Corporate Client Support

6 months ago


Bristol, United Kingdom Idex Full time

Do you have experience of working for a financial services product provider?
Are you looking for a new challenge that can offer a career pathway through to Advising?

This role will see you working within the corporate client support team, which provides exceptional service by ensuring that all customers are dealt with professionally and effectively whilst ensuring the swift and precise processing of new schemes, reviewing and market reviewing existing schemes.

This role will see you working very closely with clients of the business from small businesses to large global firms

Duties will include but will not be limited to:

- Support the Corporate Consultants in the preparation of new Group Risk schemes and maintaining existing schemes, ensuring all fit for purpose
- Collate the data and liaise closely with Providers, Employers and Payroll Companies
- Assist in completing Governance on an annual basis with Corporate Consultants
- Work within agreed SLA's to deliver a target driven, customer focused service to clients and internal stakeholders
- Ensure electronic client files in IO are updated accurately and in a timely manner in accordance with the standards and processes in place
- Ensure that all Income is invoiced, recorded, and matched correctly within the system
- Build strong, effective collaborative relationships with internal and external stakeholders
- Frequently interact with advisers and client support to ensure that we deliver an excellent customer service to all clients
- Create and maintain effective client files
- Liaising with product providers as and when necessary, chasing as often as required

Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy.

**Our Diversity, Equity and Inclusion Mission**

At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.



  • Bristol, United Kingdom Marsh McLennan Companies Full time

    Description: Marsh is seeking Corporate Client Advisors across all their Southern locations Corporate Client Advisors We have a number of fantastic opportunities to join a number of our growing Corporate Teams as a Client Advisor located across multiple locations (South/South West/South East & London) focused on managing and retaining an existing...


  • Bristol, Bristol, United Kingdom GB001 Marsh Ltd Full time

    About the Role:We are seeking a Corporate Client Consultant to join our team at Marsh Ltd. as we continue to grow and expand our services.Key Responsibilities:Support Client Executives regarding placement strategy for insurance renewals and administer mid-term changes to riskRequest and review underwriting information on behalf of corporate clients and...


  • Bristol, United Kingdom GB001 Marsh Ltd Full time

    Description: We are seeking a talented individuals to join our Corporate Client Advisor teams at Marsh. These roles could be based in any of your UK locations. This is a hybrid role that has a requirement of working at least three days a week in the office. We have a fantastic opportunity to join our Corporate Team as a Client Advisor. This is the...


  • Bristol, United Kingdom Portico Corporate Reception Management Full time

    Job DescriptionWe are currently recruiting for a mobile Corporate Reception Host to join our team, based across the southern region of a Portico client in the financial services industry!The Corporate Reception Host will be the first point of contact for all queries. They will also work closely with the firm’s staff, as well as other service partners to...


  • Bristol, Bristol, United Kingdom Portico Corporate Reception Management Full time

    About Portico Corporate Reception ManagementWe are currently recruiting for a dynamic and results-driven Guest Services Team Leader to oversee our Guest Services team in our Bristol offices. The ideal candidate will have excellent coaching skills, a can-do attitude, and the ability to create a culture of excellence within the team.The Guest Services Team...


  • Bristol, United Kingdom G2 Legal Limited Full time

    Corporate Professional Support Lawyer – BristolAn exciting opportunity to join a Legal 100 firm with a highly regarded corporate team, to be the dedicated Corporate PSL, collaborating with an experienced PSL team and supporting a group of 25 fee earners across multiple Southwest offices.Your Role:Non-fee earning support for the Corporate & Commercial...


  • Bristol, Bristol, South West England, United Kingdom G2 Legal Limited Full time

    Corporate Professional Support Lawyer – BristolAn exciting opportunity to join a Legal 100 firm with a highly regarded corporate team, to be the dedicated Corporate PSL, collaborating with an experienced PSL team and supporting a group of 25 fee earners across multiple Southwest offices.Your Role: Non-fee earning support for the Corporate & Commercial...


  • Bristol, United Kingdom G2 Legal Limited Full time

    Corporate Professional Support Lawyer – BristolAn exciting opportunity to join a Legal 100 firm with a highly regarded corporate team, to be the dedicated Corporate PSL, collaborating with an experienced PSL team and supporting a group of 25 fee earners across multiple Southwest offices.Your Role:Non-fee earning support for the Corporate & Commercial...


