59 Service Client jobs in the United Kingdom
Program Manager for Digital Engineering Service(Client Service)
Posted 12 days ago
Job Viewed
Job Description
Discover your opportunity with Mitsubishi UFJ Financial Group (MUFG), one of the worldu2019s leading financial groups. Across the globe, weu2019re 120,000 colleagues, striving to make a difference for every client, organization, and community we serve. We stand for our values, building long-term relationships, serving society, and fostering shared and sustainable growth for a better world.
With a vision to be the worldu2019s most trusted financial group, itu2019s part of our culture to put people first, listen to new and diverse ideas and collaborate toward greater innovation, speed and agility. This means investing in talent, technologies, and tools that empower you to own your career.
Join MUFG, where being inspired is expected and making a meaningful impact is rewarded.
**OVERVIEW OF THE DEPARTMENT/SECTION**
Mitsubishi UFJ Financial Group (MUFG) is one of the worldu2019s leading financial groups. Headquartered in Tokyo and with approximately 350 years of history, MUFG has a global network with 1,100 offices in over 40 countries. The Group has over 140,000 employees, offering services including corporate banking, commercial banking, retail banking, wealth management, investment banking, capital markets, personal and corporate trust, and transaction banking.
The Groupu2019s operating companies include Bank of Tokyo-Mitsubishi UFJ, Mitsubishi UFJ Trust and Banking Corporation (Japanu2019s leading trust bank), and Mitsubishi UFJ Securities Holdings Co., Ltd., one of Japanu2019s largest securities firms.
The Project Promotion team is part of the IT Planning, Reporting and Administration department (IPR). The role of the IPR department is to ensure communication and liaison with Head Office (HO) in Tokyo, for both Bank and Securities, as well as accountability for EMEA Technology wide reporting, management of resourcing processes, management of asset processes and administration of wider planning processes including annual budget planning.
The Digital Engineering Service Portfolio is part of the Project Promotion team which delivers EMEA and global projects within the planned schedule and budget.
**NUMBER OF DIRECT REPORTS**
2-3 Consultants / Contractors as part of wider project delivery team.
**MAIN PURPOSE OF THE ROLE**
The successful candidate will be part of the Digital Engineering Service Portfolio Change function, reporting into the Portfolio Lead and its corresponding delegate on a regular basis.
The Program Manager is responsible across each program/project for ensuring quality, outcomes, timelines and cost requirements are met. Among other Project Management tasks, the candidate will be responsible for the creation and maintenance of RAID logs, Business Justification documents, and Status reporting activities.
The Program Manager will need to have extensive experience in Financial Institutions.
Strong communication and interpersonal skills is a must, and candidates must have a well-organized structured approach to managing medium to large projects and work well with senior stakeholders, subject matter experts and consultants.
To engage key staff in Technology team (as well as other key stakeholders from other departments) who are impacted by the portfolio of investment and (in-scope) expense projects.
To provide accurate, and concise, point-in-time reporting to all stakeholders, generated from golden source tools including the General Ledger, and PPM (Portfolio, Program, Project Management) tools.
**KEY RESPONSIBILITIES**
Co-ordination across projects / work streams and across wider program to ensure synergies are identified and optimized
Partner with key stakeholders across the 1st and 2nd LoD to ensure compliance with relevant firm policies and framework, understand external regulatory expectations and industry standards, where appropriate
Oversee analysis / output and form clear recommendations and proposals that are based on sound business rationale ensuring consensus and collaboration with functional partners required to opine or sign off
Run and manage steering committees (if required), working groups (cross functional) and ensure accountability of actions against planned timelines.
Be a trusted partner functional stakeholders and Planning department ensuring updates, issues and consensus is effectively managed and delivered.
Manage implementation deliveries ensuring transparency of risks, issues and dependencies that are fully aligned to functional / business owners.
Develop detailed project plans incorporating inputs from all project participants, and report on status of deliverables.
Manage the project costs against budget and report status update on the project budget.
**WORK EXPERIENCE**
Essential:
Experience in successfully leading full lifecycle complex projects
Minimum 10 years proven track record delivering projects to financial institutions within time and budget.
Strong governance approach to delivery
Effective communication and leadership
Experience of working with and negotiating contracts for vendors and consultancies
Preferred:
Strong knowledge of banking regulations and running regulatory projects.
Good understanding of financial products and front-to-back processes.
