Jobs
>
London

    Senior Customer Service Administrator - London, United Kingdom - Artemis Recruitment Consultants Ltd

    Artemis Recruitment Consultants Ltd
    Artemis Recruitment Consultants Ltd London, United Kingdom

    Found in: Jooble UK O C2 - 1 week ago

    Default job background
    Description
    Private Client and Technical Administrator - London - Artemis Recruitment Consultants Financial Services

    Type of Position:
    Private Client and Technical Administrator - London
    Private Client and Technical Administrator - London
    You will be joining a well-established wealth management firm, that offers great future progression and career opportunities.
    Client servicing and meeting preparation
    Deliver the highest possible level of client service, consistent with developing and maintaining outstanding long-term relationships
    Obtain information from clients to facilitate Annual Suitability Reviews
    Obtain literature, illustrations and forms from providers and pre-complete basic client details
    Assist with cash management control on client accounts (bonds, SIPPs, etc)
    Close plans correctly on Intelligent Office in a timely manner and ensure income expectations are settled, if relevant
    Deal with complex and technical client queries as directed by the Senior Private Client Adviser
    Assist with the preparation of Voyant cashflow models in advance of client meetings if required by the Senior Private Client Adviser
    Assist the Senior Private Client Adviser in producing comprehensive and clear suitability letters
    In addition, working with the Senior Private Client Administrator to ensure the following is completed in line with the wider client service: liaison with product providers to ensure all applications are received and completed; produce accurate client portfolio valuations and statements using Intelligent Office; Notify the Senior Private Client Adviser of any suspicion of a complaint and follow appropriate procedures within the complaints handling process
    Follow risk profiling procedures, record risk profile score in iO and save risk profile to the DMS
    General administration
    Assist with general administration as required e.g. ad-hoc scanning and filing
    Have 3+ years' experience within the independent sector of the financial services industry, in a relevant administration or paraplanning role, involving direct contact with high-net-worth clients
    Have excellent IT skills and written communication skills, being highly proficient in the use of Microsoft Office packages. A good working knowledge of Excel will be an advantage
    Have sufficient understanding of the needs of Financial Services teams, and FCA rules and compliances, in order to effectively carry out the role
    Is focused and motivated to deliver an exceptional level of customer service to clients, third parties and colleagues at all times
    Your Name (required)


    Your Email (required) Phone Number (required) CV Upload If you are happy for us to contact you in the future with regards to the products or services we provide, please opt in by ticking the box.

    More information about what we do with the information that you provide in line with the General Data Protection Regulation can be found in our Privacy Policy .

    I'm not a robot reCAPTCHA Privacy - Terms Artemis Recruitment Consultants All Rights Reserved| Company Number:
    Registered In England & Wales| Website by
    #
  • Harwoods Group

    Service Administrator

    Found in: Jooble UK O C2 - 2 days ago

    Harwoods Group United Kingdom

    2024 Job Description – Service Department Administrator · Key Purpose of Role · • To provide administrative support to all areas of the Aftersales department · • Prioritising all invoicing achieving the 15min SLA on completion of repair. · • Full Off site and completed WIP ma ...

  • Sue Ross Recruitment Ltd

    Service Administrator

    Found in: Jooble UK O C2 - 4 days ago

    Sue Ross Recruitment Ltd United Kingdom

    Sue Ross Recruitment are delighted to be working with a business based in south Sheffield who are recruiting for a Support Service Co-Ordinator/Administrator on a temporary to permanent basis to work full time, Mondays and Fridays · The business is looking for someone who has ex ...

  • Pendragon Group

    Service Administrator

    Found in: Talent UK C2 - 3 hours ago

    Pendragon Group London, United Kingdom

    Stratstone · Porsche Nottingham · Service Administrator · A Competitive Salary with excellent company benefits · Do you have exceptional administration experience? You could be the Service Administrator that we are looking for. · As a Service Administrator, you'll provide ex ...

  • Pertemps TM

    Service Administrator

    Found in: Talent UK C2 - 4 days ago

    Pertemps TM London, United Kingdom remote

    Join our dynamic team at a thriving borough in West London as a Customer Service Advisor This exciting opportunity offers a chance to work alongside the Family Group Conference and Lifelong Links within the children's services team for the council, contributing to the community's ...

  • Barnet Federated GPs CIC

    Service Administrator

    Found in: Talent UK C2 - 2 days ago

    Barnet Federated GPs CIC London, United Kingdom Permanent

    Job summary · Barnet Federated GPs is looking for a Service Administrator to join our friendly, dynamic and progressive organisation. The successful candidate will mostly be working remotely, but may be required to work in Barnet sites supporting the Services Team. · As a servic ...

  • Avara Foods Ltd

    HR Services Administrator HR Services Administrator

    Found in: Jooble UK O C2 - 2 days ago

    Avara Foods Ltd United Kingdom

    HR Shared Service Administrator – 12 Months Fixed Term Contract · Do you have experience of working within an HR environment? We are looking for a highly motivated and competent HR Shared Service Administrator to join our team based in Brackley, Northamptonshire. · We are a lea ...

  • Get Recruited (UK) Ltd

    Customer Service Administrator

    Found in: SonicJobs Direct Apply UK - 2 days ago

    Get Recruited (UK) Ltd Gillingham, United Kingdom Full time

    · CUSTOMER SERVICE ADMINISTRATOR · MUST BE IMMEDIATELY AVAILABLE · GILLINGHAM · UP TO £28,500 + EXCELLENT BENEFITS + PROGRESSION · THE COMPANY: · We're exclusively working with a highly successful business in the Gillingham area that work with new and existing brands to suppor ...

