Client Administrator
5 days ago
**Permanent**
**Up to £28,000 - dependant on experience**
**Monday - Friday - 35 hours per week**
**Based in Sheffield - hybrid**
Tate are working with a large wealth management company to help recruit for Client Administrators to join their team on a permanent basis. The company is growing at a fast pace, so this is a great opportunity to forge a career in a successful organisation.
This is a supportive role, working part of a busy team. You would be working alongside their team of experts and will often be the first-person advisors and/or clients will contact, so you need to be confident with handling different queries/challenges.
**Duties include**:
- Providing administration support to advisers and clients
- General office duties such as dealing with post, client mailings etc.
- Providing quality administration support, for example preparation of meeting packs
- Ensuring back-office systems are up to date with the correct information
- Handling queries and requests
- Booking client meetings
Tate is acting as an Employment Business in relation to this vacancy.
-
Client Liaison Administrator
7 days ago
Sheffield, United Kingdom The Kingswood Group Full timeAre you someone with customer service administration experience ideally within a Wealth Management/Wealth Planning environment? We're looking to add to our team of Client Liaison advisors and administrators in our Sheffield offices. Working alongside our team of experts in Sheffield, as Client Liaison administrator, you will provide support to advisors and...
-
Client Communications Administrator
2 weeks ago
Sheffield, Sheffield, United Kingdom Lime People Search & Select Full time £25,000 - £40,000 per yearJob Description My client is an Investment & Wealth Management firm providing Wealth & Financial Management to its client for the past 10 years, with the aim of providing effective Investment Management & Financial Planning services to both individuals and businesses in line with objectives and aspirations.We are urgently seeking a Client Communications...
-
Client Liaison Administrator
1 week ago
Sheffield, United Kingdom Kingswood Group Full timeDo you have experience working within a Wealth Management/Wealth Planning environment? We are actively searching for Client Liaison Administrator to join our team in Sheffield on a full-time, permanent basis. Working alongside our team of experts, as Client Liaison Administrator, you'll be the first-person our advisors and clients will contact therefore,...
-
Client Liaison Administrator
1 week ago
Sheffield, United Kingdom Kingswood Group Full timeDo you have experience working within a Wealth Management/Wealth Planning environment? We are actively searching for Client Liaison Administrator to join our team in Sheffield on a full-time, permanent basis. Working alongside our team of experts, as Client Liaison Administrator, you'll be the first-person our advisors and clients will contact therefore,...
-
Client Liaison Administrator
7 days ago
Sheffield, United Kingdom Kingswood Group Full timeWe are actively searching for a Client Liaison Administrator to join our team in Sheffield on a full-time, permanent basis.Working alongside our team of experts, as Client Liaison Administrator, you'll be the first-person our advisors and clients will contact therefore, you'll be someone who has experience of adapting to change and managing an array of...
-
Client Liaison Administrator
2 weeks ago
Sheffield, United Kingdom Kingswood Group Full timeDo you have experience working within a Wealth Management/Wealth Planning environment? We are actively searching for Client Liaison Administrator to join our team in Sheffield on a full-time, permanent basis. Working alongside our team of experts, as Client Liaison Administrator, you'll be the first-person our advisors and clients will contact therefore,...
-
Client Liaison Administrator
1 week ago
Sheffield, United Kingdom Kingswood Group Full timeDo you have experience working within a Wealth Management/Wealth Planning environment? We are actively searching for Client Liaison Administrator to join our team in Sheffield on a full-time, permanent basis.Working alongside our team of experts, as Client Liaison Administrator, you'll be the first-person our advisors and clients will contact therefore,...
-
Client Liaison Administrator
2 weeks ago
Sheffield, United Kingdom Kingswood Group Full timeDo you have experience working within a Wealth Management/Wealth Planning environment? We are actively searching for Client Liaison Administrator to join our team in Sheffield on a full-time, permanent basis.Working alongside our team of experts, as Client Liaison Administrator, you'll be the first-person our advisors and clients will contact therefore,...
-
Client Care Administrator
1 week ago
Sheffield, United Kingdom Katie Bell Physiotherapy and Wellness Full time**Are you organised, friendly and passionate about people’s wellbeing?** Do you want to be part of a team making a real impact on people’s lives across South West Sheffield and beyond? At **Katie Bell Physiotherapy & Wellness**, our mission is to **foster a healthier Sheffield by helping people move better, feel better, and look better**. We're looking...
-
Experienced Admin Assistant
2 weeks ago
Sheffield, United Kingdom Heatlink Client Services Full timeThis is a “front of house” position. We are looking for someone who will answer incoming calls and handle accordingly. If you thrive on providing excellent customer service and enjoy being on the phone, this could be the perfect role for you. The working hours are 9am-5:00pm, Monday to Friday. **Key responsibilities**: - Provide fast and efficient...