1977 Customer Service Representatives jobs in Watford
Client Services Administrator
Posted 1 day ago
Job Viewed
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!
Specialist, Client Services
Posted 1 day ago
Job Viewed
Job Description
**Grade Level (for internal use):**
08
**The Team:**
Asset managers, custodians, hedge funds and investment banks rely on us to deliver timely, accurate, multi asset class index data to support their trading and investment activities.
ETF & Benchmarking Solutions also provides a comprehensive view of the global ETF market to support the needs of all participants, from issuers and buy-side investors to brokers and market makers.
The EBS Client Service team are subject matter experts who strive to deliver a best-in-class experience in product support, relationship management and customer communications.
**Responsibilities and Impact:**
The successful candidate will be expected to develop deep knowledge of EBS products and systems to support clients and ensure that our business applications run smoothly. You will be working in a fast-paced environment ensuring client requests are prioritized and resolved.
Client service team members collaborate with internal groups such as product management, operations, technology, and sales to resolve problems or deliver product enhancements aimed at retaining existing customers and increasing revenues to the business.
You will have the opportunity to build strong relationships with customers in top-tier financial institutions on the buy-side and sell-side, as you improve their end-user experience and ensure they operate our applications effectively.
+ Manage incoming customer requests using internal systems and processes.
+ Understand the needs of different customers and work with internal product, technical & operations teams to deliver solutions that meet requirements.
+ Troubleshoot customer application UI and backend databases against various application systems errors, while providing customer feedback and progress visibility.
+ Manage the communication and relationship between clients and the business.
+ Partner with internal stakeholders to deliver enhancements aimed at retaining existing customers or delivering new revenue opportunities for the business.
+ Drive continual improvement of the client service processes.
+ Work alongside colleagues in major financial hubs around the world including London, Hong Kong and New Delhi.
**What We're Looking For:**
**Basic Required Qualifications:**
+ Able to self-organize, schedule, and prioritize effectively.
+ Manage multiple tasks and deliver to a high standard while meeting tight deadlines.
+ Advanced working knowledge of main Microsoft Office programs required.
+ Strong oral and written communication skills are essential.
+ Experience with client facing responsibilities an advantage.
+ Interest in working with software systems and technology.
+ Adept at building and maintaining relationships with external clients and with colleagues at all levels.
**Additional Preferred Qualifications:**
+ Experience or strong knowledge of indices and ETFs an advantage.
+ Experience with SQL Server, XML, JAVA, or Python beneficial.
+ Prior use of salesforce or similar client support tools.
+ Data visualisation and/or AI experience desirable.
**Right to Work Requirements:**
This role is limited to persons with indefinite right to work in the United Kingdom.
**About S&P Global Market Intelligence**
At S&P Global Market Intelligence, a division of S&P Global we understand the importance of accurate, deep and insightful information. Our team of experts delivers unrivaled insights and leading data and technology solutions, partnering with customers to expand their perspective, operate with confidence, and make decisions with conviction.
For more information, visit .
**What's In It For** **You?**
**Our Purpose:**
Progress is not a self-starter. It requires a catalyst to be set in motion. Information, imagination, people, technology-the right combination can unlock possibility and change the world.
Our world is in transition and getting more complex by the day. We push past expected observations and seek out new levels of understanding so that we can help companies, governments and individuals make an impact on tomorrow. At S&P Global we transform data into Essential Intelligence®, pinpointing risks and opening possibilities. We Accelerate Progress.
**Our People:**
We're more than 35,000 strong worldwide-so we're able to understand nuances while having a broad perspective. Our team is driven by curiosity and a shared belief that Essential Intelligence can help build a more prosperous future for us all.
From finding new ways to measure sustainability to analyzing energy transition across the supply chain to building workflow solutions that make it easy to tap into insight and apply it. We are changing the way people see things and empowering them to make an impact on the world we live in. We're committed to a more equitable future and to helping our customers find new, sustainable ways of doing business. We're constantly seeking new solutions that have progress in mind. Join us and help create the critical insights that truly make a difference.
**Our Values:**
**Integrity, Discovery, Partnership**
At S&P Global, we focus on Powering Global Markets. Throughout our history, the world's leading organizations have relied on us for the Essential Intelligence they need to make confident decisions about the road ahead. We start with a foundation of **integrity** in all we do, bring a spirit of **discovery** to our work, and collaborate in close **partnership** with each other and our customers to achieve shared goals.
