Senior client specialist Work, Jobs in Charfield, Gls (with Salaries)

Senior Client Services Specialist
Bellamy Wealth Management —Royal Wootton Bassett
- Up to £28,000 a year
- Full-time
- Organisational skills
- IT
- Financial services
- Free parking
- Life insurance
Quick apply
10d
Service Delivery Manager
Commercial —Cheltenham
- £45,000 - £55,000 a year
- Full-time
- Hybrid work
- Azure
- IT
- Leadership
- Work from home
- Employee assistance programme
Quick apply
Travel Sales Consultant
Trailfinders —Cheltenham
- £44,000 - £49,000 a year
- Full-time
- Sales
- Employee discount
- Sick pay
Business Development Manager (BDM)
ASGuk (systems) limited —Gloucester
- £30,000 - £60,000 a year
- Full-time
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Store discount
- Profit sharing
Quick apply
6d
Senior Wealth Planner
St. James's Place —Cirencester
- Mentoring
- Leadership
- Communication skills
- Annual leave
6d
Private Client Consultancy Manager
St. James's Place —Cirencester
- Sales
- IT
- Leadership
- Annual leave
7d
Private Client Consultant
St. James's Place —Cirencester
- Business development
- Leadership
- Communication skills
- Annual leave
6d
People Business Partner
Wealthtime —Bath
- Full-time
- Hybrid work
- Management
- Financial services
Senior Professional- Student Housing
JLL —Bristol
- Communication skills
Content Marketer — Travel & Hospitality (Hybrid, Bristol)
Nivo Digital Ltd —Bristol
- £24,420 - £34,000 a year
- Part-time
- Hybrid work
- Hospitality
- IT
- In-person
Quick apply
Communications Consultant
Clarion Insight —Cheltenham
- Hybrid work
- JavaScript
- SharePoint
- HTML
Private Client Corporate Consultancy Lead
St. James's Place —Cirencester
- Sales
- IT
- Communication skills
- Annual leave
7d
Assistant Credit Controller
HSL Compliance Limited —Ross-on-Wye
- Microsoft Excel
- Sales
- Customer service
- Annual leave
- Sick pay
Quick apply
11d
Reward & People MI Specialist
Wealthtime —Bath
- Full-time
- Hybrid work
- Microsoft Excel
- Analysis skills
- Financial services
Operations Manager
Turning Point —Bath
- £46,000 a year
- Full-time
- English
- Organisational skills
- Communication skills
- Annual leave
12d
ISO 27001 & Defence Cyber Certification Implementation Consultant
Key Sigma Ltd —Cheltenham
- £40,000 - £50,000 a year
- Full-time
- Hybrid work
- Organisational skills
- In-person
- Flexitime
Quick apply
1d
Regional Scheduling Team Leader
HSL Compliance Limited —Ross-on-Wye
- £28,000 - £32,000 a year
- Communication skills
- Time management
- Annual leave
- Sick pay
Quick apply
11d
Plan Specialist - Operational Readiness
Computershare —Bristol
- Full-time
- Hybrid work
- Organisational skills
- Financial services
- Communication skills
- Employee stock purchase plan
- Work from home
6d
Digital Transformation Consultants
i3Works —Bristol
- £45,000 - £70,000 a year
- Full-time
- Hybrid work
- Business development
- Continuous improvement
- Agile
- Annual leave
- Life insurance
Learning and Development Manager
Bevan Brittan —Bristol
- Hybrid work
- Project management
- Travel
- Time management
- Employee assistance programme

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senior client specialist jobs near charfield, gls

Senior Client Services Specialist

Bellamy Wealth Management
Royal Wootton Bassett

Quick apply

Job details

Permanent | Full-time
Up to £28,000 a year
10 days ago

Benefits

Free parking
Financial planning services
Company pension
Private medical insurance
Life insurance
Sick pay
On-site parking

Qualifications

Financial planning
Report writing
Organisational skills
IT
Financial services
Communication skills

Full job description

Job Summary
An excellent opportunity has arisen for a professional Senior Administrator to work in a St. James's Place (SJP) Partner Practice.

You will be part of a fast-paced team managing the work generated by the Advisors, offering your support as required in all aspects of business operations.

This will particularly suit if you enjoy client interaction and satisfaction as the role will focus on building strong relationships with clients and key stakeholders by being the first point of contact for all aspects of client administration and dealing with admin queries.

Responsibilities

You will be providing a high level of administrative support while maintaining an excellent level of customer service to clients and advisers of the Practice
You will be a point of contact for clients and third parties dealing with general enquiries
You will be responsible for an array of administrative tasks involved with client servicing and business submission using bespoke software
You will need to ensure that work is processed accurately and within agreed timescales
You will have key responsibility for client servicing, and ensuring compliance / regulatory requirements are met at all times

Experience

This is an interesting and challenging role that would suit a confident, and professional individual who has a ‘can do’ approach.
The ideal candidate - You will have been working for a SJP Partner Practice or has a strong financial services background and have good all-round financial services knowledge including regulations which you are looking to expand and develop

Please note that we will conduct a standard Financial and Identity check on any candidates who are offered a role within this Practice.

You have excellent IT and communication skills, are highly organised and can prioritise workloads
Ideally you have used the CRM Salesforce
You are a self-starter and able to work with little or no supervision. With a desire to continuously improve processes and look for efficiencies.
It is essential that as a Senior Administrator you are confident in dealing with third parties and can work with total discretion.

Pay: Up to £28,000.00 per year

Benefits:

Company pension
Financial planning services
Free parking
Life insurance
On-site parking
Private medical insurance
Sick pay

Work Location: In person

Quick apply

Refine Your Search

senior client specialist jobs in charfield, gls

Senior Client Services Specialist

Service Delivery Manager

Travel Sales Consultant

Business Development Manager (BDM)

Senior Wealth Planner

Private Client Consultancy Manager

Private Client Consultant

People Business Partner

Senior Professional- Student Housing

Content Marketer — Travel & Hospitality (Hybrid, Bristol)

Communications Consultant

Private Client Corporate Consultancy Lead

Assistant Credit Controller

Reward & People MI Specialist

Operations Manager

ISO 27001 & Defence Cyber Certification Implementation Consultant

Regional Scheduling Team Leader

Plan Specialist - Operational Readiness

Digital Transformation Consultants

Learning and Development Manager

I want to receive the latest job alerts for senior client specialist in charfield, gls

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