Client Services Administrator

New
Bracknell, South East IDEX Consulting Ltd

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Job Description

Financial Services Admin

Bracknell

Hybrid working opportunity

Up to £30,000 - 34 hour contract.


We are working with a large wealth management company looking to take on a financial services administrator to support one or more financial planners!


This role is suitable for someone wanting to kick start their financial services career and wishes to move into paraplanning or financial planning ! Or someone who wants to remain as a career administrator!


Responsibilities:

  • Proactively develop and maintain effective relationships with clients, colleagues and 3rd party firms
  • Point of contact for all client servicing and new business queries; to research and resolve client issues timely and efficiently.
  • Preparation for client meetings and attend as and when required.
  • Provide the business support necessary in meeting strategy and business objectives, as required.
  • Process all business in accordance with required processes & proactive pipeline management.
  • Prepare and print illustrations, key features and applications as required.
  • Maintain core systems ensuring that all tasks are carried out and completed in line with company policy and procedures.
  • Request policy information from third party policy providers.
  • Coordinate and produce client valuations as part of the advice delivery process.
  • Maintain client records in accordance with internal Compliance requirements.
  • Prioritise workload to ensure all activities are timely, compliant and conducted in a manner that will meet the agreed performance standards and deliver outstanding service to clients.
  • Maintain an awareness of, and act in accordance with, all Compliance and legislative obligations.
  • Cover Front of House responsibilities as and when required.


Skills and Qualifications:

  • Have either worked within an administration role in financial services
  • Have an understanding of GIA, ISA, SIPP's
  • A proven strong ethic of client service
  • Proficient IT skills in core Microsoft Office systems.
  • Organisation and prioritisation skills being able to work independently and within a team.
  • Professional telephone manner along with excellent written communication skills; to have an eye for detail.
  • Initiative - all ideas and input to the team are welcome. Use judgement and reasoning in order to propose solutions to problems.


This is a fantastic opportunity for someone wanting to join a firm that will support, and progress your career. Full financial support to achieve qualifications to take you to that next stepping stone!


This is a hybrid working role which will see you in the office x3 days a week and x2 from home. Laptop and phone will be provided.


There are individuals within the Financial Planning and paraplanning team that started their financial services career within this exact role!


For more information on this firm and position please click apply!

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Client Services Executive

Sutton, South East Novus Resourcing Ltd

Posted 1 day ago

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permanent

Customer-Focused? Problem Solver? Thrive in a Fast-Paced Role?

Are you passionate about delivering first-class customer service and building strong client relationships? Do you enjoy being the trusted point of contact who makes things happen?

Step into a world-class organisation with a strong international footprint and impressive office environment. Develop your career starting out as aClient Servi.


WHJS1_UKTJ

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Legal Client Services Supervisor

New
St Albans, Eastern Insight Select

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Legal Client Service Supervisor

£35,000 | St Albans, Hertfordshire | Permanent

My client are seeking an experienced Legal Client Services Supervisor to oversee the daily operations of our busy New Business Team. This is a pivotal position where you will provide guidance, training, and support to a team of New Business Assistants, ensuring the smooth and efficient onboarding of clients across both property and private client matters.

You will be the go-to person for queries, performance monitoring, and compliance oversight, as well as working closely with senior management to develop and refine processes that enhance client service and operational efficiency.

Key Responsibilities:

  • Lead, mentor, and support a team of New Business Assistants, ensuring workloads are managed effectively and service levels are met.
  • Oversee client onboarding, including ID checks, AML and sanctions screening, conflict checks, and file opening processes.
  • Handle complex client queries and provide solutions promptly and professionally.
  • Monitor team performance, provide feedback, and contribute to training and development.
  • Ensure compliance with firm policies, audit measures, and regulatory requirements.
  • Assist with process improvement projects to enhance team productivity and client satisfaction.
  • Step in to cover aspects of the Head of Operations role when required.

About You:

  • Proven experience in a supervisory or managerial role, ideally within legal, professional services, or a highly regulated environment.
  • Strong administrative skills with excellent attention to detail and time management.
  • Confident communicator with the ability to engage with clients and colleagues at all levels.
  • Experience with compliance procedures and client onboarding processes.
  • Proficient with IT systems, ideally including practice management software.
  • A proactive, solution-focused mindset with a commitment to delivering exceptional client service.

Package:

  • £35,000
  • St Albans, Hertfordshire
  • Monday – Friday, 9am – 5pm
  • Excellent benefits
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Customer Services / Client Services Executive

Berkshire, South East £27000 Annually Kosnic Lighting Limited

Posted 9 days ago

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permanent

Job Title: Customer Services Co-Ordinator

Location: Newbury

Salary: Up to 27k per annum (dependent on experience) + performance-based bonus

Job type: Full Time - Permanent (9am to 5pm Mon to Fri)

Kosnic Lighting have a fantastic opportunity for a talented Customer Services professional to join our exciting and growing company. This is your chance to utilise your extensive experience in a busy role where you'll be able to help and build relationships with customers. This is not a call centre environment but you must have an excellent telephone manner and high attention to detail.

