Client services Work, Jobs in Br5 1at (with Salaries)

Client Reporting Administrator
Redmayne Bentley —Orpington
- £28,860 - £32,500 a year
- Full-time
- Financial services
- Annual leave
1h
Client Services Operative & Contract Administrator
Urban Environments Ltd —Sevenoaks
- £30,000 - £34,000 a year
- Full-time
- CRM software
- Microsoft Excel
- Data analysis skills
- Annual leave
Quick apply
Client Services Coordinator
Wilmington plc —London
- £28,500 a year
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- English
- Annual leave
- Employee discount
Client Services Executive
GetAgent —London
- £30,000 a year
- Hybrid work
- CRM software
- Work from home
5d
Client Support Executive
Hometree Finance —London
- £27,500 - £32,500 a year
- Rotating shift
- Hybrid work
- Continuous improvement
- In-person
- Communication skills
- Employee discount
Quick apply
8h
Client Services Coordinator
RGH‑Global Limited —London
- £28,000 - £30,000 a year
- Full-time
- Hybrid work
- Administrative experience
- Organisational skills
- Front desk
Client Services Assistant
MMR Research —London
- Hybrid work
- Writing skills
- Research
- Data entry
Quick apply
Receptionist (Law Firm)
Law Lane Solicitors —London
- £25,000 - £30,000 a year
- Full-time
- Customer service
- Computer literacy
- Administrative experience
Quick apply
15h
Client Services Consultant
CBRE —London
- Full-time
- CRM software
- Business development
- Communication skills
4d
Customer Service Advisor
Bb Mand —London
- £14 - £16 an hour
- Full-time
- CRM software
- English
- Data entry
- Free parking
- Paid training
Quick apply
4d
Client Services Associate
Meredith Brown Associates —London
- Call to connect
- Microsoft Powerpoint
- Analysis skills
- Bachelor's degree
Front of House & Client Support
Roar Fitness —London
- £27,000 a year
- Weekend availability
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Gym membership
Quick apply
11d
Trainee Luxury Travel Consultant - £35,000pa + 10% Uncapped Commission
The Travel Division —Surbiton
- £35,000 a year
- Full-time
- Customer service
- Communication skills
- Annual leave
- Gym membership
Quick apply
11d
Administrator (Contract Support)
Capstone Facilities Services Ltd —London
- £29,000 - £36,000 a year
- Full-time
- Microsoft Excel
- Microsoft Office
- Databases
Quick apply
13d
Entry Level Sales Assistant
Members Only Enterprises —Greenhithe
- £400 - £650 a week
- Part-time
- Customer service
- No experience needed
- Driving
- Free parking
- Referral programme
Quick apply
6d
Customer Support Coordinator
Zeitview —London
- £35,000 - £40,000 a year
- Remote
- CRM software
- Spanish
- English
Quick apply
Customer Service
Benders TV —London
- £11,500 - £15,000 a month
- Full-time
- Customer service
- Computer literacy
- English
- Free parking
Quick apply
Customer Success Representative
Propel Together —London
- £35,000 - £40,000 a year
- Hybrid work
- CRM software
- Organisational skills
- Communication skills
12d
Client Services Manager
PH CONSULTATION UK LTD —Canary Wharf
- £50,000 - £55,000 a year
- Full-time
- CRM software
- Microsoft Office
- Business development
Quick apply
Trainee Property Coordinator
Humphrey & Gray Ltd —Reigate
- £21,158 - £24,785 a year
- Full-time
- Customer service
- No experience needed
- Administrative experience
- Health & wellbeing programme
- Referral programme
Quick apply
12d

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Client Reporting Administrator

Redmayne Bentley
Orpington

Apply Now

Job details

Full-time
£28,860 - £32,500 a year
1 hour ago

Benefits

Cycle to work scheme
Annual leave
Company pension
Discounted gym membership
Private medical insurance

Qualifications

Financial Conduct Authority guidelines
Customer service call handling
Inbound customer enquiry call handling
Microsoft Office Suite
Financial services
A Level

Full job description

As a Client Reporting Administrator, you’ll draw on your financial services experience to provide essential administration support across the firm’s client reporting activities. You’ll help maintain high standards of accuracy, service and regulatory compliance, while identifying opportunities to improve processes and support positive outcomes for clients in line with FCA regulations and Consumer Duty requirements.

