 25 years of experience in providing care and support services for older people, individuals with mental health needs, and those with learning disabilities.The RoleWe are seeking an experienced Support Worker to join our passionate and supportive team. As a Support...
-
Client Services Associate
7 days ago
Norwich, Norfolk, United Kingdom Service Service Employment Agency Limited Full timeYour Role:In this role, you will play a key part in supporting our team's day-to-day activities. This includes drafting letters and reports, maintaining accurate records, and providing exceptional customer service.Responsibilities:Drafting and sending correspondence to clients and stakeholdersUpdating and maintaining client records and databasesCoordinating...
-
Crisis Support Specialist
4 weeks ago
Norwich, Norfolk, United Kingdom Victim Support Full timeAbout the RoleWe are seeking a highly skilled and compassionate Crisis Support Specialist to join our team in Norfolk. As a Crisis Support Specialist, you will work closely with our clients to provide support and guidance in times of need.Key ResponsibilitiesProvide emotional support and guidance to clients who have experienced trauma or crisisWork...
-
Client Services Assistant
6 months ago
Norwich, United Kingdom Leathes Prior Solicitors Full time**The Post and team** We are excited to announce a new post for the firm, growing our recently created Client Services Team. Initially focusing on the key onboarding processes for our clients across multiple areas of the firm, this role will include initial communications with prospective clients to ensure smooth opening of new matters whilst prioritising...
-
Client Support Coordinator
3 days ago
Norwich, Norfolk, United Kingdom Birketts Full timeBecome a Client Support Coordinator at Birketts, where you will play a vital role in ensuring the smooth and efficient operation of our Norwich office.Main responsibilities include:Presenting the office to a high standard, particularly in communal and client-facing areas.Liaising effectively between the Client Services team and other departments within the...
-
Support Services Associate
1 week ago
Norwich, Norfolk, United Kingdom Aspens Services Full timeCompany Overview:As a leading contract catering company, Aspens Services Ltd specialises in school food. We combine our understanding of the education sector with knowledge of current food trends to encourage creativity and excitement in our kitchens. Our goal is to provide exceptional food experiences for children while delivering excellent care and...
-
Client Support Specialist
3 days ago
Norwich, Norfolk, United Kingdom Anglian Home Improvements Full timeA Client Support Specialist is needed at Anglian Home Improvements to provide exceptional customer service and support.In this role, you will be responsible for:Engaging with customers via various channels to address inquiries, resolve issues, and provide assistance.Developing a deep understanding of our products and services to provide accurate information...
-
Cleaning Team Member
6 months ago
Norwich, United Kingdom Sector Support Services Full timeWe are looking for our next cleaning superstars in the village of Little Melton. The location is remote so own transport to the site would be essential. Cleaning in a food factory experience would be advantageous but full training will be given. You will be working in a team under the direction of the supervisor. Cleaning times 5pm to 10pm. We have two...
-
Client Service Assistant
1 month ago
Norwich, United Kingdom Birketts Full timePurpose of job Due to continued growth, Birketts law firm is recruiting for a Client Services Assistants to work in our Norwich office. Reporting into the Client Services Team Leader, you will help ensure a highly professional and pro-active facilities service and reception cover is achieved to contribute to the smooth and efficient running of the...
-
Client Services Representative
5 months ago
Norwich, United Kingdom Heritage Wills Full timeAttention to detail, accuracy and thoroughness are essential along with flexibility and the ability to prioritise tasks. Heritage Wills is continually evolving so an ability to embrace and enjoy change is key. This is a full time role working 40 hours a week. **Summary of Job** **Main responsibilities** To professionally handle enquiries from...
-
Client Services Representative
6 months ago
Norwich, United Kingdom Heritage Wills Full timeAttention to detail, accuracy and thoroughness are essential along with flexibility and the ability to prioritise tasks. Heritage Wills is continually evolving so an ability to embrace and enjoy change is key. This is a full time role working 40 hours a week including 1/2 hour paid lunch break. **Summary of Job** **Main responsibilities** To...
-
Client Service Assistant
1 week ago
Norwich, Norfolk, United Kingdom Service Service Employment Agency Limited Full timeAbout the Role">We are seeking a highly organized and efficient Client and Service Delivery Assistant to join our team at Service Service Employment Agency Limited. This is an exciting opportunity for someone with excellent communication skills, attention to detail, and the ability to work independently. ">The successful candidate will be responsible for...
-
Support Worker
12 hours ago
Norwich, United Kingdom Rota Support Ltd Full timeAbout the Company Rota Support LTD specialises in the supply of permanent and temporary Care, Nursing & Support staff into the private healthcare sector, including care homes for the elderly, nursing homes, learning disability and mental health services, as well as private hospitals. About the Role We are looking to recruit Support Workers based in...