Associate client advisor Work, Jobs in Liverpool, Eng (with Salaries)

Estate Agent Sales Progressor
Cavendish Estate Agents —Mold
- From £27,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Administrative experience
Quick apply
5d
Associate Business Consultant - Accelerator / Cross-Train
Columbus United Kingdom —Liverpool
- £29,000 a year
- Hybrid work
- Microsoft Excel
- Communication skills
Quick apply
12d
JUNIOR SALES ADVISOR
Verisure Services (UK) Limited —Liverpool
- £3,800 a month
- Full-time
- Sales
Quick apply
Financial Planning Administrator - 12-month FTC
Attivo Group —Liverpool
- Hybrid work
- Microsoft Word
- CRM software
- Microsoft Excel
Quick apply
Senior Associate (4-6 PQE) Development
Brabners —Liverpool
- Hybrid work
- Negotiation
- Annual leave
- Life insurance
Employee Representative
PepsiCo —Skelmersdale
- In-person
8d
Financial Controller
Resulting Limited —Warrington
- £60,000 - £65,000 a year
- Full-time
- Hybrid work
- Life insurance
- Referral programme
Quick apply
Financial Controller
Resulting IT —Warrington
- £60,000 - £65,000 a year
- Full-time
- Hybrid work
- English
- Microsoft Office
- Administrative experience
- Free parking
- Work from home
Quick apply
Senior SHE Advisor
Costain —Chester
- Full-time
2d
Associate Director – Project Management - Energy Infrastructure
Turner & Townsend —Warrington
- Full-time
- Hybrid work
- Travel
- Contracts
- Leadership
Quick apply
Experienced Senior Lawyer – Private Client Liverpool
Brabners —Liverpool
- Computer networking
Quick apply

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associate client advisor jobs near liverpool, eng

Job Summary & Objectives:

Based out of Mold & Ruthin Branch
To fastidiously manage the conveyancing process of property sales from offer agreed to completion.
Proactively communicating with all parties; solicitors, mortgage advisors, vendors and purchasers by telephone.
Ensuring all records are meticulously maintained including all communication notes and progress updates in Alto

Key Performance Indicators (reviewed Annually):

Sales Progression checked every 7 days
Request Google review on completion
Check purchaser’s Financial Services arrangements and a referral to Mortgage Broker
If both parties’ using same solicitor check a referral of one party made to Conveyancer
Reduce the time from sale agreed to completion on a rolling 3-month basis
Update Sales Progression Excel Log and Alto Sales Progression daily
Ensure all notes are clear and logged correctly in Alto
Prepare and issue sales memoranda on the day all sales information is gathered and due diligence completed
Reduce the time from sale agreed to completion on a rolling 3-month basis

Key tasks to include (subject to change according to business needs):

All sales to be managed in accordance with company policies, ensuring Vendors & Purchasers are kept fully updated with the current situation, and any issues identified are promptly resolved.
Ensure all communications with the company are handled promptly and effectively.
Cover Client Service Associate duties, when necessary, not only during absences, but during the working day to facilitate their attendance at properties etc including:
All applicant enquiries to be used as an opportunity to build a relationship, comprehensively recording requirements in accordance with company guidelines to match available properties
Generate Market Appraisals from Viewing Enquiries when property to sell locally.
Agree sales and carry out due diligence
Refer new applicants to Financial Services (Mortgage Broker) at initial contact
Refer new applicants to Conveyancer at initial contact
Refer purchasers and vendors service providers they may require during the purchase/sale process including surveyors, removals, gas/electrical testing, damp proofing etc at the time offer accepted.

Skills, Qualifications & Attitude:

Job Type: Full-time

Pay: From £27,000.00 per year

Work Location: In person