Client Experience Liaison

2 months ago


Weybridge, Surrey, United Kingdom Faith Recruitment Full time

Job Title: Client Experience Executive

Job Type: Full-time

Company: Faith Recruitment

Location: Weybridge (Hybrid)

Salary: £27,000

About the Company: An award-winning professional services company based in the UK is seeking an administrator with experience in finance to join their team.

About the Role:

Responsibilities:

  • Work closely with clients to provide information for meetings and build strong relationships.
  • Organize meetings and create engaging presentations.
  • Collate information to provide quotes and support the sales process.
  • Act as the first point of contact for clients and ensure timely communication.
  • Use in-house systems to record all activity and information for client portfolios.
  • Provide administrative support to directors and managers.
  • Raise invoices and chase payments as needed.
  • Utilize Excel spreadsheets to log data and maintain accurate records.

Requirements:

  • At least 6 months of experience in finance.
  • Excellent attention to detail.
  • Proficiency in Excel.
  • Good understanding of employee benefits and salary sacrifice.
  • Excellent verbal and written communication skills.
  • A natural ability to build strong relationships.

What We Offer:

  • A dynamic and supportive work environment.
  • Opportunities for career growth and development.
  • A competitive salary and benefits package.


  • Weybridge, Surrey, United Kingdom Page Personnel Sales Full time

    h3> Sales Support Coordinator - Temporary - Permanent Weybridge Temporary £14 - £15 per hour Hybrid working Immediate start with a rapidly expanding companyFull training provided and a supportive working cultureAbout Our ClientOur client is a global business looking for candidates to join their team on an immediate basis. They have a supportive working...


  • Weybridge, Surrey, United Kingdom APW Lettings Full time

    About APW LettingsWe have been a trusted name in the London and South of England property market for 150 years, with a strong focus on delivering exceptional customer service.The Role of Weekend AssistantThis role will involve providing front line customer service support, liaising with clients and customers, and assisting with administrative tasks.Key...


  • Weybridge, Surrey, United Kingdom Savills Full time

    Role OverviewWe are seeking a highly skilled Sales Negotiator to join our team at Savills, working closely with our clients to deliver exceptional customer service and drive sales success.This is an exciting opportunity for an experienced sales professional to work within the private estates and roads of Weybridge & Walton-on-Thames, managing the sales...

  • Senior Sales Liaison

    2 weeks ago


    Weybridge, Surrey, United Kingdom Savills Full time

    Role OverviewWe are seeking a highly skilled Sales Negotiator to join our team at Savills, working from our Weybridge office. This is an exciting opportunity for an experienced professional to work with our clients and manage the sales process through to completion, ensuring exceptional customer service.Key Responsibilities:Liaise and negotiate directly with...

  • Client Manager

    3 weeks ago


    Weybridge, Surrey, United Kingdom TPF Recruitment Full time

    Accounting Client Manager OpportunityTPF Recruitment is seeking an experienced Accounting Client Manager to join their expanding team in Weybridge. As a key member of the accounts team, you will be responsible for managing a portfolio of clients, maintaining regular contact, and providing training support to junior team members.Key ResponsibilitiesManage a...

  • Client Manager

    3 weeks ago


    Weybridge, Surrey, United Kingdom TPF Recruitment Full time

    Accounting Client Manager OpportunityTPF Recruitment is seeking an experienced Accounting Client Manager to join their expanding team in Weybridge. As a key member of the accounts team, you will be responsible for managing a portfolio of clients, maintaining regular contact, and providing training support to junior team members.Key ResponsibilitiesManage a...

  • Client Manager

    2 weeks ago


    Weybridge, Surrey, United Kingdom TPF Recruitment Full time

    Job Title: Client ManagerJob Description:TPF Recruitment is seeking an experienced Client Manager to join their expanding team in a well-established chartered accountancy practice firm. The successful candidate will be ACA or ACCA qualified, or qualified by experience. This is a varied role within the accounts team.Take responsibility for a portfolio of...


  • Weybridge, Surrey, United Kingdom GTS International Full time

    GTS International is seeking a skilled Pensions Administrator to join our team. As a key member of our client-facing team, you will be responsible for managing client interactions and producing detailed reports. Your expertise will ensure that our clients receive top-notch service and accurate pension administration. Key Responsibilities: * Manage client...


