46,070 Customer Service Representatives jobs in the United Kingdom
Inbound Customer Service Representatives
Posted 4 days ago
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Job Description
Are you passionate about delivering exceptional customer service? Do you want to join an expanding, dynamic, fun, and professional team?
We are looking for enthusiastic and customer centric individuals to join our client, Ingram Micro, as an Inbound Customer Service Representatives. By Providing a superior experience for customers which is key, as you will be the first point of contact for our Mobile Network and insurance-based customers. No two calls are the same and you will be answering calls for technical support, order management and many more requests. If you want to be part of Ingram Micro’s global operation and you are looking for an exciting role which can offer you variety, then this is what you are looking for!
Operating 7 days a week, 362 days a year the contact centre is based in Ingram Micro’s modern offices on the outskirts of Norwich where the team provides a high level of service to its customers through a flexible team of highly skilled & trained personnel.
Ingram Micro is the global leader in technology and supply chain services with an extensive array of resources to drive market and customer growth, while bringing unique insights that enable businesses to realise the promise of technology. Operating in 52 countries worldwide, servicing more than 200,000 customers, Ingram Micro partners with IT infrastructure and services providers to optimize their businesses from start-ups to global brands. None of this, however, is achievable without great people like you, with a complete customer focus!
We’re looking for star candidates who want to learn and develop new skills in a growing company. If you’re forward-thinking, results driven and want to pursue your career in customer operations, apply now! We are working with Ingram Micro to recruit on a temporary basis with a good possibility of a permanent role with Ingram Micro.
What is involved in the role?
As a Customer Service Representative, you will be part of an engaging and friendly frontline team. Some of your role responsibilities are:
• Delivering outstanding customer service to a variety of customers
• Assisting customers with various enquiries providing order updates and dealing with technical problems via a questions & answers system
• Taking responsibility for actions to ensure customer needs are met
• Helping customers via a chat support function
Full training and support will be given from our experienced team. We need your commitment to learning and collaborating with us to be successful in your role. We celebrate success and want to help you, help us!
What can you bring to the role?
• An excellent phone manner with good English language skills and the ability to build rapport and show empathy
• Strong listening and questioning skills
• Confidence in Microsoft systems - word and excel
• A high level of accuracy and excellent attention to detail
• Ability to embrace change to deliver better results for customers
• Previous contact centre experience will be advantageous but not necessary – full training will be given
What are the benefits of working at Ingram Micro?
• Enjoyable place to work
• Career development (70% of our team leaders joined as agents)
• Employee Discounts (1000’s of discounts available with local and global companies)
• Gym Membership discounts including health assessments, physiotherapy, and swimming lessons
• Modern Canteen and Breakout Facilities with hot & cold food available
• Free Tea & Coffee
• Free Fruit Friday’s
• A range of shift patterns to suit all lifestyles
• Located on the outskirts of the city with parking and good bus links to the city centre or beyond.
• Applications will be completed onsite with an on-the-spot interview, site tour and job offers being extended for qualified candidates.
The contact centre operates from 8am until 8pm Monday to Saturday, you will rotate on the following shift patterns:
Monday to Friday:
• 8am until 5pm
• 8.30am until 5.30pm
• 9am until 6pm
Saturday working is 1 in 4 and working hours are 9am-6pm
LMIND
Client Services Manager
Posted 4 days ago
Job Viewed
Job Description
Client Services Manager
Reporting into the Director of Strategic Accounts
Flexible on location (Frequent travel is required for the position, with local office attendance)
About Experis
Experis is a global leader in IT professional resourcing and managed services. We empower organizations across the full lifecycle of technology adoption, providing flexible solutions that adapt to evolving technologies and skill demands. As part of the ManpowerGroup family of brands, we connect top talent with leading companies to drive business success.
