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CLIENT SERVICES EXECUTIVE , WEALTH MANAGEMENT , LEEDS

The Client Services Executive is expected to consult with investmentoperations teams when needed as well as process payments and amend client accounts, ensuring that financial transactions are completed accurately and efficiently...

CompanyJj Search
AddressLeeds, West Yorkshire
CategoryBanking
Salary£28,000 - £35,000/annum
Job typePermanent
Date Posted a week ago See detail

Client Services Executive , Wealth Management , Leeds

Jj Search

Leeds, West Yorkshire

£28,000 - £35,000/annum

The Client Services Executive is expected to consult with investmentoperations teams when needed as well as process payments and amend client accounts, ensuring that financial transactions are completed accurately and efficiently...

a week ago seen See more...

Client Service Coordinator

Andy File Associates Ltd

Ecclesall, South Yorkshire

£24,000 - £25,000/annum

To assist with the day-to -day liaisons/ building client relationships. The coordinator between clients and internal teams. Building relationships with new and existing clients. Administration support to include, project details,...

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Trainee Client Service Coordinator

Peoplescout Rpo

London, England

£23,500/annum

Time off to rest, recover or conquer items on the bucket list through our 27 days holiday (+ 8 bank holidays) and our holiday purchase benefit where you can buy up to an additional 3 days. Great company paid benefits including our...

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Client Services Manager

Search

London, England

£50,000/annum 10% Bonus

* To support Account Managers with managing site team, liaising with our various Business Support functions (HR, IT, Health and Safety, Operations and Finance) to ensure team wellbeing, safety and compliance is adhered to at all t...

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Client Services Director

Lynx Recruitment Ltd

London, England

£75,000 - £85,000/annum

Lead and develop the Account Management Team to boost productivity, revenue and growth. Oversee financial processes, including budget management, invoicing, and reporting, to ensure accuracy and compliance. Foster strong client re...

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Client Support Executive

Proactive Personnel Ltd

Burntwood, Staffordshire

£23,795/annum

Duties:Demonstrate excellent customer service and sales skills, placing the company at the heart of every interaction.Efficiently handle telephone inquiries, demonstrating professionalism and a customer-centric approach.Client rel...

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Client Services Executive

Orchard Recruitment Ltd

Isle of Man, England

£24,000 - £25,000/annum Plus benefits package

Assisting with on boarding of new clients. Dealing with all queries and requests raised by the client in relation to any aspect of their employment. Liaising with agencies on all aspects of client contracts, renewals and payments....

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Client Services Co-ordinator

Search

City of Edinburgh, Scotland

£22,500/annum

You'll be part of a mission to maximise potential and thrive, both for your clients and your colleagues.About the JobIn this role, your main goal will be to deliver a best-in-class service making that all-important first impressio...

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Client Services Director

Reuben Sinclair

Birmingham, West Midlands

£55,000 - £60,000/annum

Role - Client Services DirectorLocation Birmingham (hybrid)Compensation - 60kAbout the CompanyThis is an opportunity to work with an exciting, multi award-winning PR & Comms agency that span B2B, B2C and corporate comms, who wo...

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Client Services Assistant

Carousel Consultancy

London, England

£24,000 - £25,000/annum + bonus & benefits

Administrative support to clients. Assisting in designing office spaces. Organising and hosting client events. Maintaining databases and client records. Conducting regular building checks to ensure the luxurious communal spaces ar...

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Client Services Coordinator

Mixxos Group

Clophill, Bedfordshire

£24,000 - £25,000/annum

Receiving, processing, and acting on job instructions and quotes. Assisting and supporting clients with enquiries via phone and email. Delivering exceptional customer service. Using the CRM system to manage client requests, includ...

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Client Services Executive

Faith Recruitment

Guildford, Surrey

£28,000 - £34,000/annum

Are you an experienced PA/Administrator who has worked within the professional services environment previously? The Client Services Executive position involves:Making sure all client related correspondence is received Taking an ac...

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Support Worker - Deaf Services

Vetro Recruitment

Exeter, Devon

£24,793 - £26,083/annum

Salary: 24,793- 26,083 (Plus sleeps) + Plenty of overtime available, paid at time and half! Hours: Full Time - 40 hours per week + 2 sleep per week. Contract: Permanent. Shifts: 2 on 4 off shift pattern. Location: Exeter, Devon....

5 days ago seen See more...

Student Support Worker - Library Services at HMP Styal

Novus

Wilmslow, Cheshire

£22,328 - £24,009/annum *pro-rata plus LGPS+ Benefits

Relevant experience of conducting initial assessments and supporting learning of individuals and groups. Experience of working with groups of learners with a range of abilities. Experience of successful working in an effective mul...

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Client Services Director

Cj Retail Solutions

Runcorn, Cheshire

£50,000 - £60,000/annum

Manage a portfolio of client accounts and serve as the main point of contact. Develop and maintain strong client relationships, understanding their needs and objectives. Create and implement strategic account plans to achieve clie...

