Wealth manager Work, Jobs in Nevendon, Ess (with Salaries)

Administrator – Client & Wealth Manager Support
Charles Stanley —Chelmsford
- Full-time
- Writing skills
- Administrative experience
- Organisational skills
3d
Administrator – Client Accounts
Charles Stanley —Chelmsford
- Full-time
- Microsoft Word
- Organisational skills
- Communication skills
3d
Distributor Client Services ADS Team Senior Technical Associate
SS&C Technologies —Basildon
- Full-time
- Hybrid work
- Microsoft Word
- Continuous improvement
- Financial services
- Annual leave
- Employee assistance programme
Program Manager – Bids & Execution
Raytheon —Harlow
- Weekend availability
- Business development
- Continuous improvement
- Sick pay
10d
Wealth Director
Partnership Recruitment —Billericay
- Up to £100,000 a year
- Hybrid work
- Business development
- Presentation skills
- School
Personal Wealth Adviser
Lloyds Wealth —Maidstone
- £65,000 - £80,000 a year
- Full-time
- Remote
- Business development
- Work from home
- Life insurance
Voids & Adaptation Manager – Repairs & Maintenance
Hackney Borough Council —Hackney
- £58,551 - £59,574 a year
- Full-time
- Budgeting
- Leadership
11d
Senior Philanthropy Manager – Wealth Advisors & Intermediaries
Cancer Research UK —London
- £54,000 - £59,000 a year
- Full-time
- Communication skills
11d
HMP Cookham Wood and Rochester Learning and Skills Manager
Ministry of Justice —Rochester
- £40,001 - £50,000 a year
- Full-time
- Hybrid work
- Management
- Presentation skills
- Budgeting
- Annual leave
10d
Lead Project Controller / Scheduler
Raytheon —Harlow
- Full-time
- Hybrid work
- Computer skills
- Communication skills
- Sick pay
9d
Philanthropy Manager
Essex & Herts Air Ambulance —Epping
- £45,000 - £50,000 a year
- Full-time
- Analysis skills
- Communication skills
- Annual leave
- Employee assistance programme
International Audit - Audit Manager, AVP
State Street —London
- Full-time
- Hybrid work
- English
- Presentation skills
- Bachelor's degree
- Work from home
Associate Client Manager, Charles River Development, Assistant Vice President
State Street —London
- Full-time
- Microsoft Powerpoint
- PMP
- Analysis skills
Business Development Manager - Projects
Nationwide Platforms —West Thurrock
- Full-time
- Salesforce
- Microsoft Office
- Continuous improvement
- Annual leave
Quick apply
4d
DDaT Contract Manager
NHS Resolution —London
- £57,528 - £64,750 a year
- Continuous improvement
- Organisational skills
- Contracts
- Annual leave
- Employee assistance programme
3d
Senior Investment Broker – EIS Investments
SSV Capital PLC —Canary Wharf
- £20,000 - £30,000 a year
- Full-time
- Business development
- Financial services
- In-person
- Referral programme
Quick apply
New Business Solutions Analyst, Assistant Vice President
State Street —London
- Full-time
- Continuous improvement
- Financial services
Business Development Manager - Regional Sales
Nationwide Platforms —West Thurrock
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- CRM software
Quick apply
4d
Assistant General Manager - SQB Type, London
Savills Management Resources —London
- £42,000 a year
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Outlook
4d
Warehouse Operator - Casual Position
Hutch Logistics —Chelmsford
- £13 an hour
- 8 hour shift
- Computer literacy
- English
- Warehouse experience
- Free parking
Quick apply

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Administrator – Client & Wealth Manager Support

Charles Stanley -
Chelmsford

Apply Now

Job details

Full-time
3 days ago

Qualifications

Technical troubleshooting
Stakeholder liaison
Writing skills
User account provisioning
Administrative support experience
User account management
Administrative experience
Organisational skills
Customer support
Customer interaction
Communication skills
Help desk

Full job description

About the Role

In this role, you'll provide high-quality administrative and operational support to both our clients and Wealth Managers, helping to ensure a seamless and positive service experience.

You will be the first point of contact for a wide range of enquiries, taking ownership of requests, resolving issues efficiently, and supporting key administrative processes. This is an excellent opportunity for someone who enjoys problem-solving, building relationships, and delivering outstanding service in a fast-paced environment.

This role is a 12-month fixed term contract.

What You'll Be Doing

Monitor and manage multiple shared inboxes, prioritising workloads and ensuring tasks are completed accurately and on time.
Support client and account onboarding activities where required.
Manage the Client Support helpline and inbox, assisting clients with online systems and escalating issues when necessary.
Take ownership of client enquiries and provide first-line technical support for Client Access, including troubleshooting access and browser-related issues.
Support branch offices with the activation and administration of Client Access user accounts.
Administer the Wealth Manager Support inbox, responding to a variety of operational, procedural, reporting, and administrative enquiries.
Take ownership of Wealth Manager queries, driving timely resolutions and delivering an excellent service experience.
Assist Wealth Managers with escalated enquiries and service-related issues.
Maintain accurate records, documentation, and audit trails in line with regulatory and compliance requirements.
Identify and escalate potential risks in accordance with company policies and procedures.
Provide a professional, responsive, and high-quality service to both internal and external stakeholders.
Support the wider team with additional administrative responsibilities as required.

What We're Looking For Qualifications & Experience

GCSEs (or equivalent), including Maths and English.
Previous experience in an administrative or customer support role.
Experience working in a client-focused environment is desirable.

Skills & Attributes

Excellent written and verbal communication skills.
Strong stakeholder management and customer service skills.
A proactive and solutions-focused approach to problem-solving.
Strong organisational skills with the ability to manage competing priorities.
High attention to detail and accuracy.
Ability to work collaboratively within a team while taking ownership of individual responsibilities.
Positive, professional, and approachable attitude.
Ability to act as a positive role model and ambassador for excellent service.

Why Join Us?

This is an opportunity to play a key role in supporting both clients and Wealth Managers, helping to deliver outstanding service and contribute to the smooth running of the business. If you're organised, customer-focused, and enjoy working in a collaborative environment, we'd love to hear from you.

Apply today and be part of a team committed to delivering exceptional client experiences.

Apply Now

Refine Your Search

wealth manager jobs in nevendon, ess

Administrator – Client & Wealth Manager Support

Administrator – Client Accounts

Distributor Client Services ADS Team Senior Technical Associate

Program Manager – Bids & Execution

Wealth Director

Personal Wealth Adviser

Voids & Adaptation Manager – Repairs & Maintenance

Senior Philanthropy Manager – Wealth Advisors & Intermediaries

HMP Cookham Wood and Rochester Learning and Skills Manager

Lead Project Controller / Scheduler

Philanthropy Manager

International Audit - Audit Manager, AVP

Associate Client Manager, Charles River Development, Assistant Vice President

Business Development Manager - Projects

DDaT Contract Manager

Senior Investment Broker – EIS Investments

New Business Solutions Analyst, Assistant Vice President

Business Development Manager - Regional Sales

Assistant General Manager - SQB Type, London

Warehouse Operator - Casual Position

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