769 client services specialist jobs found

Company: Marsh Description: Marsh is seeking candidates for the following position based in the Sydney and Adelaide office: Client Services Specialist What can you expect? In this role you will support colleagues and clients in all aspects of administration and technical support through the accurate, efficient, and timely production of all policy and related documentation across the insurance life cycle. Supported with training in the combination of online learning modules, systems support from… In order to view more information on this job press the APPLY NOW button below and it will take you to the source website

Company: Marsh Description: Marsh is seeking candidates for the following position based in the Sydney and Adelaide office: Client Services Specialist What can you expect? In this role you will support colleagues and clients in all aspects of administration and technical support through the accurate, efficient, and timely production of all policy and related documentation across the insurance life cycle. Supported with training in the combination of online learning modules, systems support from… In order to view more information on this job press the APPLY NOW button below and it will take you to the source website

Marsh is seeking candidates for the following position based in the Sydney and Adelaide office: Client Services Specialist What can you expect? In this role you will support colleagues and clients in all aspects of administration and technical support through the accurate, efficient, and timely production of all policy and related documentation across the insurance life cycle. Supported with training in the combination of online learning modules, systems support from the Operations team and 1:1… In order to view more information on this job press the APPLY NOW button below and it will take you to the source website

Marsh is seeking candidates for the following position based in the Sydney and Adelaide office: Client Services Specialist What can you expect? In this role you will support colleagues and clients in all aspects of administration and technical support through the accurate, efficient, and timely production of all policy and related documentation across the insurance life cycle. Supported with training in the combination of online learning modules, systems support from the Operations team and 1:1… In order to view more information on this job press the APPLY NOW button below and it will take you to the source website

Title: Client Payroll Administrator Location: Winnersh  Salary: Up to £26K + bonus A leading payroll services company based in Winnersh are seeking a highly motivated and experienced Client Payroll Administrator to join their team! Client Payroll Administrator Responsibilities: • Manage client payrolls, ensuring all data is accurate and up to date. • Prepare and process RTI returns and other statutory submissions. • Calculate and process SSP, SMP, SPP and other statutory payments. • Administer auto enrolment pension schemes and other third party deductions. • Handle queries from clients and HMRC. • Prepare and present annual reports to clients. • Provide clients with accurate and timely payroll advice. Client Payroll Administrator Technical Skills: • Proven experience in a similar role. • Excellent knowledge of payroll legislation and regulations. • Ability to use payroll software. • High...

Job Profile for Senior audit accountant - AM(phone number removed) Senior audit accountant position within a well established accountancy practice that has been trading for 94 years. The company was recently bought out 4 years ago, and has undergone a modern makeover. The focus of the practice is always the success of its clients, with the core services designed to help clients meet those day to day requirements whilst their added value solutions assist with more strategic business decisions. The firm are seeking a senior audit accountant, someone capable of general accounting and audit functions, with a split that suits you, ideally 50/50 or 60/40 in favour of the accounts side. As a key member of our accounting department, the Senior Audit Accountant will play a crucial role in managing financial transactions, preparing financial reports, and ensuring the accuracy of our financial records. Senior audit accountant Position Overview Financial Reporting: Prepare and analyze...

Our client is a leading name in the service industry and are looking to secure the services of a talented Purchase Ledger Clerk to join their busy Accounts team. This Purchase Ledger job is a busy and varied one and no day is ever the same. Ideally you will have previous Purchase Ledger experience and be adept at query resolution. Duties will include: * High volume invoice processing * Query resolution * Statement reconciliations * Processing Invoices electronically This role will suit a candidate with good attention to detail. Good communication and customer service skills are essential, as you will be dealing with colleagues and customers nationwide. The ability to work using your own initiative is something that or client is particularly keen for the successful candidate to demonstrate. Given the nature of the role then excellent IT skills including Excel will be an advantage. The role will be based in their busy Leeds office which is a hive of activity; and is a fun and...

Sewell Wallis are working with a leading Practice on the outskirts of Bingley who are looking to recruit an Accounts Senior due to expansion of their Business Services team - up to £36k. This role would suit an individual who is ideally AAT qualified or QBE with solid experience of working within a Practice. Managing your own portfolio of candidates this is a mixed accounts and tax compliance role and your responsibilities will include:- Preparing year end accounts and management accounts Ensuring compliance with external and internal requirements Preparing and reviewing VAT returns Producing tax computations Managing client relationships and dealing with queries Requirements Ideally AAT qualified/ QBE and candidates or PQ ACCA/ACA Strong skill set including both accounts preparation and tax Excellent communicator with strong relationship building skills To apply please send your CV, quoting our reference and specifying which website you saw this position advertised on....

