Client Services
2 weeks ago
28-35K salary (pro-rated)
**This is a 6 Month FTC**
The Client
Our client is a boutique wealth management company, highly recognised and fantastic reputation.
The Role
The Client Services Assistant / Sales Support Assistant will provide general and administrative support to the Business Development & Model Portfolio Service team ensuring that the administrative needs.
The Client Services Assistant / Sales Support Assistant will work closely with both London and regional based Business Development Directors, Financial Advisors, and the Model Portfolio team.
The Client Services Assistant / Sales Support Assistant will provide administrative support to the Business Development Directors, including but not limited to, account opening, payments, valuation, and web access requests.
Deal with IFA queries relating to literature and platform queries, in addition to any ad hoc queries from both IFAs and clients on adviser payments, valuations, etc.
The Client Services Assistant / Sales Support Assistant will be responsible for ensuring that all client/adviser related tasks are completed accurately, efficiently and in a timely manner.
The Sales Support Assistant provide ongoing support to the office as a whole responding to client/adviser queries and resolving any potential issues.
The Candidate
1-3 years’ experience in a Client Services, IFA support, Sales support role, administrative support role in Financial Services
Experience of Microsoft Office skills Excel, Word & PowerPoint
Willingness to learn and acquire knowledge of current industry legislation and products relevant to IFA community.
Effective verbal and written communicator with ability to work with and develop relationships with both internal and external persons.
Be detail orientated with the ability to manage workload effectively.
-
Head of Client Services
2 weeks ago
City of London, United Kingdom Client Full timeHead of Client Services (Senior Account Manager)£70,000 - £90,000 + Uncapped Commission + Bonuses + £5,000-£7,000 Car Allowance + Training + Further Progression + Private Medical Insurance + Life Insurance + 31 Days Holiday (25 + Bank, rising to 28 + bank with length of service) + Hybrid Working + More Great BenefitsHybrid role, commutable from...
-
Field Service Engineer
21 hours ago
London, United Kingdom Client Full timeField Service Engineer £35,000 - £39,000 + Home Based + Van + No Call Out + Training + Progression + Excellent Company Benefits Home Based (Commutable from: Slough, Watford, Brentwood, Harlow, Croydon, Luton, Chelmsford) Are you an engineer with experience servicing biomedical / electromechanical equipment looking for an autonomous, home-based role...
-
Field Service Engineer
2 weeks ago
London, United Kingdom Client Full timeField Service Engineer £28,000 - £35,000 + Industry Training + Progression + Van + Overtime + Home Based + Excellent Company Benefits Home Based (Commutable from: Chelmsford, Cambridge, Ipswich, Luton, Oxford, Northampton, Norwich, Crawley) Are you an engineer from a mechanical or electrical background, looking to join an industry leading...
-
Field Service Engineer
2 weeks ago
London, United Kingdom Client Full timeField Service Engineer £33,000 (OTE £40,000) + Home Based + Local Patch + Training + Progression + Overtime + Van + Excellent Company Benefits Home Based (Covering Inside the M25) Are you an engineer from an electromechanical background looking to develop your skills further for a rapidly growing company offering specialist training, progression and...
-
Field Service Engineer
2 weeks ago
London, United Kingdom Client Full timeField Service Engineer (Medical Equipment)Home Based: Central London / North London, Camden, Tottenham, Enfield, Wembley, Romford or surrounding areas £35,000 + Full Product Training + Commission + Progression + Van + Local Patch + Excellent Company BenefitsAre you a Field Service Engineer with a Electromechanical Background? Are you looking to take the...
-
Client Services Supervisor
4 days ago
London, United Kingdom Lexington Reception Services Full time**Client Services Supervisor** **Lexington Reception Services is seeking a Client Services Supervisor** - Booking in and greeting visitors - Answering and directing telephone calls, adhering to site specific policies and procedures - Inbox management, liaising with multiple levels of company employees - Scheduling meetings and assisting the marketing team...
-
Family Support Worker
3 days ago
Kingston upon Thames, Greater London, United Kingdom O.T. Client Services Full time €14 - €17Our client, The A.E.Alliance (Advocates of Empowerment, Development and Achievement) is an innovative company providing care sector-focused services. Their programmes aim to ensure the quality of life for children and young people in social care. The team is made up of a network of professionals with a wealth of experience in the care social industry, this...
-
Family Support Worker
3 days ago
Kingston upon Thames, Greater London, United Kingdom O.T. Client Services Full time €14 - €17Our client, The A.E.Alliance (Advocates of Empowerment, Development and Achievement) is an innovative company providing care sector-focused services. Their programmes aim to ensure the quality of life for children and young people in social care. The team is made up of a network of professionals with a wealth of experience in the care social industry, this...
