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Transunion
Leeds
TransUnion's Job Applicant Privacy Notice What We'll Bring: TransUnion is a major credit reference agency, and we offer specialist services in fraud, identity and risk management, automated decisioning and demographics. We support organisations across a variety of sectors including finance, retail, telecommunications, utilities, gaming, government
Job Source: TransunionTransunion
Leeds
TransUnion's Job Applicant Privacy Notice What We'll Bring: TransUnion is a major credit reference agency, and we offer specialist services in fraud, identity and risk management, automated decisioning and demographics. We support organisations across a variety of sectors including finance, retail, telecommunications, utilities, gaming, government
Job Source: TransunionForde Recruitment Ltd
Leeds
Forde Recruitment are currently recruiting a Customer Relations advisor on behalf of our Global Automotive client in Leeds, West Yorkshire. Their Central Complaints department sits alongside our clients Legal and Finance teams and supports teams across the UK managing escalated complaints from first point of contact through to resolution. The purpo
Job Source: Forde Recruitment LtdCoyle Personnel
Wetherby
I am recruiting for a customer support executive working for a business based on Thorpe Arch trading estate near Wetherby. This is a permanent role to start ASAP. Working 8am - 1600 Monday - Friday. Salary: £26,000 - £29,000 depending on experience. The role will involve: Answering Customer Emails and Phone calls Process customer orders Genera
Job Source: Coyle PersonnelAfinite
Leeds
Business Support Executive - Leeds Salary: up to £40,000 plus benefits About Afinite Afinite is a leading IT services company based in Leeds, providing IT services to businesses across the UK and Internationally. We provide a range of services for clients of a...
Job Source: AfiniteElevation Recruitment Group
Rotherham
Job Title: Sales Support Executive Location: Rotherham Salary: up to £25,000 per annum Benefits: Bonus, Pension, 24 days plus BH Are you a confident and driven individual looking for a role with a 2 year growth and promotion plan? Do y...
Job Source: Elevation Recruitment GroupFMG
Huddersfield
Location: Huddersfield Salary: Up to £29,429.51 + quarterly bonus Contract: Permanent, 40 hours per week, Monday to Friday 8.30am - 5pm Are you seeking a fresh challenge in a vibrant and expanding business? We have an exciting opportunity for a Client Services Internal Executive to join our Client Services Delivery Team, where you will take owne
Job Source: FMGEssential Employment
Barnsley
Executive Management Support Officer needed in Barnsley, £15.17ph PAYE - Reference: 0008 D3F1 / 1 Seeking a highly experience PA for executive director in a busy working environment, attention to detail and confidentiality are a requirement of the role, diary management, excellent communication skills both written and verbal. This is a full time
Job Source: Essential EmploymentWakefield
My client is a fast-growing Wealth Management / Financial Planning firm which provides professional, face to face financial advice to clients throughout the UK, founded by an experienced team with a passion for excellent client experience and effective service delivery.
We are looking to recruit a Client Support Executive. In this position you'll be responsible for the smooth and efficient delivery of the Adviser Support process and Client Services Charter. Providing a responsive administrative, organisational, and logistical service to multiple Financial Advisers.
Specific duties of the role include:
General office administrative duties
Opening new cases on CMS and iBusiness
Updating CMS and iBusiness with client details
Processing Letter of Authority’s with Providers
Submitting requests for information
Requesting Investment valuation updates
Adviser pipeline management
Client Service Charter administration
IAF & OAF queries
Provide regular updates to Financial Adviser about case progression
Adviser diary management
Booking Client Appointments
Build a lasting relationship with all Clients and Stakeholders
This role is of key importance to the business and the successful candidate will have a minimum of 1 years experience within secretarial and or administrative role/s within a fast-paced Client facing environment. You must have a great telephone manner, be well presented and have excellent organisational skills.
Client Support Executive jobs in Wakefield
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