Our Client is a global specialist in corporate, fund and active wealth services and is looking for an experienced Client Bookkeeper to join an established, friendly team. Role Profile Supporting the Bookkeeping and Accounting Team, the Client Bookkeeper will be responsible for the completion of bank, investment and property bookkeeping as well as relevant control reconciliations. Key Accountabilities will include: * Be expected to develop a good working relationship and work proactively with the Trust Administration Teams to resolve queries and assist the Accounting Team with the preparation of accurate trial balances * Take ownership, prioritise workload and communicate effectively with their line manager and third parties * Have a good understanding of online banking and accounting systems and will be able to demonstrate an ability to familiarise themselves with new systems effectively * Support with the timely completion of accurate bookkeeping in line with...

Our Client is a global specialist in corporate, fund and active wealth services and is looking for a Junior Client Bookkeeper to join an established team and further their career. Role Profile Supporting the Bookkeeping and Accounting Team, the Junior Client Bookkeeper will be responsible for the completion of basic bank, investment and property bookkeeping as well as relevant control reconciliations. Key Accountabilities will include: * Be expected to develop a good working relationship and work proactively with the Trust Administration Teams to resolve queries in a timely manner * Be expected to take ownership, prioritise workload and communicate effectively with their line manager and third parties. You will also have a good understanding of online banking and accounting systems and will be able to demonstrate an ability to familiarise themselves with new systems effectively * Achieve personal targets as set out for their role (this will include targets for time...

Job Title: IFA Administrator (Paraplanner) Stratford-upon-Avon, UK Salary Range: £25,000 - £28,000 Opportunities to get involved and progress fully into Paraplanning! Are you a meticulous and detail-oriented individual with a passion for financial planning? We are working with a well-established independent financial advisory firm, who are currently seeking an IFA Administrator to join our team. This role involves a focus on paraplanning, supporting the advisers in delivering expert financial advice to valued clients. About Us: As independent financial advisers, we pride ourselves on our ability to provide expert advice on a wide range of financial products from various providers. Our dedicated team of advisers conducts thorough research, compares options, and selects the most suitable products tailored to each client's unique needs. This is more than just an advisory firm; we embrace a holistic approach to financial planning. With a rich history, a loyal client...

Job Title: Part-Time IFA Administrator Location: Birmingham (B26), (Office-Based) Hours: 18 hours per week (flexible scheduling, minimum 16 hours) Salary: £13 per hour Annual Salary (FTE): £25,350 Holidays: 15 days plus Bank Holidays A growing wealth management business is currently seeking a Part-Time IFA Administrator to join their support team. This position is based in the Solihull office and offers the opportunity to work closely with experienced financial professionals. Key Responsibilities: * Provide administrative support to independent financial advisers * Assist in client communications and documentation * Maintain accurate and organised client records * Handle general office tasks, including phone and email correspondence * Coordinate and schedule appointments * Collaborate with team members to ensure smooth office operations The existing adviser team has accumulated over 30 years of experience in financial services. The practice,...

Your new firm A leading independent Accountancy firm based in Sale, is looking to recruit for an Accounts Semi-Senior to join their dynamic team. This firm provides a full range of accountancy services to a variety of SME clients in a range of industries such as technology, construction, legal services, travel and motor trade. This is an excellent opportunity for an experience accounts professional to join an agile and dynamic team with excellent study support options and a positive and supportive team environment. Your new role As Account Semi-Senior, you will be responsible for accounts for a range of clients including sole traders, partnerships and limited companies and will need to complete accounts up to manager review. You will work as part of a team to provide clients with an exceptional service, and you will collaborate with other team members to ensure client needs are met. What you'll need to succeed The ideal candidate for this role will have previous experience...

Our client is currently looking for a Finance Assistant on a Fixed Term Contract. This contract will end in March 2024 and is the perfect opportunity for somebody who is immediately available. The Role * Delivering timely, accurate, consistent and relevant financial information for both internal and external reporting. * Undertaking day-to-day transactions with the sales or purchase ledger cycles * Supporting tasks to complete the year end audit. * Reviewing balance sheet accounts regularly to ensure accuracy. * Providing information that is clear for the target audience, whether financial, non-financial, external regulator or statutory auditor. * Committed to process improvement. The Person * AAT/Part qualified accountant/PL or SL experience * Able to adjust to new business environments, be a fast learner and work with a broad range of staff in a wide ranging business and culture. * Committed to process improvement, analysing processes and driving change where required. *...

