Client services occupations Work, Jobs in Whitchurch, Bst (with Salaries)

Client Services Executive - Bristol
Schroders —Bristol
- Full-time
- Microsoft Office
- IT
- Communication skills
17h
Client Services Executive
Wealthtime —Bath
- £27,000 - £31,000 a year
- Full-time
- Hybrid work
- Customer service
- Financial services
- In-person
- Health & wellbeing programme
- Work from home
Assistant Client Manager x2
Computershare —Bristol
- Full-time
- Hybrid work
- Travel
- Financial services
- Communication skills
- Work from home
4d
Customer Account Executive
Reconomy Connect —Bristol
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Employee assistance programme
- Referral programme
Customer Feedback Officer
Brighter Places —Bristol
- £30,015 a year
- Part-time
- Hybrid work
- Customer service
- Salesforce
- Analysis skills
- Free parking
- Flexitime
Quick apply
Customer Success Manager (Legal SaaS)
Hoowla —Bristol
- £28,000 - £36,000 a year
- Full-time
- Microsoft Word
- Microsoft Outlook
- In-person
Quick apply
Customer Service Representative - Part Time
Western Global —Engine Common
- £26,000 - £27,500 a year
- Part-time
- Microsoft Word
- Microsoft Outlook
- Customer service
- Annual leave
- Employee assistance programme
Quick apply
Customer Support Coordinator
Taylor Wimpey —Bristol
- Customer service
- Annual leave
- Employee discount
6d
Customer Success Manager
Spruce —Bristol
- £50,000 - £72,000 a year
- Full-time
- Hybrid work
Quick apply
13d
Customer Service Advisor
Kinaxia Transport & Warehousing —Yate
- Full-time
- CRM software
- Employee assistance programme
- Employee discount
Quick apply
4d
Customer Complaints Officer
Ayvens —Bristol
- Full-time
- Communication skills
- Time management
- Free parking
- Annual leave
Customer Care Coordinator
Wain Homes (South West) Ltd —Bristol
- £24,420 - £35,000 a year
- Full-time
- Salesforce
- Analysis skills
- Financial services
- Free parking
- Employee assistance programme
Quick apply
6d
Customer Success Manager
Legal 500 —Bristol
- Hybrid work
Service Delivery Manager
Computershare —Bristol
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Work from home
1d
Client Services Manager, Pension Administration
Gallagher Benefit Services —Bristol
- Microsoft Office
- Continuous improvement
- Communication skills
- Employee stock purchase plan
- Life insurance
Customer Care Coordinator
Vertu Motors —Newport
- £25,539.00 - £27,539.06 a year
- Full-time
- Organisational skills
- IT
- Communication skills
- Employee discount
Quick apply
8d
Aftersales Advisor
BCA —Westbury
- £12.91 an hour
- Monday to Friday
- Customer service
- Salesforce
- Data entry
- Employee assistance programme
- Employee discount
Quick apply
16h
Senior Executive, Customer Success
AirAsia —Newport
- Full-time
- Customer service
- Bachelor's degree

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Client Services Executive - Bristol
Schroders —Bristol
Be a point of contact for clients and professional advisers: react to all enquires in a timely manner and maintain a record of responses.
17h
Client Services Executive
Wealthtime —Bath
You’ll be the first point of contact for Financial Advisers, Clients, and Sales Teams, handling queries via phone and email with professionalism and care.
£27,000 - £31,000 a year

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client services occupations jobs near whitchurch, bst

Client Services Executive - Bristol

Schroders -
Bristol

Apply Now

Job details

Full-time
17 hours ago

Qualifications

Microsoft Office
IT
Communication skills

Full job description

Who we’re looking for

We’re looking for a Client Service Executive to join our Wealth Management division known as Cazenove Capital, which is part of the Schroders group. You will work alongside a team of Portfolio Managers and Directors and will be a critical part of the client team and in some cases serving as the first port of call for clients in their dealings and administrative requests. You will take a proactive role alongside the Portfolio Manager in delivering excellent client service. You’ll be busy, hands-on and can-do. You will develop deep technical knowledge of our processes and systems and work across the business to challenge, develop and improve our processes and foster a wider understanding. You will be a 'go-to' person for colleagues at all levels across the business.

