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Client Services
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Client Services Executive
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Client Services Analyst
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IPOE Consulting London Area, United KingdomFinancial Services company based in the City of London, are looking to recruit a Client Services & Onboarding Analyst to join their London office. This is a brand new headcount, so fantastic opportunity to make the position your own and play an important part in the growth of the ...
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International Client Service
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Leverton Search London Area, United KingdomOur client, a prestigious and well-established asset management firm, is currently seeking a junior candidate with relevant experience to bolster their Swedish and Nordic Sales team based in London. · Fluency in Swedish is a requisite for this role, as is previous asset manageme ...
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Client Services Executive
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Client Services Administrator
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Client Services Account Manager
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GURLER MAE London Area, United KingdomAccountant - Client Manager - Private Wealth Services · Location: London · Type: Full Time - Office Base · Salary: Up to £70K · Client Profile: · Gurler Mae is proud to announce, that we are searching for an Accountant - Client Manager on behalf of our client. This opportunity is ...
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Client Partner
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Service Delivery Manager
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Client Relations Associate
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Senior Surveyor
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Senior Facilities Manager
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Relationship Enablement Support Officer
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Senior Sustainability Data Analyst
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Service Delivery Analyst
1 week ago
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Client Transitions Analyst
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Building Services Associate Director
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Digital Account Director
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Principal ESG Reporting Consultant
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Client Services - London Area, United Kingdom - JJ SEARCH LIMITED
Description
28-35K salary (pro-rated)
**This is a 6 Month FTC**
The Client
Our client is a boutique wealth management company, highly recognised and fantastic reputation.
The Role
The Client Services Assistant / Sales Support Assistant will provide general and administrative support to the Business Development & Model Portfolio Service team ensuring that the administrative needs.
The Client Services Assistant / Sales Support Assistant will work closely with both London and regional based Business Development Directors, Financial Advisors, and the Model Portfolio team.
The Client Services Assistant / Sales Support Assistant will provide administrative support to the Business Development Directors, including but not limited to, account opening, payments, valuation, and web access requests.
Deal with IFA queries relating to literature and platform queries, in addition to any ad hoc queries from both IFAs and clients on adviser payments, valuations, etc.
The Client Services Assistant / Sales Support Assistant will be responsible for ensuring that all client/adviser related tasks are completed accurately, efficiently and in a timely manner.
The Sales Support Assistant provide ongoing support to the office as a whole responding to client/adviser queries and resolving any potential issues.
The Candidate
1-3 years' experience in a Client Services, IFA support, Sales support role, administrative support role in Financial Services
Experience of Microsoft Office skills Excel, Word & PowerPoint
Willingness to learn and acquire knowledge of current industry legislation and products relevant to IFA community.
Effective verbal and written communicator with ability to work with and develop relationships with both internal and external persons.
Be detail orientated with the ability to manage workload effectively.