Demonstrable track record of managing multiple stakeholders and building relationships across diverse skill sets and across the organisation.
Coaching, mentoring and leadership skills
Excellent communication skills and the ability to communicate at all levels.
Proven experience of managing budgets.
**SKILLS AND EXPERIENCE**
**Functional / Technical Competencies:**
Essential
Proven experience and expert understanding of delivering through full project lifecycle SDLC/PDLC using waterfall and agile approaches
Strong project delivery and deadline management
Financial u2013 cost categorization (capital vs expense)
Demonstrable track record of managing multiple stakeholders and building relationships across diverse skillsets and across the international organization
Direct experience in managing multiple functional stakeholder (senior level) and consultants to derive clear and tangible outcomes
Experience with identifying project outputs and tracking Business benefits.
Familiarity with / experience of adhering to key controls (including SOX, project delivery standards, third party risk management, operational resilience management, operational risk management, data protection and financial services regulations)
**Please note MUFG operate a hybrid working policy with 3 days in the office per week.**
We are open to considering flexible working requests in line with organisational requirements.
MUFG is committed to embracing diversity and building an inclusive culture where all employees are valued, respected and their opinions count. We support the principles of equality, diversity and inclusion in recruitment and employment, and oppose all forms of discrimination on the grounds of age, sex, gender, sexual orientation, disability, pregnancy and maternity, race, gender reassignment, religion or belief and marriage or civil partnership.
We make our recruitment decisions in a non-discriminatory manner in accordance with our commitment to identifying the right skills for the right role and our obligations under the law.
At MUFG, our colleagues are our greatest assets. Our Culture Principles provide a roadmap for how each of our colleagues must think and act to become more client-obsessed, inclusive and innovative. They reflect who we are, who we want to be and what we expect from one another. We are excited to see you take the next step in exploring a career with us and encourage you to spend more time reviewing them!
**Our Culture Principles**
Client Centric
People Focused
Listen Up. Speak Up.
Innovate & Simplify
Own & Execute
Program Manager for Digital Engineering Service(Client Service)
Posted 12 days ago
Job Viewed
Job Description
Discover your opportunity with Mitsubishi UFJ Financial Group (MUFG), one of the worldu2019s leading financial groups. Across the globe, weu2019re 120,000 colleagues, striving to make a difference for every client, organization, and community we serve. We stand for our values, building long-term relationships, serving society, and fostering shared and sustainable growth for a better world.
With a vision to be the worldu2019s most trusted financial group, itu2019s part of our culture to put people first, listen to new and diverse ideas and collaborate toward greater innovation, speed and agility. This means investing in talent, technologies, and tools that empower you to own your career.
Join MUFG, where being inspired is expected and making a meaningful impact is rewarded.
**OVERVIEW OF THE DEPARTMENT/SECTION**
Mitsubishi UFJ Financial Group (MUFG) is one of the worldu2019s leading financial groups. Headquartered in Tokyo and with approximately 350 years of history, MUFG has a global network with 1,100 offices in over 40 countries. The Group has over 140,000 employees, offering services including corporate banking, commercial banking, retail banking, wealth management, investment banking, capital markets, personal and corporate trust, and transaction banking.
The Groupu2019s operating companies include Bank of Tokyo-Mitsubishi UFJ, Mitsubishi UFJ Trust and Banking Corporation (Japanu2019s leading trust bank), and Mitsubishi UFJ Securities Holdings Co., Ltd., one of Japanu2019s largest securities firms.
The Project Promotion team is part of the IT Planning, Reporting and Administration department (IPR). The role of the IPR department is to ensure communication and liaison with Head Office (HO) in Tokyo, for both Bank and Securities, as well as accountability for EMEA Technology wide reporting, management of resourcing processes, management of asset processes and administration of wider planning processes including annual budget planning.
The Digital Engineering Service Portfolio is part of the Project Promotion team which delivers EMEA and global projects within the planned schedule and budget.
**NUMBER OF DIRECT REPORTS**
2-3 Consultants / Contractors as part of wider project delivery team.
**MAIN PURPOSE OF THE ROLE**
The successful candidate will be part of the Digital Engineering Service Portfolio Change function, reporting into the Portfolio Lead and its corresponding delegate on a regular basis.
The Program Manager is responsible across each program/project for ensuring quality, outcomes, timelines and cost requirements are met. Among other Project Management tasks, the candidate will be responsible for the creation and maintenance of RAID logs, Business Justification documents, and Status reporting activities.
