Client Service Representative

3 weeks ago


St Asaph Denbighshire, United Kingdom Artemis Recruitment Consultants Ltd Full time €30,000 - €40,000

You will be line-managing a team of Wealth Client Administrators in a way that supports delivery of service excellence at all times. As the Team Leader, providing crucial support to our Financial Planners, ensuring they and their clients receive outstanding service. Your remit will include team management, organisation, and providing a coaching environment to support your team on their career paths.
Leading a team supporting day to day tasks, being that point of escalation and using data to highlight accuracy, performance, and SLAs
Good knowledge of CRM (we use Xplan) IO or similar system. 
Experience in a Wealth Management, Financial Planning or IFA firm.
Indepth knowledge of pensions, investments, mortgages and protection
Enjoy building an innovative team growing a culture of collaboration.
Superior planning and organisational skills.
Proven high level of customer service.
Strong attention to detail and commitment to provide excellent ongoing service.
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 .
#



  • Denbighshire, United Kingdom Veesupportservices Ltd Full time

    Job Overview: We are seeking a highly motivated and customer-focused individual to join our team as a Customer Service Representative. Duties To deliver first class customer service by providing information, advice guidance and support to Denbighshire residents as part of the delivery of a new council service - using the most appropriate system/method to...

  • Contract Officer

    2 weeks ago


    St Asaph, Denbighshire, United Kingdom Service Care Solutions Ltd Full time

    Service Care Solutions are looking for a Partner Liaison Officer to work within North Wales Police on a 10-month contract. Supporting North Wales Police in achieving its objectives by working together with Force personnel and partner agencies to ensure compliance with legislation, national guidance, locally agreed policies, procedures and working practices...

  • Client Administrator

    3 weeks ago


    St Asaph, Denbighshire, United Kingdom Artemis Recruitment Consultants Ltd Full time €25,000 - €30,000

    Type of Position: Client Administrator Pay: £25k - £30k Client Administrator - St Asaph Our client is looking for a Client Administrator to join their team, working at their St Asaph office on a hybrid basis. Working in collaboration with Financial Advisers and other colleagues, you will assist the Financial Advisers in preparing recommendations and...


  • St Asaph, Denbighshire, United Kingdom Artemis Recruitment Consultants Ltd Full time €30,000 - €40,000

    Type of Position: Client Administrator Team Leader - St Asaph Pay: £30k - £40k Our client is looking for a Client Administrator Team Leader to join their team. You will be line-managing a team of Wealth Client Administrators in a way that supports delivery of service excellence at all times. As the Team Leader, providing crucial support to our Financial...


  • St Asaph, Denbighshire, United Kingdom Brook Street UK Full time

    Brook Street are working with a highly reputable accounting firm who are on the search for a fantastic Customer Service Manager to be based in their own office in St. Asaph. This is a standalone role with regular communication with the head office in London, and the successful candidate will be responsible for client communication for tax returns to CIS...


  • St Asaph, Denbighshire, United Kingdom Brook Street UK Full time

    Brook Street are working with a highly reputable accounting firm who are on the search for a fantastic Customer Service Manager to be based in their own office in St. Asaph. This is a standalone role with regular communication with the head office in London, and the successful candidate will be responsible for client communication for tax returns to CIS...


  • St Asaph, Denbighshire, United Kingdom Brook Street UK Full time €26,000

    Considering applying for this job Do not delay, scroll down and make your application as soon as possible to avoid missing out. Brook Street are working with a highly reputable accounting firm who are on the search for a fantastic Customer Service Manager to be based in their own office in St. Asaph. This is a standalone role with regular communication...


  • St Asaph, Denbighshire, United Kingdom Brook Street UK Full time €26,000

    Considering applying for this job Do not delay, scroll down and make your application as soon as possible to avoid missing out. Brook Street are working with a highly reputable accounting firm who are on the search for a fantastic Customer Service Manager to be based in their own office in St. Asaph. This is a standalone role with regular communication...


  • Ruthin, Denbighshire, United Kingdom Allied Healthcare Full time

    Customer Service Representative needed in Ruthin. The rate is £11.98ph PAYE This is a temporary role The reference number is: RQ1215982 The successful candidate will deliver first class customer service by providing information, advice guidance and support to residents as part of the delivery of a new council service - using the most appropriate...


