Client services Work, Jobs in Richmond, Gtl (with Salaries)

Experienced Client Relationship Executive, Role in Richmond - West London
Asquire Wealth Management Ltd —Richmond
- £30,000 - £35,000 a year
- Full-time
- CRM software
- Salesforce
- Analysis skills
Quick apply
2d
Visa Documentation Agent
TLScontact UK —London
- £26,436 a year
- Full-time
- Microsoft Word
- Microsoft Outlook
- Customer service
Quick apply
14h
Property Inventory Clerk
ACT Property —Richmond
- £32,000 - £38,000 a year
- Full-time
- Customer service
- English
- Office experience
Quick apply
13d
Travel Sales Consultant
Trailfinders —Kingston upon Thames
- £44,000 - £49,000 a year
- Full-time
- Sales
- Employee discount
- Sick pay
Customer Service Advisor
Arena Group —London
- Overtime
- Customer service
- Organisational skills
- IT
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
2d
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
4h
Office Administrator
Disaster Care Capital Ltd —West London
- £26,000 - £30,000 a year
- Full-time
- Microsoft Word
- Microsoft Outlook
- Administrative experience
Quick apply
Welfare Benefits Caseworker
Citizens Advice —London Borough of Hounslow
- £37,000 - £39,000 a year
- Hybrid work
- Annual leave
8d
Customer Support Agent
Flatpay —London
- Full-time
- Customer service
- English
- In-person
Quick apply
Partners
PEARL CHARTERED ACCOUNTANTS —Brentford
- £25,000 - £40,000 a year
- Gym membership
Field Interviewer - West London
the National Centre for Social Research —West London
- £15.12 an hour
- Part-time
- Hybrid work
- English
- Travel
- Time management
Quick apply
Installation Support Agent
Flatpay —London
- English
- IT
- In-person
Quick apply
Client Relationship Mananger
UPS —London
- Full-time
- Communication skills
Records Assistant
Abion —London
- £3,000 a month
- English
- Administrative experience
Client Experience Executive
CIPD —Wimbledon
- £38,000 - £40,000 a year
- Full-time
- Hybrid work
- Microsoft Powerpoint
- CRM software
- Salesforce
- Annual leave
1d
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 Advisor
HeathrowAcademy —London
- Full-time
14h
Client Services Administrator
AFH Financial Group —Cookham
- Full-time
- Hybrid work
Client Success Partner
Commusoft —London
- £37,000 - £42,000 a year
- Full-time
- Hybrid work
- AI
- Communication skills

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Experienced Client Relationship Executive, Role in Richmond - West London

Asquire Wealth Management Ltd -
Richmond

Quick apply

Job details

Permanent | Full-time
£30,000 - £35,000 a year
2 days ago

Qualifications

CRM software
Salesforce
Analysis skills
Customer relationship management
Financial services
Phone triage
Phone etiquette
Communication skills

Full job description

Job Summary
We are seeking an experienced Client Relationship Executive to join our team in West London. The successful candidate will be responsible for managing and nurturing client relationships within the financial services sector, ensuring high levels of client satisfaction and loyalty. This role offers an excellent opportunity to utilise your communication and analysis skills in a dynamic and professional environment. The ideal applicant will have a strong understanding of utilising CRM systems and proven experience in client management.

Duties

Develop and maintain strong relationships with existing clients, acting as their primary point of contact
Understand client needs and provide tailored solutions aligned with their financial objectives
Utilise systems to track client interactions, update records, and generate reports for management
Analyse client data to identify opportunities for the business
Coordinate with internal teams to ensure the delivery of high-quality service and support
Conduct regular reviews with clients to assess satisfaction levels and address any concerns promptly
Prepare detailed reports on client activity, feedback, and potential areas for growth
Stay informed about industry trends and regulatory changes affecting clients’ financial portfolios

Experience

Proven experience as a Client Relationship Executive or similar role within the financial services sector
Strong proficiency in Salesforce or comparable CRM platforms
Excellent communication skills, both written and verbal, with the ability to build rapport easily
Analytical skills to interpret data and generate actionable insights
Demonstrated ability to manage multiple client accounts efficiently whilst maintaining attention to detail
Knowledge of financial products, services, and relevant compliance standards is desirable but not essential

This position offers a stimulating environment where your expertise in client management can thrive. We value professional growth and are committed to supporting our team members in delivering exceptional service to our clients.

Pay: £30,000.00-£35,000.00 per year

Work Location: In person

Quick apply

Refine Your Search

client services jobs in richmond, gtl

Experienced Client Relationship Executive, Role in Richmond - West London

Visa Documentation Agent

Property Inventory Clerk

Travel Sales Consultant

Customer Service Advisor

Reservations Agent Day

Bookings Administrator - Travel & Experiences

Office Administrator

Welfare Benefits Caseworker

Customer Support Agent

Partners

Field Interviewer - West London

Installation Support Agent

Client Relationship Mananger

Records Assistant

Client Experience Executive

Client Relationship Co-ordinator

Client Advisor

Client Services Administrator

Client Success Partner

I want to receive the latest job alerts for client services in richmond, gtl

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