Client Services Administrator

Client Services Administrator **Department: Customer Operations** **Reports to: Team Leader** **Main Location: Bath - Work your way: 3 days minimum in office, 5 days welcome** **Salary: £23,000 - £28,000 (depending on experience) + Bonus + Excellent Benefits** **Training: In office for 5 days a week during training programme** **Join our Dynamic Team...

The role holder will manage the day-to-day work requirements of the team in relation to administration and the service delivery to advisers and end clients, and ensure the work needed to be processed by the team is carried out to the highest standard and within the specified service level agreements. You will be responsible for the investigation and...

Fast paced, varied and demanding. Our client support administration teams work closely with the financial advisers and paraplanners to ensure that we deliver the best possible service to both new and existing clients. Supported by our experienced operations management and learning and development team, our client support administrators receive full industry...

**Customer Service Administrator** £21,000 - £23,000 Permanent Hybrid - 2 days at home and 3 days in the office (all office equipment supplied) We are excited to be recruiting for an award-winning company based in the heart of Bath who are currently looking for a Customer Service Administrator to join their friendly team. You will be excited by the...

Key Responsibilities:Act as primary point of contact for clients, product providers, and Corporate Financial Planners, handling incoming calls and emails efficiently.Ensure compliance by completing data requests accurately and updating CRM records in a timely manner.Maintain accurate data capture and entry onto the CRM system, regularly checking for gaps and...

We are seeking an experienced Financial Planning Administrator to join our team at a leading Wealth Management firm. This role offers an exciting opportunity to contribute to the success of the business and develop your skills in a dynamic environment.Key Responsibilities:Provide administrative support to the Wealth Client Executive and Financial Planner(s),...

**Unlock Your Potential with Chase de Vere**We are a leading independent financial advisory firm, dedicated to providing expert advice and guidance to our clients. Our team of experienced professionals is committed to delivering exceptional service and support.As a Team Manager at Chase de Vere, you will have the opportunity to develop your skills and...

We are recruiting on behalf of a privately owned financial planning and investment management firm, committed to providing high-quality services to private clients, trusts, and smaller institutions. Founded twenty years ago, the company has grown both organically and through select acquisitions. Initially focused on investment management, they have since...

**Client Services Specialist** **Department: Customer Operations** **Reports to: Team leader** **Main Location: Cambridge House, Henry Street, Bath - (3 days office, 2 days home)** **Salary: £21,680 - £27,000 (depending on experience) + Bonus + Excellent Benefits** About us **Join our Dynamic Team as a Client Services Specialist and be part of our...

**Job Title: Events & Office Administrator** **Company**: Total Staff (Recruiting on behalf of Company) **Location**: Bath, United Kingdom **Salary**: £12.00 per hour **Hours**: 22 hours per week, Monday to Friday: Mon & Fri 0900-1400, Tues-Thurs 1400-1800. **About Us**: Total Staff is a leading recruitment agency dedicated to connecting talented...

**Main Location: Cambridge House, Henry Street, Bath - (3 days office, 2 days home)** **About us** **Join our Dynamic Team as a Client Services Specialist and be part of our Multi-Award-Winning** **Company!** Are you passionate about delivering operational excellence and believe in putting the customer at the heart of everything you do? At Novia, we take...

We are recruiting for a skilled Financial Services Administrator to work with our client's IFA firm. As a key member of the team, you will be responsible for providing administrative support and contributing to the growth and success of the business.About the CompanyOur client's company specializes in all aspects of savings, investments, and retirement...

We are seeking a highly skilled and motivated Client Services Administrator to join our operational teams at Novia Financial plc.About UsWealthtime, a division of Novia Financial plc, is a leading provider of wealth management services. Our team delivers exceptional customer service while processing high volumes of instructions with accuracy and attention to...

**Summary of organisation and role** Based in central Bath, we are a small and friendly company. We design and sell management training activities to organisations and training consultants throughout the UK and worldwide. This is an interesting and varied role in which the chosen applicant will use a wide variety of skills. **Key...

**Main Location: Cambridge House, Henry Street, Bath - (3 days office, 2 days home)** **About us** **We are looking for a number of people to join our Dynamic Team as a Client Services Administrator and be part of our Multi-Award-Winning** **Company!** Are you passionate about delivering operational excellence and believe in putting the customer at the...

X4 Technology, a leading organisation, is seeking an Administrative Services Manager to join their team on a day-rate contract. The successful candidate will be responsible for providing administrative support to the PMO team, including document management and data entry.Key responsibilities include:Document management and retrievalData entry for and...

Are you looking to kickstart your Administration / Office career in a forward-thinking organisation? Are you a confident communicator who is passionate about delivering excellent Customer Service? Maybe you are looking to get your foot in the door within the Property sector? **If so, Juice has the perfect roles for you!** Juice Recruitment are delighted to...

Pain Services Administrator Job SummaryWe are looking for an experienced Pain Services Administrator to join our dynamic team at Royal United Hospitals Bath NHS Foundation Trust. As a key member of our administrative team, you will provide essential support to the Pain Specialty, ensuring seamless delivery of our services and exceptional patient...

Private Client Partner OpportunityGleeson Recruitment Group is seeking an experienced Private Client Partner to join their Bath-based team. This role offers a unique chance to work with a diverse caseload, including estate administration, tax-efficient wealth planning, and asset protection.Key Responsibilities:Deliver high-quality private client advice as...

Administrative Manager - Financial Services ExpertChase de Vere is seeking an experienced Administrative Manager - Financial Services Expert to join their team. As a key member of the operations team, the successful candidate will be responsible for managing the day-to-day activities of the administration team, ensuring that tasks are completed efficiently...