Account Service Liaison
3 weeks ago
IDEX Consulting is working with a leading financial advisory group, demonstrating significant growth across the UK.
As a Client Services Administrator, you will play a crucial role in supporting the team's success. Your responsibilities will include:
- Providing proactive support to Financial Advisors to ensure seamless client experiences
- Managing diaries and arranging client meetings with precision
- Liaising with high-net-worth clients to deliver exceptional service
- Preparing meeting packs for Advisors to ensure a smooth process
- Raising invoices as required
- Managing databases with accuracy and attention to detail
This role offers a fantastic opportunity to progress within the business, with a hybrid working pattern (3 days office/2 days home) and study support available for those who aspire to grow.
The team is supportive, collaborative, and proactive, making it an ideal environment for those who thrive in a dynamic setting.
-
Resident Liaison Officer
2 weeks ago
Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Wates Full timeResident Liaison Officer OpportunityWe are seeking a skilled Resident Liaison Officer to join our Wates Living Space Planned Maintenance Team in the North East region. As a key member of our team, you will be responsible for ensuring a safe and secure environment for our tenants.The successful candidate will have excellent communication skills and be able to...
-
Resident Liaison Officer
2 weeks ago
Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Wates Full timeResident Liaison Officer OpportunityWe are seeking a skilled Resident Liaison Officer to join our Wates Living Space Planned Maintenance Team in the North East region. As a key member of our team, you will be responsible for ensuring a safe and secure environment for our tenants.The successful candidate will have excellent communication skills and be able to...
-
Community Liaison Specialist
7 days ago
Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Newcastle City Council Full timeRole OverviewWe are seeking a skilled and dedicated individual to join our team as a Community Liaison Specialist. This role will involve building relationships with families and working closely with them to provide support and guidance.Key ResponsibilitiesEnable families to link with services and support appropriate to their specific needs and...
-
Client Liaison Trainee Coordinator
1 week ago
Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Talent Finder Full timeJob DescriptionClient Liaison Coordinator Trainee | Newcastle under Lyme, Staffordshire | 33.5 hours per week | £22,000Our client is seeking a Trainee Client Liaison Coordinator to join their team. This role offers full training, so no prior experience is required.Key responsibilities include:Providing exceptional client serviceDeveloping strong...
-
Trainee Liaison Coordinator
4 weeks ago
Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Talent Finder Full timeJob OpportunityAre you looking to start a career in client services?Talent Finder has an exciting opportunity for a Trainee Client Liaison Coordinator to join their established team. This role offers full training, so no prior experience is required. You will work closely with the team to develop your skills and knowledge in client liaison and...
-
Trainee Liaison Coordinator
4 weeks ago
Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Talent Finder Full timeJob OpportunityAre you looking to start a career in client services?Talent Finder has an exciting opportunity for a Trainee Client Liaison Coordinator to join their established team. This role offers full training, so no prior experience is required. You will work closely with the team to develop your skills and knowledge in client liaison and...
-
Site Liaison Officer
1 month ago
Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Eco2Solar Full timeAbout the Role As a Site Liaison Officer, you will be our key contact between Site Managers on new build housing developments and our back office. Reporting to our Installation and QC Manager in Scotland, you will carry out all site liaison activities, ensuring seamless communication and collaboration between our teams. Key Responsibilities: * Develop...
-
Site Liaison Officer
1 month ago
Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Eco2Solar Full timeAbout the Role As a Site Liaison Officer, you will be our key contact between Site Managers on new build housing developments and our back office. Reporting to our Installation and QC Manager in Scotland, you will carry out all site liaison activities, ensuring seamless communication and collaboration between our teams. Key Responsibilities: * Develop...
-
Site Liaison Officer
1 month ago
Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Eco2Solar Full timeAbout the Role As a Site Liaison Officer, you will be our key contact between Site Managers on new build housing developments and our back office. Reporting to our Installation and QC Manager in Scotland, you will carry out all site liaison activities, ensuring seamless communication and collaboration between our teams. Key Responsibilities: * Develop...