  • Ruthin, Denbighshire, United Kingdom Essential Employment Full time

    Customer Service Representative needed in Ruthin. The rate is £11.98ph PAYE This is a temporary role The reference number is: RQ1215982 The successful candidate will deliver first class customer service by providing information, advice guidance and support to residents as part of the delivery of a new council service – using the most appropriate...


  • Denbighshire, United Kingdom Welsh Ambulance Service NHS Trust Full time

    Head of Service,Ambulance CareCoordination Following a period of organisational change the Operations Directorate is configuring to both build on our foundations of success and to meet the Trust’s long-term ambitions. A new structure is rolling out across the service and now is an exciting time to join and help create a stable and effective leadership and...


  • St Asaph, Denbighshire, United Kingdom Service Care Solutions Full time

    Service Care Solutions are looking for a Partner Liaison Officer to work within North Wales Police on a 10-month contract.Location: St AsaphJob role/responsibilities: Supporting North Wales Police in achieving its objectives by working together with Force personnel and partner agencies to ensure compliance with legislation, national guidance, locally agreed...


  • St. Asaph, United Kingdom Service Care Solutions Full time

    Service Care Solutions are looking for a Partner Liaison Officer to work within North Wales Police on a 10-month contract.Location: St AsaphJob role/responsibilities: Supporting North Wales Police in achieving its objectives by working together with Force personnel and partner agencies to ensure compliance with legislation, national guidance, locally agreed...


  • St. Asaph, United Kingdom Service Care Solutions Full time

    Service Care Solutions are looking for a Partner Liaison Officer to work within North Wales Police on a 10-month contract.Location: St AsaphJob role/responsibilities: Supporting North Wales Police in achieving its objectives by working together with Force personnel and partner agencies to ensure compliance with legislation, national guidance, locally agreed...


  • St Asaph, Denbighshire, United Kingdom Service Care Solutions Full time

    Service Care Solutions are looking for a Partner Liaison Officer to work within North Wales Police on a 10-month contract.Location: St AsaphJob role/responsibilities: Supporting North Wales Police in achieving its objectives by working together with Force personnel and partner agencies to ensure compliance with legislation, national guidance, locally agreed...


  • St Albans, United Kingdom Customer Service and Call Centres Full time

    **Job Title: Internal Sales Executive** **Salary: £24,000 - £26,000 basic, plus OTE £5000** **Contract: Permanent, full time** **Location: St Albans** **Hours: Monday - Friday 08:30 - 17:30** Do you have previous sales / customer service experience? Are you confident in negotiating with clients and suppliers? Do you have a strong work ethic? If the...


  • St Albans, United Kingdom Ashendon Recruitment Full time

    St Albans, England, United Kingdom **About the job Technical Services Representative**: **Overall objective and scope**: Our client, a leading manufacturer of high-end kitchen sinks and accessories is seeking a professional and committed, technical services representative to support their customer service offering throughout their UK operations. The key...


  • St Asaph, United Kingdom QiStaff Solutions Full time

    Client & Adviser Support Based - St. Asaph Salary - £25k - £29k pa Purpose To provide full comprehensive support to assigned Financial Planners and assist them in achieving individual, Hub (office) and company targets. Key Accountabilities • Maintain strong relationships with both the Financial Planners and their clients • Work closely with colleagues...


  • St Asaph, United Kingdom QiStaff Solutions Full time

    Client & Adviser Support Based - St. Asaph Salary - £25k - £29k pa Purpose To provide full comprehensive support to assigned Financial Planners and assist them in achieving individual, Hub (office) and company targets. Key Accountabilities • Maintain strong relationships with both the Financial Planners and their clients • Work closely with colleagues...


  • St Helens, United Kingdom Change Recruitment Full time

    Change Recruitment has an opportunity for an enthusiastic and confident Customer Service Representative to join our clients friendly, busy team based in St.Helens, Merseyside on a 13 week temp-permanent basis working Monday to Friday 08:00/09:00 - 16:30/17:30 (slightly flexible) We are offering a starting salary of £10.50 this will increase after...