client manager Work, Jobs in frant, esx (with Salaries)

Client Service Executive
TrinityBridge —Gatwick Airport
- IT
- Financial services
- Communication skills
12d
Learning & Development Manager – 12-month FTC
AXA —Royal Tunbridge Wells
- Up to £55,000 a year
- Project management
8d
Learning & Development Manager – 12-month FTC
AXA UK —Royal Tunbridge Wells
- Up to £55,000 a year
- Project management
- Annual leave
8d
Customer Operations Manager - (B2B) - Warehouse & Fulfilment
The Growth Foundation —Tonbridge
- £40,000 - £50,000 a year
- Continuous improvement
Quick apply
Assistant Facilities Manager
Zebedees —Lewes
- £45,000 a year
- Overtime
- Management
- Maintenance
- Supervising experience
Quick apply
3d
Field Sales Representative - Tunbridge Wells/Maidstone
Flatpay —Royal Tunbridge Wells
- £60,000 - £70,000 a year
- Full-time
- Sales
- No experience needed
- English
- Free parking
Quick apply
11d
Project Manager/ construction manager – Construction & Renovation (Rye, East Sussex)
Architecture retreats limited —Rye
- £40,000 - £80,000 a year
- Temporary
- Project management
- In-person
Quick apply
Scheme Manager
Saha —Royal Tunbridge Wells
- £17,496.75 - £29,161.25 a year
- Part-time
- Annual leave
- Employee discount
Commercial Account Handler
Howden Group Holdings —Royal Tunbridge Wells
- Full-time
- Hybrid work
- Employee discount
Business Development Manager
kff —Sussex
- Up to £43,000 a year
- Full-time
- Hospitality
- Sales
- Food service
Dog Home Boarder
We Love Pets Eastbourne —Eastbourne
- From £30 a day
- Part-time
- Heavy lifting
- Customer service
- Driving
- Work from home
Quick apply
7h
Compliance Manager
Adams & Remers —Lewes
- £45,000 - £55,000 a year
- Full-time
- Hybrid work
- Analysis skills
- Project management
- Organisational skills
8d
Customer Success Manager - Fulfilment & Logistics
The Growth Foundation —Tonbridge
- £40,000 a year
- Full-time
- Hybrid work
- IT
Quick apply
1d
Applicant Manager / Residential Sales Team Assistant
Savills —Royal Tunbridge Wells
- Sales
- Administrative experience
- Organisational skills
17h
Assistant General Manager & Wedding Operations Coordinator
Kingdom, Penshurst —Penshurst
- £32,000 - £36,000 a year
- Weekend availability
- Hospitality
- Customer service
- Supervising experience
- Free parking
- Employee discount
Quick apply
4d
Operations Manager
Adams & Remers —Lewes
- £40,000 - £50,000 a year
- Full-time
- Hybrid work
- Management
- Analysis skills
- Project management
8d
HR Manager - 3 month FTC
The Growth Foundation —Tonbridge
- £60,000 a year
- Full-time
- Hybrid work
- Human resources
- Sick pay
Quick apply
1d
Customer Success Manager
Russell Publishing —Brasted
- Up to £45,000 a year
- Hybrid work
- Microsoft Word
- CRM software
- Microsoft Excel
- Free parking
- Work from home
Facilities Manager
Brakes —Aylesford
- £56,375 a year
- Full-time
- Microsoft Excel
- Management
- Maintenance
- Employee discount
Resource Planning Manager – Gatwick
Wilson James —Crawley
- £44,638.55 a year
- Full-time
- Microsoft Excel
- Communication skills
- Annual leave
- Employee discount

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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 frant, esx

Client Service Executive

Learning & Development Manager – 12-month FTC

Learning & Development Manager – 12-month FTC

Customer Operations Manager - (B2B) - Warehouse & Fulfilment

Assistant Facilities Manager

Field Sales Representative - Tunbridge Wells/Maidstone

Project Manager/ construction manager – Construction & Renovation (Rye, East Sussex)

Scheme Manager

Commercial Account Handler

Business Development Manager

Dog Home Boarder

Compliance Manager

Customer Success Manager - Fulfilment & Logistics

Applicant Manager / Residential Sales Team Assistant

Assistant General Manager & Wedding Operations Coordinator

Operations Manager

HR Manager - 3 month FTC

Customer Success Manager

Facilities Manager

Resource Planning Manager – Gatwick

I want to receive the latest job alerts for client manager in frant, esx

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