Client Services Administrator

Bradford, Yorkshire and the Humber £25000 - £28000 Annually Farr Associates Recruitment limited

Posted 10 days ago

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Job Description

permanent

Client Services Administrator

Private Health Insurance

Baildon

£25,000 - £28,000

HYBRID - 2 DAYS HOME WORKING

37.5 HOURS MON - FRI (FLIXIBLE 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 you to develop solutions that are truly best-in-class. My client has the expertise required to solve even the most complex challenges. Their entrepreneurial approach promotes innovation, integrity and a constant focus on delivering the best solutions for their clients.

You will be providing an efficient service and support to the account managers, to a portfolio of clients in respect of their healthcare schemes.

The schemes will largely be experience rated schemes but may also include smaller age rated schemes.

As the Client Service Coordinator, you will be responsible for providing support, which will include regular Teams meetings with clients.

In a collaborative way you challenge wider processes to enable and drive improvements to service whilst ensuring compliance.

You build strong internal, client and provider relationships based on respect that develops and builds loyalty, retention and increased client benefit spend.

This is a great opportunity for someone looking to advance in the Insurance industry, if you enjoy building and maintaining internal relationships, supporting teams with demanding adminstrative tasks and managing customer relationships, this is most certainly the role for you.

If you thrive and enjoy the pressure that comes with working in a data responsible role and have superb administrative support experience for this super busy Client Services team.

They really need your strong Microsoft Excel skills as you will be assisting the sales and management teams with SLA reporting for over 60 customers nationally at any one time.

You need a great positive and professional attitude for this super team based in Baildon.

A confident Excel user is absolutely essential for this role as you will be solely responsible for recording activity with customers and producing analytical reports and stats.

Working well under pressure as you know comes hand in hand with this type of position, if you thrive working in a busy environment and react well to finding solutions for internal teams then I would really like to speak with you.

Managing client queries will be a key aprt if this role whilst assiatnign the account managers with all the relevant administrative support.

Ensuring renewal communications are issued to clients and provide assistance to consultants and clients .

Your Excel skills will be needed as youy will be required to analyse data and prepare client reports and support with tender and new business activities.

I look forward to hearing form you, thank you for applying.

Lisa

Farr Associates

Recruitment Specialist

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Client Services Administrator

Pannal, Yorkshire and the Humber Search

Posted 1 day ago

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full time

Client Services Administrator

Salary: 30,000 - 32,000 + Bonus
Location: Harrogate (Hybrid - 2 days WFH)
Hours: Monday - Friday, Full-time, Permanent

Do you want to be part of a dynamic and growing wealth management group? Our client is looking for a proactive and detail-oriented Client Services Administrator to join their Investment Management team in Harrogate. This role offers the opportunity to support a well-established team in delivering exceptional service to private clients, while also contributing to process improvements and operational efficiency.

Key Responsibilities of the Client Services Administrator:
* Provide secretarial and administrative support to the investment management team.
* Compile reports, onboard clients, manage filing, and handle other administrative duties.
* Liaise with clients on behalf of Investment Managers, including taking instructions and booking meetings.
* Maintain and update client files and records, including new client setup and deletions.
* Process account opening forms and liaise with compliance, operations, and financial planning teams.
* Support quarterly valuation processes and client communications.
* Provide information to third parties such as SIPP providers, solicitors, and accountants.
* Coordinate with operations on cash movements, including ISA subscriptions and transfers.
* Monitor daily cash balances and manage fund transfers.
* Generate management information from suitability logs using Excel.
* Assist in creating PowerPoint presentations for investment managers.
* Collaborate with the Client Services Manager to improve processes and reduce paper reliance.
* Answer overflow reception calls and stay up to date with company procedures and compliance training.

Key Requirements of the Client Services Administrator:
* GCSE Grade C or above in English and Maths.
* Strong verbal and written communication skills.
* Previous experience in an administrative role.
* Detail-oriented, inquisitive, and a problem-solver.
* Ability to work independently and as part of a team.
* Proficient in Microsoft Word, Excel, and PowerPoint.
* Experience in financial services is advantageous but not essential.

The Successful Candiates Will Receive Excellent Benefits:
* Competitive salary
* Attractive Employee Pension Scheme (7.5% employer & minimum 3% employee)
* 25 days annual leave + public holidays + 3 days off over Christmas
* Option to buy/sell up to 5 days of holiday
* Private medical insurance, group life insurance, and income protection
* Hybrid working model
* Support for further education and training
* Discretionary performance-related bonus
* Confidential Employee Assistance Programme
* 2 days per year for voluntary work
* A wide range of flexible benefits

Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.