**Benefits:**
We take care of you, so you can take care of business. We care about our people. That's why we provide everything you-and your career-need to thrive at S&P Global.
Our benefits include:
+ Health & Wellness: Health care coverage designed for the mind and body.
+ Flexible Downtime: Generous time off helps keep you energized for your time on.
+ Continuous Learning: Access a wealth of resources to grow your career and learn valuable new skills.
+ Invest in Your Future: Secure your financial future through competitive pay, retirement planning, a continuing education program with a company-matched student loan contribution, and financial wellness programs.
+ Family Friendly Perks: It's not just about you. S&P Global has perks for your partners and little ones, too, with some best-in class benefits for families.
+ Beyond the Basics: From retail discounts to referral incentive awards-small perks can make a big difference.
For more information on benefits by country visit: Hiring and Opportunity at S&P Global:**
At S&P Global, we are committed to fostering a connected and engaged workplace where all individuals have access to opportunities based on their skills, experience, and contributions. Our hiring practices emphasize fairness, transparency, and merit, ensuring that we attract and retain top talent. By valuing different perspectives and promoting a culture of respect and collaboration, we drive innovation and power global markets.
**Recruitment Fraud Alert:**
If you receive an email from a spglobalind.com domain or any other regionally based domains, it is a scam and should be reported to . S&P Global never requires any candidate to pay money for job applications, interviews, offer letters, "pre-employment training" or for equipment/delivery of equipment. Stay informed and protect yourself from recruitment fraud by reviewing our guidelines, fraudulent domains, and how to report suspicious activity here ( .
---
**Equal Opportunity Employer**
S&P Global is an equal opportunity employer and all qualified candidates will receive consideration for employment without regard to race/ethnicity, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, marital status, military veteran status, unemployment status, or any other status protected by law. Only electronic job submissions will be considered for employment.
If you need an accommodation during the application process due to a disability, please send an email to: and your request will be forwarded to the appropriate person.
**US Candidates Only:** The EEO is the Law Poster describes discrimination protections under federal law. Pay Transparency Nondiscrimination Provision - - Entry Professional (EEO Job Group)
**Job ID:**
**Posted On:**
**Location:** London, United Kingdom
Client Services Manager
Posted 2 days ago
Job Viewed
Job Description
We are seeking a dedicated Client Services Manager for our client in Woking. The position will involve managing the service delivery, quality standards and staff.
Key Responsibilities
- Oversee the delivery of multiple clients and services
- Line management of staff from initial recruitment, to on-boarding and training, ensuring staff retention is at the forefront.
- Maintain strong quality standards & comp.
WHJS1_UKTJ
Client Services Agent
Posted 16 days ago
Job Viewed
Job Description
Digital Asset Custody, the way it should be
Zodia Custody is a FCA and CBI registered Virtual Assets Service Provider (VASP), offering Crypto-Custody services to Institutional Investors.
Zodia Custody is a Venture backed by Standard Chartered
Client Services Representative
Posted 28 days ago
Job Viewed
Job Description
We’re a pan-European digital wealth manager with 130,000 active investors (growing fast!) and over €5 billion invested on our platform. With 220+ people across 4 offices in Italy and the UK, we’re supported and funded by Poste Italiane, Cabot Square Capital, United Ventures and Allianz. We started in 2011 in Milan with a simple vision - to help more people improve their financial well-being by making personal investing straightforward and accessible through technology. Fast forward a few years, and we’re known as one of the most innovative fintechs headquartered in the heart of London.
Mission
To provide investment solutions and advice to protect and grow client wealth through time.
Our Core Values:
We’ve built our business on three Principles:
- Relationships are our first asset: We’re one team, built on trust, honesty and transparency. We value our relationships above all else.
- Trust drives success: We give each other the space to grow. We empower our employees to succeed, so they can make a real impact.
- Our customers dream big, just like us: We see the bigger picture and we make sure our customers see it, too. We’re always focused on the best outcomes for our clients and for each other, no matter what the goal, or how big the dream
What this means in practice:
At Moneyfarm, diversity is the foundation of our competitive advantage. We value our employees for who they are – their backgrounds, experiences, talents, knowledge and individual differences. This is what makes us better at what we do. To accommodate our different needs and commitments, we offer flexible working to all. Our individual impact and output is what counts most.
About the role:
We are looking for an experienced and proactive Customer Service Representative to join our team on a full-time basis, working 9am–6pm, Monday to Friday with the possibility of flexibility. This role requires a strong background in customer service and the confidence to take ownership of complex queries and internal support needs.
