Customer experience verifications Work, Jobs in Runcorn, Chs (with Salaries)

Client Services Administrator
Wren Sterling —Wilmslow
- £26,500 - £30,000 a year
- Full-time
- Hybrid work
- Health & wellbeing programme
- Work from home
Quick apply
5d
Sales Support Executive - Fixed Term Contract
Dobson Welch —Warrington
- £25,000 - £28,000 a year
- Full-time
- CRM software
- Customer service
- Organisational skills
Quick apply
Software Engineer (Support Function Lead / Support Engineer)
Byteful.com —Manchester
- £30,000 - £45,000 a year
- Full-time
- SQL
- APIs
- In-person
- Language training provided
- Employee discount
Quick apply
Talent Acquisition Partner
TVS Supply Chain Solutions —Chorley
- Full-time
- Hybrid work
- Sales
- Project management
- Bachelor's degree
- Health & wellbeing programme
- Work from home
Quick apply
Customer Liaison Retrofit Advisor - 9 Month Contract
Torus —Warrington
- £29,037 a year
- Full-time
- Customer service
- Microsoft Office
- Organisational skills
People Business Partner – Reward, Benefits and Wellbeing - Fixed-Term Contract
Torus Group —Liverpool
- £48,419 a year
- Full-time
- Organisational skills
- Contracts
- Communication skills
- Annual leave
- Employee assistance programme
6d
Day Concierge
Select Estates —Manchester
- £13.75 an hour
- Part-time
- Hospitality
- Microsoft Excel
- Customer service
- Employee discount
Quick apply
11d
Human Recources Generalist
AMETEK, Inc. —Wrexham
- £35,000 - £40,000 a year
- Microsoft Office
- Administrative experience
- Human resources
6d
Senior Account Manager
TVS Supply Chain Solutions —Chorley
- Full-time
- Hybrid work
- Hospitality
- Driving
- Travel
- Free parking
- Health & wellbeing programme
Quick apply
Forecourt Assistant
Vertu Motors —Widnes
- £12.71 an hour
- Part-time
- Employee discount
Quick apply
Marketing Specialist
Omnicell —Warrington
- £28,000 - £34,000 a year
- Hybrid work
- Marketing
- Social media management
- Analysis skills
- Relocation assistance
5d
Inside Customer Success Executive (4035)
GBG —Chester
- Full-time
- Hybrid work
- Sales
- IT
Quick apply
Global Geochemistry Business Development Lead
SGS —Ellesmere Port
- Full-time
- Hybrid work
- Spanish
- Oracle
- Laboratory experience
Quick apply
Supply Chain Administrator
HMS —Liverpool
- £25,846.76 a year
- Full-time
- Microsoft Office
- Administrative experience
- Organisational skills
Rider Compliance Team Leader
Deliveroo —Manchester
- Full-time
- Hybrid work
- Analysis skills
- Communication skills
12d
European Procurement & Supply Chain Director
TVS Supply Chain Solutions —Chorley
- Full-time
- Hybrid work
- Contracts
- Leadership
- Communication skills
- Free parking
- Health & wellbeing programme
Quick apply
4d
Onboarding Administrator
NSG Environmental —Coppull
- £26,228 a year
- Part-time
- Hybrid work
- Microsoft Office
- Human resources
Quick apply
1d
QA Quality Assurance Analyst
Perfect Portal —Southport
- Full-time
- Hybrid work
- SQL
- Software development
- APIs
- Annual leave
- Work from home
Quick apply
6d
Quality Assurance Manager - Commercial Mortgages
Enra Specialist Finance —Manchester
- Microsoft Excel
- Analysis skills
- Organisational skills
- Annual leave
7d
Customer Onboarding Manager, German Speaking
SafetyCulture —Manchester
- Full-time
- Project management
- Agile
- AI
- Employee assistance programme

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customer experience verifications jobs near runcorn, chs

Client Services Administrator

Wren Sterling
Wilmslow

Quick apply

Job details

Permanent | Full-time
£26,500 - £30,000 a year
5 days ago

Benefits

Health & wellbeing programme
Additional leave
Cycle to work scheme
Employee mentoring programme
Financial planning services
Work from home
Enhanced maternity leave
Enhanced paternity leave
Sick pay

Qualifications

Financial planning

Full job description

Company Overview

Wren Sterling is a progressive UK-wide independent financial advice business. In complex markets that change frequently, we help our Corporate and Personal clients make the right financial choices through the provision of independent financial advice which is uniquely tailored to their specific needs. Wren Sterling specialises in all aspects of savings, investments, and retirement planning to individuals. Through successful partnerships with Building Societies, we deliver independent financial advice to their customers. For corporate clients we provide advice on engaging employees through the provision of group risk, protection, and other employee benefit solutions.