2 weeks ago seen See more...

Sales Support/Customer Service Administrator

Huntress - Crawley

Reigate, Surrey

£30,000 - £34,000/annum

Processing sales orders. Providing excellent customer service both other the phone and via email. Providing management with updates and forecasts as required. Ensuring the CRM system is correct and kept up to date. Other administr...

7 days ago seen See more...

Customer Service Adviser-Student Support

Manpower Uk Ltd

Belfast, County Antrim

£12.03/hour

Provide information to both prospective and current students supporting them with registration processes, funding enquiries and general information about The Open University via inbound/outbound phone calls and emails. Proactively...

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Support Services Team Leader

Olg Recruitment

Liverpool, Merseyside

Be able to work independently and working within a team. Efficient. Able to carry out their job to a high standard. Friendly and approachable. Hardworking. Reliable. Supervisory experience desirable but not essential as full train...

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Customer Services Manager / Client Relationship Manager

Pace Recruitment

Walsall, West Midlands

£60,000 - £75,000/annum + Bonus + Perks + Progression

Ensure an exceptional client journey for ultra-high net worth individuals. Operate independently of operations and sales teams to maintain client focus. Keep operations and sales teams accountable to clients. Manage high-pressure...

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Client Support Administrator

A For Appointments

Leeds, West Yorkshire

£25,000 - £28,000/annum

Generous pension scheme. Quarterly performance based bonus structure. Death in service. Private medical insurance. Study support if applicable. 25 days holiday (plus bank holidays). Birthday off. Dedicated support for the day to d...

2 weeks ago seen See more...

Support Services Manager

Niyaa People Ltd

Nottingham, Nottinghamshire

£36,000 - £41,000/annum

Ensure trauma-informed, customer-centered service delivery. Address and learn from complaints promptly. Foster equality, diversity, and individual rights. Maintain strategic relationships with partners and funders. Manage housing...

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Support Services Team Leader

Adecco

Batley, West Yorkshire

£12,672/annum

* Salary: (phone number removed)* This is a 6 month FTC working flexible rotas: Mon-Fri (8am- 4pm , 10am-6pm, and 12pm- 8pm)* Amazing benefits such as: 15 hours (pro-rata) of paid time off to volunteer at a cause of your choice....

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Customer Services & Sales Support

Cameo Consultancy

Banbury, Oxfordshire

£26,000 - £27,000/annum hybrid after training

Processing customer delivery available enquiries, orders, schedules and return claims. Co-ordinate closely with purchasing and logistics on deliveries and backlogs. Loading all customer pricing and running price files. Running for...

2 weeks ago seen See more...

In Service Support Electronics Engineer

Atlas Recruitment Group Limited

Portsmouth, Hampshire

£50,500 - £55,000/annum

Experience in defence or high safety environments. Design experience for volume production using computer-aided engineering. Proficiency in analogue circuit analysis and signal processing. Knowledge of power supply and decoupling...

3 weeks ago seen See more...

Service Manager Supported Living

Thendon Resourcing Limited

Kingston near Lewes, East Sussex

£28,817 - £33,852/annum

Overseeing the delivery of high-quality care and support services to individuals living within a 6 bed Supported Living service. Provide coaching, supervision, feedback and guidance to a team of approx. 15 people. With the support...

2 weeks ago seen See more...

Financial Client Services Executive

Winner Recruitment

B24

£25,000 to £35,000 per year

We are thrilled to be partnering with our esteemed client, a leading financial services firm based in Birmingham, in their search for a dedicated Client Services Executive.This is an exciting opportunity to join a dynamic team and...

3 weeks ago seen

Trainee Client Service Apprentice

Winner Recruitment

Birmingham, West Midlands

£7.5 per hour

Exciting Apprenticeship Opportunity: Trainee Client Service Apprentice I'm thrilled to present an exceptional apprenticeship opportunity on behalf of our esteemed client in the financial services sector. Position: Trainee Client S...

3 weeks ago seen See more...

Client Services Co-ordinator

Newman Office Personnel

Hertfordshire, England

£25,000 per annum

Be part of a great team in a stunning office, where full training will be given to someone wanting to succeed in their career! point of contact for customer order queries Main contact for business to business queries sent in via e...

3 weeks ago seen See more...

Senior IT Service & Support Technician (2 posts)

The Open University - Digital Services

Milton Keynes, Buckinghamshire

£30,487 to £36,024 per annum

Covering all aspects of digital technology at the OU, from sourcing and maintaining systems, through to providing frontline IT support for staff and students. The role We have 2 exciting opportunities for experienced IT profession...

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Client Services Manager - Boutique Wealth Management Business

Pratap Partnership Ltd

United Kingdom

60000.00 GBP Annual

A prestigious boutique Wealth and Investment Management firm located in the heart of Yorkshire, are seeking to appoint a Client Servicing Lead to join their growing team. In this crucial role, you will ensure regular client contac...

3 weeks ago seen

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