What you’ll do

In this role, you’ll be responsible for:

Preparing Probate Valuations; assisting with stock research and completing final checks before issuing to clients.
Monitoring managed client reporting via the client reporting software system and managing workflows and delivery of reports.
Facilitate the production of all required scheduled reports for our clients including Investment Reports, Custody Statements, Cost Charges Disclosures and Tax Reports.
Facilitate client closure requests including the production of client closure reports.
Handling client calls regarding Closures and the myRB client portal.
Update internal systems and support our clients throughout the bereavement process.
Upholding client service standard levels, by actioning and monitoring internal and external queries via the telephone and email.
Reporting and remaining aware of any risks which may be detrimental to clients or to the firm’s reputation, which arise from inadequate procedures, systems or data handling.
To act to deliver fair outcomes, meeting Consumer Duty requirements around client service and to ensure compliance with the FCA requirements, the Branch Manual, Code of Conduct policies and T&C framework.

How we’ll reward you

Our perks and benefits include:

25 days’ annual leave plus bank holidays (increasing with service)
Discretionary bonus scheme
Contributory pension
Opportunity for hybrid and flexible working
Access to &You, our industry recognised and award-winning wellbeing service
AXA Private Medical Insurance and discounted gym membership
Group Life Assurance
Regular staff awards and recognition
Travel loans
Cycle to work scheme

What we’re looking for

A-Level/Level 3 qualification with GCSEs grade A-C in English and Mathematics.
At least 12 months experience gained in a FCA regulated financial services environment.
An intermediate level knowledge of Microsoft Office.
An ability to use your own initiative and adapt to change.
Proven ability to handle and analyse complex information.
Good attention to detail and proven accuracy skills.

Who we are

At Redmayne Bentley, our goal is to provide excellent personal investment services that enhance clients’ wealth.

We’re proud of the open culture we’ve created here at Redmayne Bentley. You’ll often find managers and directors working at the next desk, and our teams and departments communicate effectively, which means there’s lots of scope for cross-functional working and collaboration.

You’ll also discover opportunities to step outside of your day-to-day role and put forward your own ideas and suggestions. And because we encourage everyone to get involved in new and interesting projects, you’ll build your skills, knowledge, and experience in many other areas of the financial sector.

Our Values

Our values are at the heart of everything we do, and we’re especially interested to hear from people who share them:

Excellence
Integrity
Respect
Responsibility
Teamwork

How to apply

We’re proud to be an equal opportunities employer, and we’ve created an inclusive working environment where everyone is welcome, whatever their background.

If you’d like to join us in this role and share our future, click the ‘Apply now’ button below to send us your CV and covering letter.

And if you’d like more information, please get in touch at and we’ll do our best to help.

At Redmayne Bentley, our goal is to provide excellent personal investment services that enhance clients’ wealth.

We are proud of the culture we have created and of our approach, which promotes open and effective communication, with lots of scope for collaborative working. You will often find managers and directors working at the desk alongside you.

We encourage everyone to get involved, so you will have lots of opportunities to put forward your own ideas, and build on your skills, knowledge, and experience.

As one of the UK’s largest independent investment management and stockbroking firms, we are committed to building a modern and diverse workplace where our people are offered unique opportunities to learn, grow and develop across the financial sector.

Our friendly, inclusive and collaborative environment rewards hard work with generous perks and benefits, and we are genuinely committed to your wellbeing through our industry commended &You wellbeing framework.

Our future looks more exciting than ever, come and share it with us.

Apply Now

Refine Your Search

client services jobs in br5 1at

Client Reporting Administrator

Client Services Operative & Contract Administrator

Client Services Coordinator

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Client Support Executive

Client Services Coordinator

Client Services Assistant

Receptionist (Law Firm)

Client Services Consultant

Customer Service Advisor

Client Services Associate

Front of House & Client Support

Trainee Luxury Travel Consultant - £35,000pa + 10% Uncapped Commission

Administrator (Contract Support)

Entry Level Sales Assistant

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Customer Success Representative

Client Services Manager

Trainee Property Coordinator

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