As an Experis Client Services Manager, you will have:
A solution-oriented mindset with a passion for uncovering client challenges and packaging services that deliver measurable results. The drive to own your pipeline, combined with the resilience and energy to maintain high activity levels, will be key to your success. We also expect you to have outstanding communication skills, whether engaging senior decision-makers in target accounts or managing commercial negotiations that build long-term client partnerships.
- You will be commercially confident, with the ability to discuss product solutions with clients - with experience in payroll solutions, MSP frameworks, and associated digital or Tech-enabled services.
- A working understanding of resourcing and service delivery models is advantageous, as is familiarity with HR services such as direct recruitment and staffing.
- The ability to effectively manage both commercial and technical stakeholders will be essential to success in this role.
Key Responsibilities
- New business generation
- Identify, target, and engage prospects within your industry focus.
- Generate leads through proactive outbound activity, including calls, digital outreach.
- Secure and prepare high-quality client meetings.
Solution-led client engagement
- Conduct needs analysis to uncover client challenges and priorities.
- Apply challenger sales and solution selling methodologies.
- Position primary Experis products (xxx-MSP, PSL, Payroll) and cross-sell the Experis list of services.
Sales execution & pipeline management
- Build and maintain a healthy pipeline, while also managing your pipeline hygiene.
- Manage deals through all sales stages to close.
- Collaborate with technical SMEs and support teams.
Collaboration & market insight
- Understand and utilise the value of data led sales targeting (either self-generated or received)
- Share market intelligence and competitor insights.
- Work with Brand Services to drive a targeted GTM strategy (Marketing, Operations, Candidate Communities).
Experience/Skills Required
- B2B new business sales (hunter role).
- Proven record in achieving/exceeding sales targets.
- Experience selling MSP/PSL/payroll or recruitment services.
- Strong commercial management skills.
- High-energy, self-motivated, and KPI-driven.
- Stakeholder mapping skills; confident at engaging senior decision-makers.
- Strong CRM hygiene behaviours.
- Excellent proficiency in English (working language).
Preferred
- Knowledge of tech-enabled market.
- Understanding of HR services such as direct recruitment and staffing solutions.
- Familiarity with digital or Tech-enabled service delivery models.
- Experience negotiating with technical as well as commercial stakeholders.
At ManpowerGroup we're a global leader in workforce solutions, empowering our people every day to discover their personal best. Our services enable our clients to win in the changing world of work and we connect more than 600,000 people every day to meaningful work across a wide range of skills and industries helping to power the success of clients around the world.
We are committed to promoting a diverse and inclusive community - a place where we can all be ourselves and succeed on merit. In line with our Diversity and Inclusion policy, we welcome applications from all suitably qualified or experienced people regardless of age, gender, ethnicity, sexual orientation or disability. ManpowerGroup is a Disability Confident Employer and we're happy to talk about flexible working.
Client Services Representative
Posted 4 days ago
Job Viewed
Job Description
About Bourne Estate Agents
Bourne Estate Agents operates across Surrey and Hampshire, delivering market-leading service and results. We pride ourselves on a customer-centric culture, collaboration across branches, and a fast-paced environment that rewards initiative and growth.
Role Overview
We are seeking a motivated Client Services Representative to join our Going office. The role focuses on generating new leads for our sales and lettings teams, enhancing the client experience, and supporting the delivery of compelling property solutions. Experience isn’t mandatory, but a passion for customer service, resilience in a busy setting, and the ability to work well within a team are essential. There is clear potential for career progression within a high-growth, multi-branch business.
Key Responsibilities
Generate and qualify new leads for the sales and lettings teams (inbound inquiries, referrals, events, and campaigns).
Build relationships with prospective clients and maintain a high standard of customer service throughout the early client journey.
Collaborate with sales, lettings, and marketing to convert leads into opportunities and appointments.
Assist in presenting property solutions, market information, and competitive advantages to prospects.
Support the client experience by coordinating communications, scheduling, and follow-ups.
Maintain accurate CRM records of leads, interactions, and status updates.
Monitor market trends and feedback to help refine outreach strategies.