-
Client Services Assistant
14 hours ago
London, United Kingdom Rapport Guest Services Full timeJob Introduction **We have a great opportunity for an experienced Client Services Assistant to join the Rapport family, based at our client's headquarter building in London's Canary Wharf. You will join a diverse team of 17 Rapport Ambassadors with a proven track record of achieving the highest levels of client service, giving you an amazing opportunity to...
-
Client Services Assistant
4 days ago
London, United Kingdom Rapport Guest Services Full timeJob Introduction **We have a great opportunity for an experienced Client Services Assistant to join the Rapport family, based at our client's headquarter building in London's Canary Wharf. You will join a diverse team of 17 Rapport Ambassadors with a proven track record of achieving the highest levels of client service, giving you an amazing opportunity to...
-
Deputy Client Services Manager
1 month ago
London, United Kingdom Rapport Guest Services Full timeRole Responsibility Ensure adherence to operational and service standards from the whole team Promote accountability from the whole team Hands on approach within daily operation and managing team's performance Leading and managing various projects for the clients Encouraging and promoting team engagement Ability to build excellent rapport...
-
Electrical Field Service Engineer
2 days ago
City of London, United Kingdom Client Full timeElectrical Field Service Engineer Field Based covering the South East £30,000 - £40,000 (OTE £40,000 - £50,000) + Premium Overtime + Employee Owned Business + Healthcare + Private Pension + Expenses Paid + Van (Fuel Card) + 33 Days Holiday Are you from an Electrical or Electronics background looking for an opportunity to receive excellent...
-
Senior Sales Assistant Full Time
2 weeks ago
London, United Kingdom O.T. Client Services Full timeOur client is a leading specialist supplier of removal and relocation services to the IT and data centre industry. Established in 2016 they have connected over (phone number removed) cables and moved ad installed over (phone number removed) servers and 31000 racks. They ensure that client projects, whether it's a simple IT move or a data centre relocation,...
-
Client Service Team Member
4 days ago
London, United Kingdom ISS Facility Services Full time**Client Services Team Member - Corporate Receptionist** **London** Competitive salary with excellent benefits - please contact the recruitment team for this information although we don’t advertise our salaries, you won’t be disappointed! - _As a Client Service Team member, you will be responsible for the customer facing service delivery across...
-
Client Services
3 days ago
London, United Kingdom Folio Advice Full timeJob Summary: **Duties**: - Analyse client needs and provide tailored solutions to meet their requirements - Communicate effectively with clients to address inquiries, resolve issues, and ensure satisfaction - Utilise the CRM to manage client interactions and maintain accurate records - Collaborate with internal teams to deliver seamless service and...
-
Salesperson
1 week ago
London, United Kingdom O.T. Client Services Full timeOur client is a leading specialist supplier of removal and relocation services to the IT and data centre industry. Established in 2016 they have connected over (phone number removed) cables and moved ad installed over (phone number removed) servers and 31000 racks.They ensure that client projects, whether it’s a simple IT move or a data centre relocation,...
-
Salesperson
7 hours ago
London, United Kingdom O.T. Client Services Full timeOur client is a leading specialist supplier of removal and relocation services to the IT and data centre industry. Established in 2016 they have connected over (phone number removed) cables and moved ad installed over (phone number removed) servers and 31000 racks.They ensure that client projects, whether it’s a simple IT move or a data centre relocation,...
-
Salesperson
2 weeks ago
London, United Kingdom O.T. Client Services Full timeOur client is a leading specialist supplier of removal and relocation services to the IT and data centre industry. Established in 2016 they have connected over (phone number removed) cables and moved ad installed over (phone number removed) servers and 31000 racks. They ensure that client projects, whether it's a simple IT move or a data centre...
-
Client Servicing Client Manager
1 month ago
London, United Kingdom McGregor Boyall Full timeAn established Tier 1 Bank is seeking a Client Servicing Client Manager for a 1 year contract that pay upto £425 p/day. The Client Servicing Client Manager will be an integral part of the team being accountable for maintaining all key EMEA Client Serviceteam controls and processes, Query and relationship management of key clients/counterparties. Ideal...
-
Property Manager
2 weeks ago
London, United Kingdom O.T. Client Services Full timeOur client, Morris Investment And Property Limited, specialises in industrial property management, sourcing tenants and managing estates for landowners. Are you organised, proactive, and ready for a new challenge? Our client is seeking a Property Administrator to work closely with the Director at their site located in Radlett. This role is crucial...