  • Global Banking School

    Administrator ( Registry Services)

    Found in: Indeed UK C2 - 1 day ago

    Global Banking School ENG, United Kingdom Full time

    This role is not eligible for visa sponsorship · Job title: Administrator ( Registry services) · Location: Role holder can be located in East London, West London, Manchester, Birmingham, or Leeds · The purpose of this post is to provide support to the Assessment and Awards Team a ...

  • AMP Clean Energy

    Service Support Administrator

    Found in: Appcast UK C C2 - 6 days ago

    AMP Clean Energy United Kingdom

    Here at AMP, we are committed to supporting the energy transition by funding, developing, and delivering flexible energy solutions and helping businesses decarbonise. · Our mission is to create a smarter energy future. We are relentless in our focus on tackling the central chall ...

  • Greaves Recruitment

    Customer Service Administrator

    Found in: Jooble UK O C2 - 2 days ago

    Greaves Recruitment United Kingdom

    Company Profile: · A packaging manufacturing company based in North Wales. They primarily supply the food sector, who supply major brands as well as the major supermarket chains. They are looking for a Customer Service Administrator to join their team paying up to GBP25,000pa d ...

  • Square Peg Associates Limited

    Financial Services Administrator

    Found in: Jooble UK O C2 - 7 hours ago

    Square Peg Associates Limited United Kingdom Part time

    Financial Services AdministratorLocation: RossendaleSalary: £20-£25kAn excellent opportunity has arisen for a professional Administrator to work within a well-established business in Rossendale with scope to qualify as a Paraplanner in the future. · We would welcome applications ...

  • DX Delivery

    Administrator - Office Services

    Found in: Jooble UK O C2 - 2 days ago

    DX Delivery England, United Kingdom

    An exciting new Contract Administrator opportunity at DX · We think we are more than just a delivery company. Our brand is what we do every day and our values set the tone for how we want our colleagues to go about their business of delivering the Delivered Exactly promise. At DX ...

  • Harwoods Group

    Support Service Administrator

    Found in: Jooble UK O C2 - 2 days ago

    Harwoods Group United Kingdom

    2024 Job Description – Service Department Administrator · To provide administrative support to all areas of the Aftersales department · • Full Off site and completed WIP management · • To support other functions as directed by ASM · To provide administrative support to all ar ...

  • Rise Technical Recruitment

    Service Administrator Engineering

    Found in: Jooble UK O C2 - 1 day ago

    Rise Technical Recruitment United Kingdom

    Service Administrator (Engineering / Automotive) · 23,000- 26,000 + Training + Bonus + Excellent Company Benefits. · Are you a Service Administrator / Customer Service Advisor looking to work for a well-established business who have a great reputation for looking after their st ...

  • Ocorian group

    Administrator - Fund Services

    Found in: Jooble UK O C2 - 6 days ago

    Ocorian group United Kingdom

    Fund services | Corporate | Capital markets | Private client | Regulatory & Compliance · We help clients succeed by unlocking new value through expertise, trust and scale. We deliver solutions that solve complex challenges faced by asset managers, financial institutions, corpora ...

  • Unipharmedtech

    Service Support Administrator

    Found in: Jooble UK O C2 - 3 days ago

    Unipharmedtech United Kingdom

    Service Support Administrator (Macclesfield, Manchester, UK) page is loaded · Service Support Administrator (Macclesfield, Manchester, UK) · Apply locations Manchester Office time type Full time posted on Posted 4 Days Ago job requisition id JR Service Support Administrator - C ...

  • Kelly Services (UK) Ltd

    Financial Services Administrator

    Found in: Jooble UK O C2 - 2 days ago

    Kelly Services (UK) Ltd England, United Kingdom Part time

    Are you an experienced Financial Services Administrator looking for a new opportunity? Life Assurance · Administrative Support to Financial Planners and Team Leader · Obtaining provider information and collating these together with relevant client specific illustrations require ...

  • East Riding of Yorkshire Council

    Senior Service Administrator

    Found in: Jooble UK O C2 - 5 days ago

    East Riding of Yorkshire Council United Kingdom

    Senior Children's Services Administrator · Fixed term (Due to Pending reorganisation) · Take a look at Children's Social Work marketing campaign webpage. An exciting 6 month fixed-term opportunity has arisen to become the Early Help and Prevention Senior Children's Services Adm ...

  • Arena Tours Limited

    Customer Service Administrator

    Found in: Jooble UK O C2 - 7 hours ago

    Arena Tours Limited United Kingdom

    Any Type Holiday Type Any Departure Date Any Duration Any Destinations LIST Any Departure Point Travel Options Any - £10,000 pp Price/Budget 2 Adults Passengers · Customer Service Administrator · Location: Market Harborough. Office based. · Hours: Full Time, 37.5 hours per w ...

  • Nexgengroup

    Administrator - Office Services

    Found in: Jooble UK O C2 - 4 days ago

    Nexgengroup United Kingdom

    We are currently recruiting for an Administrator to work in a client service focused role across the full range of facilities management services provided by Just Ask to 90,000 residential properties nationwide. · The role will work with Operations Managers, Supervisors and the ...