Client Services Executive
2 weeks ago
About DNA Financial Solutions DNA are one of the fastest growing financial services firms in the country with an industry leading mortgage advice team. We are the go-to brokerage in the North of England with first class office spaces and facilities, a growth culture within the team, and career progression offered across all areas of the business. Role Summary This role is within our fast-paced & pro-active client services team. You will be responsible for answering incoming calls to the business, and predominantly qualifying new mortgage and finance leads by promptly contacting clients to discuss their requirements. You will become a subject matter expert across our services and the mortgage and finance industry, deep diving in to client circumstances and needs in order to successfully progress mortgage enquiries and arranging bookings with the relevant teams. Key Responsibilities Answer incoming calls and qualify mortgage and finance leads. Contact clients promptly to discuss their requirements and assess their potential. Develop subject matter expertise across services and the mortgage and finance industry. Deep dive into clients' circumstances and needs to progress mortgage enquiries. Arrange bookings with the relevant teams and progress mortgage enquiries. What We Offer £,000 per annum Monthly bonus structure 25 days paid leave + bank holidays + birthday A fast paced and ambitious environment A dedicated, friendly & caring team Qualifications & Skills 1+ years experience in a similar role – preferably in financial services but not a necessity Proactive approach Strong communication & interpersonal skills Integrity & Resilience Impeccable telephone manner Job Details Hybrid Working Permanent, Full-time Employment £25,000 per annum Monthly Bonus 34 days paid leave (per annum) Monday to Friday working hours Experience Preferred Commutable to Halifax, West Yorkshire Seniority Level Entry level Employment Type Full-time Job Function Marketing and Sales Halifax, England, United Kingdom #J-18808-Ljbffr
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Client Support Executive
2 weeks ago
Halifax, United Kingdom AECOM TECHNOLOGY CORPORATION LIMITED Full time**Job Summary** We are seeking a dedicated and detail-oriented Client Services Specialist to join our team. In this role, you will be the primary point of contact for our clients, ensuring their needs are met with professionalism and efficiency. You will leverage your expertise to provide exceptional service, fostering strong client relationships and...
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Account Executive
2 weeks ago
Halifax, United Kingdom The Summit Group Full timeOur client is a dynamic, independent insurance brokerage, fully accredited by Lloyd's. Known for delivering innovative and client-first insurance solutions, they are expanding their team at their new Leeds Head Office. They are looking for a talented Corporate Account Executive to join their team and help shape the future of corporate insurance. The...
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Account Executive
1 week ago
Halifax, Calderdale, United Kingdom The Summit Group Full time £60,000 - £80,000 per yearAbout Our ClientOur client is a dynamic, independent insurance brokerage, fully accredited by Lloyd's. Known for delivering innovative and client-first insurance solutions, they are expanding their team at their new Leeds Head Office. They are looking for a talented Corporate Account Executive to join their team and help shape the future of corporate...
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Sales Executive
7 days ago
Halifax, United Kingdom Venatu Full time**Sales Executive - Halifax (HX3)** **Competitive salary + uncapped commission** **Monday to Friday, 8:00am to 5pm (40 hours)** **PLEASE NOTE: You MUST have previous call centre or office based Sales experience for this position** **What’s in it for you?** - Health scheme benefits - Competitive pension programme - 20 days holiday + 1 extra day each year...
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Senior Account Executive
5 days ago
Halifax, United Kingdom Stride Resource Management Ltd Full timeAbout the Role We are working in partnership with a nationally recognised insurance broker, known for delivering exceptional service and bespoke solutions across the commercial insurance space. Due to continued growth and client demand, they are seeking an experienced Corporate Account Executive to join their team and take ownership of a high-value,...
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Customer Service Executive
2 days ago
Halifax, Calderdale, United Kingdom Zego Full timeAbout ZegoWe're a commercial motor insurer on a mission to save people time and money. From nationwide taxi fleets to self-employed scooter delivery riders, our customers are our driving force. We're making insurance fairer and more human for every one of them.When we started back in 2016, we knew that traditional insurance held businesses back. It was too...
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Customer Service Executive
2 days ago
Halifax, Calderdale, United Kingdom Zego Full timeAbout ZegoWe're a commercial motor insurer on a mission to save people time and money. From nationwide taxi fleets to self-employed scooter delivery riders, our customers are our driving force. We're making insurance fairer and more human for every one of them.When we started back in 2016, we knew that traditional insurance held businesses back. It was too...
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Sales Executive
1 day ago
Halifax, United Kingdom World Insurance Associates Full timeJoin to apply for the Sales Executive - Commercial Lines role at World Insurance Associates1 day ago Be among the first 25 applicantsJoin to apply for the Sales Executive - Commercial Lines role at World Insurance AssociatesGet AI-powered advice on this job and more exclusive features.World Insurance Associates (“World”) is a unique financial services...
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Private Client Solicitor
7 days ago
Halifax, United Kingdom Trades Workforce Solutions Full timePrivate Client Lawyer (3+ PQE) Location: Halifax (with hybrid working options) Salary: £40,000–£52,000 DOE | Career Progression & Comprehensive Benefits Advance Your Career in Private Client Law Are you a skilled Private Client Lawyer looking to join a well-established, supportive regional law firm? This is your opportunity to manage an interesting and...
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Mortgage Lead Specialist
2 weeks ago
Halifax, United Kingdom DNA Financial Solutions Full timeA leading financial services firm in Halifax is seeking an entry-level team member for their client services team. You will handle incoming calls, qualify leads, and support clients through the mortgage process. Ideal candidates will have strong communication skills and a proactive approach. This position offers hybrid working, a salary of £25,000, and...