Client Services Administrator

**Are you looking for a rewarding career in financial services with an expanding, forward thinking company?** **Do you have a friendly and approachable manner and take pride in providing a professional, high quality and personal service to clients?** **The Role** Your role will be to assist our Financial Advisers by providing full administrative support...

Job Title: Administrative Services CoordinatorAbout the Role:The Administrative Services Coordinator will play a crucial role in ensuring the accurate and efficient management of customer information within our operational system and client CRM systems.This position involves maintaining up-to-date records, supporting both operations and office-based teams...

Recruit UK is working with a Wealth Management firm in Leeds who is seeking a Client Administrator. This firm hold an excellent position in the market and this role will involve supporting two financial planners, this role will handle end to end administration supporting the client journey in the life cycle of Financial Advice. There is ample opportunity to...

**Do you have experience in Account Management?** **Are you looking to work for a company who offer excellent benefits and a great social environment?** **Do you have strong administration/client co-ordination skills?** **If so, this could be the role for you!** Jo Holdsworth Recruitment are currently working with a highly successful company based in the...

**Company Description** Evelyn Partners is the UK’s leading integrated wealth management and professional services group, with over 186 years of experience in helping generations of people and businesses to thrive. We offer an extensive range of financial and professional services to individuals, family trusts, professional intermediaries, charities and...

A rewarding place to work. At Rathbones, We invest in everyone's tomorrow - that includes our people. We are always looking for future talent, and we can help you build a rewarding career with clear paths to progression and the opportunity to share in the success of our business. **Department**: RIM **Location**: Leeds **Contract Type**: 12 month...

Company Description Evelyn Partners is the UK’s leading integrated wealth management and professional services group, with over 186 years of experience in helping generations of people and businesses to thrive. We offer an extensive range of financial and professional services to individuals, family trusts, professional intermediaries, charities and...

**Administration Role in Financial Services**We are seeking an experienced Administrative Support Specialist to join our team at Aspire Recruitment Solutions. This is a fantastic opportunity to progress in the Financial Services arena, especially if you are client orientated.Key Responsibilities:Work closely with advisers and clientsLiaise with product...

Job Description - abrdn plc is one of the world’s largest investment companies, and we are built on a long standing culture of caring about the future and making a positive impact. Together we invest for a better future. We do it to make a difference to the lives of our clients and customers, our employees, society and our shareholders. - Our strategy is...

Job Description - abrdn plc is one of the world’s largest investment companies, and we are built on a long standing culture of caring about the future and making a positive impact. Together we invest for a better future. We do it to make a difference to the lives of our clients and customers, our employees, society and our shareholders. - Our strategy is...

**Customer Service Administrator** **Leeds City Centre/Hybrid** **£21,000 - £23,000** My client is an international business with an excellent reputation who are market leaders in their field. They are looking for a Customer Service Administrator to join their busy and expanding team based in Leeds. **As a Customer Service Administrator your duties...

About QED Legal LLP:We are a leading law firm that provides exceptional service to our clients. Our team is dedicated to delivering high-quality results and we offer excellent opportunities for professional growth and development.Job Summary:We are seeking an experienced Private Client Administration Assistant to join our team. The successful candidate will...

**Overview** As an Administrator in our Client Admin Team you will be part of a supportive team who provide an outsourced administrative function to our clients' Employee Share Incentive Plans Whilst part of a larger operations team overall, you’ll be part of a small client admin team, focussed on your development, training and well-being. The role is...

Job DescriptionWhat you will be doingThe primary objective of the role is to work pro-actively within the Account Services team and field enquiries from external financial advisers by telephone and email. The enquires will relate to investment management services such as DFM, MPS and AIM, so experience in the wealth management industry would be an advantage....

Job DescriptionWhat you will be doingThe primary objective of the role is to work pro-actively within the Account Services team and field enquiries from external financial advisers by telephone and email. The enquires will relate to investment management services such as DFM, MPS and AIM, so experience in the wealth management industry would be an advantage....

About the JobWe are looking for an Administrative Services Coordinator to join our team at Nationwide Specialist Services. This is a great opportunity for someone who is passionate about delivering excellent customer service and has a keen eye for detail.Key Responsibilities:To ensure all cleaning customers/contracts have a valid purchase order in placeTo...

Client Care Specialist – LeedsMorgan King Professional Services is recruiting a skilled Client Care Specialist to provide exceptional customer service in our Leeds office.About the RoleThis rewarding position involves developing strong relationships with clients, managing appointment schedules, and addressing client concerns in a professional manner.Main...

**Role**: Financial Services Administrator **Reporting to**: Managing Director and Operations Director **Salary**: Ranging from £21,000 to £30,000 per annum **Location**: Central Leeds **Reference Number**: 8179 They are looking to expand their administrative team and are interested in individuals with prior experience as an administrator within the...

Are you an experienced **Financial Planning Administrator**, local to Headingley and looking for a new opportunity? **Benefits**: - Salary 25-30K depending on experience - Company pension - Group Life Assurance Scheme - 4x salary - Private medical insurance - Discretionary Bonus scheme - Training and development programme - 20 days holiday, increasing to...

**Lettings Administrator - Immediate Start!** AWC Staff Services LTD are working on behalf of a new company who are looking for a Lettings Administrator to join their expanding team with an immediate start. Working hours are 8.30 - 6pm Monday to Thursday (four day week hours) and 9.00 to 5.30pm Monday to Friday (5 day week hours) on rota. Every third...