Operations Executive: Bereavement

2 weeks ago

Northwich, United Kingdom Close Brothers Group Full time

OVERALL SUMMARY

In this role you will provide administrative support, following the passing of a client in respect of any funds managed by Close Brothers Asset Management (CBAM). Working closely with other colleagues, you will be a crucial member of the team, ensuring an efficient and sensitive handling during the process.

RESPONSIBILITIES

  • Undertake all stages of the Bereavement Administration process from initial notification, through system updates and document preparation, to the final processing of Deceased estates instructions, within agreed SLAs.
  • Direct contact with clients and deceased representatives both over the phone and in written form, covering a number of different elements, to ensure an excellent service is provided at all times.
  • Close liaison with other internal customers to ensure that an excellent service is provided, at all times.
  • Support with the collation of departmental statistics on a daily and monthly basis, where appropriate.
  • Ensure any areas of concern are raise in a timely manner to Line Manager
  • Adherence to and updating of, all departmental procedures.
  • Consistently demonstrate and act in line with our Business Principles (Client, Excellence, People & Integrity).

WE WOULD LOVE TO HEAR FROM YOU / PLEASE APPLY IF:

  • Previous Financial Services experience, specifically in a Wealth Management business, would be a key advantage.
  • Previous Bereavement Administration experience would be a key advantage.
  • Keen attention to detail (system and non-system).
  • Ability to work quickly and accurately within very tight deadlines.
  • Good team player with the ability to work on own initiative.
  • Flexible and available to work overtime during peak workload periods.
  • Good communication skills (written and verbal).

As an employer, Close Brothers Asset Management is committed to equality and valuing diversity within its workforce. We provide equality of opportunity and will aim to ensure that no employees or candidates are subject to discrimination on grounds of any characteristics including but not withstanding gender, gender identity, marital status, sexual orientation, race, colour, nationality, religion, age, disability, working pattern, caring responsibilities, political beliefs.

We appreciate that from time to time, recruitment agencies will have speculative CVs that they may wish to submit to our Talent Acquisition team in relation to a specific role.

To avoid any ambiguity around fees, please note that speculative CVs received by Close Brothers, that have not been authorised in advance, by us, will be ineligible for an agency fee. Thank you.

#LI-KH1

  • Investor Support Executive

    1 week ago

    Northwich, United Kingdom Nelson Scott LLP Full time

    As an Investor Support Executive you will be responsible for dealing with client queries through various channels and administering their accounts. Working as part of an energetic, professional and friendly team who predominantly provide dedicated supportto Direct clients; online clients who do not receive on-going advice and are happy to make their own...

  • Credit Controller

    3 weeks ago

    Northwich, United Kingdom Executive Connect LTD Full time

    Credit controller /Collections Specialist 6 Months £13.33 per Hour 37.5 hours per week Job Minimum Requirements: Credit controller / Collections Specialist Performs a variety of routine and some non-routine clerical/accounting/customer service functions in accordance with standard procedures in one or more of the following areas: general accounting,...

  • Credit Controller

    3 weeks ago

    Northwich, United Kingdom Executive Connect LTD Full time

    Credit controller /Collections Specialist6 Months£13.33 per Hour37.5 hours per weekJob Minimum Requirements: Credit controller / Collections SpecialistPerforms a variety of routine and some non-routine clerical/accounting/customer service functions in accordance with standard procedures in one or more of the following areas: general accounting, accounts...

  • Executive Assistant

    4 weeks ago

    Northwich, United Kingdom Eurospecial Express Ltd Full time

    **About us** Eurospecial Express Ltd is a small business in Northwich. We are agile, innovative, engaging, and our goal is to to provice excellent customer service. From our transport arm, customs compliance company and our IT infrastructure company we aim to give the customer the best experience while maintaining a happy, friendly and enjoyable...

  • Senior Credit Control Officer

    4 weeks ago

    Northwich, Cheshire, United Kingdom Executive Connect LTD Full time

    Credit controller /Collections Specialist 33 per Hour Credit controller / Collections Specialist Performs a variety of routine and some non-routine clerical/accounting/customer service functions in accordance with standard procedures in one or more of the following areas: general accounting, accounts payable, accounts receivable, credit and/or...

  • Credit Policy Manager

    4 weeks ago

    Northwich, Cheshire, United Kingdom Executive Connect LTD Full time

    Credit controller /Collections Specialist 33 per Hour Credit controller / Collections Specialist Performs a variety of routine and some non-routine clerical/accounting/customer service functions in accordance with standard procedures in one or more of the following areas: general accounting, accounts payable, accounts receivable, credit and/or...

  • Credit Controller

    4 weeks ago

    Northwich, Cheshire, United Kingdom Executive Connect LTD Full time

    Credit controller /Collections Specialist 6 Months £13.33 per Hour 37.5 hours per week Job Minimum Requirements: Credit controller / Collections Specialist Performs a variety of routine and some non-routine clerical/accounting/customer service functions in accordance with standard procedures in one or more of the following areas: general accounting,...

