107 Client Engagement Associate jobs in the United Kingdom
Client Service Advocate
Posted today
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Job Description
Join us at Gallagher Re, the trailblazers of the reinsurance world, where every day brings new opportunities to shape the future. We empower our clients with cutting-edge analytics and insights, providing them the confidence to make strategic decisions that transform industries. As a team member, you'll be at the forefront of innovation, translating data into impactful solutions and taking the reins of your career like never before.
We believe that every candidate brings something special to the table, including you! So, even if you feel that you’re close but not an exact match, we encourage you to apply.
Overview
We are seeking to recruit a dynamic and proactive individual to join our UK Team, as a Client Service Advocate, based in Ipswich.
In this exciting role, working across a varied client portfolio, the broad responsibilities are:
- Act as the key point of contact for clients on query resolution and ensuring effective management, understanding and delivery of client servicing needs.
- Responsible for account management and coordination of post placement services delivered to clients. Has a holistic understanding of client’s service requirements from placement of the business through to collection and settlement of claims, across multiple classes of business.
- Establish and maintain strong working relationships with clients, reinsurers, brokers and internal stakeholders, for account portfolio, to ensure best level of service is delivered in a collaborative manner.
- Customer service is, and has always been, a key differentiator in financial services. This role will require appropriate engagement with agreed clients, to ensure client service needs are understood, expectations are met and our service proposition is maintained. Servicing functions within remit are placement support, premium billing, claims and pro-rata processing.
How you'll make an impact
- Acts as point of contact to clients, brokers, reinsurers, local overseas offices and management for assigned accounts.
- Establish the services your client values, whilst providing clear, accurate, timely and relevant material, including MI, as required by stakeholders.
- Understand client’s business and their reinsurance programs, liaising with placement brokers to appreciate any specific client requirements.
- Establish and maintain strong working relationships with processing handlers and client service managers to deliver ultimate service to clients, increasing their awareness and knowledge of client specific requirements.
- Maintain and, where possible, improve client relationship by delivering expectations and client service needs in a timely fashion.
- Monitoring of program experience for assigned clients, being aware of any anomalies and escalating any concerns as appropriate.
- Maintains ultimate responsibility for coordinating and effectively managing all query resolutions. Also monitors, understands and coordinates on key financial metrics, for regular update and discussion with client.
- Works closely with broking team to ensure they are kept apprised of client service, issues and that developing situations are escalated as necessary.
- Undertake travel as required to client, reinsurer and/or other Gallagher Re offices to attend relevant meetings, then ensuring meeting notes and follow up actions are completed.
- Compliance with legal requirements, industry regulations, organisational policies and Gallagher Re best practice and professional codes
- Adheres to standard internal processes, policies and procedures, and other external regulatory requirements.
- Technical knowledge and understanding of reinsurance business, all servicing functions and multiple classes of business are necessary to service clients effectively. Servicing functions within remit are placement support, premium billing, claims and pro-rata processing.
About You
- Educated to A-Level standard or equivalent
- CII qualifications or studying towards would be helpful
- Experience of a similar role within insurance or reinsurance is essential
- Strong IT skills (Microsoft Office).
- Excellent interpersonal skills (Written and Verbal).
- Attention to detail.
- Ability to coordinate and prioritise.
- Ability to build strong working relationships with both Clients and Colleagues.
- Eligible to work in the UK
Compensation and benefits
On top of a competitive salary, great teams and exciting career opportunities, we also offer a wide range of benefits.
Below are the minimum core benefits you’ll get, depending on your job level these benefits may improve:
- Minimum of 25 days holiday, plus bank holidays, and the option to ‘buy’ extra days
- Defined contribution pension scheme, which Gallagher will also contribute to
- Life insurance, which will pay 4x your basic annual salary, which you can top-up to 10x
- Income protection, we’ll cover up to 50% of your annual income, with options to top up
- Health cash plan or Private medical insurance
Other benefits include:
- Three fully paid volunteering days per year
- Employee Stock Purchase plan, offering company shares at a discount
- Share incentive plan, HMRC approved, tax effective, stock purchase plan
- Critical illness cover
- Discounted gym membership, with over 3,000 gyms nationally
- Season ticket loan
- Access to a discounted voucher portal to save money on your weekly shop or next big purchase
- Emergency back-up family care
- And many more…
We value inclusion and diversity
Inclusion and diversity (I&D) is a core part of our business, and it’s embedded into the fabric of our organisation. For more than 95 years, Gallagher has led with a commitment to sustainability and to support the communities where we live and work.