In this dynamic and varied position, you’ll play a key part in supporting both our in-office and remote teams by ensuring smooth day-to-day operations and delivering outstanding service to our clients. We’re looking for someone with proven seniority in previous customer-facing roles, someone who brings sound judgment, initiative, and a solutions-oriented mindset.
The ideal candidate is self-motivated, approachable, and thrives in a fast-paced, collaborative environment. You’ll serve as a main point of contact for customer and administrative support, helping to resolve inquiries efficiently and professionally while also contributing to service improvements and mentoring less experienced team members
Key Responsibilities
- Handle customer inquiries independently and collaboratively via multiple channels including email, phone calls, and live chat
- Deliver exceptional customer service by addressing queries efficiently, empathetically, and professionally
- Ensure all customer interactions are responded to in a timely and accurate manner
- Maintain a positive, solutions-focused approach to support customer satisfaction and retention
- Keep accurate records of customer interactions and follow up on outstanding issues when necessary
- Work closely with team members and other departments to resolve complex queries and improve overall service quality
Requirements
Qualifications and Skills
- Proven experience in a customer service role is essential, with a strong track record of handling inquiries across phone, email, and/or live chat
- Strong organizational skills and the ability to manage time effectively in a fast-paced environment
- Excellent verbal and written communication skills, with a customer-focused and empathetic approach
- A proactive, solutions-oriented mindset with a “can-do” attitude
- High attention to detail and the ability to multitask while maintaining quality and accuracy
- Professional, approachable demeanor and a consistently positive attitude
- Dependable, punctual, and committed to delivering high-quality service
- Able to work independently while contributing effectively as part of a team
- Discretion and an understanding of how to handle sensitive or confidential information appropriately
- Minimum 2:1 degree
Benefits
- Health Insurance, Wellness plan
- Fee free investments on Moneyfarm platform
- Incentive scheme
- Career development opportunities
- Training opportunities
- Regular office social events
- Happy and friendly culture!
Associate, Credit Client Services
Posted 1 day ago
Job Viewed
Job Description
**Grade Level (for internal use):**
07
**The Team:** Client Services Associates are the first point of contact for our clients. In this role, you'll work directly with clients to help optimise their workflows and streamline their research and data analysis needs. If you're dedicated to providing exceptional client support and have a passion for finance, then this could be the role for you.
**The Role:** The role consists of on-the-job learning and training that covers a comprehensive curriculum focusing on a variety of areas including Fixed Income, Capital Markets, the S&P Capital IQ Pro platform and Office Plug-in.
Following approximately 1-2 months of initial training, you will begin to support clients over the phone, via web chats and emails. Beyond learning how to communicate with clients, you will also receive deep-dive training on our data content, learn about our customer segments, and gain exposure to additional S&P Global platforms. Participants must successfully complete required certification assessments as part of a rigorous evaluation process that will test your skills and capabilities.
Once certified, the role will also include proactively reaching out to clients to deliver training on our various product offerings. This involves developing an understanding of the client's workflow and providing tailored assistance to help clients maximize their usage of the S&P Global Market Intelligence product range.
As a member of Client Services, you will serve as a credit specialist for the S&P Capital IQ Pro platform. Working as a team player is very important in this role. Client Services interacts with many internal teams, including Sales, Content, Product, and Technical Support.
**What we're looking for:**
+ Minimum bachelor's degree in finance/economics/accounting or related field.
+ Fresher to 6 months of experience
+ Solid knowledge of finance and accounting principles to resolve client questions
+ Excellent written and verbal presentation, communication and customer service skills
+ Passion for building relationships with finance professionals and enthusiasm in learning and working in the financial services industry
+ Ability to effectively multitask, prioritize and work well within a team with a positive, flexible, proactive "can do" attitude
+ This role requires **European languages (French, German, Spanish)**
**About S&P Global Market Intelligence**
At S&P Global Market Intelligence, a division of S&P Global we understand the importance of accurate, deep and insightful information. Our team of experts delivers unrivaled insights and leading data and technology solutions, partnering with customers to expand their perspective, operate with confidence, and make decisions with conviction.
For more information, visit .
**What's In It For** **You?**
**Our Purpose:**
Progress is not a self-starter. It requires a catalyst to be set in motion. Information, imagination, people, technology-the right combination can unlock possibility and change the world.
