Client Delivery Associate

2 weeks ago

Birmingham, United Kingdom IDEX Consulting Ltd Full time

**Job Purpose**:
The Client Delivery Associate provides full support to one or more Financial Planners, ensuring client satisfaction through direct contact with clients, and other operational colleagues, while adhering to regulatory standards.
**Key Responsibilities**:

- Proactively develop and maintain effective relationships with clients, colleagues and 3rd party firms
- Point of contact for all client servicing and new business queries; to research and resolve client issues timely and efficiently
- Preparation for client meetings and attend as and when required
- Process all business in accordance with required processes & proactive pipeline management
- Maintain core systems ensuring that all tasks are carried out and completed in line with company policy and procedures
- Request policy information from third party policy providers
- Coordinate and produce client valuations as part of the advice delivery process
- Maintain client records in accordance with internal Compliance requirements
- Prioritise workload to ensure all activities are timely, compliant and conducted in a manner that will meet the agreed performance standards and deliver outstanding service to clients
- Maintain an awareness of, and act in accordance with, all compliance and legislative obligations

Visit the IDEX Consulting Ltd website for further opportunities. We value diversity and always provide guidance based on merit. Please note that the information supplied may be retained for up to 3 years for use in connection with future vacancies. For fullinformation on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy.

  • Associate Architect: Lead BIM Design

    6 days ago

    Birmingham, United Kingdom Billy Associates LTD Full time

    A reputable design consultancy in Central Birmingham is seeking an experienced Associate Architect. This pivotal role involves leading design teams, managing project delivery, and fostering client relationships with an emphasis on BIM and Revit integration. The ideal candidate is an ARB Chartered Architect with significant experience in the UK, keen on...

  • Estates Management Associate, Client Delivery Lead

    2 days ago

    Birmingham, United Kingdom Cushman & Wakefield Full time

    A global real estate services company in Birmingham is seeking an Associate for Estates Management. This role involves overseeing a diverse portfolio, ensuring client satisfaction, and managing a team of surveyors. The ideal candidate should possess estate management qualifications and demonstrate strong capabilities in property and client relationship...

  • Associate Delivery Project Manager

    2 days ago

    Birmingham, United Kingdom SCC Full time

    This job is brought to you by Jobs/Redefined, the UK's leading over-50s age inclusive jobs board. About The Role We are actively building diverse teams and welcome applications from everyone. Role: Associate Delivery Project Manager - Cyber Location: Birmingham/ London/ Bracknell (SCC operate hybrid working, which comprises of a mix of office and home...

  • Client Services Operations Associate

    6 days ago

    Birmingham, United Kingdom Robert Walters Full time

    An excellent opportunity is available with a global financial technology business within one of their back-office outsourcing services who have been servicing the financial services industry for over 15 years based in Birmingham City Centre. The businessare currently following government guidelines and homeworking, with a view to return to their agile...

  • Associates/Associate Director

    4 days ago

    Birmingham, United Kingdom Snc-Lavalin Full time

    Associates/Associate Director page is loaded## Associates/Associate Directorlocations: GB.Birmingham - Chamberlain Squaretime type: Full timeposted on: Posted Todayjob requisition id: R-139820### **Job Description****Take our vision into the future.**You might know us for the great work we do across our wide variety of projects. We're proud to say...

  • Associates/associate Director

    2 weeks ago

    Birmingham, United Kingdom AtkinsRéalis Full time

    **Take our vision into the future.** You might know us for the great work we do across our wide variety of projects. We're proud to say it's thanks to our people's diversity of thought, expertise and knowledge. And when you join us, you'll be a part of this genuinely collaborative environment, where everyone's voice is valued and treated...

  • Associate Delivery Project Manager

    6 days ago

    Birmingham, Birmingham, United Kingdom SCC Full time

    We are actively building diverse teams and welcome applications from everyone.Role:Associate Delivery Project Manager – CyberLocation:Birmingham/ London/ Bracknell(SCC operate hybrid working, which comprises of a mix of office and home working)Contract Type:PermanentSalary Package:£ 25,000 - £ 30,000plus large company benefits, a broad flexible benefits...

  • Private Client Tax Associate Director

    2 weeks ago

    Birmingham, United Kingdom Hays Accountancy and Finance Full time

    Job DescriptionWe are partnered with a mid-tier firm of Chartered Accountants & Business Advisors in their search for an Associate Director to join the Private Client team in Birmingham. The team acts for a wide range of entrepreneurs, family offices, private equity and hedge fund principals, large landed-estates, high profile professional partnerships and...

  • Associates/Associate Director

    4 days ago

    Birmingham, United Kingdom AtkinsRéalis Full time

    Job DescriptionTake our vision into the future.You might know us for the great work we do across our wide variety of projects. We're proud to say it's thanks to our people's diversity of thought, expertise and knowledge. And when you join us, you'll be a part of this genuinely collaborative environment, where everyone's voice is valued and treated...

  • Associates/Associate Director

    6 days ago

    Birmingham, United Kingdom AtkinsRéalis Full time

    Take our vision into the future. You might know us for the great work we do across our wide variety of projects. We're proud to say it's thanks to our people's diversity of thought, expertise and knowledge. And when you join us, you'll be a part of this genuinely collaborative environment, where everyone's voice is valued and treated equally. AtkinsRéalis...