Financial Service Associate jobs in Surrey, England

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FINANCIAL SERVICES ADMINISTRATOR

Maintain accurate client information on the internal back-office system. Assist with onboarding new clients. Liaise with third parties including providers to obtain information. Prepare information for reports. Work closely with P...

CompanyMbf.
AddressSurrey, England
CategoryAdministrative
Job typePermanent, full-time
Date Posted 3 weeks ago See detail

Financial Services Administrator

Mbf.

Surrey, England

Maintain accurate client information on the internal back-office system. Assist with onboarding new clients. Liaise with third parties including providers to obtain information. Prepare information for reports. Work closely with P...

Client Services Associate

Optima Recruitment

Leatherhead, Surrey

£20,000 - £22,000/annum Hybrid, Pension, Parking

Assisting Clients within a helpdesk environment. Responding to customer enquiries by phone and email within SLAs. Successfully handling and resolving customer queries and complaints. Building relationships with key clients and in...

Financial Services Administrator

Optima Recruitment

Surrey, England

£24,000 - £26,000 per annum

24,000 - 26,000. 28 days holiday per year plus bank holidays. 35-hour working week (Monday to Friday only, no weekends). Annual personal and company performance bonus of up to 15% of your salary. Private Medical Insurance. Emplo...

Client Services Associate

Optima Recruitment

Surrey, England

£20,000 - £22,000 per annum

Based in Leatherhead. 20,000 - 22,000. Hybrid (minimum 1 day in office). 5 hours per week. Free Parking. Flexible benefits package (see below for more information). Pension Contribution. Assisting Clients within a helpdesk envir...

Financial Services - Onboarding Administrator

Lloyd Recruitment - Epsom

Epsom, Surrey

£12 Annual

Data entry and processing role, you will enter company details onto the in-house system, and carry out specific Equifax credit / company checks. Evaluating the credit score you will either escalate to senior management, or log ont...

Financial Services - Onboarding Administrator

Lloyd Recruitment - Epsom

Epsom, Surrey

12.00 - 12.00 GBP Annual

Data entry and processing role, you will enter company details onto the in-house system, and carry out specific Equifax credit / company checks. Evaluating the credit score you will either escalate to senior management, or log ont...

Customer Service Representative Financial Services

Ernest Gordon Recruitment Limited

Surrey, England

£24,000 - £25,000 per annum, inc benefits

Manage mortgage account administrative tasks, including completions and payments - Training available. Engage customers via phone and email, resolving inquiries and promoting products - Training available. Proactively upsell tailo...