5 Client Relationships jobs in Liverpool
Client Services Administrator
Posted 4 days ago
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Client Services Administrator
24k
Permanent, Full time
Liverpool (remote-working)
Client Services Administrator is required to join a dynamic and high-calibre organisation with endless opportunities. My client is looking for an individual looking to make the next step in their career with a leading Wealth and Investment Management company.
Key responsibilities of the Client Services Administrator:
- Analysing Reports
- Resolving Issues
- Assist with all administrative tasks, including data entry.
- Using own initiative with minimal supervision, prioritising workload, initiating action and resolving problems.
- Performing a variety of essential audit duties.
- Checking the accuracy of a client's financial information.
- Validating information such as invoices and bank statements against underlying client records.
Required skills and experience of the Client Services Administrator:
- Admin experience (desirable)
- Strong IT skills
- Excellent communication skills both verbal and written.
- Be process driven.
- Good problem-solving and analytical skills.
The company offers strong progression paths and excellent benefits including a 12% pension contribution, 28 days holiday and annual bonus.
This is fantastic opportunity to join a well-established organisation with the option for hybrid working. If you believe you have the necessary skills and experience for the Client Services Administrator, please apply now, or contact Hayley Cox at Sellick Partnership.
Sellick Partnership is a market-leading professional services recruitment specialist operating across the UK. We are proud to be an equal opportunities employer and encourage applications from candidates of all backgrounds and circumstances, including minorities and those with disabilities. Please note our advertisements use years' experience and salary levels purely as a guide. We are happy to consider applications from all candidates who are able to demonstrate the skills necessary to fulfil the role. If you do not hear from us within 48 hours please assume that your application has been unsuccessful on this occasion . For information on how your personal details may be used by Sellick Partnership, please review our data processing notice which can be found in the footer on our website.
Sellick Partnership is proud to be an inclusive and accessible recruitment business and we support applications from candidates of all backgrounds and circumstances. Please note, our advertisements use years' experience, hourly rates, and salary levels purely as a guide and we assess applications based on the experience and skills evidenced on the CV. For information on how your personal details may be used by Sellick Partnership, please review our data processing notice on our website.
Treasury Client Services Advisor
Posted 4 days ago
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Job Title: Treasury Client Services Advisor
Duration: 6 months, extensions likely
Location: Chester (fully office based)
Salary: 36500 per annum
Pontoon is an employment consultancy. We put expertise, energy, and enthusiasm into improving everyone's chance of being part of the workplace. We respect and appreciate people of all ethnicities, generations, religious beliefs, sexual orientations, gender identities, and more. We do this by showcasing their talents, skills, and unique experience in an inclusive environment that helps them thrive.
Are you ready to take your career to the next level? Join our dynamic EMEA Client Service Team in the heart of Manchester as a Treasury Client Services Advisor! If you have a passion for delivering exceptional service and a knack for building relationships, we want to hear from you!
About the Role:
As a Treasury Client Services Advisor, you will be the trusted partner for a diverse portfolio of multinational clients. Your mission? To navigate their cash management and treasury services with expertise and a client-first approach. You'll collaborate with internal teams to ensure seamless service delivery and contribute to our continued excellence in client satisfaction.
Key Responsibilities:
- Support clients with all aspects of their treasury movements, ensuring they are always updated and informed.
- Provide front-line support by expertly navigating internal partnerships to resolve inquiries efficiently.
- Build strong client relationships through regular communication, understanding their businesses and priorities.
- analyse client needs to offer insightful advice, identifying efficiencies and enhancing self-service opportunities.
- Tailor your service approach to meet individual client needs, positively influencing client satisfaction survey responses.
- Resolve conflicts proactively while escalating concerns that could impact client experience.
- Leverage your industry and product knowledge to strengthen client relationships and mitigate risks.
- Collaborate with Sales, Product, Operations, Technical Support, and Fulfilment teams to ensure a smooth client experience.
Who We're Looking For:
- You have experience in client service or client-facing roles.