Contribute to marketing campaigns and property promotions as needed.
Provide a positive and professional presence in the Going office, representing Bourne Estate Agents brand values.
Support training and development opportunities to grow within the company.
Skills, Experience & Qualifications
Customer-focused mindset with excellent communication and listening skills.
Ability to thrive in a fast-paced, target-driven environment and work well in a team.
Strong organizational skills, attention to detail, and reliable follow-through.
Comfortable using CRM systems and basic digital marketing tools; tech-literate and adaptable.
No mandatory prior real estate experience; onboarding and training provided.
A proactive, coachable attitude with a willingness to learn and grow.
Personal Attributes
Energetic, personable, and confident when engaging with potential clients.
Resilient under pressure and capable of balancing multiple tasks.
Professional, values integrity, and represents the Bourne brand with enthusiasm.
Ambitious with a clear interest in developing a career in property.
Benefits & Perks
Competitive base salary with an achievable OTE (£30k–£35k) and bonus opportunities.
Comprehensive onboarding and ongoing training.
Clear career progression paths within a market-leading group.
Modern office environment with supportive, collaborative teams.
Exposure to multiple branches and growth opportunities across Surrey & Hampshire.
Flexible working considerations where feasible.
KPI Focus
Lead generation volume and quality; lead-to-appointment conversion rate.
Customer satisfaction and feedback scores.
Timely follow-ups and CRM data integrity.
Contribution to revenue through appointments and referrals.
How to Apply
Please send your CV and a brief cover note outlining:
Your interest in customer-facing roles and a fast-paced environment.
Any relevant experience (even if not in real estate) and examples of delivering excellent service.
Why Bourne Estate Agents and the Going office align with your career goals.
Client Services Supervisor
Posted 4 days ago
Job Viewed
Job Description
Job title: Client Services Supervisor
Location: Witham
Salary 40,000 - 45,000
Benefits:
- 5% EE with 5% ER pension
- 24 days (rising to 25 in 2024) holidays plus public bank holidays
- Life Assurance - 3x cover
- Group Income Protection - 26 week deferred period, 50% of salary for up to 5 years
- Employee Assistance Program
- Cycle to Work - Flex Self Funded
- Techscheme (White Goods) - Flex Self Funded
- Gym Membership discount vouchers - Flex Self Funded
- Discounts/Perks - Flex Self Funded
- Learning - not work related - Flex Self Funded
We're looking for a dynamic leader who thrives in a technical environment and has a passion for delivering exceptional client service. You'll be someone who can balance the demands of team management with hands-on involvement in complex client relationships, while driving continuous improvement across all service areas.
A background in logistics coordination, shipping/ports industry, OR laboratory and testing protocols essential for this role.
About
Our client, a leading international testing and inspection company, is seeking an experienced Client Services Supervisor.
The successful candidate will manage a team of Client Coordinators, overseeing the complete customer journey from initial enquiry through to invoice completion, while maintaining the highest standards of service delivery.
Key Responsibilities
Team Leadership & Management
- Lead and develop a team of 4-6 Client Service Coordinators
- Manage workload distribution and maintain appropriate staffing levels
- Conduct appraisals, training, and performance management
- Act as the primary technical point of contact for complex client queries
Service Delivery Excellence
- Oversee the coordination of laboratory services including sample handling, confirmations, and results delivery
- Monitor key performance indicators to ensure exceptional service standards
- Build and maintain strong relationships with clients and internal stakeholders
- Resolve issues and problems as they arise, working closely with laboratory teams
Business Development & Commercial Focus
- Support production of quotations, tenders, and discount requests
- Drive effective cash collection in liaison with Credit Control
- Maintain up-to-date market intelligence and industry best practices
- Ensure client data quality and system efficiency
Quality & Compliance
- Ensure adherence to strict health, safety, and environmental guidelines
- Maintain company quality systems across the entire team
- Drive process improvements and system enhancements
- Champion change initiatives
Essential Requirements
Experience & Qualifications
- Degree level qualification (or equivalent experience)
- Proven people management / Supervisory experience
- Experience in contract and commercial agreements
- Background in logistics coordination, shipping/ports industry, OR laboratory and testing protocols
Client Services Manager
Posted 4 days ago
Job Viewed
Job Description
Our client is seeking a highly motivated and experienced Client Services Manager to join their dynamic team. As the Client Services Manager, you will play a crucial role in supporting the Business Development team by managing proposal generation and pricing activities, ensuring a seamless transition of signed opportunities into operations, and providing ongoing support to the wider team.