-
Site Liaison Officer
1 month ago
Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Eco2Solar Full timeAbout the Role As a Site Liaison Officer, you will be our key contact between Site Managers on new build housing developments and our back office. Reporting to our Installation and QC Manager in Scotland, you will carry out all site liaison activities, ensuring seamless communication and collaboration between our teams. Key Responsibilities: * Develop...
-
Account Customer Liaison
2 weeks ago
Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Ingenia Resourcing and Recruitment Ltd Full timeWe are seeking a Customer Account Executive to join our team at Ingenia Resourcing and Recruitment Ltd. The ideal candidate will have experience in the motor industry and financial services, with a strong understanding of customer applications and SAF approved Level 1 certification.Key Responsibilities:Assist customers with their applications and provide...
-
Trainee Liaison Coordinator
4 weeks ago
Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Talent Finder Full timeJob OpportunityWe are seeking a highly motivated Trainee Client Liaison Coordinator to join our team at Talent Finder.This role offers a unique opportunity to develop your skills in client services and work with a dynamic team.Key responsibilities include:Providing exceptional customer service to clientsDeveloping strong relationships with clients and...
-
Trainee Liaison Coordinator
4 weeks ago
Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Talent Finder Full timeJob OpportunityWe are seeking a highly motivated Trainee Client Liaison Coordinator to join our team at Talent Finder.This role offers a unique opportunity to develop your skills in client services and work with a dynamic team.Key responsibilities include:Providing exceptional customer service to clientsDeveloping strong relationships with clients and...
-
Account Executive
2 weeks ago
Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Ingenia Resourcing and Recruitment Ltd Full timep>Our client, Ingenia Resourcing and Recruitment Ltd, is seeking a Customer Account Executive to join their team. li>Key responsibilities include assisting customers with their applications and possessing knowledge and experience in the motor industry or financial services. li>SAF approved Level 1 is a requirement, with Level 2 being preferred. p>If you are...
-
Financial Services Manager
4 weeks ago
Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Service Care Legal Full timeJob Title: Account Management LeadJob Summary:We are seeking an experienced Account Management Lead to join our team at Service Care Solutions. As a key member of our finance team, you will be responsible for managing a team of staff to ensure the effective and efficient use of the Council's revenue and capital resources.Key Responsibilities:Develop and...
-
Financial Services Manager
4 weeks ago
Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Service Care Legal Full timeJob Title: Account Management LeadJob Summary:We are seeking an experienced Account Management Lead to join our team at Service Care Solutions. As a key member of our finance team, you will be responsible for managing a team of staff to ensure the effective and efficient use of the Council's revenue and capital resources.Key Responsibilities:Develop and...
-
Account Service Advisor
3 weeks ago
Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom IDEX Consulting Full timeClient Services AdministratorIDEX Consulting is working with a leading financial advisory group, demonstrating significant growth across the UK.As a Client Services Administrator, you will play a crucial role in supporting the team's efforts to deliver exceptional client experiences.Proactive Support: Work closely with Financial Advisors to provide proactive...
-
Account Service Advisor
3 weeks ago
Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom IDEX Consulting Full timeClient Services AdministratorIDEX Consulting is working with a leading financial advisory group, demonstrating significant growth across the UK.As a Client Services Administrator, you will play a crucial role in supporting the team's efforts to deliver exceptional client experiences.Proactive Support: Work closely with Financial Advisors to provide proactive...
-
Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom RSM UK Full timeAs a leading audit, tax and consulting firm, RSM UK delivers premium services to help middle-market businesses thrive. Our Newcastle team provides finance function and management accounting services to a range of multinational clients, including technology and pharmaceutical sectors.We are seeking a high-quality accountant to fill an Outsourcing Senior role,...
-
Financial Services Manager
1 week ago
Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Service Care Legal Full timeJob Purpose: As a key member of the Service Care Legal team, you will be responsible for managing a team of staff within Financial Services to ensure the Council's revenue and capital resources are used effectively and efficiently.Key Responsibilities:Preparing revenue and capital budgets, including identifying and estimating cost pressures, and providing...