Assistant to investment advisor Work, Jobs in Windsor, Eng (with Salaries)

Assistant Customer Service Manager
Return on Investment Ltd —Walton-on-Thames
- £40,000 - £45,000 a year
- Full-time
- Hybrid work
- Customer service
- Analysis skills
- In-person
- Annual leave
- Gym membership
Quick apply
Digital Forensic Specialist
Metropolitan Police —Lambeth
- £52,653 - £57,417 a year
- Weekend availability
- Computer Science
- Customer service
- Engineering
Personal Assistant, Investments
Columbia Threadneedle Investments —London
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Work from home
3d
Personal Assistant - Real Estate Fund Management Team - Thames River Capital
Columbia Threadneedle Investments —London
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Organisational skills
- Work from home
11d
Assistant Director, Life, Pensions, and Wealth Strategy, Strategy & Business Design
Deloitte —London
- Hybrid work
- Business development
- Analysis skills
- Bachelor's degree
- Life insurance
Associate – Client Relations - Benelux
AllianceBernstein —London
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
Interim People Advisor (12-14m fixed term contract)
Carnall Farrar —London
- Full-time
- Hybrid work
- Bachelor's degree
- Driving
- Leadership
- Health & wellbeing programme
- Annual leave
Quick apply
13d
Lead Portfolio Investment Analyst
T. Rowe Price —London
- Full-time
- Hybrid work
- Microsoft Excel
- Master's degree
- Bachelor's degree
Executive Assistant, Financial Advisory
Teneo —London
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Outlook
Client Services Associate
Partners Capital —London
- Microsoft Excel
- Microsoft Outlook
- Microsoft Office
- Life insurance
Assistant Manager, Real Estate Development
Deloitte —London
- Hybrid work
- Microsoft Excel
- Analysis skills
- No degree
Management Consulting, Executive Assistant
Teneo —London
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
6d
Assistant Company Secretary
Columbia Threadneedle Investments —London
- Full-time
- English
- Financial services
- In-person
- Work from home
Asset Management - EMD Support Portfolio Manager - Associate
JPMorganChase —London
- Full-time
- Master's degree
- Construction experience
- Communication skills
Payroll Assistant
Thought Machine —London
- Full-time
- Microsoft Excel
- Human resources
- Organisational skills
- Flexible schedule
- Life insurance
3d
Structured Investments Operations - Trading Services Analyst
JPMorganChase —London
- Full-time
- Microsoft Excel
- Microsoft Office
- SQL
Assistant Treasurer
FIELD —London
- £100,000 - £120,000 a year
- Full-time
- Hybrid work
- Presentation skills
- Mentoring
- Leadership
- Annual leave
Quick apply
Assistant Corporate Secretary
T. Rowe Price —London
- Full-time
- English
- Analysis skills
- Financial services
5d
Executive Assistant
Wilson Sonsini Goodrich & Rosati —London
- Overtime
- Microsoft Office
- Organisational skills
- Communication skills
Senior Domain Architect - Business to Business
Centrica —Windsor
- Full-time
- Hybrid work
- Travel
- AI

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assistant to investment advisor jobs near windsor, eng

Assistant Customer Service Manager

Return on Investment Ltd -
Walton-on-Thames

Quick apply

Job details

Permanent | Full-time
£40,000 - £45,000 a year

Benefits

Annual leave
Company pension
Private medical insurance
Gym membership
Car scheme

Qualifications

Customer service
Analysis skills
Communication skills

Full job description

Assistant Customer Service Manager

Location: Walton on Thames, Surrey
Job Type: Full time, Permanent
Working Hours: Standard business weekday hours, hybrid working with 3 days in the office and 2 days remote
Salary: £40,000 - £45,000

About Us

At ROI, we support 70% of the UK’s automotive brands in achieving their strategic sales goals and delivering exceptional customer service. By merging innovative marketing strategies with cutting edge tech solutions, we connect consumers and manufacturers, driving industry transformation. Our expertise shines through our work with global brands like BMW, JLR, Volvo, Kia, and Volkswagen.

As we continue to grow, we're looking for an Assistant Customer Service Manager to help deliver a high performing, customer focused customer service operation. This is an exciting opportunity to play a key role in shaping customer experiences, supporting operational excellence and driving continuous improvement across a complex service environment.

The Role

We’re looking for a confident and collaborative Assistant Customer Service Manager to join our team. Reporting to the wider Customer Service leadership team, you will own the delivery of a consistent, compliant and high quality customer experience while working closely with operational teams, dealer partners and key stakeholders across the business.

This role combines operational performance management, complex case resolution, stakeholder engagement and continuous improvement. You’ll lead on high risk customer cases, legal and regulatory compliance, develop team capability and use insight to drive service enhancements that improve both customer outcomes and operational performance.

Key Responsibilities

Own the performance and effectiveness of the customer contact operation, ensuring excellent customer outcomes across all service channels.
Monitor service performance, customer satisfaction and complaints metrics, identifying opportunities for continuous improvement.
Provide leadership, coaching and direction to Senior Customer Service Advisors.
Manage complex customer cases, including vehicle rejections, Consumer Rights Act cases and other escalated issues.
Act as a key point of contact for dealer network escalations, disputes and customer concerns.
Deliver best in class customer service response to major incidents, ensuring clear communication and effective resolution.
Analyse customer feedback, complaints and performance data to identify trends and drive service improvements.
Produce insight and reporting to support decision making and highlight risks and opportunities.

What We’re Looking For

We’re looking for a proactive and customer focused professional who enjoys solving complex challenges, building strong relationships and driving continuous improvement. If you thrive in a fast paced environment and are passionate about delivering exceptional customer experiences, we'd love to hear from you.

Key Skills & Experience

Experience working within a customer service, customer experience or contact centre environment.
Experience managing complex customer cases, complaints and escalations.
Understanding of the Consumer Rights Act and its application within customer case handling.
Strong stakeholder management and communication skills.
Strong analytical and problem solving skills.
Experience coaching, developing or supporting team members.
Experience working with dealer networks or vehicle rejection cases would be advantageous.

Why Join Us?

We understand how important it is to look after our employees so in return for the hard work, we offer amazing benefits including:

A £500 annual health and wellbeing allowance to use against products and services to improve your mental or physical wellness such as gym membership, sportswear, wellness apps and additional healthcare cover for dependents.
Access to education bursaries to learn new skills.
A day off and a voucher to get yourself something nice on your birthday.
Company pension.
Healthcare plans including private medical insurance and dental cover.
22 days annual leave rising to 30 with length of service.
Subsidised car purchase schemes available.

How to Apply

If you're interested in joining us as an Assistant Customer Service Manager, apply today.

We encourage applications from all backgrounds and are committed to providing an inclusive, supportive workplace.

Quick apply

Refine Your Search

assistant to investment advisor jobs in windsor, eng

Assistant Customer Service Manager

Digital Forensic Specialist

Personal Assistant, Investments

Personal Assistant - Real Estate Fund Management Team - Thames River Capital

Assistant Director, Life, Pensions, and Wealth Strategy, Strategy & Business Design

Associate – Client Relations - Benelux

Interim People Advisor (12-14m fixed term contract)

Lead Portfolio Investment Analyst

Executive Assistant, Financial Advisory

Client Services Associate

Assistant Manager, Real Estate Development

Management Consulting, Executive Assistant

Assistant Company Secretary

Asset Management - EMD Support Portfolio Manager - Associate

Payroll Assistant

Structured Investments Operations - Trading Services Analyst

Assistant Treasurer

Assistant Corporate Secretary

Executive Assistant

Senior Domain Architect - Business to Business

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