In this pivotal position, you will be responsible for facilitating the preparation of technical proposals, working closely with the Business Development team and Operations subject matter experts. This will involve crafting compelling commercial value propositions, developing clear scientific strategies, and tailoring materials to meet the specific needs of potential and existing clients. Additionally, you will be responsible for accurate proposal pricing, aligning with standard price lists and addressing project-specific Business Development pricing strategies.
To succeed in this role, you must possess excellent communication skills, the ability to develop and maintain positive relationships with both internal and external stakeholders. Strong organisational skills and the capacity to prioritise multiple projects concurrently while meeting deadlines are essential. The ideal candidate will also demonstrate analytical abilities to process and analyse business data and research, as well as exceptional writing skills and attention to detail.
This could also be the perfect opportunity for someone with pharmaceutical manufacturing industry experience who is looking to move into a more commercially focused role.
Key Responsibilities:
- Facilitate the preparation of technical proposals, including commercial value proposition, scientific strategy, and tailored materials
- Ensure accurate proposal pricing, working closely with Operations experts and addressing project-specific Business Development strategies
- Coordinate internal calls to develop proposals and obtain the necessary information for client-friendly submissions
- Attend client meetings and calls to support proposal construction and pricing
- Assist the Business Development team with prospect identification and opportunity management
- Facilitate the formal handover of new projects from Business Development to Operations
- Maintain accurate Salesforce records and ensure all opportunity documents are properly stored
- Identify process improvement opportunities and present them to the Head of Client Services
Qualifications and Skills:
- Degree in a relevant scientific discipline or equivalent industry experience
- Pharmaceutical manufacturing industry experience is preferred
- Excellent communication and interpersonal skills
- Strong time management and organisational abilities
- Proven track record of prioritising and managing multiple concurrent projects
- Ability to multi-task and handle changing priorities
- Analytical skills to process and analyse business data and research
- Exceptional writing skills and attention to detail
- Enthusiasm, proactivity, and a target-oriented mindset
- Relevant experience in a client-facing or proposal management role would be beneficial
This is a full-time, office-based position (37.5 hours per week). If you possess the required skills and experience and are excited to contribute to the success of this dynamic company, we encourage you to apply!
Carbon60, Lorien & SRG - The Impellam Group STEM Portfolio are acting as an Employment Business in relation to this vacancy.
Client Services Manager
Posted 4 days ago
Job Viewed
Job Description
Client Services Manager
-Manchester (Hybrid - 2 days in the office)
-33,000 - 36,000 per annum
We're working with a fast-growing and innovative digital agency who are seeking a Client Services Manager to join their Manchester team. This is a fantastic opportunity for an experienced account manager with a background in digital marketing to take ownership of a diverse portfolio of clients and play a pivotal role in shaping campaigns across SEO, PPC, Paid Social, and Digital PR.
The successful candidate will be client-focused, commercially aware, and passionate about delivering outstanding results.
Key Responsibilities
- Client Management : Lead and nurture a portfolio of clients across multiple service areas.
- Campaign Delivery : Liaise with internal delivery teams, providing clear briefs to ensure client needs are met.
- Strategy & Planning : Convert client marketing plans into targeted campaigns with measurable outcomes.
- Growth & Development : Identify upsell and cross-sell opportunities, forecasting growth potential.