About the role:

  • The first point of contact for all customer queries
  • Process orders accurately and in timely manner
  • Ensure customers' experience with Kosnic is first class and liaise with other departments to deliver to customers' needs
  • Utilise commercial sense and sales skills to upsell or cross sell where appropriate
  • Provide support to the Key Account Manager and sales team
  • Assist with processing debit and credit notes and handling customer requests and complaints

About you:

  • A genuine passion for delivering excellent customer service and experience of working in a similar environment
  • Excellent telephone manner, showing versatility in your approach to each customer
  • Enjoys working in a small team
  • Ability to remain calm under pressure
  • Highly organised, flexible and willingness to learn about technical products
  • Enjoys helping others and have a friendly personality
  • Proficiency in Excel, Word and Outlook and working with data systems (Odoo)
  • Strong organisational skills and methodical approach
  • A 'can do' attitude is essential, along with the desire to help others and resolve issues

Experience in a customer service role within an electrical or lighting industry would be ideal, however, full training will be provided so an eagerness to deliver excellent service, learn and be motivated is more important.

Company is offering:

  • Salary up to 27k (dependent on experience) and performance related bonus
  • Starting holiday entitlement of 23 days plus Bank holidays increasing up to 27 days
  • Private healthcare cover which includes dental and optical cashback
  • Pension
  • Contribution to gym membership
  • Up to 3 chillax days a year (unpaid leave)
  • Cycle to Work scheme
  • Major discount on our cool company lighting products
  • Free hot drinks
  • Free parking
  • We love to socialise and celebrate - Christmas party, Chinese New Year, and lots of eating generally

Additional Information:

  1. Please only apply if you live within travelling distance to Newbury.
  2. Candidates must have the right to work in the UK.
  3. Notice to all Recruitment Agencies - we do not require help with this vacancy, thank you.

Please click APPLY to submit your CV for this role.

Candidates with the relevant experience or job titles of: Customer Services Executive, Customer Service Representative, Customer Support, Customer Service Executive, Telemarketing, Account Management, Sales, Customer Services, Customer Service Consultant, Customer Service Administrator, , Customer Advisor, Customer Support, Business Support, Customer Service Advisor, Customer Service, Customer Services Officer will be considered for this role.

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UK Customer Technical Call Center Manager

Little Chalfont, South East Danaher Corporation

Posted 16 days ago

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Wondering what's within Beckman Coulter Diagnostics? Take a closer look.
At first glance, you'll see that for more than 80 years we've been dedicated to advancing and optimizing the laboratory to move science and healthcare forward. Join a team where you can be heard, be supported, and always be yourself. We're building a culture that celebrates backgrounds, experiences, and perspectives of all our associates. Look again and you'll see we are invested in you, providing the opportunity to build a meaningful career, be creative, and try new things with the support you need to be successful.
Beckman Coulter Diagnostics is proud to work alongside a community of six fellow Diagnostics Companies at Danaher. Together, we're working at the pace of change to improve patient lives with diagnostic tools that address the world's biggest health challenges.
The M2 Customer Technical Support and Coordination Manager UK for Beckman Coulter Diagnostics is responsible for overseeing and managing the customer technical call center and dispatching operations, ensuring efficient and effective communication between our technical support teams and customers.
At Beckman Coulter, our vision is to relentlessly reimagine healthcare, one diagnosis at a time.
This position is part of the Customer Care Organization and is based full-time onsite at our Amersham office in the United Kingdom
You will be a part of the CTS & Coordination European Team and report to the European Senior Manager Customer Technical Support and Coordination responsible for strategic leadership of the whole European team to enhance customer support and experience. If you thrive in a fast paced, customer centric role and want to work to build a world-class service organization-read on.
In this role, you will have the opportunity to:
+ Develop and implement support strategies, policies, and procedures to enhance the efficiency and effectiveness of Customer Technical call center & dispatching to guarantee the best customers' satisfaction.
+ To assist in improving customer service experience using Net Promoter Score (NPS) feedback and Voice of the Customer (VOC).
+ Drive the planning for engineers in terms on proactive and reactive activities.
+ Take ownership of customer issues, escalating if necessary. This includes regular communication with internal and external customers where required.
+ Foster a collaborative and high-performance culture within the team by analyzing and providing statistics for the CTS Team to improve objectives and set KPI's.
+ Drive a culture high performance and change management through developing talent, engagement, and D&I initiatives.
+ Keep ahead of industry developments and apply best practices to areas highlighted for improvement using associated DBS tools.
The essential requirements of the job include:
+ Bachelor's degree in a related field (e.g., Biomedical Engineering, Life Sciences,) or equivalent experience.
+ Minimum of 5 years of experience in technical support, with at least 3 years in a leadership or management role.
+ Strong leadership and team management skills, with the ability to motivate and develop team members.
+ Exceptional communication skills, both verbal and written, with the ability to effectively interact with customers, team members, and other stakeholders, fluent both English and one other European language.
+ Knowledge of regulatory standards and compliance requirements in the diagnostics industry.
Travel, Motor Vehicle Record & Physical/Environment Requirements:
+ Ability to travel 25% travel, overnight, within territory or locations
It would be a plus if you also possess previous experience in:
+ Experience in the healthcare industry with multiple examples of successfully leading complex technical projects and teams with the ability to work independently and part of a team
+ Ability to "think out of the box" and express creative thinking and innovative ideas.
At Beckman Coulter Diagnostics we believe in designing a better, more sustainable workforce. We recognize the benefits of flexible, remote working arrangements for eligible roles and are committed to providing enriching careers, no matter the work arrangement. This position is eligible for a remote work arrangement in which you can work remotely from your home. Additional information about this remote work arrangement will be provided by your interview team. Explore the flexibility and challenge that working for Beckman Coulter Diagnostics can provide.
#LI-Onsite
Join our winning team today. Together, we'll accelerate the real-life impact of tomorrow's science and technology. We partner with customers across the globe to help them solve their most complex challenges, architecting solutions that bring the power of science to life.
For more information, visit .
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Customer Support

