Client services Work, Jobs in Hatton, War (with Salaries)

Client Services Administrator
Wren Sterling —Leamington Spa
- £26,000 - £30,000 a year
- Full-time
- Hybrid work
- Analysis skills
- Organisational skills
- Financial services
- Health & wellbeing programme
- Work from home
Quick apply
13d
Temporary Client Services Executive
Lounge —Solihull
- Weekend availability
- Hybrid work
- Computer literacy
- IT
- Work from home
7d
Part Time Home Support Administrator (30 Hours)
Greensleeves Care —Leamington Spa
- Up to £23,540.04 a year
- Part-time
- Human resources
- Annual leave
- Employee assistance programme
Quick apply
Assistant Director, Financial Due Diligence - Financial Services, M&A
Deloitte —Birmingham
- Hybrid work
- Microsoft Excel
- Sales
- Business development
Client Care Assistant
Medivet Group Ltd —Leamington Spa
- £26,538.48 a year
- Full-time
- Front desk
- Annual leave
- Employee discount
HR Assistant
DCA —Warwick
- Overtime
- Microsoft Office
- Administrative experience
- Human resources
Executive Assistant
M Group —Warwick
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Employee discount
7d
HR Assistant
DCA Design International Limited —Warwick
- Overtime
- Microsoft Office
- Administrative experience
- Human resources
Customer Service Specialist
EZECO Ltd —Birmingham
- £24,420.00 - £38,785.13 a year
- Full-time
- Microsoft Word
- Customer service
- Analysis skills
Quick apply
13h
Customer Service Administrator (TRA)
The Right Advice —Solihull
- £24,000 - £25,000 a year
- Full-time
- Microsoft Word
- Customer service
- Microsoft Office
- Referral programme
- Sick pay
Quick apply
5d
Paralegal Assistant
Emerald Green Energy Ltd —Solihull
- £27,000 - £30,000 a year
- Full-time
- Microsoft Office
- Bachelor's degree
- Organisational skills
- Annual leave
Quick apply
Debt Collection Agent
Automoney Trust Limited —Redditch
- £26,000 - £30,000 a year
- Full-time
- Customer service
- English
- Data entry
- Life insurance
Quick apply
5d
Office Administrator
Redmayne Bentley —Warwick
- £17,485 - £26,227 a year
- Part-time
- Hybrid work
- Customer service
- Microsoft Office
- Administrative experience
Healthy Lifestyle Advisor
ICE Creates —Warwick
- £26,227.50 a year
- Weekend availability
- Hybrid work
- Bachelor's degree
- No degree
- Travel
- Health & wellbeing programme
- Sick pay
Quick apply
14d
Property Membership Line Advisor
Warwick Nub News —Warwick
- £26,775 a year
- Monday to Friday
- Sales
- Customer service
- Microsoft Office
- Work from home
11d
Customer Service Advisor
Barclays —Coventry
- £26,700 a year
- Weekend availability
- Customer service
- Administrative experience
- Banking
- Life insurance
1h
Language Specialist
All Solutions Recruitment LTD —Solihull
- £12.71 an hour
- Temporary
- Spanish
- Customer service
- Communication skills
Quick apply
Host/Hostess
ISS Facility Services —Warwick
- £12.71 an hour
- Customer service
- Microsoft Office
- In-person
Front of House & Client Experience Coordinator
LA Skin Clinic —Birmingham
- From £14 an hour
- Full-time
- Customer service
- English
- Front desk
- Free parking
- Employee discount
Quick apply
6d
NetWatch Police Liaison
NetWatch Global —Birmingham
- £24,297 a year
- Full-time
- Hybrid work
- English
- Microsoft Office
- Organisational skills
- Health & wellbeing programme
- Flexitime
Quick apply
5d

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Client Services Administrator

Wren Sterling
Leamington Spa

Quick apply

Job details

Permanent | Full-time
£26,000 - £30,000 a year
13 days ago

Benefits

Health & wellbeing programme
Additional leave
Cycle to work scheme
Employee mentoring programme
Financial planning services
Work from home
Enhanced maternity leave
Enhanced paternity leave
Sick pay

Qualifications

Financial planning
Report writing
Analysis skills
Organisational skills
Financial services

Full job description

Company Overview

Wren Sterling is a progressive UK-wide independent financial advice business. In complex markets that change frequently, we help our Corporate and Personal clients make the right financial choices through the provision of independent financial advice which is uniquely tailored to their specific needs. Wren Sterling specialises in all aspects of savings, investments, and retirement planning to individuals. Through successful partnerships with Building Societies, we deliver independent financial advice to their customers. For corporate clients we provide advice on engaging employees through the provision of group risk, protection, and other employee benefit solutions.

