account executive Work, Jobs in guildford, surrey (with Salaries)

Client Service Executive
TrinityBridge —Gatwick Airport
- IT
- Financial services
- Communication skills
12d
Account Executive
The OT Practice —Hook
- £40,000 a year
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Salesforce
- Project management
- Free parking
Quick apply
Customer Success Executive
Person Centred Software Ltd —Guildford
- From £30,000 a year
- Full-time
- Hybrid work
- Organisational skills
- Communication skills
Quick apply
14d
Sales Executive
Harbour Hotel Guildford —Guildford
- Part-time
- Hospitality
- Sales
- Hotel
- Employee discount
Quick apply
Car Sales Executive / Trainee Car Sales Executive
Richmond Motor Group —Guildford
- Up to £60,000 a year
- Full-time
- Sales
- Customer service
- In-person
- Store discount
- Employee discount
Quick apply
2d
BMW & MINI Parts Advisor
Vines Group —Guildford
- £32,000 - £34,000 a year
- Full-time
- Customer service
- Organisational skills
- Employee discount
Quick apply
4d
JUNIOR SALES ADVISOR
Verisure Services (UK) Limited —Guildford
- £3,800 a month
- Full-time
- Sales
Quick apply
Account Manager
Building Materials Nationwide —Reading
- £30,000 - £40,000 a year
- Full-time
- Sales
- Salesforce
- No experience needed
- Free parking
- Employee assistance programme
Quick apply
Account Manager
Safetykleen —Sunningdale
- £32,000 - £35,000 a year
- Full-time
- Employee assistance programme
- Referral programme
Quick apply
Account Executive
OnLive —Woking
- £22,000 - £25,000 a year
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Employee assistance programme
- Employee discount
Account Executive
Marketbridge —Marlow
- £26,000 - £30,000 a year
- Full-time
- Hybrid work
- Communication skills
Entry Level Business Development Executive
Foxtons —London
- £28,550 - £60,000 a year
- Sales
- Annual leave
- Sick pay
Quick apply
Business Development Executive
Digital Clarity —Guildford
- £25,000 - £35,000 a year
- Full-time
- Hybrid work
- CRM software
- Salesforce
- Business development
- Work from home
Quick apply
10d
Account Executive
Quantios —Fleet
- Full-time
- Sales
- Travel
Quick apply
BMW Sales Executive
Sytner BMW Sunningdale —Sunningdale
- £20,000 a year
- Weekend availability
- Sales
- Customer service
- Employee discount
National Account Executive
SC Johnson Lifestyle Brands —Frimley
- Full-time
- Microsoft Office
- Administrative experience
- In-person
- Flexible schedule
2d
Account Executive
REL Field Marketing —Winnersh
- £23,130 a year
- Full-time
- Organisational skills
- IT
- Communication skills
- Annual leave
- Employee discount
9d
Executive Lifestyle Assistant
BlckBx Ltd —Bracknell
- £30,000 a year
- Full-time
- Hybrid work
- Hospitality
- Customer service
- Salesforce
- Work from home
Quick apply
Entry-Level Account Executive (HF1341418)
Flourish —Basingstoke
- £30,000 - £35,000 a year
- Full-time
- Sales
- Business development
- Communication skills
Quick apply
4d
JUNIOR SALES CONSULTANT
Verisure Services (UK) Limited —Guildford
- £3,800 a month
- Full-time
- Sales
- Driving
Quick apply

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account executive jobs near guildford, surrey

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 guildford, surrey

Client Service Executive

Account Executive

Customer Success Executive

Sales Executive

Car Sales Executive / Trainee Car Sales Executive

BMW & MINI Parts Advisor

JUNIOR SALES ADVISOR

Account Manager

Account Manager

Account Executive

Account Executive

Entry Level Business Development Executive

Business Development Executive

Account Executive

BMW Sales Executive

National Account Executive

Account Executive

Executive Lifestyle Assistant

Entry-Level Account Executive (HF1341418)

JUNIOR SALES CONSULTANT

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