103 Client Engagement Associate jobs in the United Kingdom

Client Service Advisor

Ref: BCR/JP/31740a

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.

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(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 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.

• Salary of 27,000 - 29,000pa (DOE)
• Monday to Friday, 8:30am - 5:30pm (45 min lunch)
• 25 days holiday, plus

Client Service Specialist - Healthcare

We are currently partnered with a leading employee benefits consultancy with offices throughout the UK and globally, who are looking for a Client Service Specialist to join their Healthcare Client Services team. This is an exciting time to be joining this business as they continue to evolve, providing opportunities to progress within the business.

Role & Responsibilities:

• Support Consultants, Seniors & Principals with their administration work for their PMI, travel, dental and EAP employee benefit schemes
• Efficiently deal with client queries
• Ensure that all healthcare scheme renewals are processed within a timely manner
• Build strong relationships with insurers & clients

Essential Criteria:

• Must have prior healthcare administration experience within the employee benefits space
• Strong organisational skills with the ability to work as part of a team and independently
• Ability to effectively communicate with clients

This role can be fully remote with the expectation of attending their London office once or twice per month for training and meetings.

If this sounds of interest, do reach out or apply today.

Please quote 51793 when calling Collette Cardy at Alexander Lloyd or email them at This is only one of many vacancies we are handling, Alexander Lloyd is a specialist within Financial Services recruitment. Areas of expertise include Employee Benefits, Compliance, Pensions, Group Risk, Paraplanners, Sales Support, T&C etc.

Due to the high amount of interest that we receive for each of our roles unfortunately we cannot respond to each application individually, therefore if you do not hear back from one of our consultants you have not been shortlisted for this role. Please continue to check our website for any other roles which may be of interest.

The Client Service Manager (CSM) role is an exciting and developmental position for candidates with a sound knowledge of claims and/or insurance.

Acting as a day-to-day conduit with aligned clients, supporting both the lead Client

Client Service Manager (Accounts)

45,000 - 50,000 + Pension Scheme + Holiday +Flexi-Hours + Free Parking + Training Support

Ferndown

Are you an Accountant with a background in practice seeking an exciting opportunity with a forward-thinking, dynamic company, offering a hands-on role where you'll work with high-value clients and deliver exceptional financial services?

On offer is the opportunity well-established financial services firm renowned for its client-centric approach and over 22 years of excellence in the industry. This is your chance to step into a versatile role with ample opportunities for training and career advancement.

As part of a talented team of Chartered Accountants and Financial Planners, you'll provide bespoke financial solutions to a diverse portfolio of private clients. Your role will involve managing an entire client portfolio, overseeing budgets, serving as a company ambassador to promote services to current and prospective clients, and inspiring and mentoring your team members.

This position is ideal for an experienced Accountant who is eager to advance their career in private wealth management. You'll be part of a dynamic, thriving team and benefit from continuous professional development to enhance your expertise.

The Role:
* Deliver client requirements as required
* Manage individual objectives
* Meet monthly billing target
* Assist with training and development as required
* Attend networking activities

The Person :

• ACCA/ACA Qualified
• Commutable to Ferndown

Accounting, Client Support,

Client Service Manager (Accounts)

45,000 - 50,000 + Pension Scheme + Holiday +Flexi-Hours + Free Parking + Training Support

Ferndown

Are you an Accountant with a background in practice seeking an exciting opportunity with a forward-thinking, dynamic company, offering a hands-on role where you'll work with high-value clients and deliver exceptional financial services?

On offer is the opportunity well-established financial services firm renowned for its client-centric approach and over 22 years of excellence in the industry. This is your chance to step into a versatile role with ample opportunities for training and career advancement.

As part of a talented team of Chartered Accountants and Financial Planners, you'll provide bespoke financial solutions to a diverse portfolio of private clients. Your role will involve managing an entire client portfolio, overseeing budgets, serving as a company ambassador to promote services to current and prospective clients, and inspiring and mentoring your team members.

This position is ideal for an experienced Accountant who is eager to advance their career in private wealth management. You'll be part of a dynamic, thriving team and benefit from continuous professional development to enhance your expertise.

The Role:
* Deliver client requirements as required
* Manage individual objectives
* Meet monthly billing target
* Assist with training and development as required
* Attend networking activities

The Person :

• ACCA/ACA Qualified
• Commutable to Ferndown

Accounting, Client Support,

Customer Service & Sales Advisor

Location:  Chelmsford, Essex

Job Type:  Full Time

Salary:  £24,000/annum + Uncapped Commission

Overview:
International Property Media runs the International Property Awards – the world’s largest programme recognising excellence in the property industry. We have been operating for over 30 years from our offices in Chelmsford, Essex.

Each year we receive thousands of Awards entries from hundreds of countries across the globe.

The Customer Service & Sales  role is to build a good rapport with clients who have entered our property awards. The aim is to retain these clients, build their confidence in our brand and services, and ensure receipt of their entry portfolio within the deadline. This position will also involve introducing clients to our wider product range and encouraging further engagement where appropriate.

At International Property Media, we continuously strive towards creating an exciting, innovative, collaborative and welcoming culture where everyone’s input is valued. We believe that an open and diverse culture is the key to continuous improvement and personal development, providing everyone with the tools to reach their full potential. We are now looking for proactive individuals who can embrace our work culture and core values, whilst providing a key role to help our company achieve its long-term goals.

Responsibilities & Duties:

• Provide guidance and support for clients in compiling and supplying their Awards entries.
li>Introduce existing clients to additional products and up-sell where appropriate.
• Chase clients for their entries and payments.
• Support the Customer Services department in general.
• Communicate clearly and confidently in English, primarily via telephone and email.

Requirements:

• Fluency in both spoken English.
• Strong telephone manner.
• Prior experience in customer services and sales.
• Good organisational and planning skills.
• Some flexibility is required with working hours to accommodate different time zones.
• Additional language skills are beneficial but not essential.
• Mandarin language skills are a plus

The role carries additional commission based on application of a soft sales strategy for upgrading and selling some of our other products.

The role is based in our Chelmsford office, with the majority of client communication by telephone and email.

Salary and Benefits:

• £24,000 per annum
li>Uncapped commissions
• Free on-site parking
• 28-day annual leave
• Walking distance to Chelmsford town centre and travel services
• Pension