The Program Manager will need to have extensive experience in Financial Institutions.
Strong communication and interpersonal skills is a must, and candidates must have a well-organized structured approach to managing medium to large projects and work well with senior stakeholders, subject matter experts and consultants.
To engage key staff in Technology team (as well as other key stakeholders from other departments) who are impacted by the portfolio of investment and (in-scope) expense projects.
To provide accurate, and concise, point-in-time reporting to all stakeholders, generated from golden source tools including the General Ledger, and PPM (Portfolio, Program, Project Management) tools.
**KEY RESPONSIBILITIES**
Co-ordination across projects / work streams and across wider program to ensure synergies are identified and optimized
Partner with key stakeholders across the 1st and 2nd LoD to ensure compliance with relevant firm policies and framework, understand external regulatory expectations and industry standards, where appropriate
Oversee analysis / output and form clear recommendations and proposals that are based on sound business rationale ensuring consensus and collaboration with functional partners required to opine or sign off
Run and manage steering committees (if required), working groups (cross functional) and ensure accountability of actions against planned timelines.
Be a trusted partner functional stakeholders and Planning department ensuring updates, issues and consensus is effectively managed and delivered.
Manage implementation deliveries ensuring transparency of risks, issues and dependencies that are fully aligned to functional / business owners.
Develop detailed project plans incorporating inputs from all project participants, and report on status of deliverables.
Manage the project costs against budget and report status update on the project budget.
**WORK EXPERIENCE**
Essential:
Experience in successfully leading full lifecycle complex projects
Minimum 10 years proven track record delivering projects to financial institutions within time and budget.
Strong governance approach to delivery
Effective communication and leadership
Experience of working with and negotiating contracts for vendors and consultancies
Preferred:
Strong knowledge of banking regulations and running regulatory projects.
Good understanding of financial products and front-to-back processes.
Demonstrable track record of managing multiple stakeholders and building relationships across diverse skill sets and across the organisation.
Coaching, mentoring and leadership skills
Excellent communication skills and the ability to communicate at all levels.
Proven experience of managing budgets.
**SKILLS AND EXPERIENCE**
**Functional / Technical Competencies:**
Essential
Proven experience and expert understanding of delivering through full project lifecycle SDLC/PDLC using waterfall and agile approaches
Strong project delivery and deadline management
Financial u2013 cost categorization (capital vs expense)
Demonstrable track record of managing multiple stakeholders and building relationships across diverse skillsets and across the international organization
Direct experience in managing multiple functional stakeholder (senior level) and consultants to derive clear and tangible outcomes
Experience with identifying project outputs and tracking Business benefits.
Familiarity with / experience of adhering to key controls (including SOX, project delivery standards, third party risk management, operational resilience management, operational risk management, data protection and financial services regulations)
**Please note MUFG operate a hybrid working policy with 3 days in the office per week.**
We are open to considering flexible working requests in line with organisational requirements.
MUFG is committed to embracing diversity and building an inclusive culture where all employees are valued, respected and their opinions count. We support the principles of equality, diversity and inclusion in recruitment and employment, and oppose all forms of discrimination on the grounds of age, sex, gender, sexual orientation, disability, pregnancy and maternity, race, gender reassignment, religion or belief and marriage or civil partnership.
We make our recruitment decisions in a non-discriminatory manner in accordance with our commitment to identifying the right skills for the right role and our obligations under the law.
At MUFG, our colleagues are our greatest assets. Our Culture Principles provide a roadmap for how each of our colleagues must think and act to become more client-obsessed, inclusive and innovative. They reflect who we are, who we want to be and what we expect from one another. We are excited to see you take the next step in exploring a career with us and encourage you to spend more time reviewing them!
**Our Culture Principles**
Client Centric
People Focused
Listen Up. Speak Up.
Innovate & Simplify
Own & Execute
Program Manager for Digital Engineering Service(Client Service)
Posted 11 days ago
Job Viewed
Job Description
Discover your opportunity with Mitsubishi UFJ Financial Group (MUFG), one of the world's leading financial groups. Across the globe, we're 120,000 colleagues, striving to make a difference for every client, organization, and community we serve. We stand for our values, building long-term relationships, serving society, and fostering shared and sustainable growth for a better world.