- Relationship Building : Develop a deep understanding of each client's business, brand, and sector.
- Collaboration : Work closely with colleagues across departments on multi-channel campaigns.
- Reporting : Provide clear, detailed monthly reports and regular performance updates.
- Innovation : Contribute fresh ideas to keep the agency at the forefront of digital marketing trends.
- Sales & Targets : Deliver against agreed upsell/cross-sell targets.
- Accountability : Take ownership of client success and maintain open, honest communication.
About You
- 3+ years' experience in client services/account management within a digital agency environment.
- Strong understanding of at least one of SEO, PPC, or Paid Social.
- Excellent communication and interpersonal skills, both written and verbal.
- Confident in reporting, analysis, and presenting campaign performance.
- Highly organised with strong time management skills.
- Experience with CRM systems, Google Analytics, GSuite, and tools such as Slack or Skype.
- Commercially minded with the ability to spot growth opportunities.
- Passionate about digital marketing and delivering exceptional client service.
What's on Offer
- Competitive salary of 33,000 - 36,000 (depending on experience)
- Hybrid working model (2 days per week in the Manchester office)
- A supportive, collaborative, and innovative agency environment
- Opportunities for professional development and career progression
Apply Now
If you're a motivated Client Services Manager looking to join a forward-thinking digital agency and take the next step in your career, we'd love to hear from you. Please click 'apply' or get in touch with Liv Grant @ KRG.
Client Services Assistant
Posted 4 days ago
Job Viewed
Job Description
A Client Services Assistant / Training Centre Co-Ordinator in York is required by a continuously rapidly expanding successful training business that operates across various markets and sectors. This Client Services role is suited for either someone who has previous experience of dealing with delegates attending events or training courses. The position will see you proving a warm and professional welcome to everyone who arrives at the training centre and being their first point of contact upon arrival. It will then involve ensuring the delegates are directed to the correct area for their training and then any further training centre questions they may have or about the day / week ahead of them. In addition to this you will be required to ensure the smooth running of the centre from ordering lunches, ensuring all stationary levels are maintained and all other functions of the centre are managed effectively. You will also be involved in a range of general administration duties that are required as part of the role and centre delivery of its training to the people coming onto the courses.
Role Overview
-
Direct delegates to their class / advise they sign in on their phone each day in centre.
-
Photocopying, scanning, printing of coursework including disclaimer letters.
-
Data entry (google docs) various spreadsheets.
-
Emailing reports to clients/authorising engineers.
-
Registering delegates on City & Guilds.
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Producing attendance or achievement certificates.
-
Organising resit exams.
-
Booking hotels.
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Ordering lunches on a weekly basis.
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Ordering of stationery and perishables.
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Stocking up classrooms with teas, coffees etc.
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Updating details.
-
Dealing with queries.
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Advising maintenance of any issues.
-
Ad hoc duties as and when needed.
Experience & Skills Required
The successful candidate will demonstrate the following:
-
Previous event co-ordination, co-ordination of onsite delivery of training, receptionist or other client welcoming functions.
-
Good IT and computer skills for data entry and internal and external communication.
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Experience of dealing with visitors, clients and suppliers.
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Good telephone and interpersonal skills.
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Experienced in all round office administration.
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Be a strong team player but with the ability to work on your own initiative.
What's on Offer
The company is a family run feel business and you will be joining a friendly, professional, driven company that prides itself on being the best training provider in our industry. A competitive basic salary with excellent benefits are on offer, including future career progression opportunities if desired.
Salary :- 26,000 Base salary, 9% pension, 25 days hols + bank holidays & Health package
Location :- York.
Company:- The organisation are a leading UK based safe systems of work mechanical, electrical, and water hygiene training course provider, working with many different industry sectors including FM, NHS, Airports, MOD, Universities & Manufacturing.