Gallagher embraces our employees’ diverse identities, experiences and talents, allowing us to better serve our clients and communities. We see inclusion as a conscious commitment and diversity as a vital strength. By embracing diversity in all its forms, we live out The Gallagher Way to its fullest.
Gallagher is Disability Confident Committed. We have pledged to make sure our recruitment process is inclusive and accessible, in addition to supporting our existing employees with any long-term health conditions or disabilities.
We understand that applicants may have disabilities, if you do, you may find some parts of the recruitment process more challenging than others. Don’t worry, we’re here to help, however, we can only do this if you let us know.
Should you require reasonable adjustments to your application, please get in touch with . If you’d prefer to speak on the phone, please request a call back, leaving details, so we get in touch.
Our employing entity, Arthur J. Gallagher Services (UK) Limited, is proud to be accredited as a Living Wage employer with the Living Wage Foundation. We are committed to diversity and opportunity for all and are opposed to any form of less favourable treatment on the grounds of gender or gender identity, marital status, civil partnership status, parental status, race, ethnicity, colour, nationality, disability, sexual orientation, religion/ belief, age and those with caring responsibilities.
Gallagher believes that all persons are entitled to equal employment opportunity and prohibits any form of discrimination by its managers, employees, vendors or customers based on race, color, religion, creed, gender (including pregnancy status), sexual orientation, gender identity (which includes transgender and other gender non-conforming individuals), gender expression, hair expression, marital status, parental status, age, national origin, ancestry, disability, medical condition, genetic information, veteran or military status, citizenship status, or any other characteristic protected (herein referred to as “protected characteristics”) by applicable federal, state, or local laws.
Equal employment opportunity will be extended in all aspects of the employer-employee relationship, including, but not limited to, recruitment, hiring, training, promotion, transfer, demotion, compensation, benefits, layoff, and termination. In addition, Gallagher will make reasonable accommodations to known physical or mental limitations of an otherwise qualified person with a disability, unless the accommodation would impose an undue hardship on the operation of our business.
Client Service Administrator
Posted 2 days ago
Job Viewed
Job Description
Client Services Administrator / Ramsbottom - North Manchester / Permanent Role / Salary £25,000 - £7000 Dependent on Experience + Excellent Benefits / Full Time Office Based
Client Services Administrator Benefits
- Salary - 5,000 - 7,000 Dependent on Exp
- Annual Bonus
- 25 Days Holiday
- Pension
- Free Parking
- Study Support
Client Services Administrator Role
NC Associates are working exclusively with a long-established financial services organisation based in Ramsbottom North Manchester to assist in recruiting a Client Services Administrator. This is a great opportunity to work for a prestige organisation which can build on your existing experience. They are looking for someone who has previous experience within administration, excellent communicational skills both written and verbally as well as having the ability to work under pressure. As a Client Services Administrator you will be working within a small team and reporting directly into the Director.
Client Services Administrator Responsibilities
- Provide pre- and post-sales administration support to Para-planners/Advisers including Preparation of Engagement Letters, provision of Letters of Authority/Change of Agency Letters, downloading of Fact Find for completion, Client Agreements, Obtaining Provider Application Forms, setting up virtual files for new clients, obtain valuations of existing client policies, obtaining quotes, completing meeting follow ups, completing periodic suitability assessments where policies assessed as suitable, and so on.
- Provide up to date valuations to Para-planners/Advisers in respect of existing clients.
- Provide any relevant support information regarding existing clients to Adviser prior to meeting with client.
- Assist other team members in maintaining an accurate back office system and other client records.
- Pro-actively enhance industry and company knowledge, through external and internal sources.
- Participate in appropriate company and departmental training, competence and development initiatives.
- Answer telephone and deal with initial telephone enquiries.
- Answer intercom to meet and greet visitors.
- Carry out other duties as may reasonably be required to support all team members
Client Services Administrator Experience Required
- Excellent communicational skills both verbally and written
- Good systems experience with both Excel and word documents
- Ability to work to tight deadlines and working under pressure
- Previous experience within the financial services sector would be desirable
- Excellent team player .