  • Weybridge, Surrey, United Kingdom GTS International Full time

    About the RoleWe are seeking a skilled Pensions Administrator to join our team at GTS International. As a key member of our client-facing team, you will be responsible for managing client interactions and producing detailed reports to ensure our clients receive exceptional service and accurate pension administration.Key ResponsibilitiesProvide exceptional...


  • Weybridge, Surrey, United Kingdom GTS International Full time

    About the RoleWe are seeking a skilled Pensions Administrator to join our team at GTS International. As a key member of our client-facing team, you will be responsible for managing client interactions and producing detailed reports to ensure our clients receive exceptional service and accurate pension administration.Key ResponsibilitiesProvide exceptional...


  • Weybridge, Surrey, United Kingdom Michael Page Finance Full time

    Job Title: Client Portfolio ManagerThis is a key role within the Accounting & Finance department of a leading Business Services firm, requiring an individual with strong client management and financial oversight skills.Job SummaryWe are seeking a highly skilled Client Portfolio Manager to join our team. The successful candidate will be responsible for...


  • Weybridge, Surrey, United Kingdom Michael Page Full time

    Client Portfolio ManagerThis is a key role within our Accounting & Finance department, requiring a strong client management and financial oversight background.About the RoleManage and develop client relationships across the portfolio with end-to-end client responsibilityPrepare and present financial reports across the portfolioProvide comprehensive financial...


  • Weybridge, Surrey, United Kingdom TPF Recruitment Full time

    TPF Recruitment is seeking an experienced Client Manager to join their expanding team at a well-established chartered accountancy practice firm based in the SouthEast. The successful candidate will be ACA or ACCA qualified or qualified by experience. This is a varied role within their accounts team.Key ResponsibilitiesTake responsibility for a portfolio of...


  • Weybridge, Surrey, United Kingdom TPF Recruitment Full time

    TPF Recruitment is seeking an experienced Client Manager to join their expanding team in the Weybridge office of a well-established chartered accountancy practice firm. The successful candidate will be ACA or ACCA qualified, or qualified by experience. This is a varied role within the accounts team.Key ResponsibilitiesTake responsibility for a portfolio of...


  • Weybridge, Surrey, United Kingdom Michael Page Full time

    Client Portfolio Manager Job DescriptionThis is a key role within our Accounting & Finance department, requiring a strong client management and financial oversight skillset.Key Responsibilities:Manage and nurture client relationships across the portfolio with end-to-end client responsibilityPrepare financial reports across the portfolioProvide comprehensive...


  • Weybridge, Surrey, United Kingdom Michael Page Full time

    Client Portfolio ManagerThis is a key role within our Accounting & Finance department, requiring a strong client management and financial oversight skillset.About the RoleManage and nurture client relationships across the portfolio with end-to-end client responsibilityPrepare financial reports across the portfolioProvide comprehensive financial management...


  • Weybridge, Surrey, United Kingdom Michael Page Full time

    Client Portfolio Manager Job DescriptionThis is a key role within our Accounting & Finance department, requiring a strong client management and financial oversight skillset.Key Responsibilities:Manage and nurture client relationships across the portfolio with end-to-end client responsibilityPrepare financial reports across the portfolioProvide comprehensive...


  • Weybridge, Surrey, United Kingdom Michael Page Full time

    Client Portfolio ManagerThis is a key role within our Accounting & Finance department, requiring a strong client management and financial oversight background.Key Responsibilities:Manage and develop client relationships across the portfolioPrepare and present financial reports to clientsProvide comprehensive financial management and oversightCollaborate with...


  • Weybridge, Surrey, United Kingdom Michael Page Full time

    Client Portfolio ManagerThis is a key role within our Accounting & Finance department, requiring a strong client management and financial oversight background.Key Responsibilities:Manage and develop client relationships across the portfolioPrepare and present financial reports to clientsProvide comprehensive financial management and oversightCollaborate with...


  • Weybridge, Surrey, United Kingdom Page Group UK Full time

    Job Title: Client Portfolio ManagerThis is a key role within the Accounting & Finance department of a leading Business Services firm, requiring an individual with strong client management and financial oversight skills.Key Responsibilities:Manage and develop client relationships across the portfolio with end-to-end client responsibilityPrepare and present...