1420 Customer Service Representatives jobs in Cross Hills
Client Services Associate
Posted today
Job Viewed
Job Description
Client Services Associate
Posted 1 day ago
Job Viewed
Job Description
Fulltime Permanent
Industry: Wealth Management
Role: Client Service Associate
Location: Leeds City, Yorkshire
Salary range: £28 - 32K + Bonus & benefits
My Private Wealth Management client is looking to recruit a Client Service Associate to provide administrative support to one of their Portfolio Management teams. As a key member of the team, it will be important to communicate well within the team and take the initiative when required.
Responsibilities include:
- Playing a key role in client onboarding, Know Your Client and suitability processes.
- Ensuring client documentation is correctly prepared, completed, scanned and filed.
- Preparing meeting and presentation documents.
- Running valuations for clients on a quarterly basis.
- Ensuring all client verification is up to date and maintained.
- Working with Compliance to ensure that all actions by portfolio managers and administration are carried out within the guidelines and are compliant.
- Liaising with the Client Administration team to ensure all client data is correctly loaded and maintained.
- Liaising with clients and intermediaries to take instructions on the portfolio in respect of third-party payments and the receipt of funds.
- Liaising with the Operations Department during the transition of new clients to ensure they have the correct information.
- Instructing payments on behalf of clients once verification checks have been carried out and identity confirmed.
- Correspondence with clients including quarterly valuations.
- Dealing with client queries and telephone calls, taking full messages and preparing the necessary notes for the client file/CRM record.
Required qualification, skills and Behaviours:
- A minimum of 3 A’ Levels (Grades A-C).
- Excellent verbal communication skills.
- Good written communication skills.
- Ability to work to deadlines.
- IT literate (MS Office).
- Organised with attention to detail, such that appropriate customer outcomes are achieved and adequately documented.
Client Services Administrator
Posted today
Job Viewed
Job Description
- Company death in service scheme on completion of probationary period (4 x basic salary).
- 3% Employer Pension Con.
WHJS1_UKTJ
Client Services Administrator
Posted 15 days ago
Job Viewed
Job Description
Client Services Administrator
Private Health Insurance
Baildon
£26,000 - £28,000
HYBRID - 2 DAYS HOME WORKING
37.5 HOURS MON - FRI (FLEXIBLE START/FINISH TIMES)
An excellent salary is offered with super benefits, 25 days holiday plus banks, hybrid working, free on-site parking, gym membership, private healthcare and great pension.
Working closely with clients to deeply understand their needs, enabling yo.
WHJS1_UKTJ
Customer Support Associate
Posted today
Job Viewed
Job Description
Customer Support Associate
Posted today
Job Viewed
Job Description
Customer Support Associate
Posted today
Job Viewed
Job Description
Be The First To Know
About the latest Customer service representatives Jobs in Cross Hills !
Customer Support Associate
Posted today
Job Viewed
Job Description
Customer Support Associate
Posted today
Job Viewed
Job Description
Customer Support Associate
Posted today
Job Viewed