Client services associate Work, Jobs in Potters Bar, Hrt (with Salaries)

Client Services Associate
7IM —London
- Microsoft Word
- Microsoft Excel
- Microsoft Office
Client Services Associate
Meredith Brown Associates —London
- Call to connect
- Microsoft Powerpoint
- Microsoft Excel
- Microsoft Office
Client Services Associate
Partners Capital —London
- Microsoft Excel
- Microsoft Outlook
- Microsoft Office
- Life insurance
Partnerships Associate
Juno —London
- £28,000 a year
- Full-time
Quick apply
Associate Mental Health Worker
North London NHS Foundation Trust —London
- £33,262 - £36,027 a year
- Full-time
11d
Associate, Company Secretarial Assistant
Janus Henderson —London
- Hybrid work
- Microsoft Excel
- Microsoft Outlook
- Microsoft Office
12d
Counter Associate - 'The Ordinary' - Selfridges, Oxford Street
DECIEM —London
- Part-time
- Customer service
- Communication skills
- Time management
- Annual leave
- Employee assistance programme
Institutional Content Associate
Fisher Investments Europe —London
- Full-time
- Hybrid work
- Microsoft Outlook
- Microsoft Office
- Project management
- Annual leave
- Work from home
KYC Associate
Partners Capital —London
- Microsoft Excel
- Microsoft Outlook
- Microsoft Office
4d
Onboarding Associate
Charles Stanley —London
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
10d
JUNIOR SALES CONSULTANT
Verisure Services (UK) Limited —Potters Bar
- £3,800 a month
- Full-time
- Sales
- Driving
Quick apply
Customer Experience Associate
KITH —London
- £14.42 an hour
- Part-time
- Customer service
- Communication skills
- Retail sales
3d
Project Coordinator / Team Administrator
ZHA —London
- Microsoft Powerpoint
- Microsoft Outlook
- IT
4d
Associate – Client Relations - Benelux
AllianceBernstein —London
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
Sales Support Associate
Ralph Lauren —London
- Part-time
- Hospitality
- Maintenance
- Organisational skills
- Employee discount
AML & Financial Crime Associate
Sumitomo Mitsui Banking Corporation —London
- Hybrid work
- Annual leave
3d
Customer Success Associate
Agency Cyber Inc —London
- £16 - £20 an hour
- Full-time
- Bachelor's degree
- Organisational skills
- Communication skills
Quick apply
Associate, Presentations Production
Janus Henderson —London
- Hybrid work
- Microsoft Powerpoint
- Sales
- Salesforce
1d
Casual Front of House Staff
Restaurant Associates —Hatfield
- £12.71 an hour
- Weekend availability
- Restaurant
- Communication skills
Customer Associate
CUBE —London
- Full-time
- Hybrid work
3h

I want to receive the latest job alerts for client services associate in potters bar, hrt

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Explore jobs in more locations

client services associate jobs near potters bar, hrt

Client Services Associate

7IM -
London

Apply Now

Job details

Permanent

Qualifications

Microsoft Word
Microsoft Excel
Microsoft Office
Numeracy
Communication skills
Certificate in Insurance

Full job description

About The Role

Purpose:
To assist Advisers with providing an exceptional ongoing service to clients as well as supporting with the onboarding of new clients into the business.
This role is suitable for those looking for their first professional opportunity after school or university.

Responsibilities:

Setting up ad hoc payments for ISAs, SIPPs, Bonds, GIAs and monitoring regular withdrawals
Monitoring cash reconciliations and outstanding fees
Processing and monitoring transfers in and out, liaising with clients and colleagues
You will process any change of details requests including bank details and change of address ensuring the relevant systems are updated
Producing reports including valuations, performance summaries and transaction statements
Support wider team with processing new business application forms
Processing accounts closures and deceased client cases and ensure timely completion of such cases
Take responsibility to ensure that all client communication is accurate, appropriate & delivered at the right time, to include emails, letters and reports
Liaise closely with 7IM’s Operations team to ensure full communication and understanding, minimising errors and maximising service levels
Continually look at ways to enhance operational systems and procedures to maximise efficiencies eg Xplan
Continually suggesting realistic & appropriate improvements and solutions to problems to your line manager and others across 7im and review/create procedures when required
Filing, in accordance with 7IM and FCA procedures
Subscribing to 7IMs declared Mission and Tenets, & to Treating Customers Fairly (TCF) initiatives
Ensure the 7IM VPVPs (Vision, Purpose, Values and Personalities) are followed throughout your working practices
Other duties, as reasonably required by the line manager and 7IM

About You

Skills:

Accuracy and attention to detail
Organisation of own workload to meet deadlines
Client focused, delivering a high standard of client service
Must be proactive and able to use initiative
Good communication skills, both oral and written
Adaptive to change
Proficient in MS Word/Excel
Ability & willingness to identify and suggest improvements in processes / service levels

Knowledge:

Experience in Client Services within Wealth Management is desired
Good working knowledge of all Microsoft office applications specifically Excel
Good knowledge of operational administration including settlement and transfers

Qualifications:

Candidates must demonstrate numeracy & literacy skills to at least A level/Higher standard
Suitable for school leavers or graduates
Working towards an industry examination such as CII Level 4 Financial Planning qualification

Other relevant information:

Reports into the Client Services Team Manager

Apply Now

Refine Your Search

client services associate jobs in potters bar, hrt

Client Services Associate

Client Services Associate

Client Services Associate

Partnerships Associate

Associate Mental Health Worker

Associate, Company Secretarial Assistant

Counter Associate - 'The Ordinary' - Selfridges, Oxford Street

Institutional Content Associate

KYC Associate

Onboarding Associate

JUNIOR SALES CONSULTANT

Customer Experience Associate

Project Coordinator / Team Administrator

Associate – Client Relations - Benelux

Sales Support Associate

AML & Financial Crime Associate

Customer Success Associate

Associate, Presentations Production

Casual Front of House Staff

Customer Associate

I want to receive the latest job alerts for client services associate in potters bar, hrt

Related Searches

Explore jobs in more locations

About The Role

About You

Jobseeker tools

Employer Tools

Browse

Stay Connected