Client Services Specialist
1 week ago
Join Our Team
We are seeking a skilled Financial Planner to join our team in Cambridge. As a Financial Planner, you will play a critical role in delivering exceptional client service and ensuring the financial well-being of our clients.
Key Responsibilities
- Client Servicing: Develop and maintain strong relationships with our clients, providing tailored financial solutions to meet their needs.
- Annual Review Meetings: Prepare and conduct annual review meetings to ensure our clients' financial journeys are successful, secure, and sustainable.
- Platform & CRM Maintenance: Maintain accurate records in our CRM system and ensure seamless platform operations.
- New Clients: Welcome new clients, arrange meetings, and onboard them into our services.
Requirements
To succeed in this role, you will need:
- Excellent Communication Skills: Strong verbal and written communication skills to build trust with our clients.
- Financial Planning Knowledge: In-depth knowledge of financial planning principles and practices.
- Organizational Skills: Ability to manage multiple tasks, prioritize deadlines, and maintain accurate records.
Benefits
This is an excellent opportunity to join a dynamic company and develop your career as a Financial Planner. We offer a competitive salary range of £35,000 - £50,000 per annum, depending on experience, plus benefits and opportunities for professional development.
-
Client Growth Specialist
1 month ago
Cambridge, Cambridgeshire, United Kingdom beBee Professionals Full time £35,000 - £55,000We are seeking a Client Growth Specialist to join our team at beBee Professionals in Cambridge. As a Client Growth Specialist, you will be responsible for managing and maintaining relationships with existing clients, ensuring customer satisfaction, and identifying new opportunities to expand our business.Key Responsibilities:Develop and maintain strong...
-
Tax Professional – Client Services Specialist
2 weeks ago
Cambridge, Cambridgeshire, United Kingdom PEM Full timeCompany Overview">Pem is a reputable organization that values accuracy and attention to detail in its work. As a tax assistant, you will play a crucial role in supporting our compliance team.">Job Description">We are seeking an experienced tax professional to join our team as a client services specialist. Your primary responsibility will be to process...
-
Client Relationship Specialist
1 month ago
Cambridge, Cambridgeshire, United Kingdom beBee Professionals Full time £35,000 - £55,000beBee Professionals in Cambridge is seeking a highly motivated Client Relationship Specialist to join our sales team. In this role, you will be responsible for managing and maintaining relationships with existing clients, ensuring customer satisfaction, and identifying new opportunities to expand our business.Key Responsibilities:Manage and maintain...
-
Client Support Specialist
6 days ago
Cambridge, Cambridgeshire, United Kingdom Canadian Imperial Bank of Commerce Full timeWe are looking for a skilled Client Support Specialist to join our team at the Canadian Imperial Bank of Commerce. This is an excellent opportunity for someone who is passionate about delivering exceptional client experiences and is eager to learn and grow with our organization.In this role, you will provide personalized support to clients, answer their...
-
Client Support Specialist
1 month ago
Cambridge, Cambridgeshire, United Kingdom beBee Professionals Full time £22,000 - £28,000As a Client Support Specialist at beBee Professionals, you will play a crucial role in delivering exceptional customer experiences. Your primary responsibility will be to provide timely and accurate support to our customers, ensuring their queries are resolved efficiently.Key Responsibilities:Respond to customer inquiries via phone, email, and chat.Provide...
-
Client Care Specialist
1 month ago
Cambridge, Cambridgeshire, United Kingdom beBee Professionals Full time £20,000 - £25,000Our Client Care Specialist will provide support and direct care to our clients, enhancing their quality of life on a daily basis. This role is crucial for our team at beBee Professionals in Cambridge.Key Responsibilities:Assist clients with daily personal tasks, such as bathing, dressing, and eating.Help in the administration of medication and monitor...
-
Private Client Specialist
1 week ago
Cambridge, Cambridgeshire, United Kingdom Silverstone Technology Cluster Limited Full timeThe Private Client team at Silverstone Technology Cluster Limited is looking for a Private Client Specialist to provide bespoke legal advice to clients in Cambridge. The successful candidate will have 8+ years PQE, experience preparing self-assessment tax returns, and SFE and/or STEP membership. They will also be responsible for advising on complex Will...
-
Field Service Specialist
3 weeks ago
Cambridge, Cambridgeshire, United Kingdom nGenium Full timeJob Title: Field Service SpecialistnGenium's client, a leading manufacturer of chemistry equipment, is seeking an experienced Field Service Specialist in Cambridgeshire. This is an exciting opportunity to join a growing company and contribute to the installation, commissioning, maintenance, and repair of high-tech laboratory equipment.Key...
-
Care Support Specialist
1 week ago
Cambridge, Cambridgeshire, United Kingdom City Care Services Full timeCity Care Services, a reputable family-owned care company with over 27 years of experience, offers a rewarding opportunity for a skilled Care Support Specialist. The successful candidate will join a dedicated team passionate about empowering clients to remain independent in their own homes.About the Role:Provide high-quality care and support to clients in...
