Executive employment support services team Work, Jobs in Yarnton, 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
Strategic Insight Lead
NielsenIQ —Oxford
- £45,500 - £55,000 a year
- Full-time
- Hybrid work
- Leadership
- Communication skills
- Employee assistance programme
Quick apply
Ticketing Manager
Silverstone —Silverstone
- Weekend availability
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
Quick apply
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
Customer Success Executive
Abbott Laboratories —Abingdon
- Full-time
- Salesforce
- No degree
- Communication skills
Multi Skilled Operative
Mears Group —Oxford
- Up to £39,000 a year
- Monday to Friday
- Carpentry
- Maintenance
- Plumbing
- Annual leave
- Employee discount
Customer Liaison Officer
UK Health Security Agency —Didcot
- £35,587 - £43,244 a year
- Part-time
- Customer service
- Care experience
- Analysis skills
Planning Manager
OrganOx —Oxford
- Full-time
- Management
- Analysis skills
- Presentation skills
Quick apply
Interim Head of SHE 12 months FTA
UK Atomic Energy Authority —Culham
- £86,758 a year
- Full-time
- Annual leave
- Employee assistance programme
Marketing Executive
Places for People —Swindon
- Hybrid work
- Marketing
- Annual leave
- Employee discount
Commercial Analyst
Type One Energy —Abingdon
- Full-time
- Hybrid work
- Microsoft Excel
- Engineering
- Master's degree
Quick apply
Group Head of Internal Audit
UK Atomic Energy Authority —Culham
- £86,758 a year
- Full-time
- Project management
- Annual leave
- Employee assistance programme
Head of Finance
AIOI NISSAY DOWA INSURANCE MANAGEMENT LIMITED (ANDIM) —Oxford
- Full-time
- Master's degree
- Accounting
- Business
- Annual leave
- Employee assistance programme
Regulatory Manager
Medik8 —Aylesbury
- £50,000 - £60,000 a year
- Hybrid work
- Management
- Leadership
- Communication skills
- Employee discount
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
2d
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
Head of Hospitality Operations - Fixed Term Contract
Silverstone —Silverstone
- Weekend availability
- Hospitality
- Management
- Sales
Quick apply
11d
Radiation Protection Scientist (Chilton)
UK Health Security Agency —Chilton
- £30,441 - £43,244 a year
- Part-time
- Laboratory experience
- Microsoft Office
- Analysis skills
14d
Lead Engineer (Porton & South West - Chilton)
UK Health Security Agency —Didcot
- £44,148 - £50,121 a year
- Part-time
- Management
- Computer Science
- Presentation skills

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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 yarnton, oxf

Client Services Senior Executive

Senior Commercial Executive

Strategic Insight Lead

Ticketing Manager

Guest Relations Executive

Customer Success Executive

Multi Skilled Operative

Customer Liaison Officer

Planning Manager

Interim Head of SHE 12 months FTA

Marketing Executive

Commercial Analyst

Group Head of Internal Audit

Head of Finance

Regulatory Manager

Senior Business Strategy Consultant

TOKAMAK Operations Engineer

Head of Hospitality Operations - Fixed Term Contract

Radiation Protection Scientist (Chilton)

Lead Engineer (Porton & South West - Chilton)

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