client services associate Work, Jobs in ewell, sry (with Salaries)

Client Services Associate
7IM —London
- Microsoft Word
- Microsoft Excel
- Microsoft Office
Associate Client Services Officer
Corpay —London
- Full-time
- Communication skills
- Time management
- Life insurance
Client Services Associate
Meredith Brown Associates —London
- Call to connect
- Microsoft Powerpoint
- Microsoft Excel
- Microsoft Office
6d
Partnerships Associate
Juno —London
- £28,000 a year
- Full-time
Quick apply
Bank Medical Secretary
Spire Healthcare —Sutton
- Hospital
- Annual leave
3d
Client Services Account Handler/ Technician (Associate)
Oneglobal —London
- Hybrid work
- Microsoft Excel
- Communication skills
11d
Client Response Associate
BTS —London
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Business development
- Project management
Bank Rehab Assistant - Band 3
Epsom and St Helier University Hospitals NHS Trust —Carshalton
- £16.41 - £27.73 an hour
- Customer service
- Organisational skills
- Communication skills
12d
Client Service Associate
Manulife —London
- £76,275 - £137,295 a year
- Full-time
- Annual leave
- Life insurance
Client Relations Associate
Puma Capital Group —London
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
Associate EDD Analyst
Corpay —London
- Full-time
- English
- Communication skills
Associate, Client Services (2027 Start)
Third Bridge —London
- £40,000 - £68,000 a year
- Sales
- Computer networking
- Leadership
Client Delivery Associate
NewtonX —London
- £50,000 a year
- Full-time
- Hybrid work
- Bachelor's degree
- Leadership
- Annual leave
9d
JUNIOR SALES ADVISOR
Verisure Services (UK) Limited —London
- £3,800 a month
- Full-time
- Sales
Quick apply
Associate
JLL —London
- Microsoft Excel
5d
Sales Associate
Belstaff —London
Quick apply
Sales Associate
Juno —London
- £25,000 a year
- Full-time
- Sales
- Communication skills
Quick apply
Client Success Associate
MindGym —London
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
Quick apply
Client Success Associate at United-Media
United Media —London
- CRM software
- Master's degree
- Project management
Field Operations Associate - London
sunday —London
- £27,000 - £30,000 a year
- Hybrid work
- Hospitality
- Project management
- Restaurant

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Client Services Associate

7IM -
London

Apply Now

Job details

Permanent

Qualifications

Microsoft Word
Microsoft Excel
Microsoft Office
Numeracy
Communication skills
Certificate in Insurance

Full job description

About The Role

Purpose:
To assist Advisers with providing an exceptional ongoing service to clients as well as supporting with the onboarding of new clients into the business.
This role is suitable for those looking for their first professional opportunity after school or university.

Responsibilities:

Setting up ad hoc payments for ISAs, SIPPs, Bonds, GIAs and monitoring regular withdrawals
Monitoring cash reconciliations and outstanding fees
Processing and monitoring transfers in and out, liaising with clients and colleagues
You will process any change of details requests including bank details and change of address ensuring the relevant systems are updated
Producing reports including valuations, performance summaries and transaction statements
Support wider team with processing new business application forms
Processing accounts closures and deceased client cases and ensure timely completion of such cases
Take responsibility to ensure that all client communication is accurate, appropriate & delivered at the right time, to include emails, letters and reports
Liaise closely with 7IM’s Operations team to ensure full communication and understanding, minimising errors and maximising service levels
Continually look at ways to enhance operational systems and procedures to maximise efficiencies eg Xplan
Continually suggesting realistic & appropriate improvements and solutions to problems to your line manager and others across 7im and review/create procedures when required
Filing, in accordance with 7IM and FCA procedures
Subscribing to 7IMs declared Mission and Tenets, & to Treating Customers Fairly (TCF) initiatives
Ensure the 7IM VPVPs (Vision, Purpose, Values and Personalities) are followed throughout your working practices
Other duties, as reasonably required by the line manager and 7IM

About You

Skills:

Accuracy and attention to detail
Organisation of own workload to meet deadlines
Client focused, delivering a high standard of client service
Must be proactive and able to use initiative
Good communication skills, both oral and written
Adaptive to change
Proficient in MS Word/Excel
Ability & willingness to identify and suggest improvements in processes / service levels

Knowledge:

Experience in Client Services within Wealth Management is desired
Good working knowledge of all Microsoft office applications specifically Excel
Good knowledge of operational administration including settlement and transfers

Qualifications:

Candidates must demonstrate numeracy & literacy skills to at least A level/Higher standard
Suitable for school leavers or graduates
Working towards an industry examination such as CII Level 4 Financial Planning qualification

Other relevant information:

Reports into the Client Services Team Manager

Apply Now

Refine Your Search

client services associate jobs in ewell, sry

Client Services Associate

Associate Client Services Officer

Client Services Associate

Partnerships Associate

Bank Medical Secretary

Client Services Account Handler/ Technician (Associate)

Client Response Associate

Bank Rehab Assistant - Band 3

Client Service Associate

Client Relations Associate

Associate EDD Analyst

Associate, Client Services (2027 Start)

Client Delivery Associate

JUNIOR SALES ADVISOR

Associate

Sales Associate

Sales Associate

Client Success Associate

Client Success Associate at United-Media

Field Operations Associate - London

I want to receive the latest job alerts for client services associate in ewell, sry

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