Client Service Executive Administration
6 days ago
Client Service Executive Administration - Ipswich Our client is looking for Client Service Executive Administration for their existing Business team in Ipswich, Suffolk. They are looking for an enthusiastic candidate who is eager to learn with a good attention to detail. Key Responsibilities: Letter of Authority process from start to finish. Meet/communicate with Advisers as required to obtain regular updates for all in-progress work Answer incoming telephone calls. Deal with clients' queries. Booking client Annual review meetings Produce meeting prep for all Annual review meetings. Create Annual review letters from Adviser handover document. Produce Annual review packs and send to client(s), post-meeting. Close the advice line down, etc. Chase Advisers to produce Annual review handover documents when out of SLA. Chase Advisers to confirm if happy for Annual review pack to be sent to client when out of SLA. Complete Fund switches. Send meeting confirmations to clients for all meetings as required. Weekly Adviser diary check (to ensure all Annual reviews are logged correctly). Produce weekly Salesforce Annual review report, send to Advisers and action as necessary. ISA withdrawals Client transfers (from one Adviser to another) Create a Prospect on Salesforce/update as necessary Pull client birthday card report (monthly) - order gifts and write birthday cards/Christmas cards for AAA clients. Send client birthday eCards. Order client gifts. Event planning and coordination. Stock order. Property check. Weekly food shopping. Order and post Investor magazine. Order monthly and quarterly OLWA’s. Meet and greet clients for their on-site meetings, ensuring they have a car parking space in advance (when required) - put out a bollard and remove it in time. Ensure office meeting rooms are booked, and we have a list of clients visiting the office ready for the next day. Change of client details Expression of Wish. Manage booking of meeting rooms. Incoming post. Outgoing post
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Client Service Executive
6 days ago
Ipswich, United Kingdom Artemis Recruitment Consultants Full timeClient Service Executive - Ipswich Our client is looking for a Client Service Executive for their New Business team in Ipswich, Suffolk. They are looking for an enthusiastic candidate who is eager to learn with a good attention to detail. Key Responsibilities: Weekly Adviser diary check (to ensure all presentation meetings are logged correctly)....
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Client Service Executive – Insurance
1 week ago
Ipswich, United Kingdom WTW Full timeClient Service Executive – Commercial Insurance Are you passionate about client service and have a broad knowledge of insurance products and markets? If so, we have an exciting opportunity for you to join our GB Retail business as a Client Service Executive. Why Join Us Collaborative Culture: work in a supportive and collaborative team where everyone’s...
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Client Service Executive
2 weeks ago
Ipswich, United Kingdom WTW Full timeThis is an excellent opportunity to join our GB Retail Team as a Client Service Executive (Hybrid work style) based in our Ipswich office. In this role, you will be responsible for providing outstanding client service and support to new and existing clients operating across a broad range of industries. No two days are ever the same, as our client base...
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Client Service Executive
2 days ago
Ipswich, United Kingdom WTW Full timeThis is an excellent opportunity to join our GB Retail Team as a Client Service Executive (Hybrid work style) based in our Ipswich office. In this role, you will be responsible for providing outstanding client service and support to new and existing clients operating across a broad range of industries. No two days are ever the same, as our client base...
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Client Administrator
1 week ago
Ipswich, United Kingdom TIME Appointments Ltd Full timeTime Appointments are pleased to be working on behalf of a company based in Ipswich who are looking to recruit for some really integral roles within their business. Your new employer The client is a leading and prestigious company who provide charity events, fundraisers and regular social events. We consider this client one of the employers of choice in...
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Ipswich, United Kingdom WTW Full timeClient Service Executive – Commercial Insurance Join to apply for the Client Service Executive – Commercial Insurance role at WTW Are you passionate about client service and have a broad knowledge of insurance products and markets? If so, we have an exciting opportunity for you to join our GB Retail business as a Client Service Executive. Why Join Us?...
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Client Service Executive
2 weeks ago
Ipswich, United Kingdom WTW Full timeThis is an excellent opportunity to join our GB Retail business as a Client Service Executive (Hybrid work style) based in our Ipswich office. There are a number of different opportunities across various teams within GB Retail engaging with a range of exciting industry sectors including: - Infrastructure & Utilities - Manufacturing & Industrial - Land...
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Client Service Executive – Insurance
2 weeks ago
Ipswich, Suffolk, United Kingdom WTW Full time £40,000 - £55,000 per yearDescriptionAre you passionate about client service and have a broad knowledge of insurance products and markets? If so, we have an exciting opportunity for you to join our GB Retail business as a Client Service Executive.Why Join Us?Collaborative Culture: Work in a supportive and collaborative team where everyone's ideas are valuedCareer Growth: Enjoy...
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Administrator
2 weeks ago
Ipswich, United Kingdom Executive Talent Solutions Full timeMy client is an established and growing family business within the transport sector. Due to ongoing development their require an experienced administrator to join the team and support the operations manager. This is a full time role with opportunity to develop your skills covering all areas of operations and customer service. Responsibilities will...
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Ifa Support Administrator
1 week ago
Ipswich, United Kingdom Aspire Executive Search Full timeIFA Support Administrator, Ipswich Salary up to £30,000 (Dependent upon level of experience) Excellent benefits including a bonus. This is an excellent and interesting opportunity to work for a Ipswich based IFA firm who have a client centred approach and are experienced in helping clients with complex needs. The purpose of the role is to provide client...
