Client Experience Assistant Job at Office Angels (City of London)

Assistant Manager, Client Experience

Early in their career, this team member is bringing their natural skills of orga...

Location

United States , Kansas City

Salary:

Not provided

BarkleyOKRP

Expiration Date

Until further notice

Requirements

Bachelor’s degree from a four-year college or university preferred, or equivalent experience
Related agency experience and/or training preferred (can include prior internships)

Job Responsibility

Become familiar with Client products and tactical elements of the Client’s marketing plan and how they are applied
Immerse in client’s competitive set and be the “reporter” of key developments for the cross agency team
For small projects, field requests from client to ensure that requested modifications (e.g. creative changes) are documented, communicated and implemented
Capture notes in client meetings, prepare conference reports and maintain status reports when requested
Maintain paper or electronic files for promotional plan and budget, current product literature and all client information
Join in the briefing of creative projects and reviews for deeper understanding of the work and role it plays
Train in the Whole Brand Approach and understand how it is applied to the business
Work with creative and account team to develop job estimates
Embraces a diverse and inclusive environment where each team member feels they can bring their best self, be respected and seen
Assist CX team in coordinating and producing special projects/items

Client Assistant - Private Client

Our Private Client team has a fantastic opportunity for a talented Private Clien...

Location

United Kingdom , Leicester

Salary:

Not provided

Shakespeare Martineau

Expiration Date

Until further notice

Requirements

Previous office administrative experience gained within a Private Client team or from within a legal or professional services environment
Organised and methodical approach
Confidence with IT systems, including Microsoft Word, Excel and ideally PowerPoint
The ability to work well in a team and develop good working relationships with colleagues and clients, high levels of emotional intelligence and empathy
Confident interpersonal skills with the ability to liaise openly and clearly
Highly enthusiastic, willing to go the extra mile
Open to new ways of working and happy to challenge to drive improvements

Job Responsibility

Key point of contact on behalf of the Private Client team
To assist fee earners in progressing the client files, to include speaking to the client, passing on correspondence, organising meetings with clients and referrers and other professionals such as accountants
Initial client liaison in person and over the telephone, providing detailed notes of their enquiries and tracking ongoing progress. Arrange appointments with clients and provide comprehensive ongoing updates
Land registry, bankruptcy and lawyer check searches
You will be required to make regular telephone/email communication with professional bodies, such as chasing banks, debtors, HMRC and the probate registry
Arranging invoice payments and preparation of cheques for onward submission
Drafting regular correspondence to Investment managers, auditors, clients, charitable organisations in relation to ongoing trust matters and preparing the regular payments and action donation requests
Setting up payments to beneficiaries
Preparation of Wills, Codicils, Lasting Powers of Attorney and other ancillary documents
Basic Account reconciliation within Excel for Estate and Trust Accounts

What we offer

Agile working
blended approach to where and how we work

Fulltime

Legal Assistant – Private Client

This is a fantastic opportunity to support experienced fee earners in a busy and...

Location

United Kingdom , Bedford

Salary:

27000.00 GBP / Year

Douglas Scott

Expiration Date

Until further notice

Requirements

Prior experience as a legal assistant or secretary, ideally within private client or another legal discipline
Sound knowledge of legal office processes and file management
Strong computer literacy, including Microsoft Word, Excel, and Outlook
Familiarity with case management systems (preferred)
High standard of written and verbal communication
Exceptional organisational skills with the ability to multitask and meet deadlines under pressure
Meticulous attention to detail and a proactive attitude
A friendly and professional manner, both in person and over the phone

Job Responsibility

Acting as the first point of contact for client queries and providing regular updates on matter progression
Drafting basic correspondence, legal forms and supporting documents under supervision
Assisting with the preparation and submission of documents to the Probate Registry, HMRC, and Certainty
Managing the safe custody, organisation, and release of important legal documents such as wills, LPAs, and probate papers
Opening and closing files in line with AML procedures, SRA regulations, and internal quality standards
Managing calendars, appointments, and deadlines for fee earners
Preparing bills, processing payments and receipts, and liaising with the accounts team
Drafting estate accounts using Excel and handling associated administrative tasks
Providing telephone and reception support, and assisting with post and banking as needed
Contributing to the smooth running of the office with general administrative support

Fulltime

Senior Client Experience Executive

To help to deliver Foster Denovo’s Client Services Proposition by providing a hi...

