client advisor Work, Jobs in doncaster, syk (with Salaries)

Financial Advisor Administrator
My Pension Expert —Doncaster
- £28,000 a year
- Full-time
- Microsoft Outlook
- Customer service
- Microsoft Office
- Referral programme
Quick apply
7d
Customer Service Advisor
CBRE —Doncaster
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Microsoft Office
- Employee discount
Mortgage Case Manager
Believe Money Group —Doncaster
- From £24,000 a year
- Full-time
- Customer service
- Basic maths
- English
- Gym membership
Quick apply
Sales Advisor
Kustom Design Printing —Doncaster
- £26,000 - £29,120 a year
- Full-time
- CRM software
- Sales
- Driving
- Free parking
Quick apply
Mortgage Advisor
The Mortgage Experts —Doncaster
- £60,000 - £100,000 a year
- Remote
Lancôme Beauty Advisor
Myer —Doncaster
- Part-time
- Employee discount
Lettings Administrator
Austin Banks —Doncaster
- £26,000 - £27,000 a year
- Microsoft Excel
- Customer service
- Microsoft Office
- Free parking
JUNIOR SALES ADVISOR
Verisure Services (UK) Limited —Doncaster
- £3,800 a month
- Full-time
- Sales
Quick apply
Client Advisor - FTC
Turning Point —Wakefield
- £25,869 a year
- Full-time
- Microsoft Excel
- Customer service
- Microsoft Office
2d
Telesales Advisor
Abbey Taylor Jones Limited —Doncaster
- Up to £25,000 a year
- Full-time
- CRM software
- Sales
- Computer literacy
Quick apply
6d
Inbound Banking Customer Service Advisor
Alexander Mann Solutions (AMS) —Sheffield
- £13.87 an hour
- Full-time
- Customer service
- Financial services
- In-person
EQUINE BEDDING SALES PERSON
Ron Hull Jnr Ltd —Doncaster
- £24,420.00 - £69,688.46 a year
- Full-time
- Sales
- Customer service
- Microsoft Office
Quick apply
2d
HSE Advisor
First Call HSQ Limted —Scunthorpe
- From £200 a day
- Hybrid work
- English
- Bachelor's degree
Quick apply
6d
Customer Service Advisor
Concentrix —Rotherham
- £26,520 a year
- Full-time
- Customer service
- English
- Organisational skills
- Free parking
- Annual leave
ELPL Legal Advisor
Minster Law —Wakefield
- £23,849.28 - £25,000.00 a year
- Hybrid work
- Communication skills
12d
Service Advisor - Vanworld
Stoneacre —Chesterfield
- Up to £35,000 a year
- Full-time
- English
- Free parking
- Health & wellbeing programme
Quick apply
Performance Coach
1ST LOCATE (UK) LIMITED —Temple Newsam
- £31,000 - £34,000 a year
- Full-time
- Management
- Leadership
Quick apply
11d
Customer Support Advisor
BW Legal —Leeds
- £21,500 - £23,000 a year
- Overtime
- Customer service
- Organisational skills
- Free parking
- Annual leave
Quick apply
Service Advisor - Service Centre
Stoneacre —Chesterfield
- £35,000 a year
- Full-time
- English
- Free parking
- Health & wellbeing programme
Quick apply
Sales Advisor
Abbey Taylor Jones Limited —Doncaster
- Up to £25,000 a year
- Full-time
- Sales
- Customer service
- Computer literacy
Quick apply
6d

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client advisor jobs near doncaster, syk

Financial Advisor Administrator

My Pension Expert
Doncaster

Quick apply

Job details

Permanent | Full-time
£28,000 a year
7 days ago

Benefits

Casual dress
Cycle to work scheme
Company pension
Company events
Referral programme
On-site parking

Qualifications

Pension
Microsoft Outlook
Underwriting
Customer service
GCSE
Microsoft Office
Data entry
Financial services
Communication skills

Full job description

Role Summary:

As a member of the Ongoing Service team, you will be point of contact for all ongoing clients. Your responsibility will be to enhance My Pension Expert’s reputation, by the prompt delivery of a quality customer service, increasing effectiveness and ease of doing business with us.

Outline of Role:

Prepare client review files to support adviser meetings.
Process transfer of servicing rights forms efficiently, ensuring compliance with current FCA regulations.
Prepare and submit applications to providers, along with ad-hoc client requests.
Maintain accurate and up-to-date client documentation across all systems.
Ensure all case notes are updated with clear progress and a full audit trail.
Coordinate with clients to obtain required information and arrange adviser appointments as part of the annual review process.
Provide a professional and dedicated support service to both advisers and clients.
Process client income payments/withdrawals across various third-party platforms.
Review and analyse incoming information received electronically and via post.
Deliver excellent customer service by responding to enquiries promptly and efficiently.
Take ownership of customer enquiries across all communication channels, investigating and resolving issues proactively.
Maintain regular contact with external pension providers to ensure requests are completed within agreed timescales.
Handle confidential information in line with company policies and regulatory requirements.

This job description is not exhaustive and serves only as a broad outline of the duties required. This job description may be amended as necessary.

The Person

A hardworking and proactive individual who has client satisfaction at the forefront of everything they do and you will ideally have experience in customer service administration. However, we welcome applications from graduates who are looking to develop a career in Financial Services.
This role will suit a proactive and meticulous team player with strong interpersonal skills with a desire to learn and improve skills on an on-going basis.
You will naturally be customer service focused with a genuine desire to help, a clear focus on quality and service and taking ownership for delivery of results.
You will require strong attention to detail and excellent data entry skills.

Skills, Knowledge & Experience

Previous experience of working within an underwriting environment (Desirable)
Knowledge and experience of Pensions and Financial Services would be advantageous (Essential)
Experience of working on the telephone (Essential)
Knowledge and experience of Microsoft Office and Outlook (Essential)
Ability to organise, multitask, prioritise, and work under pressure (Essential)
Can do and flexible attitude (Essential)
Possess excellent written and verbal communication skills (Essential)
Previous experience of working with Customer Relationship Managements (CRM) software (Desirable)
Ability to adapt to changing regulations and requirements in the pension industry (Essential)

Qualifications

GCSE Math’s and English – Grade C or above (Essential)

Accountabilities & Working Relationships

· Reports to Client Support Team Manager

· Works within a team

Working Hours

· Shift pattern - Monday to Friday 9am to 17.30pm

Benefits

This position represents an opportunity to work for a growing business.

· Competitive salary

· Discretionary bonus scheme

· Contributory Pension Scheme

· Opportunities for career progression with funded training

Job Types: Full-time, Permanent

Pay: £28,000.00 per year

Benefits:

Casual dress
Company events
Company pension
Cycle to work scheme
On-site parking
Referral programme

Experience:

Financial services: 1 year (preferred)
Customer service: 1 year (preferred)

Work Location: In person

Quick apply

Refine Your Search

client advisor jobs in doncaster, syk

Financial Advisor Administrator

Customer Service Advisor

Mortgage Case Manager

Sales Advisor

Mortgage Advisor

Lancôme Beauty Advisor

Lettings Administrator

JUNIOR SALES ADVISOR

Client Advisor - FTC

Telesales Advisor

Inbound Banking Customer Service Advisor

EQUINE BEDDING SALES PERSON

HSE Advisor

Customer Service Advisor

ELPL Legal Advisor

Service Advisor - Vanworld

Performance Coach

Customer Support Advisor

Service Advisor - Service Centre

Sales Advisor

I want to receive the latest job alerts for client advisor in doncaster, syk

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