Client Services salaries in Brean, SOM

Administration Support - To provide technical and administrative support to allocated IFAs including pre-population of forms, money laundering, fact finds and…

Working with advisers to ensure all clients requests are dealt with from start to finish in a timely manner, ensuring clear and concise communication though-out…

Ideally you will have experience of working in a target-based sales role, otherwise you will have a drive to succeed in sales with proven persuasive and…

£44,000 - £49,000 a year

Providing additional showroom support: greeting visitors, answering calls and taking messages for the sales team. Processing payments over the phone.

£27,000 a year

5 days ago

Ensure all administrative tasks, including client onboarding, policy administration and document management, are completed accurately and on time.

You will have strong customer service skills and be comfortable speaking with clients and third parties both on the telephone and in person.