With a vision to be the world's most trusted financial group, it's part of our culture to put people first, listen to new and diverse ideas and collaborate toward greater innovation, speed and agility. This means investing in talent, technologies, and tools that empower you to own your career.
Join MUFG, where being inspired is expected and making a meaningful impact is rewarded.
**OVERVIEW OF THE DEPARTMENT/SECTION**
Mitsubishi UFJ Financial Group (MUFG) is one of the world's leading financial groups. Headquartered in Tokyo and with approximately 350 years of history, MUFG has a global network with 1,100 offices in over 40 countries. The Group has over 140,000 employees, offering services including corporate banking, commercial banking, retail banking, wealth management, investment banking, capital markets, personal and corporate trust, and transaction banking.
The Group's operating companies include Bank of Tokyo-Mitsubishi UFJ, Mitsubishi UFJ Trust and Banking Corporation (Japan's leading trust bank), and Mitsubishi UFJ Securities Holdings Co., Ltd., one of Japan's largest securities firms.
The Project Promotion team is part of the IT Planning, Reporting and Administration department (IPR). The role of the IPR department is to ensure communication and liaison with Head Office (HO) in Tokyo, for both Bank and Securities, as well as accountability for EMEA Technology wide reporting, management of resourcing processes, management of asset processes and administration of wider planning processes including annual budget planning.
The Digital Engineering Service Portfolio is part of the Project Promotion team which delivers EMEA and global projects within the planned schedule and budget.
**NUMBER OF DIRECT REPORTS**
2-3 Consultants / Contractors as part of wider project delivery team.
**MAIN PURPOSE OF THE ROLE**
+ The successful candidate will be part of the Digital Engineering Service Portfolio Change function, reporting into the Portfolio Lead and its corresponding delegate on a regular basis.
+ The Program Manager is responsible across each program/project for ensuring quality, outcomes, timelines and cost requirements are met. Among other Project Management tasks, the candidate will be responsible for the creation and maintenance of RAID logs, Business Justification documents, and Status reporting activities.
+ The Program Manager will need to have extensive experience in Financial Institutions.
+ Strong communication and interpersonal skills is a must, and candidates must have a well-organized structured approach to managing medium to large projects and work well with senior stakeholders, subject matter experts and consultants.
+ To engage key staff in Technology team (as well as other key stakeholders from other departments) who are impacted by the portfolio of investment and (in-scope) expense projects.
+ To provide accurate, and concise, point-in-time reporting to all stakeholders, generated from golden source tools including the General Ledger, and PPM (Portfolio, Program, Project Management) tools.
**KEY RESPONSIBILITIES**
+ Co-ordination across projects / work streams and across wider program to ensure synergies are identified and optimized
+ Partner with key stakeholders across the 1st and 2nd LoD to ensure compliance with relevant firm policies and framework, understand external regulatory expectations and industry standards, where appropriate
+ Oversee analysis / output and form clear recommendations and proposals that are based on sound business rationale ensuring consensus and collaboration with functional partners required to opine or sign off
+ Run and manage steering committees (if required), working groups (cross functional) and ensure accountability of actions against planned timelines.
+ Be a trusted partner functional stakeholders and Planning department ensuring updates, issues and consensus is effectively managed and delivered.
+ Manage implementation deliveries ensuring transparency of risks, issues and dependencies that are fully aligned to functional / business owners.
+ Develop detailed project plans incorporating inputs from all project participants, and report on status of deliverables.
+ Manage the project costs against budget and report status update on the project budget.
**WORK EXPERIENCE**
Essential:
+ Experience in successfully leading full lifecycle complex projects
+ Minimum 10 years proven track record delivering projects to financial institutions within time and budget.
+ Strong governance approach to delivery
+ Effective communication and leadership
+ Experience of working with and negotiating contracts for vendors and consultancies
Preferred:
+ Strong knowledge of banking regulations and running regulatory projects.
+ Good understanding of financial products and front-to-back processes.
+ Demonstrable track record of managing multiple stakeholders and building relationships across diverse skill sets and across the organisation.
+ Coaching, mentoring and leadership skills
+ Excellent communication skills and the ability to communicate at all levels.
+ Proven experience of managing budgets.
