Client Services Assistant

2 weeks ago


Liverpool, United Kingdom Artemis Recruitment Consultants Ltd Full time

Type of Position: Client Services Administrator - Liverpool
Client Services Administrator - Liverpool
We are working with a well-established wealth management firm based in Liverpool looking for an experienced Client Services Support Administrator to join their busy team. The right candidate will be flexible and dedicated, with effective communication and interpersonal skills, who can work independently or as part of a team. Answering telephone and dealing with post in/out
· Provide a high level of administrative support while maintaining an excellent level of communication with the team around you 
· Preparing regulatory paperwork for advisers to take to client meetings and completing post meeting action points 
· Submitting new business and fund transfers using bespoke software 
· Carrying out fund switches and financial calculations for clients using specific systems and processes 
· Provide administrative support to the Advisers, including detailed meeting pack preparation, business submission, client requests, etc
· To organise and host office visits and events, including coordinating the briefing and material
· Maintain accurate records of client correspondences using CRM systems
· Accurately update internal database systems
Previous experience working within the financial services industry
· Microsoft Office and Outlook
· Use of Salesforce (desirable but not essential)
If you are happy for us to contact you in the future with regards to the products or services we provide, please opt in by ticking the box. More information about what we do with the information that you provide in line with the General Data Protection Regulation can be found in our Privacy Policy .
#



  • Liverpool, United Kingdom CSP U.K. LTD Full time

    We are seeking a highly motivated and detail-oriented individual to join our team as a Client Representative. As a Client Representative, you will be responsible for analyzing client needs, providing exceptional customer service, and ensuring client satisfaction. This is an excellent opportunity to work in the financial services industry and contribute to...


  • Liverpool, United Kingdom Alfred H Knight Group Full time

    **WHAT IS ON OFFER** AHK is looking for a Client Services Coordinator to join our team based in Liverpool. Client Services Coordinators are responsible for providing excellent customer service to our clients and overseas offices, verbally and electronically. Within the operations team, you will handle all client inquiries and communicate with clients in a...


  • Liverpool, United Kingdom Alfred H Knight Group Full time

    **WHAT IS ON OFFER** Alfred H Knight is looking for a Client Services Coordinator to join our team based in Liverpool. Client Services Coordinators are responsible for providing excellent customer service to our clients and overseas offices, verbally and electronically. Within the operations team, you will handle all client inquiries and communicate with...


  • Liverpool, United Kingdom Statement Drafting Services Full time

    *THIS POSITION IS OFFICE BASED - LIVERPOOL CITY CENTRE** Statement Drafting Services are a leading supplier to the legal industry of witness statement drafting, legal translations & interpreting, locus reports, client tracing and CFA explanation. Our business growth continues and further positions have opened as a result. Our bonus scheme is an...


  • Liverpool, United Kingdom D S Promotions ltd Full time

    **Are you looking for full time work?** **Want a role that offers fantastic financial rewards, opportunities to travel abroad and career progression** We’re on the lookout for ambitious job seekers to start as a Sales Assistant with their team. The brand ambassadors will be representing our clients locally, nationally and internationally. This is the...

  • Finance Assistant

    4 weeks ago


    Liverpool, United Kingdom Bibby Financial Services Full time

    **Finance Assistant** Bibby Financial Services have an exciting opportunity available for a reliable **Finance Assistant **to join our team based at our **Liverpool Walker House**. You will join us on a **full time, permanent basis **and in return, you will receive a **competitive salary of £20,000 - £23,000 per annum, plus benefits.** We’ve supported...


  • Liverpool, United Kingdom Hays Specialist Recruitment Limited Full time

    Permanent Client Services Administrator role paying £22k for financial services specialist in Liverpool **Your new company** You will be working on a permanent basis for a leading specialist financial services organisation in the heart of Liverpool. **Your new role** Your role as Client Services Administrator will see you supporting a variety of individuals...


  • Liverpool, United Kingdom Creative Resource Full time

    We’re helping a growing mid-sized Marketing Agency to fill a newly created Client Services Director role, as they look to push their growth forward. Our Client This agency are doing very well, no debt and very sound financially. They have doubled in size over the last 5 years and have a 3 year growth plan to double in size again. They currently work...

