Client services Work, Jobs in Glastonbury, Som (with Salaries)

Client Service Manager
TrinityBridge —Bristol
- Continuous improvement
- Team management
- Travel
Sales Executive
WeBuyAnyCar —Glastonbury
- Up to £28,200 a year
- Rotating shift
- Customer service
- IT
- Communication skills
Quick apply
Clinic Receptionist
Revitalise ME LTD —Wells
- Part-time
- Sales
- Front desk
Quick apply
1d
Day of Event Coordinator
Vista and Vine —Street
- £20.00 - £25.23 an hour
- Part-time
- Organisational skills
- In-person
- Communication skills
Quick apply
Account Administrator (Full-time)
Argent Partnership —Taunton
- £25,000 - £28,000 a year
- Full-time
- Hybrid work
- Microsoft Word
- Customer service
- Computer literacy
- Free parking
- Gym membership
Quick apply
10d
CCTV Control Room Operator (Nights)
iFacility —Shepton Mallet
- £13.24 an hour
- Overtime
- Computer literacy
- Computer skills
- In-person
- Free parking
- Paid training
Quick apply
7d
Area Support Manager
Aspens —Street West
- £35,000 a year
- Full-time
- Hospitality
- Sales
- Customer service
Sales Negotiator
Civils Store Somerset —Shepton Mallet
- From £25,420 a year
- Full-time
- Sales
- Customer service
- Administrative experience
- Profit sharing
- Employee discount
Quick apply
10d
Personal Assistant to Managing Director
Award Training Limited —Highbridge
- £28,000 - £32,000 a year
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- Google Suite
Quick apply
2d
Client Relationship & Account Manager
Pocket Intelligence Limited —Bristol
- £26,000 - £35,000 a year
- Weekend availability
- Hybrid work
- Hospitality
- Customer service
- English
- Free parking
- Annual leave
Quick apply
10d
Project Team Administrator
Enable Promotional Marketing —Weston-super-Mare
- £21,606 a year
- Part-time
- CRM software
- Organisational skills
- In-person
- Free parking
Quick apply
Business Support Manager
Cricket St Thomas Golf Club —Winsham
- £30,000 - £34,000 a year
- Weekend availability
- Hospitality
- Bar
- Computer literacy
- Free parking
- Employee discount
Quick apply
8d
Wellness Advisor
ACCESS YOUR CARE LTD —Weston-super-Mare
- Up to £27,675 a year
- Weekend availability
- In-person
- Store discount
- Health & wellbeing programme
Quick apply
Marketing & Events Coordinator
MOORE SCARROTT CHARTERED ACCOUNTANTS —Taunton
- Full-time
- Social media management
- In-person
- Free parking
- Annual leave
Quick apply
4d
Field Interviewer - Yeovil
the National Centre for Social Research —Yeovil
- £15.12 an hour
- Part-time
- Hybrid work
- Computer literacy
- English
- Research
- Annual leave
Quick apply
CCTV Assistant
Glanville Environmental —Taunton
- Full-time
- Organisational skills
- Referral programme
Quick apply
Security Operations Manager
Relyon Guarding & Security Services —Taunton
- £40,000 - £45,000 a year
- Weekend availability
- Customer service
- Team management
- Computer skills
Quick apply
Production Operative
Arcania Apothecary Limited —Wells
- £13 an hour
- Temporary
- Assembly
- Quality control
- Cleaning
- Free parking
- Sick pay
Quick apply
4d
ADMIN & SALES REPRESENTATIVE – DECORATING COMPANY
Lillypad Solutions —Frome
- £14 an hour
- Part-time
- Customer service
- Computer literacy
- Travel
Quick apply
5h
Document Control/Scanning Team Lead
Xerox —Yeovil
- Full-time
- Supervising experience
- Continuous improvement
- Team management

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Client Service Manager

TrinityBridge -
Bristol

Apply Now

Job details

Permanent

Qualifications

Financial Conduct Authority guidelines
Succession planning
Stakeholder collaboration
Internal department liaison
Microsoft Office Suite
Performance management
Change management
Continuous improvement
Continuous improvement cycles oversight
Team management
Risk management
Recruiting
Employee performance appraisals
Interviewing
Professional development mentoring
Training & development

Full job description

Support Client Service Executives (CSEs) in Bristol and Birmingham in their day to day activities within the region and assist the Managing Directors to ensure efficiency and profitability within each Practice. Whilst the Dorset Client Service Team is managed on a day-to-day basis by the existing Client Service Manager, this role retains overall accountability for the team's performance, service delivery and direction.

Key responsibilities

CSE line management, oversight and support covering multiple locations
Ownership, co-ordination and prioritisation of workload within the CSE team ensuring Service Level Agreements are met at all times
Oversight of the Dorset Client Service team
Identify and satisfy training and development of line reports within the practices, developing a culture of performance management, improvement and appraisal as a foundation for excellent organisational performance
Hold regular one to one meetings with CSEs
Conduct a thorough interview process for new hires, recruiting talent to ensure a high performing team
Conduct annual appraisal meetings with feedback from Managing Directors and Advisers
Provision of CSE duties if necessary
Awareness of the CST Manual and contents – keep up to date with changes and cascade these to CSEs
Identify and ensure definition and application of Best Practice, to instil continued improvement themes and efficiency gains, all with aim of excellent client experience and the right client outcomes
Supporting the integration of acquired businesses into the region
Risk Events Investigation
Liaise with compliance to assist with complaint investigation
Involvement in ad hoc project work as directed by Head of Advice Services /Managing Directors
Roll out of new processes and training of CSEs as required
Collaborate with various teams around the business as and when applicable
Collaborate and work with colleagues within the Practices to ensure success and operational efficiency and profitability.
Occasional travel to the Bristol, Birmingham & Dorset offices

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

Very strong knowledge of front to back working practices in Wealth Management, Asset Management or similar industry
Good understanding of workflows to identify gaps in processes and update/maintain procedures
Experienced in problem solving with a focus on the outcome not just the task.
Strong Line Management experience focusing on mentoring and developing staff including objective setting, performance against objectives and succession planning.
Ability to communicate and escalate potential issues in a prompt and effective manner.
Ability to work with people at all levels and across the business
Confidence and ability to challenge and influence others to achieve consistent approach
Flexible approach to a changing organisation and organisational structure
Able to multi task and work at pace while retaining attention to detail and a client service focus.
Strong Microsoft skills
Adhere to the core values of TrinityBridge

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

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Refine Your Search

client services jobs in glastonbury, som

Client Service Manager

Sales Executive

Clinic Receptionist

Day of Event Coordinator

Account Administrator (Full-time)

CCTV Control Room Operator (Nights)

Area Support Manager

Sales Negotiator

Personal Assistant to Managing Director

Client Relationship & Account Manager

Project Team Administrator

Business Support Manager

Wellness Advisor

Marketing & Events Coordinator

Field Interviewer - Yeovil

CCTV Assistant

Security Operations Manager

Production Operative

ADMIN & SALES REPRESENTATIVE – DECORATING COMPANY

Document Control/Scanning Team Lead

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