**SKILLS AND EXPERIENCE**
**Functional / Technical Competencies:**
Essential
+ Proven experience and expert understanding of delivering through full project lifecycle SDLC/PDLC using waterfall and agile approaches
+ Strong project delivery and deadline management
+ Financial - cost categorization (capital vs expense)
+ Demonstrable track record of managing multiple stakeholders and building relationships across diverse skillsets and across the international organization
+ Direct experience in managing multiple functional stakeholder (senior level) and consultants to derive clear and tangible outcomes
+ Experience with identifying project outputs and tracking Business benefits.
+ Familiarity with / experience of adhering to key controls (including SOX, project delivery standards, third party risk management, operational resilience management, operational risk management, data protection and financial services regulations)
**Please note MUFG operate a hybrid working policy with 3 days in the office per week.**
We are open to considering flexible working requests in line with organisational requirements.
MUFG is committed to embracing diversity and building an inclusive culture where all employees are valued, respected and their opinions count. We support the principles of equality, diversity and inclusion in recruitment and employment, and oppose all forms of discrimination on the grounds of age, sex, gender, sexual orientation, disability, pregnancy and maternity, race, gender reassignment, religion or belief and marriage or civil partnership.
We make our recruitment decisions in a non-discriminatory manner in accordance with our commitment to identifying the right skills for the right role and our obligations under the law.
At MUFG, our colleagues are our greatest assets. Our Culture Principles provide a roadmap for how each of our colleagues must think and act to become more client-obsessed, inclusive and innovative. They reflect who we are, who we want to be and what we expect from one another. We are excited to see you take the next step in exploring a career with us and encourage you to spend more time reviewing them!
**Our Culture Principles**
+ Client Centric
+ People Focused
+ Listen Up. Speak Up.
+ Innovate & Simplify
+ Own & Execute
Client Service Advocate
Posted 1 day ago
Job Viewed
Job Description
Join us at Gallagher Re, the trailblazers of the reinsurance world, where every day brings new opportunities to shape the future. We empower our clients with cutting-edge analytics and insights, providing them the confidence to make strategic decisions that transform industries. As a team member, you'll be at the forefront of innovation, translating data into impactful solutions and taking the reins of your career like never before.
We believe that every candidate brings something special to the table, including you! So, even if you feel that you’re close but not an exact match, we encourage you to apply.
Overview
We are seeking to recruit a dynamic and proactive individual to join our UK Team, as a Client Service Advocate, based in Ipswich.
In this exciting role, working across a varied client portfolio, the broad responsibilities are:
- Act as the key point of contact for clients on query resolution and ensuring effective management, understanding and delivery of client servicing needs.
- Responsible for account management and coordination of post placement services delivered to clients. Has a holistic understanding of client’s service requirements from placement of the business through to collection and settlement of claims, across multiple classes of business.
- Establish and maintain strong working relationships with clients, reinsurers, brokers and internal stakeholders, for account portfolio, to ensure best level of service is delivered in a collaborative manner.
- Customer service is, and has always been, a key differentiator in financial services. This role will require appropriate engagement with agreed clients, to ensure client service needs are understood, expectations are met and our service proposition is maintained. Servicing functions within remit are placement support, premium billing, claims and pro-rata processing.
How you'll make an impact
- Acts as point of contact to clients, brokers, reinsurers, local overseas offices and management for assigned accounts.
- Establish the services your client values, whilst providing clear, accurate, timely and relevant material, including MI, as required by stakeholders.
- Understand client’s business and their reinsurance programs, liaising with placement brokers to appreciate any specific client requirements.
- Establish and maintain strong working relationships with processing handlers and client service managers to deliver ultimate service to clients, increasing their awareness and knowledge of client specific requirements.
- Maintain and, where possible, improve client relationship by delivering expectations and client service needs in a timely fashion.
- Monitoring of program experience for assigned clients, being aware of any anomalies and escalating any concerns as appropriate.
- Maintains ultimate responsibility for coordinating and effectively managing all query resolutions. Also monitors, understands and coordinates on key financial metrics, for regular update and discussion with client.
- Works closely with broking team to ensure they are kept apprised of client service, issues and that developing situations are escalated as necessary.
- Undertake travel as required to client, reinsurer and/or other Gallagher Re offices to attend relevant meetings, then ensuring meeting notes and follow up actions are completed.
- Compliance with legal requirements, industry regulations, organisational policies and Gallagher Re best practice and professional codes
- Adheres to standard internal processes, policies and procedures, and other external regulatory requirements.
- Technical knowledge and understanding of reinsurance business, all servicing functions and multiple classes of business are necessary to service clients effectively. Servicing functions within remit are placement support, premium billing, claims and pro-rata processing.