Diversity & Inclusion
ENMASE Group operate an inclusive and diverse recruitment process, removing any barriers to the recruitment journey where possible, whilst also ensuring our clients do the same and we can provide any advice or education to them in relation to this. If there may be any support or adjustments required at any point throughout your recruitment journey with us, then please let us know and our trained consultants will assist and advise you accordingly.
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Client Services Manager
Posted 4 days ago
Job Viewed
Job Description
Client Services Manager
Reporting into the Director of Strategic Accounts
Flexible on location (Frequent travel is required for the position, with local office attendance)
About Experis
Experis is a global leader in IT professional resourcing and managed services. We empower organizations across the full lifecycle of technology adoption, providing flexible solutions that adapt to evolving technologies and skill demands. As part of the ManpowerGroup family of brands, we connect top talent with leading companies to drive business success.
As an Experis Client Services Manager, you will have:
A solution-oriented mindset with a passion for uncovering client challenges and packaging services that deliver measurable results. The drive to own your pipeline, combined with the resilience and energy to maintain high activity levels, will be key to your success. We also expect you to have outstanding communication skills, whether engaging senior decision-makers in target accounts or managing commercial negotiations that build long-term client partnerships.
- You will be commercially confident, with the ability to discuss product solutions with clients - with experience in payroll solutions, MSP frameworks, and associated digital or Tech-enabled services.
- A working understanding of resourcing and service delivery models is advantageous, as is familiarity with HR services such as direct recruitment and staffing.
- The ability to effectively manage both commercial and technical stakeholders will be essential to success in this role.
Key Responsibilities
- New business generation
- Identify, target, and engage prospects within your industry focus.
- Generate leads through proactive outbound activity, including calls, digital outreach.
- Secure and prepare high-quality client meetings.
Solution-led client engagement
- Conduct needs analysis to uncover client challenges and priorities.
- Apply challenger sales and solution selling methodologies.
- Position primary Experis products (xxx-MSP, PSL, Payroll) and cross-sell the Experis list of services.
Sales execution & pipeline management
- Build and maintain a healthy pipeline, while also managing your pipeline hygiene.
- Manage deals through all sales stages to close.
- Collaborate with technical SMEs and support teams.
Collaboration & market insight
- Understand and utilise the value of data led sales targeting (either self-generated or received)
- Share market intelligence and competitor insights.
- Work with Brand Services to drive a targeted GTM strategy (Marketing, Operations, Candidate Communities).
Experience/Skills Required
- B2B new business sales (hunter role).
- Proven record in achieving/exceeding sales targets.
- Experience selling MSP/PSL/payroll or recruitment services.
- Strong commercial management skills.
- High-energy, self-motivated, and KPI-driven.
- Stakeholder mapping skills; confident at engaging senior decision-makers.
- Strong CRM hygiene behaviours.
- Excellent proficiency in English (working language).
Preferred
- Knowledge of tech-enabled market.
- Understanding of HR services such as direct recruitment and staffing solutions.
- Familiarity with digital or Tech-enabled service delivery models.
- Experience negotiating with technical as well as commercial stakeholders.
At ManpowerGroup we're a global leader in workforce solutions, empowering our people every day to discover their personal best. Our services enable our clients to win in the changing world of work and we connect more than 600,000 people every day to meaningful work across a wide range of skills and industries helping to power the success of clients around the world.
We are committed to promoting a diverse and inclusive community - a place where we can all be ourselves and succeed on merit. In line with our Diversity and Inclusion policy, we welcome applications from all suitably qualified or experienced people regardless of age, gender, ethnicity, sexual orientation or disability. ManpowerGroup is a Disability Confident Employer and we're happy to talk about flexible working.
Client Services Agent
Posted 4 days ago
Job Viewed
Job Description
Client Services Advisor
£23,796 – £6,000 DOE and skills
Maidstone, with hybrid working (1 day in the office per week)
Monday to Friday 8am – 5pm
We are working on behalf of a well-established, internationally known digital security company to source an enthusiastic, motivated Client Services Agent to join their busy and friendly team. Based in Maidstone, this role offers set days in the office and the rest of the week working remotely, with full training and support.
