Client associate Work, Jobs in Bracknell, Brk (with Salaries)

Associate Client Administrator
Evelyn Partners —Bracknell
- Full-time
- Hybrid work
- Microsoft Office
- No degree
- Organisational skills
21h
Mortgage Administrator
PJK Associates Ltd —Camberley
- £15 - £16 an hour
- Part-time
- Customer service
- Microsoft Office
- Financial services
- Free parking
Quick apply
7d
Background Screening Associate-Office Based-Entry Level
PeopleCheck Ltd —Richmond
- From £28,860 a year
- Full-time
- Hybrid work
- Microsoft Excel
- English
- Bachelor's degree
- Referral programme
- Sick pay
Quick apply
21h
Client Response Associate
BTS —London
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Business development
- Project management
Background Screening Associate-Criminal, Media and Online Checks-Office Based
PeopleCheck Ltd —Richmond
- From £28,850 a year
- Full-time
- Microsoft Excel
- Microsoft Outlook
- English
- Referral programme
- Sick pay
Quick apply
21h
Business Analyst, Associate
Infor —Farnborough
- Full-time
- Hybrid work
- Computer Science
- Data analysis skills
- SQL
5d
People, Culture, Wellbeing Programme Delivery Manager
International Wellbeing Insights Ltd —Uxbridge
- £32,000 - £38,000 a year
- Full-time
- Hybrid work
- Microsoft Excel
- Management
- Data analysis skills
- Free parking
- Sick pay
Quick apply
12d
JUNIOR SALES ADVISOR
Verisure Services (UK) Limited —Camberley
- £3,800 a month
- Full-time
- Sales
Quick apply
Hospitality Assistant
Restaurant Associates —Heathrow
- £15.14 an hour
- Hospitality
- Customer service
- Contracts
6d
Aviation Security Agent
Pyrex UK Ltd —London Heathrow Airport
- £13.05 - £14.05 an hour
- Part-time
- Microsoft Word
- Microsoft Outlook
- Customer service
- Flexible schedule
Quick apply
Founders Associate / Head of Business Growth
The Stress Management Society —Harefield
- £30,000 - £40,000 a year
- Full-time
- Hybrid work
- Microsoft Outlook
- English
- Administrative experience
- Free parking
- Health & wellbeing programme
Quick apply
12d
Associate – Private Client
Stevens & Bolton —Guildford
- Business development
- Organisational skills
- Communication skills
16h
Associate
HCR —Reading
- Annual leave
- Gym membership
Business Manager
Big Motoring World —Wimbledon
- £35,000 - £42,500 a year
- Full-time
- Administrative experience
- In-person
- Communication skills
- Free parking
- Store discount
Quick apply
12d
Financial Planning Administrator
The Progeny Group Limited —Marlow
- Full-time
- Hybrid work
- Microsoft Office
- Financial services
- Employee assistance programme
- Referral programme
Quick apply
7d
Specialist IT Services and Support II
Hollister Europe Limited —Winnersh
- £40,000 - £48,000 a year
- Customer service
- Windows
- Analysis skills
- Annual leave
- Employee assistance programme
3d
Associate Product Manager
Xe —Bracknell
- Full-time
- Product management
- APIs
- Communication skills
- Employee stock purchase plan
- Annual leave
Quick apply
Client Development Associate (Retail Media)
Epsilon —London
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Microsoft Excel
- Presentation skills
Mosque Development & Support Coordinator
Faith Associates —High Wycombe
- Communication skills
Deputy General Manager
Restaurant Associates —Chertsey
- £19.36 an hour
- Hospitality
- Leadership
- Café
- Employee discount

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client associate jobs near bracknell, brk

Associate Client Administrator

Evelyn Partners -
Bracknell

Apply Now

Job details

Full-time
21 hours ago

Benefits

Company pension
Private medical insurance

Qualifications

Financial planning
Microsoft Office
Organisational skills
IT
Communication skills

Full job description

Company Description

Evelyn Partners is a UK leader in wealth management, providing personalised, expert investment management and financial planning advice to support clients in embracing what’s next. Our success hinges on our people and that’s our secret for longevity. We are a team of passionate professionals and everything we do is guided by our purpose – placing the power of good advice into more hands, we go further to understand the needs of our clients and what matters most to them. We’re here to help them make significant decisions with confidence, provide strong foundations for the future and guide them towards their goals.

What will you be doing?

We're seeking an ambitious individual to join our Client Administration team in Bracknell, you will be responsible for providing administration support to the Client Administration team who support Financial Planners, as well as building relationships with clients to deliver a positive and sleek client experience.

What’s in it for me?

As an Assistant Client Administrator at Evelyn Partners, you will be supported to grow personally and professionally, you will have access to a structured training programme offering Training & Competency oversight to excel personal development. We encourage continuous professional development via ongoing studying and qualifications, we also have a team of experienced Investment Managers and Financial Advisers which you will have the opportunity to collaborate with and learn from.

Key Responsibilities

To support the Client Administration team in the delivery of administration activities ensuring work is delivered to a high standard and in a timely manner.
Responsible for organising client review meetings and preparing meeting packs and required valuations.
Responsible for post and other front office activities where required.
Liaise with operational teams where support is provided on activities. e.g., scripts, transfers, corporate actions, static data changes, where applicable.
To collaborate and share best practices with colleagues.
Identify and report any risks, breaches, or errors through ensuring risks are logged through to mitigating actions and controls.

Qualifications

To be successful in this role, you should:

Demonstrate an ambition to build a career within financial services firm, with a willingness to learn and develop
A strong client service ethic
Ability to work under pressure and to prioritise work
Excellent communication skills both written and verbal, influencing and organisational skills
Ability to use judgement and reasoning to propose solutions to problems

Skills, Experience & Qualifications

Excellent client service skills.
Proficient IT skills in core Microsoft Office systems.
Ability to work independently and within a team
Good communication skills both written and verbal.

Professional Qualifications and Education

Excellent standard of education Ideally degree qualified but not essential.
A desire to further develop and to undertake relevant examinations.

Additional Information

As a colleague here at Evelyn Partners, you will have access to benefits that include:

Competitive salary
Private medical insurance
Life assurance
Pension contribution
Hybrid working model (role dependant)
Generous holiday package
Option to purchase additional holiday
Shared parental leave

We are proud to value the differences that a diverse workforce brings, representative of society and our clients. At Evelyn Partners we have a wide range of highly active employee resource groups and we're delivering multiple diversity, equity and inclusion initiatives across the organisation. It is our commitment to provide a workspace where all colleagues, regardless of identity, background, or circumstance, feel respected as individuals and feel that they can achieve their full potential and work in a safe, supportive, and inclusive environment.

We are happy to make any reasonable adjustments to accommodate for your needs throughout the application process. Please let your Recruiter know.

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Refine Your Search

client associate jobs in bracknell, brk

Associate Client Administrator

Mortgage Administrator

Background Screening Associate-Office Based-Entry Level

Client Response Associate

Background Screening Associate-Criminal, Media and Online Checks-Office Based

Business Analyst, Associate

People, Culture, Wellbeing Programme Delivery Manager

JUNIOR SALES ADVISOR

Hospitality Assistant

Aviation Security Agent

Founders Associate / Head of Business Growth

Associate – Private Client

Associate

Business Manager

Financial Planning Administrator

Specialist IT Services and Support II

Associate Product Manager

Client Development Associate (Retail Media)

Mosque Development & Support Coordinator

Deputy General Manager

I want to receive the latest job alerts for client associate in bracknell, brk

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