About You
- Educated to A-Level standard or equivalent
- CII qualifications or studying towards would be helpful
- Experience of a similar role within insurance or reinsurance is essential
- Strong IT skills (Microsoft Office).
- Excellent interpersonal skills (Written and Verbal).
- Attention to detail.
- Ability to coordinate and prioritise.
- Ability to build strong working relationships with both Clients and Colleagues.
- Eligible to work in the UK
Compensation and benefits
On top of a competitive salary, great teams and exciting career opportunities, we also offer a wide range of benefits.
Below are the minimum core benefits you’ll get, depending on your job level these benefits may improve:
- Minimum of 25 days holiday, plus bank holidays, and the option to ‘buy’ extra days
- Defined contribution pension scheme, which Gallagher will also contribute to
- Life insurance, which will pay 4x your basic annual salary, which you can top-up to 10x
- Income protection, we’ll cover up to 50% of your annual income, with options to top up
- Health cash plan or Private medical insurance
Other benefits include:
- Three fully paid volunteering days per year
- Employee Stock Purchase plan, offering company shares at a discount
- Share incentive plan, HMRC approved, tax effective, stock purchase plan
- Critical illness cover
- Discounted gym membership, with over 3,000 gyms nationally
- Season ticket loan
- Access to a discounted voucher portal to save money on your weekly shop or next big purchase
- Emergency back-up family care
- And many more…
We value inclusion and diversity
Inclusion and diversity (I&D) is a core part of our business, and it’s embedded into the fabric of our organisation. For more than 95 years, Gallagher has led with a commitment to sustainability and to support the communities where we live and work.
Gallagher embraces our employees’ diverse identities, experiences and talents, allowing us to better serve our clients and communities. We see inclusion as a conscious commitment and diversity as a vital strength. By embracing diversity in all its forms, we live out The Gallagher Way to its fullest.
Gallagher is Disability Confident Committed. We have pledged to make sure our recruitment process is inclusive and accessible, in addition to supporting our existing employees with any long-term health conditions or disabilities.
We understand that applicants may have disabilities, if you do, you may find some parts of the recruitment process more challenging than others. Don’t worry, we’re here to help, however, we can only do this if you let us know.
Should you require reasonable adjustments to your application, please get in touch with . If you’d prefer to speak on the phone, please request a call back, leaving details, so we get in touch.
Our employing entity, Arthur J. Gallagher Services (UK) Limited, is proud to be accredited as a Living Wage employer with the Living Wage Foundation. We are committed to diversity and opportunity for all and are opposed to any form of less favourable treatment on the grounds of gender or gender identity, marital status, civil partnership status, parental status, race, ethnicity, colour, nationality, disability, sexual orientation, religion/ belief, age and those with caring responsibilities.
Gallagher believes that all persons are entitled to equal employment opportunity and prohibits any form of discrimination by its managers, employees, vendors or customers based on race, color, religion, creed, gender (including pregnancy status), sexual orientation, gender identity (which includes transgender and other gender non-conforming individuals), gender expression, hair expression, marital status, parental status, age, national origin, ancestry, disability, medical condition, genetic information, veteran or military status, citizenship status, or any other characteristic protected (herein referred to as “protected characteristics”) by applicable federal, state, or local laws.
Equal employment opportunity will be extended in all aspects of the employer-employee relationship, including, but not limited to, recruitment, hiring, training, promotion, transfer, demotion, compensation, benefits, layoff, and termination. In addition, Gallagher will make reasonable accommodations to known physical or mental limitations of an otherwise qualified person with a disability, unless the accommodation would impose an undue hardship on the operation of our business.
Client Service Administrator
Posted 1 day ago
Job Viewed
Job Description
Client Services Administrator / Ramsbottom - North Manchester / Permanent Role / Salary £25,000 - £7000 Dependent on Experience + Excellent Benefits / Full Time Office Based
Client Services Administrator Benefits
- Salary - 5,000 - 7,000 Dependent on Exp
- Annual Bonus
- 25 Days Holiday
- Pension
- Free Parking
- Study Support
Client Services Administrator Role
NC Associates are working exclusively with a long-established financial services organisation based in Ramsbottom North Manchester to assist in recruiting a Client Services Administrator. This is a great opportunity to work for a prestige organisation which can build on your existing experience. They are looking for someone who has previous experience within administration, excellent communicational skills both written and verbally as well as having the ability to work under pressure. As a Client Services Administrator you will be working within a small team and reporting directly into the Director.