What's on Offer?
This is a really good opportunity to work with a long established organisation which is known to develop its staff, you will gain invaluable experience while working in an excellent and friendly office and have the opportunity to work very closely with directors. Please get in touch for immediate consideration by contacting Wayne Caunce at NC Associates - (phone number removed) or email (url removed)
We are committed to diversity and inclusion. We welcome all applicants of identity, personal characteristics, or background.
Client Service Administrator
Posted 2 days ago
Job Viewed
Job Description
What's on offer:
- Salary of 27,000 - 29,000pa (DOE)
- Monday to Friday, 8:30am - 5:30pm (45 min lunch)
- 25 days holiday, plus bank holidays (Christmas shutdown)
- Free parking and good public transport links
Key Responsibilities:
- Processing a high volume of customer orders and queries via phone and email.
- Advising and informing customers about the company's services, including same-day and next-day delivery options.
- Calculate quotations & follow-up to convert to sales orders
- Develop and maintain strong, positive relationships with customers and tradespeople to support effective communication, service delivery, and long-term client satisfaction.
What They're Looking For:
- Proven experience in order processing, ensuring accuracy and efficiency in handling customer orders.
- Skilled in building and maintaining strong customer relationships - in person & over the phone
- Demonstrates strong attention to detail when working with high volume product codes
- Proficient IT skills across MS Packages & CRMs
Interviews currently happening with immediate starts available. Apply now to avoid missing out on this fantastic opportunity!
Client Service Advisor
Posted 2 days ago
Job Viewed
Job Description
Client Service Advisor
Ref: BCR/JP/31740
Bromsgrove
30,000 - 35,000
Bell Cornwall Recruitment are pleased to be hiring a Client Service Advisor for a well-established client in Bromsgrove. They are looking for a pro-active and enthusiastic person with previous experience in wealth management/financial advisory services.
Client Service Advisor responsibilities:
- First point of contact for client queries
- Maintain records and ensure FCA compliance
- Support advisors with workflow and priorities
- Complete admin tasks and process new business
- Liaise with providers and investment platforms
The ideal candidate will have:
- MUST HAVE experience within Wealth Management/ Financial Advisory
- Knowledge of pensions, investments and protection products
- Ability to commute to Bromsgrove office
- Strong written and verbal communication skills
- Excellent organisation skills
If you have previous experience within wealth management or financial advisory services, don't hesitate to get in touch now!
Interested? Please click the 'APPLY' button now!
BCR aim to get back to all successful applicants within 24 hours however if you have not received a response within this period then it may be that your application has been unsuccessful.
BELL CORNWALL RECRUITMENT
We want to make finding a job that you will love as effortless as possible and can offer evening appointments to fit around your working life.
Love Work Be Happy
Follow BCR on Twitter @LoveWorkBeHappy to view all of the latest jobs.
(For the purposes of recruiting for this vacancy Bell Cornwall Recruitment is acting as a recruitment agency. Bell Cornwall Recruitment is an equal opportunities employer who welcomes applications from all age groups)
PA/Executive Assistants, Secretarial, Reception, Administration, Marketing, IT, HR, Law, Finance, Customer Services, Sales
Client Service Executive
Posted 2 days ago
Job Viewed
Job Description
Our client is a fast-growing Fintech company, delivering intelligent, tech-driven solutions for seamless international finance management. They're now looking for a Client Service Executive to join their team.
This is a fantastic opportunity for someone with a passion for client success and a keen interest in Fintech. You'll be the first point of contact for clients, providing expert support and building strong, lasting relationships.
Key Responsibilities:
- Provide prompt and effective assistance for online platform queries.
- Support clients with currency trade execution and ensure accuracy.
- Investigate and resolve payment and banking issues, acting as a liaison between internal teams and clients.
- Offer strategic currency guidance, using your understanding of global FX solutions to identify process improvements.
- Act as the primary day-to-day contact for clients, ensuring clear communication and timely service delivery.
- Manage client accounts, monitor progress, and address concerns proactively.
- Prepare and deliver reports, proposals, demos, and training sessions.
- Identify upselling and cross-selling opportunities to enhance client relationships.
Experience required:
- 1-3+ years in a client-facing or customer service role.
- Strong communication and problem-solving skills.
- Detail-oriented, especially with financial data.
