Senior client services Work, Jobs in Bradfield, Brk (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
4d
Marketing Assistant
LGFL Ltd —Reading
- £26,000 - £30,000 a year
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Free parking
- Work from home
Quick apply
2d
Travel Sales Consultant
Trailfinders —Reading
- £44,000 - £49,000 a year
- Full-time
- Sales
- Employee discount
- Sick pay
Data & Insight Manager
Powerforce —Reading
- £45,000 - £50,000 a year
- Full-time
- Hybrid work
- Azure
- SQL
- Python
- Health & wellbeing programme
- Annual leave
VAT Advisor
RBCVAT Limited —Reading
- £45,000 - £60,000 a year
- Full-time
- In-person
- Tax experience
Quick apply
11d
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 Project Manager
Glanua —Aldermaston
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Civil engineering
- Annual leave
- Employee assistance programme
Quick apply
Senior Loss Adjuster/Loss Assessor - Southwest of England (Hybrid role)
Morgan Clark Ltd —Reading
- £50,000 - £70,000 a year
- Full-time
- Hybrid work
- Analysis skills
- Communication skills
- Free parking
- Work from home
Quick apply
Customer Service Manager
Lumina Rose Consulting —Woking
- £40,000 - £60,000 a year
- Full-time
- Hybrid work
- Management
- English
- Supervising experience
- Free parking
Quick apply
6d
Meetings & Events Senior Coordinator
Coppid Beech Hotel —Bracknell
- £29,500 a year
- Weekend availability
- Hospitality
- Management
- Sales
- Free parking
- Employee assistance programme
Quick apply
Technical Administrator
Gateley —Reading
- Microsoft Excel
- Customer service
- Computer literacy
- Annual leave
- Employee assistance programme
Regional Sales Manager
Grundon —Ewelme
- Full-time
- Sales
- Negotiation
Quick apply
Key Account Manager
MCFT —Maidenhead
- £50,000 - £55,000 a year
- Full-time
- Maintenance
- Travel
- Contracts
- Life insurance
- Referral programme
Quick apply
Transaction Services Manager/Senior Manager
BDO —Reading
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Management
Business Development Executive
AKONI TECHNOLOGIES LTD —Reading
- £27,000 - £38,000 a year
- Full-time
- Hybrid work
- CRM software
- Sales
- Business development
- Free parking
- Employee discount
Quick apply
4d
Senior Clinical Research Associate
IQVIA —Reading
- Full-time
- No degree
Senior Client Success Manager
DXC Technology —Farnborough
- Full-time
8d
Senior Occupational Health Advisor
Optima Health —Reading
- Up to £47,000 a year
- Part-time
- Hybrid work
- Microsoft Office
- Case management
- Communication skills
- Paid training
- Annual leave
10d
Trainee Move Manager
LRG —Reading
- Up to £27,000 a year
- Remote
Quick apply
Care Coordinator
Cera Care —Basingstoke
- £26,250 a year
- Employee assistance programme
- Employee discount

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senior client services jobs near bradfield, brk

Client Services Senior Executive

Craven Street Wealth
Oxford

Quick apply

Job details

Full-time
£30,000 - £35,000 a year
4 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

senior client services jobs in bradfield, brk

Client Services Senior Executive

Marketing Assistant

Travel Sales Consultant

Data & Insight Manager

VAT Advisor

Business Development Executive

Senior Project Manager

Senior Loss Adjuster/Loss Assessor - Southwest of England (Hybrid role)

Customer Service Manager

Meetings & Events Senior Coordinator

Technical Administrator

Regional Sales Manager

Key Account Manager

Transaction Services Manager/Senior Manager

Business Development Executive

Senior Clinical Research Associate

Senior Client Success Manager

Senior Occupational Health Advisor

Trainee Move Manager

Care Coordinator

I want to receive the latest job alerts for senior client services in bradfield, brk

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