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Client Services Administrator

Harrogate, Yorkshire and the Humber Synergy Car Leasing Limited

Posted today

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Job Description

permanent
Client Services Administrator


The Client Services Administrator supports our Client Services team in day-to-day administration and customer telephone contact, and reports to the Client Services Director.

For the Client Services Team, the role supports across different areas as required, including customer communication via email and telephone to ensure that all documentation, such as finance docum.


















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Client Services Account Manager

HD1 Huddersfield, Yorkshire and the Humber Search

Posted 7 days ago

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Job Description

full time

We're Hiring: Account Manager - Client Services

Salary: 28,000 - 32,000 (DOE)

Location: Huddersfield

Work Environment: Fully on site (No Hybrid or Remote options)

Are you ready to bring your energy, precision, and people skills to a vibrant team of seven in a fast-paced, client-focused environment? We're on the lookout for an Account Manager who thrives on delivering exceptional service and managing multiple projects with flair.

About the Role
As our Account Manager, you'll be the heartbeat of our client services team, ensuring print and mailing projects run smoothly from brief to delivery. You'll work closely with clients, suppliers, and internal teams to meet specifications and SLAs, all while maintaining our high standards of customer service.

What You'll Be Doing

  • Taking detailed briefs and translating them into clear instructions for production
  • Liaising across departments to keep projects on track
  • Building strong relationships with clients and suppliers
  • Managing expectations and delivering outstanding service
  • Spotting opportunities to enhance our offering
  • Keeping invoicing and compliance on point

What We're Looking For

  • Experience in client services, ideally in print or mailing
  • A sharp eye for detail and the ability to juggle multiple tasks
  • A proactive problem-solver with a customer-first mindset
  • A team player who's ready to support and collaborate
  • Confident with Microsoft Office and keen to learn our processes

Why Join Us?
We're a close-knit, fun-loving team that believes in working hard and celebrating success. You'll enjoy:

  • A lively and supportive team environment
  • Quarterly social events to unwind and connect
  • 22 days holiday (plus bank holidays), with an extra day added for each year of service
  • Your birthday off - because you deserve it

Ready to make your mark in a company that values initiative, collaboration, and growth? Apply now and let's talk!

Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.

This advertiser has chosen not to accept applicants from your region.

Help Desk Operative

West Yorkshire, Yorkshire and the Humber CBRE Local UK

Posted 10 days ago

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Job Description

permanent

JOB SUMMARY

The purpose of this position is to provide information in response to inquiries about products and services and to handle and resolve complaints.




ESSENTIAL DUTIES AND RESPONSIBILITIES

Provides customer service by answering incoming service requests, via phone, chat, email & online requests from all business units on facility-related issues.

Generates and dispatches service request work orders for completion by vendors. Schedules conference rooms and audio visual equipment.

Responds to customer inquires and concerns. Follows up with customers to ensure customer satisfaction.

Updates Computer Maintenance Management System (CMMS), customer service database, and spreadsheets as needed with updated service information.

Contacts customer for additional information and communicating the steps in the work order process.

Runs, reviews, and distributes various customer service reports as necessary.

May generate and dispatch service request work orders for completion by vendors.

May assist with the training of new hires and temporary employees on CMMS (Computer Maintenance Management System), customer service database, email, Live Chat and Call Center procedures.

Provides informal assistance such as technical guidance and/or training to co-workers.

Other duties may be assigned.


SUPERVISORY RESPONSIBILITIES

None

This advertiser has chosen not to accept applicants from your region.

Help Desk Operative

West Yorkshire, Yorkshire and the Humber CBRE Local UK

Posted 10 days ago

Job Viewed

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Job Description

permanent

Help Desk Operative

JOB SUMMARY

The purpose of this position is to provide information in response to inquiries about products and services and to handle and resolve complaints.

ESSENTIAL DUTIES AND RESPONSIBILITIES

  • Provides customer service by answering incoming service requests, via phone, chat, email & online requests from all business units on facility-related issues.
  • li>Generates and dispatches service request work orders for completion by vendors. Schedules conference rooms and audio visual equipment.
  • Responds to customer inquires and concerns. Follows up with customers to ensure customer satisfaction.
  • Updates Computer Maintenance Management System (CMMS), customer service database, and spreadsheets as needed with updated service information.
  • Contacts customer for additional information and communicating the steps in the work order process.
  • Runs, reviews, and distributes various customer service reports as necessary.
  • May generate and dispatch service request work orders for completion by vendors.
  • May assist with the training of new hires and temporary employees on CMMS (Computer Maintenance Management System), customer service database, email, Live Chat and Call Center procedures.
  • Provides informal assistance such as technical guidance and/or training to co-workers.
  • Other duties may be assigned.