Client Services Administrator Responsibilities
- Provide pre- and post-sales administration support to Para-planners/Advisers including Preparation of Engagement Letters, provision of Letters of Authority/Change of Agency Letters, downloading of Fact Find for completion, Client Agreements, Obtaining Provider Application Forms, setting up virtual files for new clients, obtain valuations of existing client policies, obtaining quotes, completing meeting follow ups, completing periodic suitability assessments where policies assessed as suitable, and so on.
- Provide up to date valuations to Para-planners/Advisers in respect of existing clients.
- Provide any relevant support information regarding existing clients to Adviser prior to meeting with client.
- Assist other team members in maintaining an accurate back office system and other client records.
- Pro-actively enhance industry and company knowledge, through external and internal sources.
- Participate in appropriate company and departmental training, competence and development initiatives.
- Answer telephone and deal with initial telephone enquiries.
- Answer intercom to meet and greet visitors.
- Carry out other duties as may reasonably be required to support all team members
Client Services Administrator Experience Required
- Excellent communicational skills both verbally and written
- Good systems experience with both Excel and word documents
- Ability to work to tight deadlines and working under pressure
- Previous experience within the financial services sector would be desirable
- Excellent team player .
What's on Offer?
This is a really good opportunity to work with a long established organisation which is known to develop its staff, you will gain invaluable experience while working in an excellent and friendly office and have the opportunity to work very closely with directors. Please get in touch for immediate consideration by contacting Wayne Caunce at NC Associates - (phone number removed) or email (url removed)
We are committed to diversity and inclusion. We welcome all applicants of identity, personal characteristics, or background.
Client Service Administrator
Posted 2 days ago
Job Viewed
Job Description
What's on offer:
- Salary of 27,000 - 29,000pa (DOE)
- Monday to Friday, 8:30am - 5:30pm (45 min lunch)
- 25 days holiday, plus bank holidays (Christmas shutdown)
- Free parking and good public transport links
Key Responsibilities:
- Processing a high volume of customer orders and queries via phone and email.
- Advising and informing customers about the company's services, including same-day and next-day delivery options.
- Calculate quotations & follow-up to convert to sales orders
- Develop and maintain strong, positive relationships with customers and tradespeople to support effective communication, service delivery, and long-term client satisfaction.
What They're Looking For:
- Proven experience in order processing, ensuring accuracy and efficiency in handling customer orders.
- Skilled in building and maintaining strong customer relationships - in person & over the phone
- Demonstrates strong attention to detail when working with high volume product codes
- Proficient IT skills across MS Packages & CRMs
Interviews currently happening with immediate starts available. Apply now to avoid missing out on this fantastic opportunity!
Client Service Advisor
Posted 2 days ago
Job Viewed
Job Description
Client Service Advisor
Ref: BCR/JP/31740
Bromsgrove
30,000 - 35,000
Bell Cornwall Recruitment are pleased to be hiring a Client Service Advisor for a well-established client in Bromsgrove. They are looking for a pro-active and enthusiastic person with previous experience in wealth management/financial advisory services.
Client Service Advisor responsibilities:
- First point of contact for client queries
- Maintain records and ensure FCA compliance
- Support advisors with workflow and priorities
- Complete admin tasks and process new business
- Liaise with providers and investment platforms
The ideal candidate will have:
- MUST HAVE experience within Wealth Management/ Financial Advisory
- Knowledge of pensions, investments and protection products
- Ability to commute to Bromsgrove office
- Strong written and verbal communication skills
- Excellent organisation skills
If you have previous experience within wealth management or financial advisory services, don't hesitate to get in touch now!
Interested? Please click the 'APPLY' button now!
BCR aim to get back to all successful applicants within 24 hours however if you have not received a response within this period then it may be that your application has been unsuccessful.
BELL CORNWALL RECRUITMENT
We want to make finding a job that you will love as effortless as possible and can offer evening appointments to fit around your working life.
Love Work Be Happy
Follow BCR on Twitter @LoveWorkBeHappy to view all of the latest jobs.
