client services Work, Jobs in ottershaw, sry (with Salaries)

Client Service Executive
TrinityBridge —Gatwick Airport
- IT
- Financial services
- Communication skills
11d
Client Service Associate
Manulife —London
- £76,275 - £137,295 a year
- Full-time
- Annual leave
- Life insurance
Executive Lifestyle Assistant
BlckBx Ltd —Bracknell
- £30,000 a year
- Full-time
- Hybrid work
- Hospitality
- Customer service
- Salesforce
- Work from home
Quick apply
Travel Consultant
Trailfinders —Guildford
- £44,000 - £49,000 a year
- Sales
Office Administrator
MAK Electrical Solutions Ltd —Send
- £24,800 - £28,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Free parking
- Annual leave
Quick apply
2d
Animal Care Assistant
Old Beams Kennels & Cattery —Maidenhead
- Up to £12.71 an hour
- Temporary
- Heavy lifting
- Customer service
- Organisational skills
- Free parking
Quick apply
6d
Client Relationship Co-ordinator
Fluent Architectural Design Services LTD —Sunbury
- £24,800 a year
- Full-time
- Sales
- Customer service
- Microsoft Office
- Free parking
Quick apply
Client Care Assistant
Medivet Group Ltd —Woking
- £26,538.48 a year
- Weekend availability
- Front desk
- Employee discount
Client Services Administrator
AFH Financial Group —Cookham
- Full-time
- Hybrid work
Health Advisor/FOH
MyHealthcare Clinic —Esher
- £28,500 a year
- Overtime
- Hospitality
- Customer service
- English
- Employee discount
Quick apply
Reservations Agent Day
DiamondAir International Ltd —London
- £28,500 - £30,000 a year
- Full-time
- Hybrid work
- Hospitality
- Customer service
- Analysis skills
- Free parking
- Health & wellbeing programme
Quick apply
3d
Travel Sales Consultant
Trailfinders —Kingston upon Thames
- £44,000 - £49,000 a year
- Full-time
- Sales
- Employee discount
- Sick pay
Bookings Administrator - Travel & Experiences
Exceed Group —East Molesey
- £25,000 - £35,000 a year
- Full-time
- Hospitality
- Customer service
- Hotel
- Profit sharing
- Employee discount
Quick apply
1d
Visa Documentation Agent
TLScontact UK —London
- £26,436 a year
- Full-time
- Microsoft Word
- Microsoft Outlook
- Customer service
Quick apply
1d
Meetings & Events Co-ordinator
Coppid Beech Hotel —Bracknell
- £27,300 a year
- Weekend availability
- Hospitality
- Hotel
- Organisational skills
- Free parking
- Employee assistance programme
Quick apply
8d
Trainee Claims Assessor
Unum Group —Basingstoke
- Full-time
- Hybrid work
- Customer service
- Financial services
- Communication skills
Office Manager
Michael Page —Shepperton
- £30,000 - £35,000 a year
- Organisational skills
1d
Records Assistant
Abion —London
- £3,000 a month
- English
- Administrative experience
Area Support Manager
Impact Food Group —Chertsey
- £40,000 a year
- Full-time
- Management
- Restaurant
- Annual leave
- Employee discount
Quick apply
6d
PASSENGER ASSISTANTS / SCHOOL ESCORTS WANTED
Zedcarz —Kingston upon Thames
- Temporary
- Care plans
- Communication skills
- School
Quick apply
7d

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Client Service Executive

TrinityBridge -
Gatwick Airport

Apply Now

Job details

Permanent
11 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 services jobs in ottershaw, sry

Client Service Executive

Client Service Associate

Executive Lifestyle Assistant

Travel Consultant

Office Administrator

Animal Care Assistant

Client Relationship Co-ordinator

Client Care Assistant

Client Services Administrator

Health Advisor/FOH

Reservations Agent Day

Travel Sales Consultant

Bookings Administrator - Travel & Experiences

Visa Documentation Agent

Meetings & Events Co-ordinator

Trainee Claims Assessor

Office Manager

Records Assistant

Area Support Manager

PASSENGER ASSISTANTS / SCHOOL ESCORTS WANTED

I want to receive the latest job alerts for client services in ottershaw, sry

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