- Experience in Fintech or financial services is a plus.
We are happy to provide application and/or accessibility support, please contact your Marks Sattin or Grafton consultant directly to discuss your needs. We're committed to protecting the privacy of all our candidates and clients, please visit (url removed) and (url removed) for our privacy policy.
Client Service Executive
Posted 5 days ago
Job Viewed
Job Description
Our client is a fast-growing Fintech company, delivering intelligent, tech-driven solutions for seamless international finance management. They're now looking for a Client Service Executive to join their team.
This is a fantastic opportunity for someone with a passion for client success and a keen interest in Fintech. You'll be the first point of contact for clients, providing expert support and building strong, lasting relationships.
Key Responsibilities:
- Provide prompt and effective assistance for online platform queries.
- Support clients with currency trade execution and ensure accuracy.
- Investigate and resolve payment and banking issues, acting as a liaison between internal teams and clients.
- Offer strategic currency guidance, using your understanding of global FX solutions to identify process improvements.
- Act as the primary day-to-day contact for clients, ensuring clear communication and timely service delivery.
- Manage client accounts, monitor progress, and address concerns proactively.
- Prepare and deliver reports, proposals, demos, and training sessions.
- Identify upselling and cross-selling opportunities to enhance client relationships.
Experience required:
- 1-3+ years in a client-facing or customer service role.
- Strong communication and problem-solving skills.
- Detail-oriented, especially with financial data.
- Experience in Fintech or financial services is a plus.
We are happy to provide application and/or accessibility support, please contact your Marks Sattin or Grafton consultant directly to discuss your needs. We're committed to protecting the privacy of all our candidates and clients, please visit (url removed) and (url removed) for our privacy policy.
Client Service Advisor
Posted 5 days ago
Job Viewed
Job Description
Client Service Advisor
Ref: BCR/JP/31740
Bromsgrove
30,000 - 35,000
Bell Cornwall Recruitment are pleased to be hiring a Client Service Advisor for a well-established client in Bromsgrove. They are looking for a pro-active and enthusiastic person with previous experience in wealth management/financial advisory services.
Client Service Advisor responsibilities:
- First point of contact for client queries
- Maintain records and ensure FCA compliance
- Support advisors with workflow and priorities
- Complete admin tasks and process new business
- Liaise with providers and investment platforms
The ideal candidate will have:
- MUST HAVE experience within Wealth Management/ Financial Advisory
- Knowledge of pensions, investments and protection products
- Ability to commute to Bromsgrove office
- Strong written and verbal communication skills
- Excellent organisation skills
If you have previous experience within wealth management or financial advisory services, don't hesitate to get in touch now!
Interested? Please click the 'APPLY' button now!
BCR aim to get back to all successful applicants within 24 hours however if you have not received a response within this period then it may be that your application has been unsuccessful.
BELL CORNWALL RECRUITMENT
We want to make finding a job that you will love as effortless as possible and can offer evening appointments to fit around your working life.
Love Work Be Happy
Follow BCR on Twitter @LoveWorkBeHappy to view all of the latest jobs.
(For the purposes of recruiting for this vacancy Bell Cornwall Recruitment is acting as a recruitment agency. Bell Cornwall Recruitment is an equal opportunities employer who welcomes applications from all age groups)
PA/Executive Assistants, Secretarial, Reception, Administration, Marketing, IT, HR, Law, Finance, Customer Services, Sales
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IFA Client Service Executive
Posted 2 days ago
Job Viewed
Job Description
IFA Client Service Executive
BCR/AK/31740
Competitive salary (above 30K)
Bromsgrove
Bell Cornwall Recruitment has supported this client with recruitment for many years, and knows them to be a successful business experiencing steady and sustained growth across a number of years. They have a fantastic office in Bromsgrove, and offer hybrid working as well as flexible start/finish times for the IFA Client Service Executive position. This role requires a background in wealth management, and a robust knowledge of pensions, investments, protection and other products in the world of financial services.
The role:
- Client service and liaison are paramount for this role, building rapport and developing relationships so you are someone the client is thrilled to pick up the phone to
- Communication with providers and third parties, utilising investment platforms
- Administrative support to IFAs ad Paraplanners
- Maintain client records and data accurately
The ideal IFA Client Service Executive will have:
- Experience in financial services/ wealth management (must have)
- Understanding of multiple financial products such as pensions, investments and protection
- Experience with multiple investment platforms (highly desirable)
- Excellent communication skills and ability to build relationships with clients and colleagues
- Ability to commute to office in Bromsgrove- not well suied to a non-driver
Interested? Please click the 'APPLY' button now!
