Senior client associate Work, Jobs in Wakefield, Wyk (with Salaries)

Senior Associate Client Administration
Evelyn Partners —Leeds
- Full-time
- Hybrid work
- No degree
- Organisational skills
- Communication skills
Quick apply
1d
Business Development Manager
Commercial —Leeds
- Up to £45,000 a year
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Work from home
- Employee assistance programme
Quick apply
Leasing Associate
ourHRpeople —Sheffield
- £26,500 - £28,000 a year
- Weekend availability
- Sales
- Customer service
- English
- Health & wellbeing programme
Quick apply
13d
Associate Director - FM Operational Readiness
Turner & Townsend —Sheffield
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
Quick apply
Process Safety Senior Consultant (Associate)
DEKRA —Leeds
- £70 an hour
- Hybrid work
- Engineering
- Master's degree
- Project management
Associate Team Leader
Minster Law —Wakefield
- £60,000 - £75,000 a year
- Full-time
- Remote
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
Residential Development Senior Associate
Gateley —Leeds
- Sales
- Annual leave
- Employee assistance programme
Senior Associate/Legal Director-Private Client Advisory-Leeds
Irwin Mitchell —Leeds
- Full-time
Senior Associate (Manager), ICE – Restructuring & Insolvency
Alvarez and Marsal —Leeds
- Full-time
- Microsoft Word
- Microsoft Excel
- Management
Senior Associate (Manager), ICE – Restructuring & Insolvency
Alvarez & Marsal —Leeds
- Microsoft Word
- Microsoft Excel
- Management
Private Client Advisory-Senior Associate-Sheffield
Irwin Mitchell —Sheffield
- Full-time
Senior/Principal/Associate Civil/Structural Engineer
Ramboll —Leeds
- Full-time
- Civil engineering
- Engineering
- Master's degree
Quick apply
Sr. HR Manager
Amazon UK Services Ltd. —Wakefield
- Full-time
- Microsoft Office
- Master's degree
- Travel
Associate Partner - Executive Search
JL&P —Leeds
- From £26,500 a year
- Full-time
- Sales
- Business development
- Bachelor's degree
- Employee discount
- Gym membership
Quick apply
6d
Immigration Consultant
Fragomen —Sheffield
- Full-time
- Hybrid work
- Annual leave
- Employee assistance programme
Associate / Senior Associate - Health Commercial
Hill Dickinson LLP —Leeds
- Full-time
- Communication skills
- Annual leave
- Employee assistance programme
Associate/Senior Associate - Housing Development & Regeneration
Gowling WLG —Leeds
- Hybrid work
- Leadership
- Annual leave
Construction Senior Associate or Director
Walker Morris LLP —Leeds
- Full-time
- Hybrid work
- Supervising experience
- Mentoring
- Construction experience
- Annual leave
Senior Associate - Employment Law
Markel Law LLP —Leeds
- Hybrid work
- Supervising experience
- Mentoring
- Organisational skills
Quick apply
Senior / Associate Project Manager, Healthcare, Built Environment Consultancy
Ridge & Partners LLP —Leeds
- Full-time
- Project management
- Organisational skills
- Communication skills

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senior client associate jobs near wakefield, wyk

Senior Associate Client Administration

Evelyn Partners -
Leeds

Quick apply

Job details

Full-time
1 day ago

Benefits

Company pension
Private medical insurance

Qualifications

Financial planning
Organisational skills
Communication skills

Full job description

Company Description

Evelyn Partners is a UK leader in wealth management, providing personalised, expert investment management and financial planning advice to support clients in embracing what’s next. Our success hinges on our people and that’s our secret for longevity. We are a team of passionate professionals and everything we do is guided by our purpose – placing the power of good advice into more hands, we go further to understand the needs of our clients and what matters most to them. We’re here to help them make significant decisions with confidence, provide strong foundations for the future and guide them towards their goals.

Job Description

Job Purpose

To provide full administrative support to Financial Planners, ensuring client satisfaction through direct contact with clients, and other operational colleagues, while adhering to regulatory standards. To be a role model and mentor to team members, a go-to person within the team.

Qualifications

Key Responsibilities

To work closely with the aligned Financial Planners to deliver excellent client outcomes
To build relationships with clients and maintain regular contact
Maintain back-office systems and client records in line with the company policies
Request policy information from third party policy providers if applicable
Process all business in accordance with required processes & proactive pipeline management to include establishing new accounts on internal systems and collating AML documentation as required
Identify and report any risks, breaches, or errors through ensuring risks are logged through to mitigating actions and controls
To encourage client, use of portal and other digital tools, provide guidance where required.
To collaborate and share best practice with colleagues
Provide training and coaching to new and existing administrators as required
Provide guidance on a day-to-day basis and be the ‘go to person’ to answer any process or technical issue

Skills, Experience & Qualifications

Excellent standard of education, ideally degree qualified but not essential
Interested in further development through additional qualifications
Proven experience working in the financial planning / wealth management industry
A strong ethic of client service
Ability to work under pressure and to prioritise work
Excellent communication skills both, influencing and organisational skills
Ability to use judgement and reasoning to propose solutions to problems
Ability to coach and mentor team members

Additional Information

As a colleague here at Evelyn Partners, you will have access to benefits that include:

Competitive salary
Private medical insurance
Life assurance
Pension contribution
Hybrid working model (role dependant)
Generous holiday package
Option to purchase additional holiday
Shared parental leave

We are proud to value the differences that a diverse workforce brings, representative of society and our clients. At Evelyn Partners we have a wide range of highly active employee resource groups and we're delivering multiple diversity, equity and inclusion initiatives across the organisation. It is our commitment to provide a workspace where all colleagues, regardless of identity, background, or circumstance, feel respected as individuals and feel that they can achieve their full potential and work in a safe, supportive, and inclusive environment.

We are happy to make any reasonable adjustments to accommodate for your needs throughout the application process. Please let your Recruiter know.

Quick apply

Refine Your Search

senior client associate jobs in wakefield, wyk

Senior Associate Client Administration

Business Development Manager

Leasing Associate

Associate Director - FM Operational Readiness

Process Safety Senior Consultant (Associate)

Associate Team Leader

Residential Development Senior Associate

Senior Associate/Legal Director-Private Client Advisory-Leeds

Senior Associate (Manager), ICE – Restructuring & Insolvency

Senior Associate (Manager), ICE – Restructuring & Insolvency

Private Client Advisory-Senior Associate-Sheffield

Senior/Principal/Associate Civil/Structural Engineer

Sr. HR Manager

Associate Partner - Executive Search

Immigration Consultant

Associate / Senior Associate - Health Commercial

Associate/Senior Associate - Housing Development & Regeneration

Construction Senior Associate or Director

Senior Associate - Employment Law

Senior / Associate Project Manager, Healthcare, Built Environment Consultancy

I want to receive the latest job alerts for senior client associate in wakefield, wyk

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