Client services senior executive Work, Jobs in Faringdon, Oxf (with Salaries)

Client Services Senior Executive
Craven Street Wealth —Oxford
- £30,000 - £35,000 a year
- Full-time
- Hybrid work
- Microsoft Office
- Financial services
- Communication skills
- Free parking
- Sick pay
Quick apply
3d
Business Development Executive
Tomorrow's Guides —Hungerford
- £25,000 a year
- Full-time
- Hybrid work
- Sales
- Communication skills
- Negotiation
- Free parking
- Annual leave
Quick apply
Senior Commercial Executive
NielsenIQ —Oxford
- £32,200 - £40,000 a year
- Full-time
- Sales
- Employee assistance programme
- Flexible schedule
Quick apply
3d
Traffic Management Manager
Egis —Milton Common
- £90,000 - £140,000 a year
- Hybrid work
- Communication skills
2d
Business Development Executive (US Sales)
Oxford Global Conferences —Oxford
- £30,000 - £44,000 a year
- Full-time
- Hybrid work
- CRM software
- Sales
- Business development
- Free parking
- Health & wellbeing programme
Quick apply
4d
Senior Sales Executive
Corpay —Swindon
- Full-time
- CRM software
- Sales
- Organisational skills
- Life insurance
Strategic Onboarding Programme Delivery Manager
UK SBS Ltd —Swindon
- Full-time
- Continuous improvement
- Agile
4d
Senior Customer Success Manager
eGain —Newbury
- Presentation skills
- AI
Strategic Insight Lead
NielsenIQ —Oxford
- £45,500 - £55,000 a year
- Full-time
- Hybrid work
- Leadership
- Communication skills
- Employee assistance programme
Quick apply
10d
Professional Education Programme Lead
University of Oxford —Oxford
- £49,119 - £63,489 a year
- Full-time
- Remote
- Business development
- No degree
Risk & Internal Audit Business Partner
UK SBS Ltd —Swindon
- £42,730 - £50,000 a year
- Full-time
- Hybrid work
- Organisational skills
- Communication skills
7d
Practice Director
IVC —Newbury
- Up to £80,000 a year
- Full-time
- Leadership
- Communication skills
- Employee discount
Group Chief Procurement Officer
Thomas Franks Ltd —Hook Norton
- Full-time
- Hospitality
- Analysis skills
- Food service
- Employee assistance programme
- Employee discount
Quick apply
22h
Sales Executive
KERRIDGE COMMERCIAL SYSTEMS CORP —Hungerford
- Full-time
- Management
- Sales
- ERP systems
Quick apply
Sous Chef
Wilson Vale Catering Ltd —Oxford
- £40,000 a year
- Full-time
- Paid training
- Employee assistance programme
Quick apply
3d
Senior Sous Chef
Wilson Vale Catering Ltd —Oxford
- £45,000 a year
- Full-time
- Paid training
- Employee assistance programme
Quick apply
3d
Venture Banking, Relationship Manager
National Westminster Bank PLC —Oxford
- Full-time
- Hybrid work
- Business development
- Banking
- Annual leave
Senior HRBP (12-month FTC) , PXT
Amazon UK Services Ltd. - A10 —Swindon
- Full-time
- Microsoft Office
- Master's degree
- Bachelor's degree
Director of Equine Surgery
IVC —Newbury
- Leadership
- Employee discount
9d
Finance Director
UK SBS Ltd —Swindon
- Call to connect
- Business development
- Analysis skills
- Leadership

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client services senior executive jobs near faringdon, oxf

Client Services Senior Executive

Craven Street Wealth
Oxford

Quick apply

Job details

Full-time
£30,000 - £35,000 a year
3 days ago

Benefits

Free parking
Company pension
Sick pay
On-site parking

Qualifications

GCSE
Microsoft Office
Financial services
Communication skills
A Level
Time management

Full job description

Job Summary
A highly motivated Client Services Senior Executive to join our growing Client Services team. They will be working in collaboration with financial planners and other colleagues to provide administration support in processing new and existing business for our clients, whilst supporting the Client Services Manager with additional duties.

This is a full-time, permanent role. However, if you require some flexibility, we are open to having a chat about different working patterns.

Key Responsibilities

Client Administration:

Building and maintain strong client relationships.
Understanding client needs to provide appropriate administration support.
Provide excellent client experience.
Handle client queries, resolving issues and escalating complex matters as appropriate.
Organise client meetings for financial planners.
Write templated letters to clients acting on advice, written instructions from client meetings or ad-hoc requests.
Create and maintain accurate client records on Intelliflo in line with company. procedures and policies.
Liaise with Product providers and other third parties where appropriate.

Collaboration with Stakeholders:

Collaborating with other internal teams to ensure client satisfaction is met.
Participating in team meetings and support other team members where appropriate.

Additional Senior Responsibilities:

Train, support & mentor junior team members.
Able to exceed OKR's.
Contribute to project work and drive continuous improvements.
Consistent positive feedback from FP’s is an expectation.
Trial new software, processes, or ways of working.
Help improve internal processes or elevate client service standards.
Idea generation - proactively identify client needs and growth opportunities.

Skills & Experience

Experience/Qualifications:

Ideally educated to at least A Level or equivalent standard. To include Maths and English GCSE grade B or Grade 5 and above.
Minimum four years’ experience in a similar role within financial services preferred.

Skills and Knowledge:

Proficiency in Microsoft Office Suite.
Experience in Intelliflo preferred.
Able to work within a defined business process.
Ability to achieve agreed outcomes without supervision.
Ability to work independently or in a team.
Detailed and accurate.
Organisational, prioritisation and time management skills.
Excellent verbal and written communication skills.

Additional Benefits

5% pension contribution
Occupational sick pay
Medical cashback plan
Death in service cover
26 days leave – in addition to bank holidays and more voluntary benefits

Pay: £30,000.00-£35,000.00 per year

Benefits:

Free parking
On-site parking

Work Location: Hybrid remote in Oxford OX2 0JJ

Quick apply

Refine Your Search

client services senior executive jobs in faringdon, oxf

Client Services Senior Executive

Business Development Executive

Senior Commercial Executive

Traffic Management Manager

Business Development Executive (US Sales)

Senior Sales Executive

Strategic Onboarding Programme Delivery Manager

Senior Customer Success Manager

Strategic Insight Lead

Professional Education Programme Lead

Risk & Internal Audit Business Partner

Practice Director

Group Chief Procurement Officer

Sales Executive

Sous Chef

Senior Sous Chef

Venture Banking, Relationship Manager

Senior HRBP (12-month FTC) , PXT

Director of Equine Surgery

Finance Director

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