-
Service Delivery Specialist
1 month ago
Cambridge, Cambridgeshire, United Kingdom Recruitment Helpline Ltd Full timeService Delivery SpecialistWe are seeking a skilled Service Delivery Specialist to join our team at Recruitment Helpline Ltd. As a Field Service Engineer, you will be responsible for delivering exceptional service to our clients.Key ResponsibilitiesDeliver top-notch service to clients across the regionUtilize company van, mobile phone, and tools to ensure...
-
Client Services Director
5 days ago
Cambridge, Cambridgeshire, United Kingdom Solution 47 Recruitment ltd Full timeJob Title: Client Services DirectorWe are seeking a seasoned Client Services Director to lead our customer service team at Solution 47 Recruitment ltd, based in Sawston.About the Role:The ideal candidate will have experience managing high-performing teams and driving business growth. As a Client Services Director, you will be responsible for overseeing...
-
Client Services Director
6 days ago
Cambridge, Cambridgeshire, United Kingdom PEM Cambridge Full timeAbout Us:At PEM Cambridge, we're committed to providing exceptional service to our clients and helping them achieve their goals. As a Client Services Director, you'll play a key role in this mission by overseeing the efficient operation of client portfolios and supporting the firm's strategic goals. If you're a strong leader with excellent accounting skills...
-
Client Services Director
2 days ago
Cambridge, Cambridgeshire, United Kingdom Evelyn Partners Full timeJob SummaryThe Client Services Director will lead a team of eight individuals to provide full administrative support to Financial Planners and ensure client satisfaction through direct contact with clients and other operational colleagues. The ideal candidate will have excellent communication skills, strong stakeholder management, and the ability to coach...
-
Technical Service Specialist
5 days ago
Cambridge, Cambridgeshire, United Kingdom nGenium Full timeJob DescriptionWe are seeking a highly skilled Technical Service Specialist to join our team at nGenium. As a Technical Service Specialist, you will be responsible for delivering end-to-end service solutions from installation and commissioning to maintenance, service, and repair of high-tech chemistry equipment in Cambridgeshire.Key...
-
Heating Services Specialist
1 week ago
Cambridge, Cambridgeshire, United Kingdom Bennett and Game Recruitment LTD Full timeWe are seeking a skilled Heating Services Specialist to join our client, a reputable heating services provider operating in East Anglia.As a Heating Services Specialist, you will be responsible for carrying out Service and Breakdown work for private housing customers in the CB postcode areas.The ideal candidate will have 5+ years of experience working on...
-
Medical Equipment Service Specialist
1 month ago
Cambridge, Cambridgeshire, United Kingdom Rise Technical Recruitment Limited Full timeJob Title: Medical Equipment Service SpecialistJob Summary:We are seeking a skilled Medical Equipment Service Specialist to join our team at Rise Technical Recruitment Limited. As a Medical Equipment Service Specialist, you will be responsible for providing technical support and maintenance services for a variety of medical equipment.Key...
-
Fire Alarm Service Specialist
1 month ago
Cambridge, Cambridgeshire, United Kingdom Pertemps TM Full timeJob Title: Fire Alarm Service SpecialistAt Pertemps TM, we are seeking an experienced Fire Alarm Service Specialist to join our team. The successful candidate will be responsible for providing fire alarm servicing and reactive maintenance to our clients across the South East.Key Responsibilities:Fire alarm servicing and maintenanceProviding excellent...
-
Technical Service Expert
3 weeks ago
Cambridge, Cambridgeshire, United Kingdom First Call Contract Services Full timeJob OverviewWe are seeking a highly skilled Technical Service Expert to join our team in Cambridge.This is a permanent employment opportunity with immediate interviews available.The successful candidate will have experience working in a technical environment, ideally in a service or maintenance role.Our client is a specialist manufacturer and global supplier...
-
Experienced Field Services Specialist
18 hours ago
Cambridge, Cambridgeshire, United Kingdom Pinnacle Recruitment Ltd Full timeWe are looking for an Experienced Field Services Specialist to join our team at Pinnacle Recruitment Ltd. As a key member of the team, you will be responsible for delivering high quality services to Principal Contractors across the country.Job Description:Determine client requirements and deliver services accordinglyMaintain strong relationships with clients...
-
Client Services Administrative Associate
7 days ago
Cambridge, Cambridgeshire, United Kingdom Avison Young Canada Full timeJob Title: Client Services Administrative AssociateLocation: Cambridge, CanadaSalary:$55,000 - $75,000 per yearAbout the RoleAvison Young Canada is seeking a detail-oriented and organized Client Services Administrative Associate to join our team. The successful candidate will provide administrative support, coordinate various tasks, and contribute to the...