Client Services salaries in Newbridge, CAY

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

Experience in dealing with customers on the phone and demonstrating empathy with customers who may be distressed. GCSE Maths and English or equivalent.

£26,605 a year

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…

1 day ago

Ensure all administrative tasks, including client onboarding, policy administration, New Business submission and document management, are completed accurately…

1 day ago

Act as the face of the firm to build trust, resolve queries, and handle escalations / complaints professionally. 2 wellbeing days a year.

Up to £28,000 a year

14 days ago

Promote additional financial products or services where appropriate to meet client needs. Provide expert advice on mortgage products, interest rates, and…

£28,000 - £40,000 a year

1 day ago