Help Desk Operative

This advertiser has chosen not to accept applicants from your region.

Help Desk Operative

Leeds, Yorkshire and the Humber CBRE

Posted 1 day ago

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Job Description

Help Desk Operative
Job ID
227163
Posted
07-Jul-2025
Service line
GWS Segment
Role type
Full-time
Areas of Interest
Administrative
Location(s)
Leeds - England - United Kingdom of Great Britain and Northern Ireland
**JOB SUMMARY**
The purpose of this position is to provide information in response to inquiries about products and services and to handle and resolve complaints.
**ESSENTIAL DUTIES AND RESPONSIBILITIES**
Provides customer service by answering incoming service requests, via phone, chat, email & online requests from all business units on facility-related issues.
Generates and dispatches service request work orders for completion by vendors. Schedules conference rooms and audio visual equipment.
Responds to customer inquires and concerns. Follows up with customers to ensure customer satisfaction.
Updates Computer Maintenance Management System (CMMS), customer service database, and spreadsheets as needed with updated service information.
Contacts customer for additional information and communicating the steps in the work order process.
Runs, reviews, and distributes various customer service reports as necessary.
May generate and dispatch service request work orders for completion by vendors.
May assist with the training of new hires and temporary employees on CMMS (Computer Maintenance Management System), customer service database, email, Live Chat and Call Center procedures.
Provides informal assistance such as technical guidance and/or training to co-workers.
Other duties may be assigned.
**SUPERVISORY RESPONSIBILITIES**
None
**QUALIFICATIONS**
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
**EDUCATION and EXPERIENCE**
High school diploma or general education degree (GED) required. Call Center experience preferred. Minimum two years of related experience.
**CERTIFICATES and/or LICENSES**
None
**COMMUNICATION SKILLS**
Ability to comprehend and interpret instructions, short correspondence, and memos and ask clarifying questions to ensure understanding. Ability to write routine reports and correspondence. Ability to respond to common inquiries or complaints from clients, co-workers, and/or supervisor.
**FINANCIAL KNOWLEDGE**
Ability to calculate simple figures such as percentages.
**REASONING ABILITY**
Ability to understand and carry out general instructions in standard situations. Ability to solve problems in standard situations. Requires basic analytical skills.
**OTHER SKILLS and ABILITIES**
Intermediate Knowledge of Microsoft Office Suite products. Ability to type 45-50 WPM.
**SCOPE OF RESPONSIBILITY**
Decisions made with general understanding of procedures and company policies to achieve set results and deadlines. Errors in judgment may cause short-term impact to co-workers and supervisor.
CBRE, Inc. is an Equal Opportunity and Affirmative Action Employer (Women/Minorities/Persons with Disabilities/US Veterans)
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IT Help Desk Engineer

West Yorkshire, Yorkshire and the Humber £30000 - £35000 Annually Austin Banks

Posted 10 days ago

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Job Description

permanent

IT Help Desk Engineer

Leeds

Full time, Permanent.

£30,000 - £35,000 DOE

Monday – Friday, 37.5 hours  

Our client is looking for an IT Help Desk Engineer to join their team. This is a fantastic opportunity for someone who thrives in a fast-paced environment and enjoys being the first point of contact for technical issues. If you're looking to develop your technical skills and grow your IT career within a supportive and forward-thinking company.

Benefits

  • Generous annual leave allowance
  • li>Career progression
  • Pension
  • Free onsite parking
  • Team events
  • Health care
  • Discounted gym membership

As an IT Help Desk Engineer , you will be responsible for:

  • Answering and making front-line technical calls to assist in the coordination and resolution of IT issues, ensuring customer expectations are consistently met
  • Assisting customers with the installation, configuration, and troubleshooting of software such as backup solutions, Office applications, antivirus programs, and other business-critical software
  • Setting, managing, and meeting client expectations through clear communication and timely support
  • Collaborating with other Service Desk Analysts to investigate, diagnose, and resolve technical tickets
  • Documenting all activities and resolutions accurately to ensure effective case management
  • Providing additional support to the wider team as needed
  • Performing end-user client machine configuration and support tasks

The ideal candidate will be:

  • Minimum 3 years of experience in an MSP or IT support environment
  • Strong knowledge of Windows Server, Active Directory, and Microsoft 365 administration
  • Experience with network troubleshooting, including DNS, DHCP, VPNs, Firewalls, and VLANs
  • Basic understanding of cybersecurity principles and best practices
  • Excellent communication and customer service skills with a professional, solution-focused approach
  • Strong problem-solving abilities and well-organised work habits
  • Full UK driving licence and access to own transport (essential)

Call us today on (phone number removed), to discuss this position.

