account executive Work, Jobs in frant, esx (with Salaries)

Client Service Executive
TrinityBridge —Gatwick Airport
- IT
- Financial services
- Communication skills
12d
Commercial Account Handler
Howden Group Holdings —Royal Tunbridge Wells
- Full-time
- Hybrid work
- Employee discount
Commercial Account Executive
NFU Mutual Agency —Royal Tunbridge Wells
- Full-time
- Customer service
- IT
- Financial services
- Free parking
- Employee discount
10d
Group Sales Executive
The Gallivant —Rye
- £40,000 - £50,000 a year
- Full-time
- Hybrid work
- Hospitality
- English
- Hotel
- Free parking
- Employee discount
Quick apply
4d
Sales Executive
WeBuyAnyCar —Royal Tunbridge Wells
- £28,200 - £35,220 a year
- Rotating shift
- Driving
- IT
- Communication skills
Quick apply
3d
Commercial Account Executive
Howden Group Holdings —Eastbourne
- Full-time
- Hybrid work
- Employee discount
Sales Executive, Porsche Centre Tonbridge
Lind Group Holding Company Ltd —Tonbridge
- Sales
- Administrative experience
- IT
- Employee discount
Account Manager - Travel Industry
Equity —Brighton
- Hybrid work
- Communication skills
- School
Quick apply
Sales Manager
Marshall Motor Group —Royal Tunbridge Wells
- £40,000 a year
- Weekend availability
- Sales
- Leadership
- Annual leave
- Employee discount
Quick apply
Junior Customer Accounts Manager
DSW Water Treatment & Engineering Ltd —Lingfield
- £26,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
Quick apply
Sales Executive/Support
Whitmar Publications Ltd —Royal Tunbridge Wells
- £15,000 - £22,000 a year
- Part-time
- CRM software
- Analysis skills
- In-person
Quick apply
10d
Caravan Sales Executive
Park Holidays UK —Rye
- £28,500 a year
- Full-time
- No experience needed
- Communication skills
- Employee assistance programme
- Employee discount
5d
Private Clients Insurance Sales Executive
NFU Mutual Agency —Royal Tunbridge Wells
- Full-time
- Sales
- Financial services
- Communication skills
- Employee discount
- Referral programme
10d
Senior Account Manager
City Plumbing —Royal Tunbridge Wells
- Full-time
- Customer service
- Communication skills
- Negotiation
- Annual leave
- Employee assistance programme
5d
Customer Experience Manager (B2B) - Logistics & Fulfilment
The Growth Foundation —Tonbridge
- £35,000 - £40,000 a year
- Hybrid work
- AI
Quick apply
Product Genius/Stock Coordinator
Birchwood Group —Eastbourne
- £28,000 a year
- Full-time
- Bilingual
- Sales
- In-person
- Employee assistance programme
Quick apply
Account Manager
Crimestoppers —London Borough of Sutton
- £35,000 - £38,000 a year
- Full-time
- Hybrid work
Quick apply
National Account Manager
Kinetik Wellbeing —Redhill
- £50,000 a year
- Full-time
- Analysis skills
Quick apply
Door to Door Sales Executive
YouFibre —Royal Tunbridge Wells
- £25,000 - £50,000 a year
- Full-time
- Annual leave
Quick apply
Account Manager
Sulzer —Crawley
- Full-time
- Sales
- Business development
- Annual leave

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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

account executive jobs in frant, esx

Client Service Executive

Commercial Account Handler

Commercial Account Executive

Group Sales Executive

Sales Executive

Commercial Account Executive

Sales Executive, Porsche Centre Tonbridge

Account Manager - Travel Industry

Sales Manager

Junior Customer Accounts Manager

Sales Executive/Support

Caravan Sales Executive

Private Clients Insurance Sales Executive

Senior Account Manager

Customer Experience Manager (B2B) - Logistics & Fulfilment

Product Genius/Stock Coordinator

Account Manager

National Account Manager

Door to Door Sales Executive

Account Manager

I want to receive the latest job alerts for account executive in frant, esx

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