Client Support Specialist
3 days ago
We are seeking a highly organized and detail-oriented Client Support Specialist to join our team at Chase De Vere. As a Client Support Specialist, you will play a critical role in providing exceptional support to our financial advisers and clients.
Key Responsibilities- Client Support: Provide 1-1 support to Independent Financial Advisers, responding to their queries and concerns in a timely and professional manner.
- Administrative Tasks: Record and update back office systems, book client review appointments, manage IFA's diary, and maintain client files throughout the application stage.
- Process Management: Process new business received via post or online, load relevant data onto the CRM database, and update IFA's & Clients on the progress of their new business cases.
- Regulatory Compliance: Adhere to FCA regulations and internal policy and procedure.
- Team Collaboration: Develop and maintain strong working relationships with colleagues across the business.
- Competitive Salary: A competitive salary with the opportunity to earn an annual bonus.
- Benefits Package: A comprehensive benefits package, including life assurance, comprehensive induction and training programme, funded exams and paid study leave, and a wide range of voluntary flexible benefits.
- Professional Development: Opportunities for professional development and career growth within the company.
- Culture: A nurturing culture that values teamwork, collaboration, and employee well-being.
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Client Relations Specialist
4 weeks ago
Basingstoke, Hampshire, United Kingdom Hays Business Support Full time £28,000Position Overview Join a prestigious organization recognized for delivering exceptional products and services as a Client Relations Specialist. You will become part of a professional, stable, and welcoming team dedicated to excellence. Key Responsibilities Assist customers with their orders through various communication channels including telephone,...
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Client Support Specialist
4 weeks ago
Basingstoke, Hampshire, United Kingdom Castle Trust Bank Full time £23,500Join Our Team as a Client Support Specialist We are excited to announce an opening for a dedicated Client Support Specialist at Castle Trust Bank, a pioneering fintech institution. Since our establishment as a fully authorized bank, we have been committed to delivering exceptional financial solutions, including specialized property mortgages, retail finance...
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Client Support Specialist
7 days ago
Basingstoke, Hampshire, United Kingdom Chase de Vere Full timeAbout the RoleWe are seeking a highly organized and detail-oriented Client Support Specialist to join our team at Chase de Vere. As a Client Support Specialist, you will play a critical role in providing exceptional support to our financial advisers and clients.Key ResponsibilitiesProvide 1-1 support to Independent Financial Advisers, ensuring they have the...
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Client Support Specialist
4 weeks ago
Basingstoke, Hampshire, United Kingdom Diligenta Full time £23,400Client Support Specialist - Basingstoke Salary: From £23400-£23400 Client Support Specialist - Basingstoke £23,400 Monday- Friday, 8:30am - 6pm Basingstoke What does the role involve?As a vital member of our team, you will engage with customers through inbound communications regarding their life assurance, savings, investments, or pension plans. Your...
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Private Client Support Specialist
1 week ago
Basingstoke, Hampshire, United Kingdom Chase de Vere Full timePrivate Client Support SpecialistChase de Vere is seeking a highly organized and detail-oriented Private Client Support Specialist to join our team. As a Private Client Support Specialist, you will play a critical role in providing exceptional support to our financial advisers and clients.Key Responsibilities:Provide administrative support to financial...
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Private Client Support Specialist
7 days ago
Basingstoke, Hampshire, United Kingdom Chase de Vere Full timeAbout the RoleWe are seeking a highly organized and detail-oriented Private Client Support Specialist to join our team at Chase de Vere. As a key member of our client support administration team, you will play a vital role in ensuring the smooth delivery of our services to our clients.Key ResponsibilitiesProvide exceptional support to our Independent...
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Private Client Support Specialist
6 days ago
Basingstoke, Hampshire, United Kingdom Chase de Vere Full timeAbout the RoleWe are seeking a highly organized and detail-oriented Private Client Support Specialist to join our team at Chase de Vere. As a key member of our client support administration team, you will play a vital role in ensuring the smooth delivery of our services to our clients.Key ResponsibilitiesProvide exceptional support to our Independent...
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Private Client Support Specialist
4 days ago
Basingstoke, Hampshire, United Kingdom Chase de Vere Full timeAbout the RoleWe are seeking a highly organized and detail-oriented Private Client Support Specialist to join our team at Chase de Vere. As a key member of our client support administration team, you will play a vital role in ensuring the smooth delivery of our services to our clients.Key ResponsibilitiesProvide exceptional support to our Independent...
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Private Client Support Specialist
4 days ago
Basingstoke, Hampshire, United Kingdom Chase de Vere Full timeAbout the RoleWe are seeking a highly organized and detail-oriented Private Client Support Specialist to join our team at Chase de Vere. As a key member of our client support administration team, you will play a vital role in ensuring the smooth delivery of our services to our clients.Key ResponsibilitiesProvide exceptional support to our Independent...