  • Bristol, United Kingdom GB001 Marsh Ltd Full time

    Description: We are seeking a talented individuals to join our Client Executive teams at Marsh. This role could be based in any of our UK offices. This is a hybrid role that has a requirement of working at least three days a week in the office. Are you an experienced Client Executive with Property-Casualty insurance background? Are you interested in...


  • Bristol, Bristol, United Kingdom Chadwick Nott Full time

    Job DescriptionAs a Professional Support Lawyer (PSL) in our highly ranked Corporate team, you will play a crucial role in supporting fee earners by staying up-to-date with precedents and creating a knowledge bank of information. You will be responsible for developing training programmes, conducting legal research, writing articles, and providing...


  • Bristol, Bristol, United Kingdom Gleeds Corporate Services Ltd Full time

    We are looking for a highly skilled and organized individual to join our team as a Gleeds Corporate Services Office Manager. In this role, you will be responsible for managing office matters, including secretarial and administration duties, and providing bid support to our directors.You will also use your administrative skills to manage databases and other...


  • Bristol, Bristol, United Kingdom Knights Full time

    Unique Opportunity at KnightsWe are looking for a highly motivated and detail-oriented individual to join our Corporate team in Bristol. As a key member of our team, you will play a vital role in supporting our fee earners with corporate-related transactions.Key Responsibilities:Supporting fee earners in the team with a variety of corporate-related...

  • Corporate Partner

    2 weeks ago


    Bristol, United Kingdom Idex Consulting Full time

    An outstanding opening for a corporate partner to join the Bristol office of this progressive, forward moving Top 50 national law firm. Our client has an exceptional reputation for corporate law and is home to an award-winning team which handles transactional work including high value corporate M&A, private equity, equity capital markets and financing work...

  • Corporate Lawyer

    3 weeks ago


    Bristol, Bristol, United Kingdom Chadwick Nott Full time

    We are seeking a highly skilled Corporate Lawyer to join our top 50 UK Law firm in Bristol. The successful candidate will be part of our Tier 1 Corporate team, which has been recognized for its exceptional work on corporate matters such as M&A, capital markets, and private equity.As a CORPORATE LAWYER, you will have the opportunity to work with a...


  • Bristol, Bristol, United Kingdom Ashe Consulting Full time

    Ashe Consulting is seeking a highly skilled Corporate Client Administration Team Leader to join its expanding Group Risk & Healthcare team. The successful candidate will be responsible for building and maintaining a motivated and skilled team, driving client retention and process improvement.Key responsibilities will include coordinating the efforts of...


  • Bristol, United Kingdom Service Care Full time

    **Job Title: Corporate Administrator** **Hours: 37 Hours** **Type: FTC - 7 Months** **Salary: £22,951 per annum** **Location: Portishead BS20 / Hybrid** **Start date: ASAP** **Corporate Administrator** Are you looking for an exciting opportunity to make a meaningful impact in improving lives and benefiting communities? Our client is seeking a driven and...


  • Bristol, Bristol, United Kingdom Portico Corporate Reception Management Full time

    About the RoleWe are seeking a highly skilled Corporate Receptionist to join our team in Bristol. As the first point of contact for all queries, you will provide exceptional customer service and work closely with our staff and service partners to deliver outstanding results.The ideal candidate will be passionate about delivering excellent service, have...

  • Corporate Partner

    2 weeks ago


    Bristol, United Kingdom Idex Consulting Full time

    An outstanding opening for a corporate partner to join the Bristol office of this progressive, forward moving Top 50 national law firm. Our client has an exceptional reputation for corporate law and is home to an award-winning team which handles transactional work including high value corporate M&A, private equity, equity capital markets and financing work...

  • Corporate Associate

    6 months ago


    Bristol, United Kingdom JMC Legal Recruitment Full time

    BBBH49718_1701185205 - GBP£65,000.00-GBP£80,000.00- Bristol- Permanent**Corporate Associate 2-5 years PQE l Bristol** **The firm**: Very much the definition of a leading boutique, this firm represents fast-growing and dynamic technology companies across the UK. Their mission is to offer a more specialist client experience than that of a traditional law...

  • Corporate Solicitor

    3 months ago


    Bristol, Bristol, South West England, United Kingdom G2 Legal Limited Full time

    Corporate Solicitor (Associate) - BristolQuite a unique corporate solicitor opportunity at associate level (3 – 5 PQE) to work closely with a Partner and his impressive client base at a seriously ambitious Legal 100 law firm in Bristol. What you will do: Corporate lawyer working closely with clients in a quasi "in-house" roleStrong background in M&AAbility...