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IT Help Desk Engineer

LS1 Leeds, Yorkshire and the Humber Austin Banks

Posted 14 days ago

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Job Description

full time

IT Help Desk Engineer

Leeds

Full time, Permanent.

£30,000 - £35,000 DOE

Monday – Friday, 37.5 hours  

Our client is looking for an IT Help Desk Engineer to join their team. This is a fantastic opportunity for someone who thrives in a fast-paced environment and enjoys being the first point of contact for technical issues. If you're looking to develop your technical skills and grow your IT career within a supportive and forward-thinking company.

Benefits

  • Generous annual leave allowance
  • li>Career progression
  • Pension
  • Free onsite parking
  • Team events
  • Health care
  • Discounted gym membership

As an IT Help Desk Engineer , you will be responsible for:

  • Answering and making front-line technical calls to assist in the coordination and resolution of IT issues, ensuring customer expectations are consistently met
  • Assisting customers with the installation, configuration, and troubleshooting of software such as backup solutions, Office applications, antivirus programs, and other business-critical software
  • Setting, managing, and meeting client expectations through clear communication and timely support
  • Collaborating with other Service Desk Analysts to investigate, diagnose, and resolve technical tickets
  • Documenting all activities and resolutions accurately to ensure effective case management
  • Providing additional support to the wider team as needed
  • Performing end-user client machine configuration and support tasks

The ideal candidate will be:

  • Minimum 3 years of experience in an MSP or IT support environment
  • Strong knowledge of Windows Server, Active Directory, and Microsoft 365 administration
  • Experience with network troubleshooting, including DNS, DHCP, VPNs, Firewalls, and VLANs
  • Basic understanding of cybersecurity principles and best practices
  • Excellent communication and customer service skills with a professional, solution-focused approach
  • Strong problem-solving abilities and well-organised work habits
  • Full UK driving licence and access to own transport (essential)

Call us today on (phone number removed), to discuss this position.

This advertiser has chosen not to accept applicants from your region.

Customer Support Administrator

West Yorkshire, Yorkshire and the Humber £30000 - £32000 Annually Curtis Furniture

Posted 6 days ago

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Job Description

permanent

Customer Support Administrator

Salary:  £30,000 to £32,000 per annum, depending on experience

Leeds LS10, West Yorkshire

Permanent: Full Time

Profile

Our client, based on the outskirts of Leeds, is a market leader in the Hospitality Industry.  They manufacture and fit out hotels with bespoke furniture & soft furnishings for clients such as Hilton, Marriott, Sheraton, Holiday Inn & Crowne Plaza.

The company operates within a dynamic and fast paced environment and therefore they are looking for a friendly, approachable individual who is flexible and highly organised with excellent communication skills.

Key Responsibilities:

  • Understanding and interpreting client’s drawings and tender documents
  • Work closely with the sales team to obtain information and understand requirements for quotes
  • Using Excel to provide detailed and accurate quotations for clients
  • Liaising with new and existing suppliers to source products and obtain accurate information regarding pricing and lead times.
  • Organising and prioritising daily workloads
  • Negotiating prices with suppliers
  • Assisting the estimator with costing of bespoke furniture
  • Scheduling of furniture for projects
  • Updating internal systems and maintaining an organised and efficient working area for the team
  • Answering the phone and when needed greeting visitors
  • Provide support to the Project Managers
  • Scheduling of furniture for projects

Skills & qualifications:

  • A high energy, motivated and dependable individual with excellent communication skills
  • Able to perform calmly under pressure and maintain attention to detail
  • A purchasing background would be an advantage but not essential
  • Knowledge and understanding of manufacturing.
  • Excellent telephone manner with a good aptitude to build relationships with suppliers
  • Computer literate – Must be competent in the use of Excel.
  • Able to show initiative and manage own workload
  • Efficient and pro-active
  • Adaptable

 INDLS

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