(For the purposes of recruiting for this vacancy Bell Cornwall Recruitment is acting as a recruitment agency. Bell Cornwall Recruitment is an equal opportunities employer who welcomes applications from all age groups)
PA/Executive Assistants, Secretarial, Reception, Administration, Marketing, IT, HR, Law, Finance, Customer Services, Sales
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Client Service Executive
Posted 2 days ago
Job Viewed
Job Description
Our client is a fast-growing Fintech company, delivering intelligent, tech-driven solutions for seamless international finance management. They're now looking for a Client Service Executive to join their team.
This is a fantastic opportunity for someone with a passion for client success and a keen interest in Fintech. You'll be the first point of contact for clients, providing expert support and building strong, lasting relationships.
Key Responsibilities:
- Provide prompt and effective assistance for online platform queries.
- Support clients with currency trade execution and ensure accuracy.
- Investigate and resolve payment and banking issues, acting as a liaison between internal teams and clients.
- Offer strategic currency guidance, using your understanding of global FX solutions to identify process improvements.
- Act as the primary day-to-day contact for clients, ensuring clear communication and timely service delivery.
- Manage client accounts, monitor progress, and address concerns proactively.
- Prepare and deliver reports, proposals, demos, and training sessions.
- Identify upselling and cross-selling opportunities to enhance client relationships.
Experience required:
- 1-3+ years in a client-facing or customer service role.
- Strong communication and problem-solving skills.
- Detail-oriented, especially with financial data.
- Experience in Fintech or financial services is a plus.
We are happy to provide application and/or accessibility support, please contact your Marks Sattin or Grafton consultant directly to discuss your needs. We're committed to protecting the privacy of all our candidates and clients, please visit (url removed) and (url removed) for our privacy policy.
Client Service Executive
Posted 5 days ago
Job Viewed
Job Description
Our client is a fast-growing Fintech company, delivering intelligent, tech-driven solutions for seamless international finance management. They're now looking for a Client Service Executive to join their team.
This is a fantastic opportunity for someone with a passion for client success and a keen interest in Fintech. You'll be the first point of contact for clients, providing expert support and building strong, lasting relationships.
Key Responsibilities:
- Provide prompt and effective assistance for online platform queries.
- Support clients with currency trade execution and ensure accuracy.
- Investigate and resolve payment and banking issues, acting as a liaison between internal teams and clients.
- Offer strategic currency guidance, using your understanding of global FX solutions to identify process improvements.
- Act as the primary day-to-day contact for clients, ensuring clear communication and timely service delivery.
- Manage client accounts, monitor progress, and address concerns proactively.
- Prepare and deliver reports, proposals, demos, and training sessions.
- Identify upselling and cross-selling opportunities to enhance client relationships.
Experience required:
- 1-3+ years in a client-facing or customer service role.
- Strong communication and problem-solving skills.
- Detail-oriented, especially with financial data.
- Experience in Fintech or financial services is a plus.
We are happy to provide application and/or accessibility support, please contact your Marks Sattin or Grafton consultant directly to discuss your needs. We're committed to protecting the privacy of all our candidates and clients, please visit (url removed) and (url removed) for our privacy policy.
Client Service Advisor
Posted 5 days ago
Job Viewed
Job Description
Client Service Advisor
Ref: BCR/JP/31740
Bromsgrove
30,000 - 35,000
Bell Cornwall Recruitment are pleased to be hiring a Client Service Advisor for a well-established client in Bromsgrove. They are looking for a pro-active and enthusiastic person with previous experience in wealth management/financial advisory services.
Client Service Advisor responsibilities:
- First point of contact for client queries
- Maintain records and ensure FCA compliance
- Support advisors with workflow and priorities
- Complete admin tasks and process new business
- Liaise with providers and investment platforms
The ideal candidate will have:
- MUST HAVE experience within Wealth Management/ Financial Advisory
- Knowledge of pensions, investments and protection products
- Ability to commute to Bromsgrove office
- Strong written and verbal communication skills
- Excellent organisation skills
If you have previous experience within wealth management or financial advisory services, don't hesitate to get in touch now!
Interested? Please click the 'APPLY' button now!
BCR aim to get back to all successful applicants within 24 hours however if you have not received a response within this period then it may be that your application has been unsuccessful.
BELL CORNWALL RECRUITMENT
We want to make finding a job that you will love as effortless as possible and can offer evening appointments to fit around your working life.
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(For the purposes of recruiting for this vacancy Bell Cornwall Recruitment is acting as a recruitment agency. Bell Cornwall Recruitment is an equal opportunities employer who welcomes applications from all age groups)
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