Location

United Kingdom , Weybridge; London; Glasgow; North Shields

Salary:

Not provided

Foster Denovo

Expiration Date

Until further notice

Requirements

Thorough understanding of the EB processes, client file requirements and the regulatory requirements imposed by the FCA
Following Secondsight processes to deliver a personalised and high quality service
Proficient in the upload of client contribution and assessment files
Managing and producing client governance reports
Familiarising yourself with each client’s circumstances, objectives and timescales
Building relationships with your clients and managing any client queries, responding in a timely fashion and within SLA times
Organising and attending client meetings
Sending regular communications and updates to corporate clients
Managing client feedback, supporting with the annual DCJ with your clients
Supporting where required with advisor prep and advisor meeting days

Job Responsibility

Help to deliver Foster Denovo’s Client Services Proposition by providing a high quality administration and support service to corporate clients and your Practice
Provide a consistent first class service to meet and where possible exceed a clients’ expectations
Be the main point of contact for a number of clients, (usually HR teams)
Manage own administrative tasks in addition to supporting more junior members of the team
Juggling multiple pieces of work, get involved in more in-depth client support tasks, such as governance, feedback reports, uploads and assessments
Communication is a key part of this role to keep clients and Consulting Partner’s updated
Have a warm and professional demeanour both on the telephone and in written form and the ability to build good relationships with our corporate clients

What we offer

25 days holiday (increasing by an additional day per annum up to 30 days)
Discretionary bonus
Foster Denovo will match your personal pension contribution up to a maximum of 7.5%
Life assurance of up to 4 x your salary
Income protection of 75% of your basic salary in the event of long term sickness
Employees can use our financial advisers within the company for any financial advice or knowledge
Interest free season tickets loans, eye care and childcare vouchers
Shopping discounts benefits portal (discounts on holiday, gym and high street retailers)

Manager, Client Experience

The Manager, Client Experience is responsible for overseeing the delivery of hig...

Location

Canada , Toronto

Salary:

Not provided

Cavell Risk, Inc.

Expiration Date

Until further notice

Requirements

Bachelor’s Degree in Business Management, Accounting or a related field
Possession of RIBO licence
Minimum Three (3) years’ of broking experience
Completed or actively pursuing the CIP designation
Sales-oriented mindset
Ability to work collaboratively in a team environment
Strong interpersonal skills to influence others without authority
Demonstrated ethical decision-making abilities
Effective at building and maintaining relationships
Proficient conflict resolution and management abilities

Job Responsibility

Serve as the primary point of contact for clients and markets offering assistance, as needed
Manages and cultivates strong relationships between markets and clients, ensures submissions are complete, accurate, and presented professionally
Highly responsive to client needs, including answering calls and returning messages before the end of each business day, and responding to emails within the next business day
Ensures all data requests from clients and markets are met on time
Prepares quotes and proposals, works with policies with higher limits, number of exposures and customization with minimal supervision
Executes the market strategy, negotiates insurance terms, solicits options, and suggests alternative structures
Supports and assists in the advancement of the Associate, Client Experience
Organizes and maintains a calendar of renewals, expiries
Oversees billings and payment collections to ensure they are received by the deadlines
Completes additional sales, negotiation, or prospecting skills training to improve on the job performance

Fulltime

Client Experience Partner

We are seeking a highly organized and customer-focused individual to join our te...

Location

United States , Binghamton

Salary:

26.00 - 28.00 USD / Hour

TeamWorld Inc.

