Senior client services Work, Jobs in Oxford, Oxf (with Salaries)

Client Services Senior Executive
Craven Street Wealth —Oxford
- £30,000 - £35,000 a year
- Full-time
- Hybrid work
- Microsoft Office
- Financial services
- Communication skills
- Free parking
- Sick pay
Quick apply
4d
Travel Sales Consultant
Trailfinders —Oxford
- £44,000 - £49,000 a year
- Full-time
- Sales
- Employee discount
- Sick pay
Service Delivery Manager
Drain Doctor —Brackley
- £44,000 - £46,000 a year
- Full-time
- Customer service
- Microsoft Office
- IT
- Free parking
- Life insurance
Quick apply
4d
Personal Assistant
Thomas Franks Ltd —Hook Norton
- £35,000 a year
- Full-time
- Microsoft Powerpoint
- Microsoft Excel
- Microsoft Outlook
- Work from home
- Employee assistance programme
Quick apply
11d
VAT Advisor
RBCVAT Limited —Reading
- £45,000 - £60,000 a year
- Full-time
- In-person
- Tax experience
Quick apply
10d
Head of Logistics - Events
Absolute Taste —Bicester
- Full-time
- Hospitality
- Microsoft Excel
- Contracts
Quick apply
9d
Data & Insight Manager
Powerforce —Reading
- £45,000 - £50,000 a year
- Full-time
- Hybrid work
- Azure
- SQL
- Python
- Health & wellbeing programme
- Annual leave
Senior Administrator
CPM UK —Stokenchurch
- £28,000 a year
- Full-time
- Hybrid work
- Employee discount
Quick apply
Studio Coordinator
Jobs In. Fitness —Oxford
- £27,000 a year
- Weekend availability
- Hospitality
- Sales
- Customer service
Quick apply
1d
Lived Experience and Involvement Coordinator
AGP —Oxford
- £10,966.80 - £11,716.22 a year
- Part-time
- Microsoft Outlook
- Annual leave
- Employee assistance programme
Quick apply
Business Development Executive (US Sales)
Oxford Global Conferences —Oxford
- £30,000 - £44,000 a year
- Full-time
- Hybrid work
- CRM software
- Sales
- Business development
- Free parking
- Health & wellbeing programme
Quick apply
5d
Transaction Services Manager/Senior Manager
BDO —Reading
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Management
Business Development Manager
Valda Energy —Bicester
- Up to £43,000 a year
- Remote
- Business development
- Travel
- Communication skills
- Annual leave
- Employee assistance programme
Senior Cost Manager - Oxford
Arcadis —Oxford
CQC Registered Manager
Nila Care Services —Oxford
- £45,000 - £50,000 a year
- Full-time
- In-person
- Leadership
- Communication skills
- Free parking
- Health & wellbeing programme
Quick apply
Business Development Executive
AKONI TECHNOLOGIES LTD —Reading
- £27,000 - £38,000 a year
- Full-time
- Hybrid work
- CRM software
- Sales
- Business development
- Free parking
- Employee discount
Quick apply
4d
Private Client Manager
Value Retail —Bicester
- Full-time
- Hospitality
- Organisational skills
- Communication skills
1d
Customer Wholesale Controller
PepsiCo —Reading
- Management
- Sales
- Communication skills
Senior Account Manager
Marketbridge —Marlow
- £42,000 - £50,000 a year
- Full-time
- Hybrid work
Senior Cost Manager
Arcadis —Oxford
- Laboratory experience

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senior client services jobs near oxford, oxf

Client Services Senior Executive

Craven Street Wealth
Oxford

Quick apply

Job details

Full-time
£30,000 - £35,000 a year
4 days ago

Benefits

Free parking
Company pension
Sick pay
On-site parking

Qualifications

GCSE
Microsoft Office
Financial services
Communication skills
A Level
Time management

Full job description

Job Summary
A highly motivated Client Services Senior Executive to join our growing Client Services team. They will be working in collaboration with financial planners and other colleagues to provide administration support in processing new and existing business for our clients, whilst supporting the Client Services Manager with additional duties.

This is a full-time, permanent role. However, if you require some flexibility, we are open to having a chat about different working patterns.

Key Responsibilities

Client Administration:

Building and maintain strong client relationships.
Understanding client needs to provide appropriate administration support.
Provide excellent client experience.
Handle client queries, resolving issues and escalating complex matters as appropriate.
Organise client meetings for financial planners.
Write templated letters to clients acting on advice, written instructions from client meetings or ad-hoc requests.
Create and maintain accurate client records on Intelliflo in line with company. procedures and policies.
Liaise with Product providers and other third parties where appropriate.

Collaboration with Stakeholders:

Collaborating with other internal teams to ensure client satisfaction is met.
Participating in team meetings and support other team members where appropriate.

Additional Senior Responsibilities:

Train, support & mentor junior team members.
Able to exceed OKR's.
Contribute to project work and drive continuous improvements.
Consistent positive feedback from FP’s is an expectation.
Trial new software, processes, or ways of working.
Help improve internal processes or elevate client service standards.
Idea generation - proactively identify client needs and growth opportunities.

Skills & Experience

Experience/Qualifications:

Ideally educated to at least A Level or equivalent standard. To include Maths and English GCSE grade B or Grade 5 and above.
Minimum four years’ experience in a similar role within financial services preferred.

Skills and Knowledge:

Proficiency in Microsoft Office Suite.
Experience in Intelliflo preferred.
Able to work within a defined business process.
Ability to achieve agreed outcomes without supervision.
Ability to work independently or in a team.
Detailed and accurate.
Organisational, prioritisation and time management skills.
Excellent verbal and written communication skills.

Additional Benefits

5% pension contribution
Occupational sick pay
Medical cashback plan
Death in service cover
26 days leave – in addition to bank holidays and more voluntary benefits

Pay: £30,000.00-£35,000.00 per year

Benefits:

Free parking
On-site parking

Work Location: Hybrid remote in Oxford OX2 0JJ

Quick apply

Refine Your Search

senior client services jobs in oxford, oxf

Client Services Senior Executive

Travel Sales Consultant

Service Delivery Manager

Personal Assistant

VAT Advisor

Head of Logistics - Events

Data & Insight Manager

Senior Administrator

Studio Coordinator

Lived Experience and Involvement Coordinator

Business Development Executive (US Sales)

Transaction Services Manager/Senior Manager

Business Development Manager

Senior Cost Manager - Oxford

CQC Registered Manager

Business Development Executive

Private Client Manager

Customer Wholesale Controller

Senior Account Manager

Senior Cost Manager

I want to receive the latest job alerts for senior client services in oxford, oxf

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