Client Support
4 weeks ago
Client Administrator, Exeter Office, up to 30,000
Role purpose:
To deliver a personalised and high level of customer service according to each clients circumstances and objectives
To Input all client information and history into the back office system.
To Collate all documentation and ensure that the New Business pack is complete prior to submitting applications to providers.
To effectively manage and look after an individual ongoing case list to include new business cases and ensure own tasks are completed accurately and efficiently.
To Be a point of contact for client queries.
Deal with client and provider correspondence.
Make sure that the client file is compliant.
Prepare review packs ahead of client meetings.
To follow Company and FCA procedures at all times.
Undertake day-to-day administration tasks basis as requested. Requirements Prior experience as a Financial Support Administrator (1+ years)
Exceptional organisational skills and able to work well under pressure
Excellent communication skills, both written and verbally
A strong work ethic and a flexible attitude
A high level of accuracy
Experience working with Microsoft Word, Excel and Outlook
Knowledge of industry specific software systems
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.
#J-18808-Ljbffr-
Client Support
4 weeks ago
Exeter, Devon, United Kingdom Search Full time €30,000Client Administrator, Exeter Office, up to £ 30,000 Role purpose: A prestigious financial planning business is looking for a Client Support/Administrator to provide administration support to the Planner and Technical Support team. To promote the Company in a good light. Remain customer service focused at all times and always ensure empathy with our...
-
Client Support
3 weeks ago
Exeter, Devon, United Kingdom Search Full time €30,000Client Administrator, Exeter Office, up to £ 30,000 Role purpose: A prestigious financial planning business is looking for a Client Support/Administrator to provide administration support to the Planner and Technical Support team. To promote the Company in a good light. Remain customer service focused at all times and always ensure empathy with our...
-
Client Support
3 weeks ago
Exeter, Devon, United Kingdom Search Full time €30,000Client Administrator, Exeter Office, up to £ 30,000 Role purpose: A prestigious financial planning business is looking for a Client Support/Administrator to provide administration support to the Planner and Technical Support team. To promote the Company in a good light. Remain customer service focused at all times and always ensure empathy with our...
-
Client Support
4 weeks ago
Exeter, Devon, United Kingdom Search Full time €30,000Client Administrator, Exeter Office, up to £ 30,000 Role purpose: A prestigious financial planning business is looking for a Client Support/Administrator to provide administration support to the Planner and Technical Support team. To promote the Company in a good light. Remain customer service focused at all times and always ensure empathy with our...
-
Client Support Assistant
3 weeks ago
Exeter, Devon, United Kingdom Arbuthnot Latham & Co., Limited Full timeThe CSA will focus on providing a client focused service, predominantly by telephone, ensuring client queries and requests are handled accurately, efficiently and within agreed service level agreements and appropriate timescales depending on the nature of the client enquiry. This job will support the continued growth of our Banking and Direct Deposit...
-
Client Support Assistant
3 weeks ago
Exeter, Devon, United Kingdom Arbuthnot Latham & Co., Limited Full timeThe CSA will focus on providing a client focused service, predominantly by telephone, ensuring client queries and requests are handled accurately, efficiently and within agreed service level agreements and appropriate timescales depending on the nature of the client enquiry. This job will support the continued growth of our Banking and Direct Deposit...
-
Client Support Assistant
3 weeks ago
Exeter, Devon, United Kingdom Arbuthnot Latham & Co., Limited Full timeThe CSA will focus on providing a client focused service, predominantly by telephone, ensuring client queries and requests are handled accurately, efficiently and within agreed service level agreements and appropriate timescales depending on the nature of the client enquiry.This job will support the continued growth of our Banking and Direct Deposit...
-
Client Support
2 months ago
Exeter, United Kingdom Cathedral Appointments Ltd Full time**£20k-£22k | ON SITE PARKING | GREAT BENEFITS** Our client is looking for a Client Support Manager to join their team based in Exeter. Our client is a procurement consultancy that prides itself on its excellent client support. **Client Support Manager responsibilities**: - Putting the company’s clients at the heart of everything you do. Make sure all...
-
Client Support
2 weeks ago
Exeter, United Kingdom Cathedral Appointments Ltd Full time**£20k-£22k | ON SITE PARKING | GREAT BENEFITS | EXETER BASED** Our client is looking for a Client Support Manager to join their team based in Exeter. Our client is a procurement consultancy that prides itself on its excellent client support. **Client Support Manager responsibilities**: - Putting the company’s clients at the heart of everything you...