Expiration Date

Until further notice

Requirements

Associate degree in a related field or equivalent experience preferred
Previous experience in client relations or a related role
Excellent communication skills, both written and verbal, with a customer-centric approach
Strong attention to detail and organizational skills to manage multiple tasks and prioritize effectively
Proficiency in using CRM software, Microsoft Office Suite, and other relevant tools
Ability to work collaboratively in a fast-paced environment and adapt to changing priorities
A proactive attitude, problem-solving skills, and a willingness to learn and grow within the role
Strong multi-tasker
Good judgment and decision-making ability
Ability to manage deadlines and work under pressure

Job Responsibility

Customer Communication: Act as the primary point of contact for customer inquiries, requests, and concerns. Communicate promptly and professionally via phone, email, and other channels to provide accurate information and resolve issues effectively
Sales Order Processing: Handle the end-to-end process of preparing product presentations, typing and processing sales orders, ensuring accuracy and timely delivery. Collaborate with multiple departments including art, production, and logistics to gather necessary information and update customers on order status
Product Knowledge: Develop a strong understanding of our corporate uniform program, promotional products and services to assist customers in making informed decisions. Provide product recommendations, pricing details, and customization options as needed
Customer Relationship Management: Maintain and update customer records, sales reports, preferences, and communication history in our CRM system. Follow up with customers to gather feedback, address any issues, and ensure satisfaction with our products and services
Continuous Improvement: Identify opportunities for process improvement and customer service enhancements. Collaborate with cross-functional teams to implement best practices and streamline workflows
Front Desk Coverage: Assist in covering the Front Desk during lunches, PTO, or when needed. This includes answering customer inquiries via phone and email, and customers who come to the front door

Fulltime

Client Operations Assistant

Join our dynamic Client Services Department as a Client Operations Assistant and...

Location

United Kingdom , London

Salary:

30000.00 - 38000.00 GBP / Year

Office Angels

Expiration Date

Until further notice

Requirements

detail-oriented
proactive
eager to learn
can-do attitude
excellent organisational skills
strong desire to learn in a fast-paced environment
meticulous care in all tasks
supportive and proactive approach to teamwork
initiative to take ownership of responsibilities and client experiences

Job Responsibility

Data Entry: Maintain accurate data within our systems
Report Generation and Distribution: Assist in creating and distributing client reports
Client Onboarding and Trade Entry: Process new client applications and enter trades
Dealing and Settlement: Handle investment dealing points and assist with cash settlements
Cash Management: Process client payments and support bank reconciliation
Enquiry Management: Resolve client email inquiries using our case management system
Call Handling: Assist clients with their inquiries over the phone
Ad-Hoc Projects: Support various tasks and projects as needed

What we offer

Culture: Be part of an organisation where your voice is heard, and your contributions are valued
Training and Development: Receive thorough onboarding, including product and organisational overviews
Recognition of Performance: Work in a team that rewards merit and outperformance
Contributing to Change: Engage in continuous improvements to operational procedures and client experiences
Equality, Diversity, and Inclusion: We welcome applications from individuals of all backgrounds and communities

Fulltime

Client Operations Assistant

Join Our Clients Dynamic Team! Are you ready to kickstart your career in the inv...

Location

United Kingdom , London

Salary:

45000.00 - 50000.00 GBP / Year

Office Angels

Expiration Date

Until further notice

Requirements

organised and proactive, ready to take ownership of your tasks
A team player who supports colleagues and contributes positively
Quick to learn, with a genuine desire to provide excellent client experiences

Job Responsibility

Data Entry: Maintain accurate records within our systems
Report Generation: Assist in creating and distributing client reports
Client Onboarding: Process new applications and manage trade entries
Dealing and Settlement: Facilitate investment transactions and cash settlements
Cash Management: Oversee client payments and bank reconciliations
Enquiry Management: Resolve client inquiries through our case management system
Call Handling: Assist clients via phone with their questions
Ad-Hoc Projects: Support various projects as they arise

What we offer

Culture: Be part of a supportive environment where your contributions matter
Training and Development: Engage in a comprehensive onboarding programme with ongoing development opportunities
Recognition of Performance: Enjoy a merit-based culture where your efforts are acknowledged and rewarded
Contributing to Change: Collaborate on improving operational procedures and enhancing client experiences

Fulltime

Client Experience Assistant

Office Angels

Location:
United Kingdom , City of London

Category:
Customer Service

Contract Type:
Employment contract

Salary:

Job Description:

Job Responsibility:

Requirements:

Additional Information:

Job Posted:
May 01, 2025

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