- You possess a strong desire to contribute to a culture of excellence.
- Your verbal and written communication skills are top-notch.
- You have the ability to influence and provide timely resolutions for clients.
Additional Skills That Will Help:
- Experience in financial services or investment banking is a plus.
- Knowledge of cash management and treasury products is advantageous.
If you're enthusiastic about delivering market-leading service and ready to make an impact, apply now! This is your chance to shine in the banking industry.
How to Apply:
To apply for this opportunity, please apply with an up-to-date CV. Candidates should ideally demonstrate evidence of the above responsibilities in their CV to be considered.
Please note that if you haven't heard from us within 48 hours, your application may not have been successful on this occasion. However, we may keep your details on file for future vacancies and contact you accordingly.
Pontoon is an equal opportunities employer and an employment consultancy.
Client Services Adviser - BACLJP00012631
Posted 4 days ago
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Job Description
Job Advertisement: Client Services Adviser - BACLJP(phone number removed)
Are you ready to embark on an exciting career journey in the heart of Chester? We're on the lookout for a vibrant and dedicated Client Services Adviser to join our dynamic team at Chester Business Park! If you thrive in a fast-paced environment and have a knack for building strong relationships, this is the perfect opportunity for you!
Why Join Us?
At our company, we believe that every day is a chance to shine! As a Client Services Adviser, you'll play a pivotal role in ensuring our clients receive exceptional service throughout the FX trade lifecycle. Here's what you can expect:
- Engagement: Collaborate with diverse stakeholders and provide expert guidance through the entire trade lifecycle.
- Impact: Be the key point of contact for confirmation, settlement, and post-settlement processes, ensuring smooth transactions and client satisfaction.
- Growth: Gain invaluable experience in the financial services industry while developing your skills in stakeholder management and operational excellence.
What You'll Do:
In this temporary role, you will:
- Manage client interactions with professionalism and enthusiasm.
- Oversee the FX trade lifecycle, ensuring accuracy and timely processing of confirmations and settlements.
- Liaise with internal teams and external partners to resolve issues and enhance the client experience.
- Contribute to process improvements and help implement best practises within the department.
- Maintain meticulous records and prepare reports to track service levels and client satisfaction.
Who You Are:
We're looking for someone who is:
- Experienced: Familiar with FX trade lifecycle processes, including confirmation, settlement, and post-settlement activities.
- Communicative: Exceptional verbal and written communication skills, with the ability to engage effectively with a variety of stakeholders.
- Detail-Oriented: A keen eye for detail and accuracy in all aspects of your work.
- Team Player: Eager to collaborate with colleagues and contribute to a positive work environment.
- Problem Solver: Proactive in identifying challenges and creating solutions that enhance client satisfaction.
What We Offer:
- A vibrant workplace culture that celebrates diversity and innovation.
- Opportunities for professional development and growth within the company.
- A competitive salary and benefits package tailored to your needs.
Location:
Chester Business Park, Chester
Contract Type:
Temporary
If you're ready to make a difference and join a team that values your expertise, we want to hear from you! Apply today and take the first step toward an exciting new chapter in your career. Let's work together to deliver outstanding service and create memorable client experiences!
How to Apply:
Send your CV and a brief cover letter detailing your relevant experience to (insert application email/website here).
Join us in Chester and become a part of something special! We can't wait to meet you!
Pontoon is an employment consultancy. We put expertise, energy, and enthusiasm into improving everyone's chance of being part of the workplace. We respect and appreciate people of all ethnicities, generations, religious beliefs, sexual orientations, gender identities, and more. We do this by showcasing their talents, skills, and unique experience in an inclusive environment that helps them thrive. If you require reasonable adjustments at any stage, please let us know and we will be happy to support you.
Client Services Account Manager
Posted 15 days ago
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Infopro Digital, the B2B group specialising in information and technology, is currently looking for a Client Services Account Manager on a permanent contract to strengthen the team at its Barbour ABI business.