  • Care Assistant

    1 month ago


    Liverpool, United Kingdom Quality Care Services Full time

    **Reference**: REF751M **Location**: Liverpool **Salary**: £11 + 30p Mileage **Comfort Call Limited**: **Liverpool**: **Company Description**:** Care Assistant** **Location**:Liverpool North and Liverpool South (City Wide) **Pay Rate**:£11 + 30p Mileage **Shifts available**:Night shifts - 10pm - 7am Driving and walking runs available - for Driving...


  • Liverpool, United Kingdom Alfred H Knight Group Full time

    **WHAT IS ON OFFER** Alfred H Knight is looking for a Mandarin speaking Client Services Coordinator to join our team based in Liverpool. Client Services Coordinators are responsible for providing excellent customer service to our clients and overseas offices, verbally and electronically. Within the operations team, you will handle all client inquiries and...

  • Treasury Assistant

    1 week ago


    Liverpool, United Kingdom Bibby Financial Services Full time

    **Treasury Assistant** Bibby Financial Services have an exciting opportunity available for a reliable **Treasury Assistant **to join our team in our **Walker House in Liverpool **(hybrid working). You will join us on a **full time, fixed term contract** basis (this is maternity cover) and in return, you will receive a **competitive salary of £25,000 per...


  • Liverpool, United Kingdom Job Match Full time

    **Customer Service Assistant** **Liverpool, UK** - Do you enjoy interacting with customers?_ - Do you thrive in a fast-paced environment?_ - Are you looking for a role where you can transfer your communication and people skills?_ If you answered **YES** to all of the above, this could be the role for you. We’re expanding our customer service division...


  • Liverpool, United Kingdom Artemis Recruitment Consultants Ltd Full time

    Type of Position: Client Services Administrator - Liverpool Pay: £24k - £28k Client Services Administrator - Liverpool We are working with a well-established wealth management firm based in Liverpool looking for an experienced Client Services Support Administrator to join their busy team. The right candidate will be flexible and dedicated, with...


  • Liverpool, United Kingdom Hub Co Full time

    Job Title: Customer Service/Sales Assistant Location: Liverpool **Salary**: Competitive Hours: Full-time We are seeking a motivated and enthusiastic individual to join our team as a customer service/sales assistant in Liverpool. This is a fantastic opportunity for someone who is looking for a career in customer service and sales, but who has little or no...


  • Liverpool, United Kingdom Swift Temps Full time

    Job Role: To assist with the efficient and professional operation of the Reception function within our clients office in L18. Key Duties: - Greet clients and visitors to Reception warmly and maintain and welcoming atmosphere. - Answer, screen and forward incoming telephone calls promptly and professionally. - Manage meetings booked for the Boardroom and...


  • Liverpool, United Kingdom Communication and solution partners Full time

    **Customer Service Assistant** We are seeking a dedicated and friendly Customer Service Assistant to join our team. As a Customer Service Assistant, you will be the first point of contact for our customers, assisting them with inquiries, resolving issues, and ensuring their satisfaction. **Responsibilities**: - Maintain accurate and detailed records of...


  • Liverpool, United Kingdom Connect Clients Direct Full time

    **Customer Service / Sales Assistant** **Immediate Start Available - Full Training Offered** **Calling all customer service and marketing enthusiasts! Or any individuals tired of their mundane day job **looking for a vibrant new role this summer...** **Are you always the life and soul of any social situation?** **Are you excited about training and...


  • Liverpool, United Kingdom Aspion Full time

    Milk Education Do you possess strong customer service and communication skills, and would like to start a new career with a thriving education recruiter? Milk Education is an eco-friendly supply agency providing quality, TAs and support staff to schools across the UK. Milk_education.... you might see some office dogs! You'll be sourcing top-quality...


  • Liverpool, United Kingdom Liverpool Chiropractic & Sports Injury Clinic Full time

    Are you energetic, self motivated, and willing to go the extra mile? Would you like to join an expanding team of amazing professionals? Do you have fantastic communication and customer service skills? Do you have a passion for helping the local community? Are you excellent at multitasking and managing the smaller details? Then, we are looking for you! This...


  • Liverpool, United Kingdom Crosby Chiropractic & Sports Injury Clinic Full time

    Are you energetic, self motivated, and willing to go the extra mile? Would you like to join an expanding team of amazing professionals? Do you have fantastic communication and customer service skills? Do you have a passion for helping the local community? Are you excellent at multitasking and managing the smaller details? Then, we are looking for you! This...