client manager Work, Jobs in fernhurst, wsx (with Salaries)

Client Service Executive
TrinityBridge —Gatwick Airport
- IT
- Financial services
- Communication skills
12d
Sudio & Client Relationship Manager
Petra Jewellery —Basingstoke
- £30,000 - £35,000 a year
- Full-time
- Project management
- In-person
- Leadership
- Free parking
Quick apply
12d
Practice Manager
IVC —Midhurst
- Up to £40,000 a year
- Full-time
- Management
- Communication skills
- Employee discount
Office Manager
Jacobs Construction —Portsmouth
- £35,000 - £42,000 a year
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Free parking
- Sick pay
Quick apply
2d
Account Manager
ClearCourse —Waterlooville
- £40,000 - £45,000 a year
- Full-time
- Remote
- Customer service
- Administrative experience
- Travel
- Annual leave
- Employee assistance programme
Quick apply
Part Time Warehouse / Office / Workshop Manager
Monitor POS Ltd —Godalming
- £16 - £18 an hour
- Overtime
- Windows
- QuickBooks
- Computer skills
- Free parking
- Sick pay
Quick apply
3d
Area Support Centre Manager
Southern Coop —Sandhurst
- £37,151.60 a year
- Full-time
- Team management
- Leadership
- Employee assistance programme
- Employee discount
9d
Regional Operations Director - Places Leisure
Places for People —Camberley
- £80,000 - £90,000 a year
- Contracts
- Leadership
- Annual leave
- Employee discount
Letting Agent
The Letting Experts —Portsmouth
- £70,000 - £100,000 a year
- Remote
Business Manager
Get Set UK 1 —Havant
- £35,000 - £38,000 a year
- Contracts
- Leadership
- Employee assistance programme
Quick apply
Construction Project Manager
Bauer Media Outdoor —Petersfield
- £45,000 - £55,000 a year
- Full-time
- Hybrid work
- Project management
- Leadership
- Employee discount
- Flexible schedule
Quick apply
Office Manager
Vintage Bentley —Petersfield
- £15 - £17 an hour
- Part-time
- Microsoft Outlook
- Microsoft Office
- Travel
- Free parking
Quick apply
8d
Administrator (Part-time)
CHD Living —Hindhead
- Up to £10,927.27 a year
- Part-time
- Hospitality
- Microsoft Excel
- Microsoft Outlook
- Health & wellbeing programme
- Employee assistance programme
Quick apply
8d
Senior Client Success Manager
DXC Technology —Farnborough
- Full-time
1d
Customer Trading Advisor
Pen Underwriting —Liphook
- Customer service
- Microsoft Office
- Organisational skills
- Employee stock purchase plan
- Life insurance
1d
UAV Programme Manager
Evolve Dynamics LTD —Farnham
- Full-time
- Project management
- Software development
- In-person
Quick apply
Placement Manager
The OT Practice —Hook
- £35,000 - £40,000 a year
- Full-time
- Hybrid work
- Sales
- Project management
- Organisational skills
- Free parking
Quick apply
Account Manager (Part-Time)
Tann Westlake —Bognor Regis
- Up to £40,000 a year
- Part-time
- Hybrid work
- Customer service
- Business development
- Project management
- Free parking
- Work from home
Quick apply
2d
Senior Project Manager
Landmarc Support Services —Liss
- £59,800 - £65,955 a year
- Microsoft Excel
- Project management
- Driving
- Annual leave
- Employee discount
8d
Real Estate Program Manager, EMEA
UL Solutions —Basingstoke
- £173,400 - £231,200 a year
- Hybrid work
- Project management
- Bachelor's degree
- Contracts

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Client Service Executive

TrinityBridge -
Gatwick Airport

Apply Now

Job details

Permanent
12 days ago

Qualifications

IT
Financial services
Communication skills

Full job description

Join TrinityBridge Client Services team as a Client Service Executive. It is the CSE’s responsibility to ensure client onboarding and ongoing service queries are managed efficiently and in a timely manner.