Role Overview

Responsible for providing efficient and effective administrative support to a team of advisers. This encompasses the processing and management of client documentation.

Principle Objectives & Responsibilities

Principle Objectives and Responsibilities include the following, other objectives may be assigned:

Check and then process all new business applications and associated paperwork through to submission to Providers either electronically or via hard copy as appropriate.
Carry out electronic identity data verification of clients where appropriate.
Chase new business applications and other client requests/transactions through to completion
Assist advisers with appropriate management of clients’ cash holdings on Provider Platforms and placing trades in accordance with advisers’ instructions.
Create and maintain accurate and up-to-date client and plan records on Intelligent Office
Ensure all relevant documentation and correspondence is uploaded to the correct client records on Intelligent Office and named in accordance with Company procedures.
Create, manage, and complete tasks on Intelligent Office in accordance with Company procedures.
Manage and complete all relevant tasks assigned by advisers, managers/team leaders and other support team members.
Where required: Assist in provision of quotations, key features, applications, and other relevant paperwork to advisers for their client meetings.
Receive incoming telephone calls, dealing or redirecting as appropriate so that calls are dealt with efficiently and by the correct person.
Receive and deal with incoming documentation or correspondence relating to clients of their select team of advisers as appropriate.
Ensure all correct documentation is provided to clients in a timely manner.
Respond promptly to queries from clients, providers, and advisers.
Process and chase death or other policy claims through to completion
Complete additional one-off jobs when they arise.
Promote professional behaviour by demonstrating courtesy and respect to all colleagues and always following the Company’s equality and diversity policy.
Ensuring health and safety policies are observed.
Adhere to Wren Sterling core values
Completion of other reasonable duties, as defined by the Senior Management Team

Knowledge Required

Basic knowledge of the financial planning market including different providers’ products and services
Basic working knowledge of FCA Rules, Guidance Notes and Commitments that apply to job role

Skills Required

Essential skills:

Communication (min: developer): Able to adapt the language, style and method of communication depending on the needs of the client or colleagues.
Organisation (min: achiever): Can prioritise daily tasks, and restructure day as ah-hoc duties require, arranging client-related tasks as a priority.
Customer Service (min: ): Understand what good customer service is and prioritise customer work to deliver good service.
Teamwork & Collaboration (min: developer): Understand the importance of teamwork and how collaboration can improve outcomes.
Technology (min: developer): Understand and be able to use technology for the role effectively.
Expertise (min: developer): Has the required expertise to do the role and understand areas for improvement & looking for opportunities to develop.

Desirable skills:

Experience of Intelligent Office back-office system.

Job Types: Full-time, Permanent

Pay: £26,000.00-£30,000.00 per year

Benefits:

Additional leave
Cycle to work scheme
Employee mentoring programme
Enhanced maternity leave
Enhanced paternity leave
Financial planning services
Health & wellbeing programme
Sick pay
Work from home

Application question(s):

Are you located in Leamington Spa CV31 1XT and able to work from our Leamington Spa office on a hybrid working basis?

Experience:

Independent Financial Advice Administrator : 1 year (required)

Work Location: Hybrid remote in Leamington Spa CV31 1XT

Quick apply

Refine Your Search

client services jobs in hatton, war

Client Services Administrator

Temporary Client Services Executive

Part Time Home Support Administrator (30 Hours)

Assistant Director, Financial Due Diligence - Financial Services, M&A

Client Care Assistant

HR Assistant

Executive Assistant

HR Assistant

Customer Service Specialist

Customer Service Administrator (TRA)

Paralegal Assistant

Debt Collection Agent

Office Administrator

Healthy Lifestyle Advisor

Property Membership Line Advisor

Customer Service Advisor

Language Specialist

Host/Hostess

Front of House & Client Experience Coordinator

NetWatch Police Liaison

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