Barbour ABI powers the UK built environment with the best intelligence to help our clients grow. With over 1.7 million projects in our dataset, our products and services are renowned for their accuracy, depth, and efficacy. Best known for our construction project leads, our portfolio includes analytics, market research reports and bespoke consultancy.
Join Barbour ABI and get the best of both worlds
Working at Barbour ABI will provide you with the exciting challenges and autonomy you are looking for within a dynamic and nimble SME, but backed by the growth plans and structure of a global business, Infopro Digital, with 4000+ employees and leading intelligence brands in 20 countries.
The challenge awaiting you:
This role is responsible for a set of client accounts within a defined territory. This responsibility extends from onboarding new clients through to managing a 360-degree client service schedule, aswell as looking for growth opportunities across Barbour ABI’s portfolio of products. The ultimate objective of managing these accounts is to secure the renewal of services for the client.
Key Accountabilities:
- Provide an unrivalled account management service to your allocated set of clients.
- Understand your clients and match their needs to the Barbour ABI product portfolio.
- Achieve monthly revenue targets on account renewals.
- Proactively seek growth opportunities within your portfolio of accounts.
- Achieve relevant KPI’s
- Effectively manage regular client contact levels to ensure you are serving your accounts effectively.
- Conduct regular meetings with clients on Teams to conduct account reviews, achieve renewals and sell additional products.
- Ensure client requests, requirements, queries and training requirements are met, in a timely manner and always to an excellent standard.
- Provide feedback from clients to the business, so we can continually improve our offering.
- Accurately log your client interactions on the CRM system.
- Understand and communicate regular product updates to your clients.
Requirements
- Experience in a similar Client Services / Account Management role
- Excellent customer service skills and the ability to build strong and long lasting relationships with clients
- Determined to exceed sales targets and objectives
- Good objection handler
- Self-motivated and determined
- Excellent attention to detail
- Excellent administrative skills
- Strong planning, organisation and time management skills
- Capable of working under pressure to tight deadlines
Benefits
- Salary: £26,500 per annum
- Generous commission scheme
- Hybrid working for everyone
- 3pm finish on a Friday
- 25 to 30 days holiday
- Day off for your birthday
- Purchase extra holidays
- Volunteering days
- Pension and Life Assurance
- Great company culture that offers professional development, training and regular social events
Our Foundations and Values:
At Infopro Digital, we are driven by core values such as entrepreneurial spirit, constant customer focus, promoting diversity, striving for significant impact, and a collaborative culture. By joining us, you become part of a dynamic community that embraces these values on a daily basis, shaping the future with passion and commitment.
Diversity is one of our core values. We are convinced that our teams, drawn from all backgrounds and with different backgrounds and experiences, are one of the key drivers of our success. The Group is committed to a policy of equal opportunities and inclusion, from recruitment to career development, and we strive to provide an equitable working environment to promote the well-being of our teams.
Who are we?
Infopro Digital is a B2B group specialising in information and technology. With a presence in 20 countries, the group has 4,000 employees of 79 nationalities. Infopro Digital connects professional communities. Our brands are leaders in the five key economic sectors: construction and public sector, automotive, industry, risk & insurance, and retail. With our solutions, our customers make informed decisions and companies develop their business and sustainable performance. Are you a passionate professional looking for new opportunities? Don't wait any longer and join Infopro Digital's community of professionals!
Equal Opportunities
We provide equal opportunities to employees and job applicants and do not discriminate either directly or indirectly, because of any protected characteristic or any other characteristic or activity protected by law. To fully comply with all laws prohibiting discrimination in all phases of employment, we have set up a system of monitoring all job applications, we therefore ask you to complete the equal opportunities questions on this form.
This information will be collected anonymously, in confidence and will not be seen by anyone directly involved in the hiring process, it will be stored separately and used only to provide statistics for monitoring purposes. There is no obligation on you to provide information. All applicants will be treated the same, whether or not they provide this information.
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Operations - Bank Account Management Specialist
Posted today
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Chester, United Kingdom
**To proceed with your application, you must be at least 18 years of age.**
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**Job Title: Operations - Bank Account Management Specialist**
**Corporate Title: AVP**
**Location: Chester**
**Company Overview:**
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities, and shareholders every day.