Our world is in transition and getting more complex by the day. We push past expected observations and seek out new levels of understanding so that we can help companies, governments and individuals make an impact on tomorrow. At S&P Global we transform data into Essential Intelligence®, pinpointing risks and opening possibilities. We Accelerate Progress.
**Our People:**
We're more than 35,000 strong worldwide-so we're able to understand nuances while having a broad perspective. Our team is driven by curiosity and a shared belief that Essential Intelligence can help build a more prosperous future for us all.
From finding new ways to measure sustainability to analyzing energy transition across the supply chain to building workflow solutions that make it easy to tap into insight and apply it. We are changing the way people see things and empowering them to make an impact on the world we live in. We're committed to a more equitable future and to helping our customers find new, sustainable ways of doing business. We're constantly seeking new solutions that have progress in mind. Join us and help create the critical insights that truly make a difference.
**Our Values:**
**Integrity, Discovery, Partnership**
At S&P Global, we focus on Powering Global Markets. Throughout our history, the world's leading organizations have relied on us for the Essential Intelligence they need to make confident decisions about the road ahead. We start with a foundation of **integrity** in all we do, bring a spirit of **discovery** to our work, and collaborate in close **partnership** with each other and our customers to achieve shared goals.
**Benefits:**
We take care of you, so you can take care of business. We care about our people. That's why we provide everything you-and your career-need to thrive at S&P Global.
Our benefits include:
+ Health & Wellness: Health care coverage designed for the mind and body.
+ Flexible Downtime: Generous time off helps keep you energized for your time on.
+ Continuous Learning: Access a wealth of resources to grow your career and learn valuable new skills.
+ Invest in Your Future: Secure your financial future through competitive pay, retirement planning, a continuing education program with a company-matched student loan contribution, and financial wellness programs.
+ Family Friendly Perks: It's not just about you. S&P Global has perks for your partners and little ones, too, with some best-in class benefits for families.
+ Beyond the Basics: From retail discounts to referral incentive awards-small perks can make a big difference.
For more information on benefits by country visit: Hiring and Opportunity at S&P Global:**
At S&P Global, we are committed to fostering a connected and engaged workplace where all individuals have access to opportunities based on their skills, experience, and contributions. Our hiring practices emphasize fairness, transparency, and merit, ensuring that we attract and retain top talent. By valuing different perspectives and promoting a culture of respect and collaboration, we drive innovation and power global markets.
**Recruitment Fraud Alert:**
If you receive an email from a spglobalind.com domain or any other regionally based domains, it is a scam and should be reported to . S&P Global never requires any candidate to pay money for job applications, interviews, offer letters, "pre-employment training" or for equipment/delivery of equipment. Stay informed and protect yourself from recruitment fraud by reviewing our guidelines, fraudulent domains, and how to report suspicious activity here ( .
---
**Equal Opportunity Employer**
S&P Global is an equal opportunity employer and all qualified candidates will receive consideration for employment without regard to race/ethnicity, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, marital status, military veteran status, unemployment status, or any other status protected by law. Only electronic job submissions will be considered for employment.
If you need an accommodation during the application process due to a disability, please send an email to: and your request will be forwarded to the appropriate person.
**US Candidates Only:** The EEO is the Law Poster describes discrimination protections under federal law. Pay Transparency Nondiscrimination Provision - - Professional (EEO-2 Job Categories-United States of America), OPRTON203 - Entry Professional (EEO Job Group)
**Job ID:**
**Posted On:**
**Location:** London, United Kingdom
Part Time Client Services Administrator
Posted 2 days ago
Job Viewed
Job Description
We are currently recruiting for a temporary part time Client Services Finance Administrator for a Hatfield based organisation.
This is a temporary role for 2 to 3 months - maybe longer, with an immediate start required.
To work 3 days a week, Monday, Wednesday and Friday - these days are not negotiable - a total of 21 hours a week.
Working Hours: 9.00am to 5.00pm, all office based in Hatfield.
The main purpose of this role is to give administrative and basic bookkeeping support to the team and to ensure that all operations run smoothly.
Day to day responsibilities will include:
- Process payments and invoices and monitoring petty cash.
- Ensure all client records are maintained accurately and in a compliant fashion.
- Ensure that all client enquiries are keep up to date and processed promptly.
- Reconcile accounts and assist with budget tracking.
- Oversee office operations- manage supplies, equipment and manage basic maintenance tasks.
- Coordinated incoming and outgoing post, reception duties and meeting and greeting visitors.
- Record meeting minutes and prepare agendas for meetings.