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Client Support Specialist
7 days ago
Basingstoke, Hampshire, United Kingdom Castle Trust Bank Full timeJob OpportunityWe are seeking a talented Customer Service Representative to join our team at Castle Trust Bank. As a fintech challenger bank, we pride ourselves in providing specialist property mortgages, retail finance lending, and savings accounts to a variety of customers.Our retail finance division, Omni Capital, partners with retailers nationwide to...
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Client Support Specialist
5 days ago
Basingstoke, Hampshire, United Kingdom Castle Trust Bank Full timeJob OpportunityWe are seeking a talented Customer Service Representative to join our team at Castle Trust Bank. As a fintech challenger bank, we pride ourselves in providing specialist property mortgages, retail finance lending, and savings accounts to a variety of customers.Our retail finance division, Omni Capital, partners with retailers nationwide to...
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Client Relations Specialist
4 weeks ago
Basingstoke, Hampshire, United Kingdom Streamline Search Full time £13 - £14Client Relations Specialist £50 per hour (Depending on experience) Permanent, full-time. Office-based, 37 hours per week. 8.23 days of annual leave, in addition to public holidays. ~ Employer pension contribution. ~ On-site parking available. ~ Employee assistance program (complimentary 24-hour helpline from Health Assured). Streamline Search is a...
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Client Success Specialist
4 weeks ago
Basingstoke, Hampshire, United Kingdom Once For All Full timePosition OverviewClient Success SpecialistWork Arrangement: Hybrid (2 days per week from the office)Compensation: £25,000Once For All is a rapidly expanding, cloud-based SaaS subscription enterprise. Our innovative solutions empower clients to effectively oversee their supply chain governance, risk management, and compliance needs. We serve a diverse...
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Client Success Specialist
4 weeks ago
Basingstoke, Hampshire, United Kingdom Once For All Full timePosition OverviewClient Success SpecialistWork Arrangement: Hybrid (2 days per week from the office)Compensation: £25,000Once For All is a rapidly expanding, cloud-based SaaS subscription enterprise. Our innovative solutions empower clients to effectively oversee their supply chain governance, risk management, and compliance needs. We serve a diverse...
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Client Support Specialist
4 weeks ago
Basingstoke, Hampshire, United Kingdom Castle Trust Bank Full timeCustomer Service Advisor - Castle Trust BankJoin our team at Castle Trust Bank as a Customer Service Advisor, where you will have the opportunity to contribute to our innovative fintech organization. We specialize in providing tailored property mortgages, retail finance solutions, and savings accounts to a wide range of clients.In your role as a Customer...
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Client Relations Specialist
4 weeks ago
Basingstoke, Hampshire, United Kingdom Resourcing Global Solutions Full timePosition Overview: Resourcing Global Solutions is seeking a motivated Client Relations Specialist to enhance our customer service team. This position is ideal for a professional with a background in precision manufacturing or engineering, who can effectively connect product details with client expectations. The successful candidate will prioritize customer...
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Client Relations Specialist
4 weeks ago
Basingstoke, Hampshire, United Kingdom Tech Connect Group Full timePosition OverviewWe are seeking a dedicated Client Relations Specialist to join our team at Tech Connect Group. This role is essential in ensuring seamless communication and support for our clients. The successful candidate will thrive in a dynamic environment, demonstrating initiative, self-motivation, and dependability.Required Qualifications &...
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Disability Support Specialist
2 days ago
Basingstoke, Hampshire, United Kingdom Alina Homecare Full timeAbout the RoleAs a Disability Support Specialist with Alina Homecare, you will play a vital role in enabling individuals with learning disabilities to live independently and reach their full potential.Key ResponsibilitiesAttend appointments and provide supportive assistance to clients.Accompany clients to day centres and engage them in fun activities.Support...
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Disability Support Specialist
2 days ago
Basingstoke, Hampshire, United Kingdom Alina Homecare Full timeAbout the RoleAs a Disability Support Specialist with Alina Homecare, you will play a vital role in enabling individuals with learning disabilities to live independently and reach their full potential.Key ResponsibilitiesAttend appointments and provide supportive assistance to clients.Accompany clients to day centres and engage them in fun activities.Support...
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IT Support Specialist
2 days ago
Basingstoke, Hampshire, United Kingdom Corriculo Recruitment Full timeJob SummaryWe are seeking a skilled and enthusiastic IT Support Specialist to join our team at Corriculo Recruitment. As a key member of our IT department, you will provide exceptional support to our clients, ensuring their IT systems run smoothly and efficiently.About the RoleIn this varied and challenging role, you will be responsible for providing 2nd...