If you are fluent in English as well as Arabic, Hebrew, Bulgarian or Greek. This would be desirable.
Duties include:
- Following defined procedures and protocols to deliver application data checking and verification services. li>Supporting customers through global processes and procedures to complete applications.
- Using Zendesk to monitor and action a support ticketing system.
- Liaising with business registries for validation information.
- Maintaining accurate and up to date information within the intranet to support internal processes and training material being kept up to date.
The successful candidate will have/be:
- Fantastic customer service skills and a strong customer focused approach.
- Previous experience within a customer service or customer support role.
- Excellent attention to detail.
- Strong problem-solving skills and lots of self-motivation.
- Confidence and ability to learn and apply new concepts quickly.
- Flexibility and adaptability according to team and business needs.
- Bilingual – this would be a significant advantage, although not essential.
This is a great company who believe in looking after their workforce and providing a positive workplace. If you feel you meet the above criteria, please apply online for immediate consideration.
This role is being handled by Holly Ensoll, Senior Consultant for Pearson Whiffin Recruitment.
Not quite the right role but still looking?
Whether you are entry or Executive level, our team of experienced Recruitment specialists can help you with your career. We are Kent’s leading independent consultancy and pride ourselves on delivering an exceptional service to both candidates and clients.
Find us on Facebook @PearsonWhiffinRecruitment and Instagram @PearsonWhiffinRecruitment.
By working with us, you will be helping support charities across Kent; we have raised over £50,00 so far!
Client Services Manager
Posted 4 days ago
Job Viewed
Job Description
We are looking to recruit for a Client services Manager / Senior finance administrator to provide a professional, friendly and efficient first point of contact for clients, prospects and visitors, ensuring a seamless client experience while supporting Financial Planners and the wider team with diary management, client servicing, compliance and general administration.
Key Responsibilities
- Act as the first point of contact for all incoming calls, emails, and in-person enquiries.
- Meet and greet clients and guests on arrival at the office.
- Organise client and prospective client meetings, managing all Financial Planner's diaries effectively.
- Prepare and issue client documentation before and after meetings in line with business processes.
- Attend client meetings when required.
- Ensure action points from meetings are recorded, allocated, and completed promptly.
- Open and maintain client files to required compliance standards.
- Complete Anti-Money Laundering (AML) checks.
- Prepare and check client meeting packs in advance, keeping diaries updated with amendments.
- Ensure all professional logs are up to date, highlighting and chasing any outstanding documents.
- Complete checklists, scan and file documentation to the back-office system.
- Provide weekly Management Information to the Practice/Operations Manager.
- Support with internal events (e.g., annual client Christmas event).
- Open, log, scan and allocate all incoming post.
- Manage Financial Planner's general queries, calls and invitations.
- Attend and record weekly team meetings and quarterly open forum meetings.
Skills & Experience
- Previous experience in a client-facing or administrative role, ideally within financial services or a professional office environment.
- Strong organisational skills with the ability to manage multiple diaries and competing priorities.
- Excellent communication skills (written, verbal and in-person).
- High attention to detail and accuracy.
- Proficient in Microsoft Office and comfortable with CRM/back-office systems.
- Professional, approachable, and discreet in handling sensitive information.
- Client-focused with a proactive, "can-do" attitude.
- Friendly, professional and confident in dealing with clients and colleagues.
- Team player with the ability to work independently when required.
- Reliable, trustworthy and conscientious.
- Car driver.
A fantastic benefits package including -
- 4 day working week.
- 28 days holiday per year plus bank holiday (reduced by 20% due to 4-day week).
- 1 week off for Christmas, not taken from your annual leave entitlement.
- Company pension scheme (after 3 months).
- Private Medical Insurance (after 12 months).
- Summer & Christmas bonus based on company performance.
- Team away days and social events throughout the year.
- Supporting, friendly team with opportunities to progress.