About Cazenove Capital

At Cazenove Capital we look after private individuals, families and charities. We are the wealth management business of the FTSE-listed global investment manager Schroders. We help our clients around the world invest money to meet their goals, fulfil their ambitions, and prepare for the future.

About Schroders, our parent company

We’re a global investment manager. We help institutions, intermediaries and individuals around the world invest money to meet their goals, fulfil their ambitions, and prepare for the future.

We have around 6,000 people on six continents. And we’ve been around for over 200 years, but keep adapting as society and technology changes. What doesn’t change is our commitment to helping our clients, and society, prosper.

The base

We have a modern, comfortable office in the commercial centre of Bristol.

The team

We are one of the largest UK-based wealth management firm, headquartered in London but with offices around the country. We help private clients, families, charities and some institutions meet their long term goals by offering our expertise in investment, wealth planning, lending and family office services. We draw on the resources of the Schroders group, as well as having our own in house investment team.

What you'll do

Work closely with Portfolio Managers and Directors and have a comprehensive understanding of the needs of the clients you are working with; be a valued contributor to developing relationships of trust
Handle administrative duties promptly for our clients, such as cash transfer requests and monitoring overdrafts
Set up accounts for new clients
Help to ensure client accounts are compliant and in-keeping with current regulation and procedures
Be a point of contact for clients and professional advisers: react to all enquires in a timely manner and maintain a record of responses
Have regular communication with the client team to discuss client queries
Help team members complete and distribute client reports, such as portfolio valuations and tax reports, particularly at the end of the quarter
You may be asked to contribute to business-wide client service and internal process committees. You will build a strong internal network and have a good understanding of the key client service issues affecting the business
Work closely with our Operations teams to make our clients' experience seamless
You may be asked to attend client meetings with Portfolio Managers & Directors
Take responsibility for systems’ training, testing and improving internal processes
Have excellent technical knowledge and the experience to highlight and share best practice throughout the business when required. You should be comfortable challenging the status quo when appropriate
Mentor less experienced colleagues and be involved with training
Embody the core Schroders’ values of Excellence, Innovation, Teamwork, Passion and Integrity in all aspects of your work.

The knowledge, experience and qualifications you need

Excellent IT skills, especially with the Microsoft Office suite
Experience of client service
A keen interest in helping our clients and their families
Excellent communication skills and an ability to multi-task
Previous experience of collaboration and teamwork.

The knowledge, experience and qualifications that’ll help

A really good communicator – great at listening, being clear and giving reassurance
Self-motivated and enthusiastic
Good at working in a team, and with other teams
You’ll have great attention to detail
Able to work under pressure and with tight deadlines
Show a willingness to learn and develop and a desire to work with your colleagues to achieve excellent client outcomes.

We recognise potential, whoever you are

Our purpose is to provide excellent investment performance to clients through active management. Diversity of thought, facilitated by an inclusive culture, will allow us to make better decisions and better achieve our purpose. This is why inclusion and diversity are a strategic priority for us and why we are an equal opportunities employer. You are welcome here, regardless of your age, disability, gender identity, religious beliefs, sexual orientation, socio-economic background, or any other protected characteristic.

Apply Now

Refine Your Search

client services occupations jobs in whitchurch, bst

Client Services Executive - Bristol

Client Services Executive

Assistant Client Manager x2

Customer Account Executive

Customer Feedback Officer

Customer Success Manager (Legal SaaS)

Customer Service Representative - Part Time

Customer Support Coordinator

Customer Success Manager

Customer Service Advisor

Customer Complaints Officer

Customer Care Coordinator

Customer Success Manager

Service Delivery Manager

Client Services Manager, Pension Administration

Customer Care Coordinator

Aftersales Advisor

Senior Executive, Customer Success

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