-
Client Support
2 months ago
Exeter, United Kingdom Cathedral Appointments Full time**£20k-£22k | ON SITE PARKING | GREAT BENEFITS** Our client is looking for a **Client Support Manager** to join their team based in Exeter. Our client is a procurement consultancy that prides itself on its excellent client support. **Client Support Manager responsibilities**: - Putting the company’s clients at the heart of everything you do. Make sure...
-
Client Support
4 days ago
Exeter, Devon, United Kingdom Cathedral Appointments Ltd Full time£20k-£22k | ON SITE PARKING | GREAT BENEFITS | EXETER BASEDOur client is looking for a Client Support Manager to join their team based in Exeter. Our client is a procurement consultancy that prides itself on its excellent client support.Client Support Manager responsibilities: Putting the company's clients at the heart of everything you do. Make sure all...
-
Client Support
3 weeks ago
Exeter, United Kingdom Search Full timeClient Administrator, Exeter Office, up to £ 30,000Role purpose:A prestigious financial planning business is looking for a Client Support/Administrator to provide administration support to the Planner and Technical Support team. To promote the Company in a good light. Remain customer service focused at all times and always ensure empathy with our customer's...
-
Client Support
4 weeks ago
Exeter, United Kingdom Search Full timeClient Administrator, Exeter Office, up to £ 30,000Role purpose:A prestigious financial planning business is looking for a Client Support/Administrator to provide administration support to the Planner and Technical Support team. To promote the Company in a good light. Remain customer service focused at all times and always ensure empathy with our customer's...
-
Client Support
1 week ago
Exeter, United Kingdom Search Full timeClient Administrator, Exeter Office, up to £ 30,000Role purpose:A prestigious financial planning business is looking for a Client Support/Administrator to provide administration support to the Planner and Technical Support team. To promote the Company in a good light. Remain customer service focused at all times and always ensure empathy with our...
-
Client Support
5 days ago
Exeter, United Kingdom Search Full timeClient Administrator, Exeter Office, up to £ 30,000Role purpose:A prestigious financial planning business is looking for a Client Support/Administrator to provide administration support to the Planner and Technical Support team. To promote the Company in a good light. Remain customer service focused at all times and always ensure empathy with our customer's...
-
Client Support
4 weeks ago
Exeter, United Kingdom Search Full timeClient Administrator, Exeter Office, up to £ 30,000Role purpose:A prestigious financial planning business is looking for a Client Support/Administrator to provide administration support to the Planner and Technical Support team. To promote the Company in a good light. Remain customer service focused at all times and always ensure empathy with our customer's...
-
Client Support
3 weeks ago
Exeter, United Kingdom Search Full timeClient Administrator, Exeter Office, up to £ 30,000Role purpose:A prestigious financial planning business is looking for a Client Support/Administrator to provide administration support to the Planner and Technical Support team. To promote the Company in a good light. Remain customer service focused at all times and always ensure empathy with our customer's...
-
Banking Operations
1 month ago
Exeter, Devon, United Kingdom Cathedral Appointments Ltd Full timeCompetitive Salary | Excellent Benefits Package | Exeter Our client, an experienced and well-established private and commercial banking and wealth planning are seeking twoBanking Client Support Assistantsto join their team based in Exeter. General administration duties Answer and respond to client queries via telephone and email Dealing with...
-
Banking Operations Client Support Assistant
1 month ago
Exeter, Devon, United Kingdom Cathedral Appointments Ltd Full timeCompetitive Salary | Excellent Benefits Package | Exeter Our client, an experienced and well-established private and commercial banking and wealth planning are seeking twoBanking Client Support Assistantsto join their team based in Exeter. What you will be doing? Acting as the first point of contact for clients General administration duties ...
-
Legal Secretary Private Client
2 weeks ago
Exeter, United Kingdom Reed Business Support Full timeMy client are seeking a Legal Secretary to join their Private Client team to start as soon as possible. This is a permanent, full time role, working from 9:00am-5:15pm Monday to Friday. You will be based in the Exeter office. Their hybrid working model andapproach to flexible working enables their people to share their working time between home and office to...