Our client is a leading firm of Top 100 Chartered Accountants and Business Advisors in Tunbridge Wells that has seen excellent growth in recent years. They operate a holistic accountancy practice service for their clients and internally prioritise their staffs development, progression and remuneration. They have a very modern office, open planned with a great working environment, based centrally in Tunbridge Wells. Joining as and Audit Senior based from the firms Tunbridge Wells offices you will manage, deliver and provide audit services to clients across varied industries and sectors encompassing a wide range of corporates, OMBs and SMEs through to not for profit, charity and other niche, specialist sector clients. You will develop client relationships and work with the wider tax and advisory/business services teams on delivering wider project work and manage develop and grow the audit team. A clear progression path is on offer and you will progress in your career within this...

Are you looking to build a career in the Insurance industry? We have a fantastic opportunity that will put you on the first step of that ladder Full Job Description Are you looking to build a career in the Insurance industry? We have a fantastic opportunity that will out you on the first step of that ladder to a truly fulfilling and lucrative future my client is actively looking for an Insurance Advisor to join their team. This is a great opportunity to join a highly successful organisation, where you will be provided with full training on the job and the opportunity to gain industry recognized qualifications. If you think you match below apply today for immediate interviews You will enjoy having conversations with people, listening and building relationships You have awesome problem-solving skills You may currently be working in a sales or customer services role and are now looking for a career. You will have a passion and entrepreneurial mindset.  You will be...

Employee Benefits Consultant Are you an enthusiastic individual, looking to work for a growing and well-established company who are a specialist in their field? This is an exciting opportunity to join a company based in Central Brighton as an Employee Benefits Consultant, working full time on a permanent basis. Hours are Monday to Friday, 9am-5pm. This is a fully office-based role for the first six months once training is completed, then it will offer hybrid working with 1-2 days working from home. Duties will include but not be limited to: Generating New Business Income through new and existing client acquisition with leads Providing accurate feedback on leads using the company's lead management system Relationship management with the client services team and account management Negotiating premiums with insurers to gain good value outcomes for customers in line with requirements Delivery of revenue growth through client referrals To be successful for this position, you...

Audit Senior Sutton £50,000 - £57,000 Full-Time Permanent 4-day week with the hours of 8am to 6pm (Mon to Thurs). Benefits: * 3-month probationary period. * 6 weeks leave including bank holidays and Christmas closure (2 further days after 1 years’ service). * Group personal pension 4% employer/employee contributions after successful completion of probationary period. * Employee’s Assistance Programme. * Currently trialling hybrid working of up to 50% of the week working from home. Excellent opportunity for an ACA or ACCA Qualified, to join a long-standing partner firm as an Audit Senior. You will have complete responsibility for planning and completing audits along with leading and delivering statutory and specialist audit services to a portfolio of clients. Key Responsibilities as an Audit Senior: * Reporting to the Audit Partner, the role will primarily focus on leading and delivering statutory and specialist audit services with an...

Senior IFA Administrator – Knutsford Cheshire Up to £28,000 Basic Working hours – Monday to Friday   Are you an experienced financial services professional looking to take on a rewarding role within a dynamic and client-focused environment? Are you looking to become established and progress by obtaining industry qualifications ?   We are seeking a Senior (IFA) Administrator to join our dedicated team.   As a Senior IFA Administrator, you will play a crucial role in providing comprehensive support to our team of Financial Advisors and ensuring the smooth running of our financial services practice.      Responsibilities: Client Management: Interact with clients in a professional and courteous manner Documentation and Compliance: Prepare and review documentation related to client accounts, ensuring all files and records are accurate and compliant with relevant regulations and company policies. Investment and Financial...

A leading accountancy firm in West Sussex are looking for an ambitious manager or senior manager to join their spangly offices in Horsham. They are the fastest-growing accountancy firm in Sussex, with multiple offices looking after thousands of businesses and individuals across the county, providing the full array of specialist accountancy, Taxation, Payroll, advisory and financial planning services. This could be a full-time or part-time role and offers huge amount of aggression opportunities for the longer term. You will be responsible for managing a very portfolio of clients, from limited companies, so traders, partnerships and personal tax, taking responsibility for accounting, tax and business planning. Managing and training and mentoring teams to help deliver the required services to clients. Role responsibilities: Managing a varied portfolio of client Managing client expectations and updating clients with costs and time estimations Meeting with new and existing clients...