Role Overview

Responsible for providing efficient and effective administrative support to a team of advisers. This encompasses the processing and management of client documentation.

Principle Objectives & Responsibilities

Principle Objectives and Responsibilities include the following, other objectives may be assigned:

Check and then process all new business applications and associated paperwork through to submission to Providers either electronically or via hard copy as appropriate.
Carry out electronic identity data verification of clients where appropriate.
Chase new business applications and other client requests/transactions through to completion
Assist advisers with appropriate management of clients’ cash holdings on Provider Platforms and placing trades in accordance with advisers’ instructions.
Create and maintain accurate and up-to-date client and plan records on Intelligent Office
Ensure all relevant documentation and correspondence is uploaded to the correct client records on Intelligent Office and named in accordance with Company procedures.
Create, manage, and complete tasks on Intelligent Office in accordance with Company procedures.
Manage and complete all relevant tasks assigned by advisers, managers/team leaders and other support team members.
Where required: Assist in provision of quotations, key features, applications, and other relevant paperwork to advisers for their client meetings.
Receive incoming telephone calls, dealing or redirecting as appropriate so that calls are dealt with efficiently and by the correct person.
Receive and deal with incoming documentation or correspondence relating to clients of their select team of advisers as appropriate.
Ensure all correct documentation is provided to clients in a timely manner.
Respond promptly to queries from clients, providers, and advisers.
Process and chase death or other policy claims through to completion
Complete additional one-off jobs when they arise.
Promote professional behaviour by demonstrating courtesy and respect to all colleagues and always following the Company’s equality and diversity policy.
Ensuring health and safety policies are observed.
Adhere to Wren Sterling core values
Completion of other reasonable duties, as defined by the Senior Management Team

Knowledge Required

Basic knowledge of the financial planning market including different providers’ products and services
Basic working knowledge of FCA Rules, Guidance Notes and Commitments that apply to job role

Skills Required

Essential skills:

Communication (min: developer): Able to adapt the language, style and method of communication depending on the needs of the client or colleagues.
Organisation (min: achiever): Can prioritise daily tasks, and restructure day as ah-hoc duties require, arranging client-related tasks as a priority.
Customer Service (min: ): Understand what good customer service is and prioritise customer work to deliver good service.
Teamwork & Collaboration (min: developer): Understand the importance of teamwork and how collaboration can improve outcomes.
Technology (min: developer): Understand and be able to use technology for the role effectively.
Expertise (min: developer): Has the required expertise to do the role and understand areas for improvement & looking for opportunities to develop.

Desirable skills:

Experience of Intelligent Office back-office system.

Job Types: Full-time, Permanent

Pay: £26,500.00-£30,000.00 per year

Benefits:

Additional leave
Cycle to work scheme
Employee mentoring programme
Enhanced maternity leave
Enhanced paternity leave
Financial planning services
Health & wellbeing programme
Sick pay
Work from home

Experience:

Independent Financial Advice (IFA) Administrator : 1 year (required)

Work Location: Hybrid remote in Wilmslow

Quick apply

Refine Your Search

customer experience verifications jobs in runcorn, chs

Client Services Administrator

Sales Support Executive - Fixed Term Contract

Software Engineer (Support Function Lead / Support Engineer)

Talent Acquisition Partner

Customer Liaison Retrofit Advisor - 9 Month Contract

People Business Partner – Reward, Benefits and Wellbeing - Fixed-Term Contract

Day Concierge

Human Recources Generalist

Senior Account Manager

Forecourt Assistant

Marketing Specialist

Inside Customer Success Executive (4035)

Global Geochemistry Business Development Lead

Supply Chain Administrator

Rider Compliance Team Leader

European Procurement & Supply Chain Director

Onboarding Administrator

QA Quality Assurance Analyst

Quality Assurance Manager - Commercial Mortgages

Customer Onboarding Manager, German Speaking

I want to receive the latest job alerts for customer experience verifications in runcorn, chs

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