Executive employment support services team Work, Jobs in Witney, Oxf (with Salaries)

Client Services Senior Executive
Wealthtime —Oxford
- Full-time
- Microsoft Office
- Financial services
- Communication skills
- Sick pay
9d
Senior Commercial Executive
NielsenIQ —Oxford
- £32,200 - £40,000 a year
- Full-time
- Sales
- Employee assistance programme
- Flexible schedule
Quick apply
Customer Success Executive
Abbott Laboratories —Abingdon
- Full-time
- Salesforce
- No degree
- Communication skills
Strategic Insight Lead
NielsenIQ —Oxford
- £45,500 - £55,000 a year
- Full-time
- Hybrid work
- Leadership
- Communication skills
- Employee assistance programme
Quick apply
Customer Success Executive (Junior)
Harris Computer Systems —Swindon
- £325 a day
- Full-time
- Hybrid work
- CRM software
- Customer service
- Microsoft Office
- Annual leave
Executive Support Apprentice
UK Research and Innovation —Swindon
- £19,514 a year
- Full-time
- Microsoft Word
- Microsoft Outlook
- English
- Annual leave
- Employee assistance programme
Guest Relations Executive
The Store Oxford —Oxford
- £27,040 - £32,000 a year
- Weekend availability
- Hospitality
- Customer service
- Hotel
- Employee discount
- Referral programme
Quick apply
Portfolio Officer
UK Research and Innovation —Swindon
- £30,895 a year
- Temporary
- Hybrid work
- Microsoft Office
- Analysis skills
- Presentation skills
- Annual leave
- Employee assistance programme
2d
Customer Liaison Officer
UK Health Security Agency —Didcot
- £35,587 - £43,244 a year
- Part-time
- Customer service
- Care experience
- Analysis skills
Senior Event Manager
St. James's Place —Cirencester
- Hybrid work
- Management
- Project management
- Travel
- Annual leave
2d
Business Development Executive
Corpay —Swindon
- Full-time
- CRM software
- Salesforce
- Business development
- Life insurance
Marketing Executive
Places for People —Swindon
- Hybrid work
- Marketing
- Annual leave
- Employee discount
Portfolio Manager
UK Research and Innovation —Swindon
- £37,841 a year
- Part-time
- Analysis skills
- Presentation skills
- Communication skills
- Annual leave
- Employee assistance programme
Multi Skilled Operative
Mears Group —Oxford
- Up to £39,000 a year
- Monday to Friday
- Carpentry
- Maintenance
- Plumbing
- Annual leave
- Employee discount
Interim Head of SHE 12 months FTA
UK Atomic Energy Authority —Culham
- £86,758 a year
- Full-time
- Annual leave
- Employee assistance programme
Planning Manager
OrganOx —Oxford
- Full-time
- Management
- Analysis skills
- Presentation skills
Quick apply
Commercial Analyst
Type One Energy —Abingdon
- Full-time
- Hybrid work
- Microsoft Excel
- Engineering
- Master's degree
Quick apply
Senior Business Strategy Consultant
Satellite Applications Catapult —Didcot
- £58,000 - £63,000 a year
- Full-time
- Hybrid work
- Engineering
- English
- Master's degree
- Work from home
- Employee assistance programme
3d
Group Head of Internal Audit
UK Atomic Energy Authority —Culham
- £86,758 a year
- Full-time
- Project management
- Annual leave
- Employee assistance programme
TOKAMAK Operations Engineer
UK Atomic Energy Authority —Culham
- £64,820 a year
- Full-time
- Engineering
- Master's degree
- Bachelor's degree
- Annual leave
- Employee assistance programme

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executive employment support services team jobs near witney, oxf

Client Services Senior Executive

Wealthtime -
Oxford

Apply Now

Job details

Permanent | Full-time
9 days ago

Benefits

Company pension
Sick pay

Qualifications

GCSE
Microsoft Office
Financial services
Communication skills
A Level
Time management

Full job description

Job Specification

Location

Oxford

Employment Type

Full time

Department

Craven Street Wealth - (Client Services)

Appointment Type

Permanent

Hours

37.50

Ref No

10243

Job Information

About Us

Craven Street Wealth are award‑winning Independent Chartered Financial Planners and Wealth Managers, with offices across London and the South of England. We provide high‑quality, personalised financial advice to individuals, families and businesses, often working closely with other professional advisers to help clients make confident, well‑informed decisions.

We have around 100 colleagues working both remotely and from regional offices in Bedfordshire, Dorset, Kent, London, Oxfordshire and Sussex. Everyone brings their own skills and experience, but they are united by shared principles: building deep expertise, creating tailored solutions, embracing innovation and delivering outstanding client service.

Alongside strong professional credentials and industry recognition, Craven Street Wealth take pride in acting ethically and responsibly, with a genuine interest in wider social and environmental issues.

Craven Street Wealth is part of Quanta group, a next-generation financial services Group, providing a full wealth management service through three core businesses – Wealthtime, Copia Capital Management and Craven Street Wealth.

About the Role

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 junior members
Able to exceed OKR’s
Contribute to project work and drive continuous improvements
Consistent positive feedback from FP’s is an expectation
Mentor or oversee junior team members
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

About You

Experience/Qualifications:

Ideally educated to at least A Level or equivalent standard. To include Maths and English GCSE grade B or Grade 5 or above
Relevant 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

Rewards & Benefits

5% pension contribution
Medical cashback plan
26 days leave – in addition to bank holidays
Occupational sick pay
Death in service cover
Group income protection

Apply Now

Refine Your Search

executive employment support services team jobs in witney, oxf

Client Services Senior Executive

Senior Commercial Executive

Customer Success Executive

Strategic Insight Lead

Customer Success Executive (Junior)

Executive Support Apprentice

Guest Relations Executive

Portfolio Officer

Customer Liaison Officer

Senior Event Manager

Business Development Executive

Marketing Executive

Portfolio Manager

Multi Skilled Operative

Interim Head of SHE 12 months FTA

Planning Manager

Commercial Analyst

Senior Business Strategy Consultant

Group Head of Internal Audit

TOKAMAK Operations Engineer

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