One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.
Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization.
Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us!
**Location: Chester**
Be part of something special at Bank of America Chester. Part of a leading global financial institution, we are looking for high potential individuals to join us in driving our people forward. Bank of America Chester is an exciting, diverse workplace where we are committed to delivering a great client experience to the businesses and individuals who call Chester home. Join our team today and find a rewarding, global career.
**Role Description:**
Do you like working in a team and building relationships? Do you have a curious mind? If so, you would fit right into the Bank Account Management team.
Right now, we are looking for someone smart to join the team. We focus on the effective set-up, maintenance and closure of bank accounts and resolve complex bank account queries, providing technical support and consulting on a variety of topics across functional and business support lines. This is an excellent opportunity for a highly motivated individual to be part of a growing and evolving team. You will be able to apply critical thinking and an investigative mind set to review and remediate issues. This role offers a high level of visibility as you will work with a number of other internal teams to provide seamless delivery and support to a range of stakeholders.
**Responsibilities Include:**
+ Bank Account opening, closing, maintenance, migrations and dormancy reviews
+ The operational set-up and maintenance of bank accounts
+ Responsible for supporting the attestation and certification processes
+ Challenging the team's processes and generating ideas to streamline workflows
+ Builds relationships with key stakeholders to improve processes
+ Responsible for managing the bank account management inbox
+ Gatekeeper for bank account related queries
+ Support the implementation of a standardised operating model and framework for Bank Account Management within Global Market Operations
+ Responsible for ensuring adherence to the Bank Account policy
+ Resolution of exceptions and escalation to ensure the teams processes are completed in a timely manner
**What we are looking for:**
+ Analytical skills including data reconciliation and interpretation
+ Excellent organizational skills - ability to switch between tasks and to prioritize work effectively
+ Excellent communication skills - ability to run effective meetings and engage knowledgably and confidently with different stakeholders across the organization, building relationships with both internal and external clients
+ Logical approach to problem solving and a hunger for process improvement
+ Good sense of judgment, knows when to escalate and how to manage senior management expectations
**Benefits of working at Bank of America**
**UK**
+ Private healthcare for you and your family plus an annual health screen to help you manage your physical wellness with the option to purchase a screen for your partner
+ Competitive pension plan, life assurance and group income protection cover if you become unable to work as a result of a disability or health reasons
+ 20 days of back-up childcare including virtual tutoring and 20 days of back-up adult care per annum
+ The ability to change your core benefits as well as the option of selecting a variety of flexible benefits to suit your personal circumstances including access to a wellbeing account, travel insurance, critical illness etc
+ Use of a flex fund to use towards benefits
+ Access to an emotional wellbeing helpline, mental health first aiders and virtual GP services
+ Ability to donate to charities of your choice directly through payroll and the bank will match your contribution
+ Opportunity to access our Arts & Culture corporate membership programme and receive discounted entry to some of the UK and Ireland's most iconic cultural institutions
+ Opportunity to give back to your community, develop new skills and work with new groups of people by volunteering in your local area
**Bank of America**
Good conduct and sound judgment are crucial to our long-term success. It's important that all employees in the organisation understand the expected standards of conduct and how we manage conduct risk. Individual accountability and an ownership mind-set are the cornerstones of our Code of Conduct and are at the heart of managing risk well.
We are an equal opportunity employer and ensure that no applicant is subject to less favourable treatment on the grounds of gender, gender identity, marital status, race, colour, nationality, ethnic or national origins, age, sexual orientation, socio-economic background, responsibilities for dependants, physical or mental disability. The Bank selects candidates for interview based on their skills, qualifications, and experience.
We strive to ensure that our recruitment processes are accessible for all candidates and encourage any candidates to tell us about any adjustment requirements.
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.
To view the "Know your Rights" poster, CLICK HERE ( .
View the LA County Fair Chance Ordinance ( .
Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work.
This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
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