Key Resposibilities

Managing leads with the Client Relationship Management (CRM) system
Accurate and timely client data entry onto TrinityBridge and third party platforms/systems to specified Service Level Agreement
Adherence to TrinityBridge Client Service procedures
Ongoing client communication regarding meetings, arranging appointments, diary management and processing of client queries and instructions - be that directly or by referring to the relevant team, as appropriate
Preparing meeting packs, annual review packs and valuations for client appointments
Call management/client contact
Ensuring all new business and centralised servicing queries are directed to the relevant team to be processed within set SLAs
Document management - ensure documentation is scanned, saved and archived in accordance with department operating procedures
General ad hoc duties as required by the Practice or assigned by the Client Service Manager
Liaising and working with colleagues within the Practice to ensure success and operational efficiency and profitability

Regulatory responsibilities | Compliance/T&C

Ability to demonstrate an understanding of the regulatory framework relevant to the role, whilst practising effective risk management taking account of outcomes for clients.
Understand, follow and demonstrate compliance with all relevant internal and external rules, regulations and procedures that apply to the conduct of the business. Follow principles and rules of the Financial Conduct Authority (FCA) and the internal requirements set out in the Compliance Manual, local and Group Compliance and Risk policies.

About you | Qualifications, skills and strengths

Previous financial services experience
Excellent attention to detail
IT skills
Team player
Good communication skills - verbal and written
Excellent record keeping and reporting capabilities
Proactive nature to gain efficiencies
Ability to multi-task
Demonstration of inititative

At TrinityBridge we look to recruit individuals from all different backgrounds and encourage you to apply even if you don’t tick every box. We celebrate diversity, promote inclusivity and are open to discuss flexible work options to help you balance your work and home life.

We appreciate that from time to time, recruitment agencies will have speculative CVs that they may wish to submit to our Talent Acquisition team in relation to a specific role.

To avoid any ambiguity around fees, please note that speculative CVs received by TrinityBridge, that have not been authorised in advance, by us, will be ineligible for an agency fee. Thank you.

#LI-EM1 #LI-SY1 #LI-JJ1

The Company

At TrinityBridge we are all connected by our mission to be leading UK Wealth Manager, growing trusted client relationships that last for generations.

We believe that everyone should think ahead, have a financial plan and invest wisely. Our clients are professionals, business owners, individuals, charities, families, and employers, who rely on our clear financial advice and investment management services to preserve and grow their long-term savings and investments.

We are a team of about 900 people based in 15 offices across the UK. Our geographic footprint means we can combine a local approach with face-to-face services to enable strong, long-term relationships with our clients.

Sustainability is fundamental to our purpose, and we have a responsibility to help address the social, economic and environmental challenges facing our business, colleagues and clients. We strive to do the right thing and are dedicated to helping the charities that matter most to our people.

We offer a wide range of inclusive benefits that provides our people with all the support they need to find a healthy balance in all aspects of their lives. We also invest in the growth of our people providing a sense of belonging and team spirit and the ability to thrive.

We recruit people from all backgrounds and are open to discussing all types of flexible working options, helping our people to balance work and home life and make practical choices for wellbeing while delivering impact where it matters, all of which contributes to our exceptional client experience.

We are committed to ensuring our recruitment process is accessible to everyone. We make adjustments for people who have a disability or long-term condition so, if you need a job description or application form in an alternative format, or would like to discuss the recruitment process with us, please get in touch at [email protected] .

Equal Opportunities
As an employer, TrinityBridge is committed to equality and valuing diversity within its workforce. We provide equality of opportunity and will aim to ensure that no employee’s or candidates are subject to discrimination on grounds of any characteristics including but not withstanding gender, gender identity, marital status, sexual orientation, race, colour, nationality, religion, age, disability, working pattern, caring responsibilities, political beliefs.

Apply Now

Refine Your Search

client manager jobs in fernhurst, wsx

Client Service Executive

Sudio & Client Relationship Manager

Practice Manager

Office Manager

Account Manager

Part Time Warehouse / Office / Workshop Manager

Area Support Centre Manager

Regional Operations Director - Places Leisure

Letting Agent

Business Manager

Construction Project Manager

Office Manager

Administrator (Part-time)

Senior Client Success Manager

Customer Trading Advisor

UAV Programme Manager

Placement Manager

Account Manager (Part-Time)

Senior Project Manager

Real Estate Program Manager, EMEA

I want to receive the latest job alerts for client manager in fernhurst, wsx

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