  • Credit Controller

    4 weeks ago

    Northwich, Cheshire, United Kingdom Executive Connect LTD Full time

    Credit controller /Collections Specialist 6 Months £13.33 per Hour 37.5 hours per week Job Minimum Requirements: Credit controller / Collections Specialist Performs a variety of routine and some non-routine clerical/accounting/customer service functions in accordance with standard procedures in one or more of the following areas: general accounting,...

  • Bolting Technician

    3 weeks ago

    Northwich, United Kingdom Wood Full time

    Job Description: We are seeking skilled and experienced Bolting Technicians to join our team for shutdown projects across the United Kingdom. As a Bolting Technician, you will be responsible for executing bolting tasks efficiently and safely in accordance with industry standards and project specifications. Responsibilities: Perform bolting operations...

  • Director of IT

    3 weeks ago

    Northwich, United Kingdom Sir John Deane's Sixth Form College Full time

    This is a new role, established to oversee the implementation of the IT transformation strategy, which plans a shift towards cloud-based services. The Director of IT will work alongside the Foundation’s other Executive Directors and report into the Chief Finance and Operating Officer.This is an exciting time to be joining our Multi Academy Trust, of three...

  • Director of IT

    3 weeks ago

    Northwich, Cheshire, United Kingdom Sir John Deane's Sixth Form College Full time

    This is a new role, established to oversee the implementation of the IT transformation strategy, which plans a shift towards cloud-based services. The Director of IT will work alongside the Foundation's other Executive Directors and report into the Chief Finance and Operating Officer.This is an exciting time to be joining our Multi Academy Trust, of three...

  • Rigger

    4 weeks ago

    Northwich, United Kingdom Wood PLC Full time

    **Purpose / Role** - To deliver a high quality, consistent and competent rigging / lifting construction service in accordance with Project Company requirements, standards and procedures whilst conforming to UK Regulations and Standards - To support overall delivery of company goals and schedule - To ensure all that all rigging / lifting activities are...

  • Bolting Technician

    3 weeks ago

    Northwich, United Kingdom Wood PLC Full time

    JOB DESCRIPTIONJob Description: We are seeking skilled and experienced Bolting Technicians to join our team for shutdown projects across the United Kingdom. As a Bolting Technician, you will be responsible for executing bolting tasks efficiently and safely in accordance with industry standards and project...

  • Csv Consultant

    1 week ago

    Northwich, United Kingdom Dechra Pharmaceuticals PLC Full time

    Job Introduction Thanks for checking out our vacancy, we’re delighted you want to learn more about Dechra Pharmaceuticals PLC. Dechra are a growing, global specialist within the world of veterinary pharmaceuticals. Our expertise is in the development, manufacture, marketing and sales of high quality products exclusively for veterinarians worldwide. Here...

  • Rigger

    3 weeks ago

    Northwich, United Kingdom Wood Full time

    Purpose / Role To deliver a high quality, consistent and competent rigging / lifting construction service in accordance with Project Company requirements, standards and procedures whilst conforming to UK Regulations and Standards To support overall delivery of company goals and schedule To ensure all that all rigging / lifting activities are...

  • Group Head of Fp&a

    1 day ago

    Northwich, United Kingdom Dechra Pharmaceuticals PLC Full time

    Job Introduction Thanks for checking out our vacancy, we’re delighted you want to learn more about Dechra! Dechra are a growing, global specialist within the world of veterinary pharmaceuticals. Our expertise is in the development, manufacture, marketing and sales of high quality products exclusively for veterinarians worldwide. Here at Dechra, our...

  • Rigger

    3 weeks ago

    Northwich, United Kingdom Wood PLC Full time

    JOB DESCRIPTIONPurpose / Role To deliver a high quality, consistent and competent rigging / lifting construction service in accordance with Project Company requirements, standards and procedures whilst conforming to UK Regulations and Standards To support overall delivery of company goals and schedule To ensure all that all rigging / lifting activities are...

  • Study Monitor

    3 weeks ago

    Northwich, United Kingdom Dechra Full time

    Job Introduction Thanks for checking out our vacancy, we’re delighted you want to learn more about Dechra! Dechra is a growing, global specialist within the world of veterinary pharmaceuticals. Our expertise is in the development, manufacture, marketing and sales of high quality products exclusively for veterinarians worldwide. Here at Dechra,...

  • Global Process Optimisation Manager

    2 weeks ago

    Northwich, Cheshire, United Kingdom Dechra Pharmaceuticals PLC Full time

    Summary The Process Optimisation Manager is part of the Supply Chain Optimisation Team, reporting to the Supply Chain Optimisation Manager. This role works closely with the global Supply Chain team and fosters collaborative relationships throughout the organisation. The purpose of the role is to support the improvement system and guide the global team in...

  • Group Head of FP&A

    2 days ago

    Northwich, United Kingdom Dechra Full time

    Summary Thanks for checking out our vacancy, we're delighted you want to learn more about Dechra! Dechra are a growing, global specialist within the world of veterinary pharmaceuticals. Our expertise is in the development, manufacture, marketing and sales of high quality products exclusively for veterinarians worldwide. Here at Dechra, our values are...