Current jobs related to Client Services Representative - Newcastle upon Tyne, Newcastle upon Tyne - Montpellier Resourcing


  • Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Azets Full time

    About AzetsAzets is an award-winning leading firm of Accountants, Wealth Managers and Business Advisers operating across the UK and the Nordics. We are a family of over 6,500 employees and work across over 80 offices in the UK alone.The RoleWe are seeking a Client Service Executive to join our Wealth Management team. As a key member of our team, you will...


  • Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Azets Full time

    About AzetsAzets is an award-winning leading firm of Accountants, Wealth Managers and Business Advisers operating across the UK and the Nordics. We are a family of over 6,500 employees and work across over 80 offices in the UK alone.The RoleWe are seeking a Client Service Executive to join our Wealth Management team. As a key member of our team, you will...


  • Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Azets Full time

    About AzetsAzets is an award-winning leading firm of Accountants, Wealth Managers and Business Advisers operating across the UK and the Nordics. We are a family of over 6,500 employees and work across over 80 offices in the UK alone.The RoleAs a Client Service Executive in our Wealth Management team, you will play a pivotal role in ensuring the smooth flow...


  • Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Azets Full time

    About AzetsAzets is an award-winning leading firm of Accountants, Wealth Managers and Business Advisers operating across the UK and the Nordics. We are a family of over 6,500 employees and work across over 80 offices in the UK alone.The RoleWe are seeking a Client Service Executive to join our Wealth Management team. As a key member of our team, you will...


  • Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Azets Full time

    About UsAzets is a leading firm of accountants, wealth managers, and business advisers operating across the UK and the Nordics. We are a family of over 6,500 employees and work across over 80 offices in the UK alone.The RoleWe are seeking a Client Service Executive to join our Wealth Management team. As a key member of our team, you will play a pivotal role...


  • Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Azets Full time

    About AzetsAzets is an award-winning leading firm of Accountants, Wealth Managers and Business Advisers operating across the UK and the Nordics. We are a family of over 6,500 employees and work across over 80 offices in the UK alone.The RoleWe are seeking a Client Service Executive to join our Wealth Management team. As a key member of our team, you will...


  • Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Azets Full time

    About UsAzets is a leading firm of accountants, wealth managers, and business advisers operating across the UK and the Nordics. We are a family of over 6,500 employees and work across over 80 offices in the UK alone.The RoleWe are seeking a Client Service Executive to join our Wealth Management team. As a key member of our team, you will play a pivotal role...


  • Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Azets Full time

    About AzetsAzets is an award-winning leading firm of Accountants, Wealth Managers and Business Advisers operating across the UK and the Nordics. We are a family of over 6,500 employees and work across over 80 offices in the UK alone.The RoleWe are seeking a Client Service Executive to join our Wealth Management team. As a key member of our team, you will...


  • Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Azets Full time

    About AzetsAzets is an award-winning leading firm of Accountants, Wealth Managers and Business Advisers operating across the UK and the Nordics. We are a family of over 6,500 employees and work across over 80 offices in the UK alone.The RoleWe are seeking a Client Service Executive to join our Wealth Management team. As a key member of our team, you will...


  • Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Randstad Digital Full time

    Job Title: Customer Service RepresentativeWe are seeking a highly skilled and customer-focused Customer Service Representative to join our team at Randstad Digital in Newcastle. As a key member of our customer service team, you will be responsible for delivering exceptional customer experiences and resolving customer inquiries in a timely and professional...


  • Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Randstad Digital Full time

    Job Title: Customer Service RepresentativeWe are seeking a highly skilled and customer-focused Customer Service Representative to join our team at Randstad Digital in Newcastle. As a key member of our customer service team, you will be responsible for delivering exceptional customer experiences and resolving customer inquiries in a timely and professional...


  • Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Russell Tobin Full time

    Job Title: Customer Service RepresentativeJob Summary: We are seeking a highly skilled Customer Service Representative to join our team at Russell Tobin. As a Customer Service Representative, you will be responsible for providing exceptional customer service to our clients, resolving customer queries, and ensuring that our service standards are met.Key...


  • Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Global Technology Solutions Ltd Full time

    Customer Service RepresentativeWe are seeking a highly skilled and customer-focused Customer Service Representative to join our team at Global Technology Solutions Ltd.As a Customer Service Representative, you will be responsible for providing exceptional customer service to our clients, resolving their queries and issues in a timely and professional...


  • Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Global Technology Solutions Ltd Full time

    Customer Service RepresentativeWe are seeking a highly skilled and customer-focused Customer Service Representative to join our team at Global Technology Solutions Ltd.As a Customer Service Representative, you will be responsible for providing exceptional customer service to our clients, resolving their queries and issues in a timely and professional...


  • Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Randstad Digital Full time

    Customer Service RepresentativeWe are seeking a highly skilled Customer Service Representative to join our team at Randstad Digital in Newcastle. As a key member of our customer-facing team, you will be responsible for delivering exceptional customer service and support to our clients.Key Responsibilities:Provide professional and courteous support to...


  • Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Randstad Digital Full time

    Customer Service RepresentativeWe are seeking a highly skilled Customer Service Representative to join our team at Randstad Digital in Newcastle. As a key member of our customer-facing team, you will be responsible for delivering exceptional customer service and support to our clients.Key Responsibilities:Provide professional and courteous support to...


  • Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Randstad Tech IT Full time

    Customer Service RepresentativeWe are seeking a skilled Customer Service Representative to join our team at Randstad Technologies. As a Customer Service Representative, you will be responsible for providing exceptional customer service to our clients, resolving their queries and concerns in a timely and professional manner.Key Responsibilities:Respond to...


  • Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Global Technology Solutions Ltd Full time

    {"title": "Customer Service Representative", "subtitle": "Deliver Excellent Customer Service", "content": "We are seeking a skilled Customer Service Representative to join our team at Global Technology Solutions Ltd. As a Customer Service Representative, you will be responsible for providing exceptional customer service to our clients, ensuring that their...


  • Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Global Technology Solutions Ltd Full time

    {"title": "Customer Service Representative", "subtitle": "Deliver Excellent Customer Service", "content": "We are seeking a skilled Customer Service Representative to join our team at Global Technology Solutions Ltd. As a Customer Service Representative, you will be responsible for providing exceptional customer service to our clients, ensuring that their...


  • Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Randstad Tech IT Full time

    Customer Service RepresentativeWe are seeking a skilled Customer Service Representative to join our team at Randstad Technologies. As a Customer Service Representative, you will be responsible for providing exceptional customer service to our clients, resolving their queries and concerns in a timely and professional manner.Key Responsibilities:Respond to...

Client Services Representative

2 months ago


Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Montpellier Resourcing Full time
About the Role

We are seeking a highly skilled and experienced Client Services Executive to join our dynamic team at Montpellier Resourcing Associates Limited. As a key member of our client-facing team, you will be responsible for delivering exceptional client experiences and building lasting relationships with our esteemed clients.

Key Responsibilities
  • Client Relationship Management: Foster and maintain strong relationships with clients and stakeholders, proactively engaging with them to deliver exceptional outcomes and keep them informed.
  • Process Optimization: Manage the complete client lifecycle administration process, from onboarding to payment processing, in adherence with a robust operating model.
  • Administrative Expertise: Act as the go-to person for all administration queries, leading discussions during client meetings and providing valuable insights.
  • Collaborative Support: Work closely with Investment Managers, clients, and external partners, ensuring seamless collaboration and strengthening relationships.
  • Client Lifecycle Administration: Ensure that all processes are in adherence with the RIM Operating Model, including on-boarding processes, processing client payments, and supporting portfolio valuation processes.
  • Record Keeping: Maintain client records and internal CRM systems.
  • Administrative Support: Assist with answering incoming calls, reception, post duties, marketing, and events.
Requirements
  • Previous Experience: Previous experience working within financial services is highly advantageous.
  • Client Facing Experience: Client-facing experience within financial services is required.
  • Personality and Skills: Personable and professional with strong time management skills and a keen eye for detail.
  • Technical Skills: Strong IT skills including Microsoft Office packages.
What We Offer
  • Thriving Environment: Join a fast-growing boutique Investment House at the heart of the financial services sector, where exciting growth and expansion create a dynamic and stimulating work environment.
  • Meaningful Client Impact: As a Client Services Executive, you will play a pivotal role in shaping exceptional client experiences and making a real difference in clients' lives.
  • Professional Growth: Seize the opportunity to enhance your skills and expertise in the financial services sector, engage in diverse and challenging projects, and receive ongoing training and development.