Reading, South East £23000 - £26000 Annually Talent Staffing

Posted 7 days ago

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permanent

Ourclientislookingforabright,inquisitive,go-gettertojoinasuperfriendlyteambasednearReadingstation.

YouwillbeworkingwiththeinboundcallteamforthisawardwiningInsurancebusiness,offeringoutstandingcustomerservicetopolicyholdersandFinancialAdvisorsresolvingqueriesviaphone,email,webchatandpost.

Youshouldhave:

Acustomerfirstmindsetandstrongcommunicationskills

Positivity,energy,andtheabilitytomanageyourownworkload.

Teamspiritandresiliencewhendealingwithchallengingqueries.

Experienceincustomerservice.

Ourclientwilloffer

Therewillbefullin-depthtrainingpluspersonaldevelopmentiskeytothisorganisationandthereisastrongprogressionroute.

Outstandingbenefits,Hybridworking3daysintheofficeand2workingfromhome-ifyoupreferitcanbe5daysintheofficebutnotremote.

Thisrolewouldsuitentrylevelapplicantsaswellasthosewithmoreexperienceaslongasyouarekeenandenthusiastictodoagreatjob.

Applytodayforthiscareerrole

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Customer Support

Berkshire, South East £25000 - £30000 Annually Ascendion

Posted 15 days ago

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permanent
  • Experience in a customer-facing role (mandatory);
  • li>Experience with SaaS (Software as a Service) solutions is a plus (not mandatory) ;
  • Experience with CRM & ERP systems - Salesforce and SAP would be preferred (not mandatory) ;
  • Strong communication and listening skills;
  • Well-developed time management and prioritization skills;
  • Structured “can-do” approach to open matters and tasks in a demanding environment;

Willingness to develop while identifying opportunities over self-reflection.

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Customer Support

RG1 Reading, South East Ascendion

Posted 1 day ago

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full time
  • Experience in a customer-facing role (mandatory);
  • li>Experience with SaaS (Software as a Service) solutions is a plus (not mandatory) ;
  • Experience with CRM & ERP systems - Salesforce and SAP would be preferred (not mandatory) ;
  • Strong communication and listening skills;
  • Well-developed time management and prioritization skills;
  • Structured “can-do” approach to open matters and tasks in a demanding environment;

Willingness to develop while identifying opportunities over self-reflection.

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Customer Support Executive

Patchetts Green, Eastern £32000 Annually Cottrell Moore Ltd

Posted 6 days ago

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permanent

Customer Support Executive

Location:  Watford, WD25

Hours:  Monday to Friday, 7:00am – 5:00pm with Alternate Saturdays from 7:00am – 1:00pm

Salary:  £32,000

The Role:
We’re looking for a dependable and customer-focused individual to join this family owned builders merchant at their Watford branch. You’ll be the first point of contact for customer enquiries and play a key role in making sure orders are processed smoothly and efficiently.

Benefits:

  • Company Pension Scheme.
  • li>Free Breakfast
  • Group Life Assurance.
  • Staff Discount.
  • Cycle to Work Scheme.
  • Employee Assistance Programme.
  • Long Service Awards.
  • Annual Leave: 20 days plus bank holidays.
  • Birthday Day Off.

Key Responsibilities:

  • Respond to customer enquiries by phone, email and live chat
  • Resolve issues quickly and professionally
  • Process and allocate orders to branches
  • Book collections and coordinate with couriers
  • Report product or stock discrepancies
  • Record product measurements and weights
  • Carry out daily fraud checks
  • Support general operations as needed

Requirements:

  • Clear communication skills
  • Strong problem-solving ability
  • Organised and detail-oriented
  • Comfortable working both in the office and on the shop floor when required
  • A team player with a can-do attitude
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