Client advisor Work, Jobs in Bingham, Ntt (with Salaries)

Client Advisor Assistant
Quintet Private Bank —Nottingham
- Microsoft Powerpoint
- Microsoft Word
- Computer literacy
9d
Events and Marketing Assistant
PKF Smith Cooper —Nottingham
- Hybrid work
- Organisational skills
- Marketing
- Annual leave
- Employee discount
8d
Client Administrator
Specialist Risk Group —Nottingham
- Temporary
- Life insurance
- Sick pay
4d
Customer Service Advisor
Experian Information Solutions —Nottingham
- Full-time
- Hybrid work
- Annual leave
10d
Learner Engagement Advisor
FIND. —Nottingham
- £22,847 - £27,815 a year
- Full-time
- Customer service
- Computer literacy
- Data entry
- Annual leave
- Employee assistance programme
Quick apply
3d
Appointment Booker (Operations advisor)
SDL Surveying —Nottingham
- £26,228 a year
- Full-time
- Hybrid work
- Customer service
- English
- Typing
- Free parking
- Annual leave
Quick apply
11d
Residential Conveyancing Legal Secretary
Hopkins Solicitors Ltd —Mansfield
- £25,500 a year
- Full-time
- Microsoft Office
- Administrative experience
- Typing
- Free parking
- Annual leave
Quick apply
9d
Customer Service Advisor
OHEAP FIRE & SECURITY —Derby
- £26,000 - £28,000 a year
- Full-time
- Customer service
- Computer literacy
- English
- Free parking
Quick apply
3d
Client Care Advisor (16.25hrs)
IVC —Derby
- Up to £9,913.80 a year
- Part-time
- Front desk
- Communication skills
- Annual leave
- Employee discount
Marketing Communications and Content Executive
PKF Smith Cooper —Nottingham
- Hybrid work
- Organisational skills
- AI
- Communication skills
- Annual leave
- Employee discount
L'Oréal Luxe Multi-Brand Mobile Beauty Advisor, Nottingham Stores (37.5 Hours)
l'Oréal —Nottingham
- Full-time
- Annual leave
- Referral programme
Quick apply
Client Care Advisor
Vets for Pets —Loughborough
- From £12.71 an hour
- Overtime
- Microsoft Word
- CRM software
- Computer literacy
- Annual leave
- Employee discount
Beauty Advisor
ghd hair —Nottingham
- Part-time
- Customer service
- Employee discount
Quick apply
Client Services Advisor
Soane Britain —Leicester
- Full-time
- Administrative experience
- Communication skills
- Office experience
Client Associate (Derby)
Health Partners —Derby
- £24,784.50 a year
- Part-time
- Microsoft Outlook
- Customer service
- Databases
- Annual leave
Client Care Advisor (16hrs)
IVC —Derby
- Up to £10,574.72 a year
- 8 hour shift
- Communication skills
- Annual leave
- Employee discount
Learner & Stakeholder Engagement Advisor
FIND. —Nottingham
- £24,089 - £29,057 a year
- Full-time
- Recruiting
- Computer skills
- Annual leave
- Employee assistance programme
Quick apply
3d
Service Advisor - BYD
Stoneacre —Grantham
- £27,000 - £29,000 a year
- Full-time
- Computer literacy
- Computer skills
- Free parking
- Health & wellbeing programme
Quick apply
Legal Recoveries Specialist
Flint Bishop —Derby
- Full-time
- Communication skills
- Free parking
- Flexible schedule
Quick apply
Homelessness Advisor (Housing)
Civic Recruitment Limited —Derby
- £19.45 an hour
- Full-time
- Communication skills
Quick apply
3d

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Client Advisor Assistant

Quintet Private Bank -
Nottingham

Apply Now

Job details

9 days ago

Qualifications

Microsoft Powerpoint
Microsoft Word
Customer service call handling
Meeting coordination
Inbound customer enquiry call handling
Computer literacy
Stakeholder liaison
Internal department liaison
English
Microsoft Office Suite
Risk management
Communication skills

Full job description

Purpose of the Job

Our parent company, Quintet Private Bank, is a leading private bank in the wealth management sector; we are committed to our clients and their families, and pride ourselves on our personalised service based on a deep understanding of what clients want to achieve. Compared to others, we are small (<1,800 employees across 30 European and UK locations) with an ambition to stay true to our purpose to be the most trusted fiduciary of family wealth.

When you join us you are joining a company that values diversity of background, equal access to opportunities, career development, collaboration and inclusiveness. We want our employees to feel proud of being part of a company that is committed to do the right thing. You will have the opportunity to grow your career while developing personally and professionally through various resources and programmes.

Key Accountabilities

The role holder will work as part of the Private Banking client facing team within a support role function, providing a range of assistance in support of Client Advisors
To proactively assist Client Advisors with the management of Clients wealth in line with their aspirations and risk appetite. Provide support for client meetings, for example, preparation of meeting packs, attending meetings where required and taking ownership of post meeting actions e.g. payments.
Contact clients as requested by the Client Advisors, by telephone, letter or in person in order to ensure client’s needs are met, including arrangement of meetings, annual reviews and similar activities
To provide, as necessary, support in responding to client queries.
To maintain client files and records through standing data amendments including new client set-up and deletion.
Answering client calls and queries professionally
As required, to liaise with the operations and administration units on behalf of the team.
To prepare, check and dispatch client valuation records, either screen based or in hard copy, as required to maintain accuracy and in accordance with regulatory requirements.
If requested, to assist in all projects expected on the team. To assist in ensuring the team meets all its obligations in respect of the Client Profile Update process.
To print valuations and statements, request payments and record cash receipts/transfers
To update weightings and meetings file for last review date and last meeting date
Provide support to other teams as required
To reflect and adhere to culture of compliance in all relevant tasks and throughout the company.

Knowledge and Experience

A good knowledge and strong experience of the UK wealth management industry
Experience of supporting a number of advisors, rather than on a 121 basis
Understands Risk within context of the role and meets the regulatory obligations, as applicable.
Competent at maintaining client data and communicating with clients

Attributes and Qualities

Good communication and written English skills.
Very good telephone manner, comfortable handling client queries
Excellent team working skills. Supports and encourages others to generate a positive working culture, sharing information cross-functions.
High accuracy and attention to detail.
Well organised and efficient.
Takes a solution oriented approach and challenges the way we do things: “see it, say it, fix it”.

Technical Skills

Computer literate with good knowledge of Microsoft systems (Word, Excel, Outlook, Powerpoint).
Capable of using either or both of G2 and Intelligent Office
Act as true first line of defence for clients and Quintet through proactive risk management.
Encouraged to work towards a CISI or CFA level 4 qualification

Languages Skills

Fluent in English

Apply Now

Refine Your Search

client advisor jobs in bingham, ntt

Client Advisor Assistant

Events and Marketing Assistant

Client Administrator

Customer Service Advisor

Learner Engagement Advisor

Appointment Booker (Operations advisor)

Residential Conveyancing Legal Secretary

Customer Service Advisor

Client Care Advisor (16.25hrs)

Marketing Communications and Content Executive

L'Oréal Luxe Multi-Brand Mobile Beauty Advisor, Nottingham Stores (37.5 Hours)

Client Care Advisor

Beauty Advisor

Client Services Advisor

Client Associate (Derby)

Client Care Advisor (16hrs)

Learner & Stakeholder Engagement Advisor

Service Advisor - BYD

Legal Recoveries Specialist

Homelessness Advisor (Housing)

I want to receive the latest job alerts for client advisor in bingham, ntt

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