BCR aim to get back to all successful applicants within 24 hours however if you have not received a response within this period then it may be that your application has been unsuccessful.
BELL CORNWALL RECRUITMENT
We want to make finding a job that you will love as effortless as possible and can offer evening appointments to fit around your working life.
Love Work Be Happy
Follow BCR on Twitter @LoveWorkBeHappy to view all of the latest jobs.
(For the purposes of recruiting for this vacancy Bell Cornwall Recruitment is acting as a recruitment agency. Bell Cornwall Recruitment is an equal opportunities employer who welcomes applications from all age groups)
PA/Executive Assistants, Secretarial, Reception, Administration, Marketing, IT, HR, Law, Finance, Customer Services, Sales
IFA Client Service Executive
Posted 5 days ago
Job Viewed
Job Description
IFA Client Service Executive
BCR/AK/31740
Competitive salary (above 30K)
Bromsgrove
Bell Cornwall Recruitment has supported this client with recruitment for many years, and knows them to be a successful business experiencing steady and sustained growth across a number of years. They have a fantastic office in Bromsgrove, and offer hybrid working as well as flexible start/finish times for the IFA Client Service Executive position. This role requires a background in wealth management, and a robust knowledge of pensions, investments, protection and other products in the world of financial services.
The role:
- Client service and liaison are paramount for this role, building rapport and developing relationships so you are someone the client is thrilled to pick up the phone to
- Communication with providers and third parties, utilising investment platforms
- Administrative support to IFAs ad Paraplanners
- Maintain client records and data accurately
The ideal IFA Client Service Executive will have:
- Experience in financial services/ wealth management (must have)
- Understanding of multiple financial products such as pensions, investments and protection
- Experience with multiple investment platforms (highly desirable)
- Excellent communication skills and ability to build relationships with clients and colleagues
- Ability to commute to office in Bromsgrove- not well suied to a non-driver
Interested? Please click the 'APPLY' button now!
BCR aim to get back to all successful applicants within 24 hours however if you have not received a response within this period then it may be that your application has been unsuccessful.
BELL CORNWALL RECRUITMENT
We want to make finding a job that you will love as effortless as possible and can offer evening appointments to fit around your working life.
Love Work Be Happy
Follow BCR on Twitter @LoveWorkBeHappy to view all of the latest jobs.
(For the purposes of recruiting for this vacancy Bell Cornwall Recruitment is acting as a recruitment agency. Bell Cornwall Recruitment is an equal opportunities employer who welcomes applications from all age groups)
PA/Executive Assistants, Secretarial, Reception, Administration, Marketing, IT, HR, Law, Finance, Customer Services, Sales
Swedish Client Service Associate
Posted 2 days ago
Job Viewed
Job Description
The global Fisher organisation distinguishes itself by putting clients first, providing unmatched service, and taking a personalised approach to investing. You can feel confident knowing that we align with our clients’ best interests by using a simple and transparent fee structure and recognised European custodians. It’s the people that make the Fisher purpose possible, and to help our employees meet their long-term goals, we offer an array of benefits, including:100% paid premiums for our top-tier supplemental medical, dental and annual health screening plans for employees and their qualified dependents28 days annual leave, with the ability to purchase up to 3 additional days per year, plus up to 8 paid holidaysEnhanced maternity pay package with 16 weeks’ top up to full base pay for eligible employees$10,000* fertility, hormonal health and family-forming benefitA retirement pension plan, featuring a 9% company contribution of base pay with an additional company match of up to 5% of base pay on personal contributionsGym subsidy of up to £50 per monthEmployee Assistance Program and other emotional wellbeing servicesA collaborative working environment that practises ongoing training, educational support and employee appreciation eventsThis is an in-office role. Based on your role, tenure, and performance eligibility you may have the opportunity to participate in our hybrid work from home program. This program is subject to change.*Employees residing outside of the US will be eligible for the $10,000 equivalent in their local currency. FISHER INVESTMENTS EUROPE IS AN EQUAL OPPORTUNITY EMPLOYER