Client services senior executive Work, Jobs in Reading, Eng (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
Business Development Executive
Tomorrow's Guides —Hungerford
- £25,000 a year
- Full-time
- Hybrid work
- Sales
- Communication skills
- Negotiation
- Free parking
- Annual leave
Quick apply
Data & Insight Manager
Powerforce —Reading
- £45,000 - £50,000 a year
- Full-time
- Hybrid work
- Azure
- SQL
- Python
- Health & wellbeing programme
- Annual leave
Senior Business Development Executive
MCFT —Maidenhead
- £30,000 - £34,000 a year
- Full-time
- CRM software
- Maintenance
- Presentation skills
- Annual leave
- Life insurance
Quick apply
Technical Administrator
Gateley —Reading
- Microsoft Excel
- Customer service
- Computer literacy
- Annual leave
- Employee assistance programme
Senior Client Success Executive
Echelon Group International Limited —Shepperton
- £37,000 - £40,000 a year
- Full-time
- CRM software
- Hospitality
- Salesforce
- Free parking
Quick apply
3d
Senior Administrator
CPM UK —Stokenchurch
- £28,000 a year
- Full-time
- Hybrid work
- Employee discount
Quick apply
Senior Customer Success Executive
CV Library —Fleet
- £1 - £999,999 a year
- Full-time
- Hybrid work
- Customer service
- Microsoft Office
- Presentation skills
Quick apply
Account Executive (HF1341418)
Flourish —Reading
- £35,000 a year
- Full-time
- Communication skills
Quick apply
BUSINESS DEVELOPMENT EXECUTIVE / SALES & MARKETING EXECUTIVE
Ox support services Ltd —Slough
- £24,420.00 - £54,910.58 a year
- CRM software
- Sales
- Business development
- Free parking
Quick apply
6d
Senior Account Executive
ICON Plc —Reading
- Full-time
- Business development
- Bachelor's degree
- Business
- Employee assistance programme
Group Travel Product Executive & Sales Consultant
Paragon Plus —Ruislip
- Up to £45,000 a year
- Full-time
- Hybrid work
- In-person
- Communication skills
- Employee discount
Quick apply
Senior Pensions Administrator
Ashe Consulting —Basingstoke
- £30,000 - £40,000 a year
- Flexible schedule
3d
Customer Success Executive
Person Centred Software Ltd —Guildford
- From £30,000 a year
- Full-time
- Hybrid work
- Organisational skills
- Communication skills
Quick apply
DB Senior Pensions Administrator
Ashe Consulting —Reading
3d
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
Senior Production Coordinator
Opus Agency —Reading
- Weekend availability
- Hybrid work
- Hospitality
- Microsoft Office
- Project management
12d
Senior Commercial Executive
NielsenIQ —Oxford
- £32,200 - £40,000 a year
- Full-time
- Sales
- Employee assistance programme
- Flexible schedule
Quick apply
4d
Technical Account Manager
DXC Technology —Farnborough
- Full-time
2d
Traffic Management Manager
Egis —Milton Common
- £90,000 - £140,000 a year
- Hybrid work
- Communication skills
3d

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client services senior executive jobs near reading, eng

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

client services senior executive jobs in reading, eng

Client Services Senior Executive

Business Development Executive

Data & Insight Manager

Senior Business Development Executive

Technical Administrator

Senior Client Success Executive

Senior Administrator

Senior Customer Success Executive

Account Executive (HF1341418)

BUSINESS DEVELOPMENT EXECUTIVE / SALES & MARKETING EXECUTIVE

Senior Account Executive

Group Travel Product Executive & Sales Consultant

Senior Pensions Administrator

Customer Success Executive

DB Senior Pensions Administrator

Business Development Executive (US Sales)

Senior Production Coordinator

Senior Commercial Executive

Technical Account Manager

Traffic Management Manager

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