Client services Work, Jobs in Newham, Gtl (with Salaries)

Client Servicing - Core Support team
Financial Lifestyle Management —London
- £30,000 - £32,000 a year
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Annual leave
- Employee discount
Quick apply
13d
Jewellery Specialist
Annoushka Fine Jewellery —London
- Weekend availability
- Sales
Sales Consultant
The Watches of Switzerland Group —London
- Sales
- English
- In-person
- Employee assistance programme
Client Servicing Executive
CREATIVE MEDIAPULSE TECHNOLOGIES —London
- Master's degree
- Business
- Communication skills
Performance Coach Substitute
Exos —London
- Customer service
- Bachelor's degree
- First Aid Certification
- Flexible schedule
Quick apply
Client Consultant - Bottega Veneta & Luxury Accessories - Full-time
Selfridges —London
- £15.15 an hour
- Full-time
Quick apply
13d
VacancyTitle: Peer Support Worker
VoiceAbility —East London
- £24,545 - £29,500 a year
- Annual leave
- Employee assistance programme
6d
Contract Events Coordinator
Bisnow —London
- Communication skills
Quick apply
Sales Negotiator - Canary Wharf
Campions —London
- £18,000 - £22,000 a year
- Sales
- Negotiation
- Employee assistance programme
Quick apply
Lettings Consultant
Roffeys Residential —Waltham Abbey
- Full-time
Client Partner
Brainlabs —London
- Leadership
Client Relationship Director
Fitch Learning —London
- Hybrid work
- Microsoft Excel
- Sales
- Travel
Customer Service Advisor
NSPIRE SOFTWARE LTD —London
- £14 - £17 an hour
- Full-time
- Sales
- In-person
- Communication skills
- Free parking
Quick apply
3d
Client Services & Order Coordinator
Eden Caterers Ltd —London
- £31,500 a year
- Weekend availability
- Customer service
- Salesforce
- English
- Annual leave
- Sick pay
Quick apply
6d
Business Support and Office Manager
Lanson International —Covent Garden
- £29,334.87 - £30,000.00 a year
- Part-time
- Supervising experience
- First Aid Certification
- Organisational skills
Quick apply
13d
Event Sales Assistant - Immediate Start
Sky Promotions Ltd —Chelmsford
- From £580 a week
- Full-time
- Bilingual
- Sales
- Customer service
- Referral programme
Quick apply
1d
IFA Administrative Assistant
Fleet Street Wealth —London
- Up to £28,000 a year
- Full-time
- Hybrid work
- Administrative experience
- In-person
- Phone etiquette
Quick apply
Administrator / Receptionist
Via Community Ltd —Redbridge
- £28,868 a year
- Part-time
- Customer service
- Front desk
- IT
Travel Consultant
Trailfinders —Chelmsford
- £44,000 - £49,000 a year
- Sales
Executive Assistant
Velos —London
- From £30,000 a year
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
Quick apply
9d

I want to receive the latest job alerts for client services in newham, gtl

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Client Servicing - Core Support team

Financial Lifestyle Management -
London

Quick apply

Job details

Full-time
£30,000 - £32,000 a year
13 days ago

Benefits

Annual leave
Company pension
Company events
Employee discount

Qualifications

Microsoft Powerpoint
Microsoft Word
Microsoft Excel
Microsoft Office
Administrative experience
Financial services

Full job description

Job Advert

Client Servicing - Core Support team

Job Title: Core Support
Location: London
Working style: Hybrid, three days in office
Salary: £30,000

The Company
We are a fast-paced wealth management company based in the City of London and look after over one thousand clients. Our company was born out of clients’ desire to pursue their career, take time for themselves and their families without having to worry about financial arrangements. We always put the client first and this is the basis of our success.

Role Overview:
This is a brilliant opportunity for a highly driven and motivated individual to support busy Financial Advisers and help provide a first-class service to their clients. It is an ideal position for someone who has an interest in finance and has a proven track record of going above and beyond in a supporting role. Within this role, you will underpin multiple Financial Advisers and be responsible for client servicing, client admin, and compliance/regulatory requirements.

Key Responsibilities
Client Servicing:

Act as the first point of contact for client admin and onboarding tasks
Performing AML checks
Scan paper Client Financial Reviews (CFR) to client files and input data onto the digital database.
Managing new business submissions – submit applications and manage cases to completion.
Chase clients for funds, applications, and any required documentation to enable business to be submitted.
Preparing and writing Suitability Letters for new investments.
Managing pipeline for business submitted not yet issued
Managing e-greeting cards/Birthday cards, and post
Liaise with advisers/admin centres/third party providers on any business submission or admin queries
Action surrenders/encashments/premium amendments
Maintain accurate and up to date client information.
Support client events, marketing, and workload distribution.
Help to run a paperless office e.g. scanning documents and loading client information onto the digital database.
Supporting the team with ad-hoc projects and administrative tasks

Requirements:

Experience within financial services
Attention to detail with absolute precision.
Analytical and logical approach.
Professional, friendly and approachable manner to clients and colleagues.
Enjoys and has experience in administrative tasks.
Understand the frequently changing needs and demands of high net-worth clients.
Broad experience of Microsoft Office (Word, PowerPoint, Excel).
Experience in areas such as administration, team administrator, administrative assistant, client care, client servicing and some industry experience.

Additional Benefits:

PMI after the qualifying period
Pension after 3 months
Livi online GP
Annual leave rollover scheme
Family-friendly Benefits
Company Social Events
Company Issue Laptop and home office Budget
Stream
Perkbox
Modern & Well Equipped Office
Birthday lie-in

Because of the changing nature of our business, your job description will inevitably change. You will, from time to time, be required to undertake other activities of a similar nature that fall within your capabilities as directed by management

By applying for this role, you confirm that you have the right to work in the UK.

Please notify a member of the team if you require reasonable adjustments made if you choose to apply, by emailing [email protected]

Please note, FLM will conduct a standard financial and Identity check on any candidate who is offered a role within the company.

Quick apply

Refine Your Search

client services jobs in newham, gtl

Client Servicing - Core Support team

Jewellery Specialist

Sales Consultant

Client Servicing Executive

Performance Coach Substitute

Client Consultant - Bottega Veneta & Luxury Accessories - Full-time

VacancyTitle: Peer Support Worker

Contract Events Coordinator

Sales Negotiator - Canary Wharf

Lettings Consultant

Client Partner

Client Relationship Director

Customer Service Advisor

Client Services & Order Coordinator

Business Support and Office Manager

Event Sales Assistant - Immediate Start

IFA Administrative Assistant

Administrator / Receptionist

Travel Consultant

Executive Assistant

I want to receive the latest job alerts for client services in newham, gtl

Related Searches

Explore jobs in more locations

Jobseeker tools

Employer Tools

Browse

Stay Connected