- Work with colleagues to track and chase staff training - ensuring professional development stays on schedule.
Required Skills & Experience:
- Proven background in administrative support
- Empathic manner of working with vulnerable clients.
- Proficient in Microsoft Office, Word, Excel, Outlook and database systems.
- Comfortable in basic bookkeeping, invoice handling and reconciliations.
- Excellent communication skills - both written and oral.
- Able to prioritise with a good attention to detail.
- Good at maintaining confidentiality and a good understanding of data protection.
Excellent Benefits
Including weekly pay
28 days holiday
Access to Tate Rewards Scheme - including store discounts.
Please be aware this advert will remain open until the vacancy has been filled. Interviews will take place throughout this period, therefore we encourage you to apply early to avoid disappointment.
Tate is acting as an Employment Business in relation to this vacancy.
Tate is committed to promoting equal opportunities. To ensure that every candidate has the best experience with us, we encourage you to let us know if there are any adjustments we can make during the application or interview process. Your comfort and accessibility are our priority, and we are here to support you every step of the way. Additionally, we value and respect your individuality, and we invite you to share your preferred pronouns in your application.
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Senior Client Services FCP Specialist
Posted 419 days ago
Job Viewed
Job Description
The role specifically falls within the Commercial Team, which is part of Vitesse’s broader Commercial Sales Team, reporting to our Head of Client Services. The Commercial Team has a number of different responsibilities with the overarching aim of growing revenues across both existing and new customers, you will play a pivotal role liaising with internal and external stakeholders across the Lloyd’s Insurance Market.
YOUR MISSION
We’re looking for a Client Services Manager to join our Team in Holborn, London in a specialised role. You will be working primarily with our Relationship Management Team and Business Development to build strong relationships and support commercial growth across our client base with a specific focus on Faster Claims Payments, (FCP) - our key Lloyd’s Market initiative.
You will become the go-to person within Client Service on FCP, and act as a key point of contact for all Managing Agents in relation to complex or emerging FCP queries. Managing resolution across Vitesse, Lloyd’s, LIMOSS and relevant participants, you’ll use your experience to inform our roadmap and educate colleagues and market participants. You’ll be working alongside our Product and Operations teams to deliver exceptional levels of customer service, whilst supporting the Commercial Team with revenue growth.
RESPONSIBILITIES
- Develop strong relationships with our existing customers through a deep understanding of our FCP proposition with proactive engagement and effective communication
- Collaborate with internal Vitesse teams to resolve complex or emerging FCP queries, adhering to SLAs and seeking opportunities to improve quality, speed and process where applicable.
- Supporting complex queries responses and then ensuring that they are captured within market FAQ and other service record points and feeding any necessary development change back into the Vitesse functions.
- Provide training and support across internal and external teams to increase detailed understanding of FCP processes and impacts
- Work in collaboration with the Lloyd's/LIMOSS Partnership team and other key stakeholders to advocate for market participants
- Develop end to end process understanding
- Attendance at market events
- Adopt a value-based approach: demonstrate the value of our capabilities to influence decision-makers, internal and external, through informed and constructive conversations such as; product developments, service levels, managing client expectations, strategic planning and growth targets.
Requirements
- Experience in customer facing role with a strong client-oriented focus.
- Strong confident communicator with excellent listening skills
- Good understanding of Insurance/Lloyd’s market.
- Analytical mindset - ability to utilise data to support strategy and decisions.
- Proficient in excel, word, power point & outlook.
- Ability to build and grow sustainable client relationships.
- Ability to prioritise workloads and complete tasks in a timely manner.
- Ability to work effectively in a team to deliver solutions for clients.
- Strong sense of ownership and accountability
- Used to working in a fast-paced environment.
- Highly motivated to work in a start-up environment!
- Strong understanding of the end to end FCP flow from both technical and operational perspective would be advantageous
Benefits
- 25 days Holiday per year (increasing by 1 day per years' service, up to 30 days) +
Client Services Manager - Derivatives and Risk
Posted 2 days ago
Job Viewed
Job Description
You will responsible for full system implementation projects projects, project management, client on-boarding, optimisation, data analysis, scripting, derivatives and/or trading lifecycle understanding, etc.
Please apply for immediate interview.
CBSbutler is operating and advertising as an Employment Agency for permanent positions and as an Employment Business for interim / contract / temporary positions. CBSbutler is an Equal Opportunities employer and we encourage applicants from all backgrounds.