Client Service Assistant

About the Role">We are seeking a highly organized and efficient Client and Service Delivery Assistant to join our team at Service Service Employment Agency Limited. This is an exciting opportunity for someone with excellent communication skills, attention to detail, and the ability to work independently. ">The successful candidate will be responsible for...

My client is a Norwich based Wealth Management company who provide investment and retirement advice to a High Net Worth client base. a boutique practice that believes in putting their strong client base at the forefront of all that they do. **Role purpose** To support the Financial Planning Partners by providing back-office support where required, whilst...

Client Services Administrator OpportunityWe are seeking a highly organized and detail-oriented Client Services Administrator to join our dynamic team in Norwich. As a key member of our client-facing administration team, you will be responsible for providing exceptional support to our clients and colleagues.Key Responsibilities:Drafting and preparing...

Job DescriptionWe are seeking an experienced Client Services Support Administrator to join our team at Service Service Employment Agency Limited.The ideal candidate will have a strong background in financial services, with a minimum of two years' experience working in an IFA Practice setting or a similar role. They will have previously used the back-office...

Your Role:In this role, you will play a key part in supporting our team's day-to-day activities. This includes drafting letters and reports, maintaining accurate records, and providing exceptional customer service.Responsibilities:Drafting and sending correspondence to clients and stakeholdersUpdating and maintaining client records and databasesCoordinating...

Job SummaryWe are seeking a highly skilled Corporate Client Services Manager to join our team at Service Service Employment Agency Limited. The successful candidate will have excellent organizational and communication skills, with a strong understanding of financial regulations and procedures.The estimated salary for this role is £28,000 - £32,000 per...

We are looking for a highly motivated, very personable, IT-literate customer service advisors to join a young, dynamic, professional services organisation that provides a full range of support for a selection of international e-retailers, brands and manufacturers. The small but busy team of customer service advisors provide customer support to 20 +...

R13 Recruitment is working in partnership with a well-respected, award-winning financial advisory organisation to find an exceptional candidate for a Client Services Support role.This is an opportunity to join an impressive client services support team who have a wealth of knowledge and expertise, utilising their experience across the firm's Financial...

**Financial Planner Assistant** My client is looking for an experienced Financial Planner Assistant to join their established Financial Planning team; this is an excellent opportunity to join a well-established team of wealth management and retirement provision, professionals. My client is one of the county’s leading employers, with excellent...

My client is looking for an experienced Financial Planner Assistant to join their established Financial Planning team; this is an excellent opportunity to join a well-established team of wealth management and retirement provision, professionals; this role has arisen out of company growth and is a brand new vacancy.You will ideally have experience working in...

**The Post and team** We are excited to announce a new post for the firm, growing our recently created Client Services Team. Initially focusing on the key onboarding processes for our clients across multiple areas of the firm, this role will include initial communications with prospective clients to ensure smooth opening of new matters whilst prioritising...

We're seeking a highly motivated and personable IT-literate customer service professional to join our professional services organisation.The customer service team provides support to multiple e-commerce web shops daily, through telephone, email, and online chat support.As a customer-focused individual with a proactive approach, you'll thrive in a fast-paced...

Our client, a leading Wealth Management company in Norwich, is seeking a highly organized and detail-oriented individual to join their team as a Trainee Administrator.The successful candidate will provide administrative support to the Financial Planning Partners, including back-office tasks, data management, and client communication.This is an excellent...

About the RoleThis permanent position is based in our city centre office and requires the successful candidate to provide sales support to Independent Financial Planners, assist in obtaining new business, and efficiently servicing existing clients. The role also involves administration of new and existing life, pension, and investment business, as well as PA...

R13 are working in partnership with a well-respected, award winning financial advisory organisation, offering their services across Norfolk and Suffolk. This is an opportunity for an individual to join an impressive client services support team who have a wealth of knowledge and expertise and utilise their experience across the firm’s Financial...

R13 are working in partnership with a well-respected, award winning financial advisory organisation, offering their services across Norfolk and Suffolk. This is an opportunity for an individual to join an impressive client services support team who have a wealth of knowledge and expertise and utilise their experience across the firm’s Financial...

R13 are working in partnership with a well-respected, award winning financial advisory organisation, offering their services across Norfolk and Suffolk. This is an opportunity for an individual to join an impressive client services support team who have a wealth of knowledge and expertise and utilise their experience across the firm’s Financial...

We are recruiting for a **Client Services Administrator **for a well-established partner practice of St. James’s Place Wealth Management based in Snetterton, Norwich (NR16 2). **Role overview** The role of **Client Services Administrator** is to provide a high level of administrative and client servicing support with our company’s clients, assisting...

Service Service Employment Agency Limited is seeking a highly skilled Financial Services Professional to join their team in central Norwich. The ideal candidate will have experience working in the financial services profession and excellent communication and IT skills.The role involves working closely with advisers and other professionals, completing...

We are currently recruiting for a full-time Client Relations Assistant to join our Client Relations Team based at our head office in Norwich, to provide the highest level of client care and management of the firm's client base. Duties include: - Booking appointments, arranging quotations and managing our online live chat feature. - Working with the...