Client Liaison Administrator Job at Kingswood Group (Egham)

Client Liaison Administrator

Do you have experience working within a Wealth Management/Wealth Planning enviro...

Location

United Kingdom , Newton Aycliffe, Newcastle-Upon-Tyne

Salary:

Not provided

Kingswood Group

Expiration Date

Until further notice

Requirements

Experience working within a Wealth Management/Wealth Planning environment
Ability to liaise effectively with an array of different departments including Paraplanners, Advisors and Clients
Interest of working within Wealth Management/Planning
Commercial experience working in a similar role is preferred
Experience of providing exceptional client and relationship management

Job Responsibility

Providing support to Advisors such as monitoring diaries, opportunities, queries and requests
Follow standard procedures and workflows via XPLAN
Assist with the preparation of cases in readiness for the paraplanning paperwork
Process all sales related paperwork from submission to completion and any ongoing administration for investments, pensions and protection departments
Be in attendance of operational meetings to discuss ongoing workloads and raise any concerns, challenges or further opportunities
Adhere and maintain and up to date awareness of company policies, practices and procedures
Maintain records according to Kingswood company standards
Prepare meeting packs
Gather and obtain information for annual reviews
Undertake any other task as reasonably requested by your line manager where appropriate training and/or guidance is provided

What we offer

26 days annual leave including a day off for your birthday (plus bank holidays)
Contributory pension scheme
Private Healthcare
Life assurance
Health insurance
2 charity volunteer days
Employee recognition
Recruitment referral
Career Development
Cycle to work scheme

Fulltime

Client Liaison Administrator

Do you have experience working within a Wealth Management/Wealth Planning enviro...

Location

United Kingdom , Glasgow

Salary:

Not provided

Kingswood Group

Expiration Date

Until further notice

Requirements

Experience working within a Wealth Management/Wealth Planning environment
Ability to liaise effectively with an array of different departments including Paraplanners, Advisors and Clients
Interest of working within Wealth Management/Planning
Commercial experience working in a similar role is preferred
Experience of providing exceptional client and relationship management

Job Responsibility

Providing support to Advisors such as monitoring diaries, opportunities, queries and requests
Follow standard procedures and workflows via XPLAN
Assist with the preparation of cases in readiness for the paraplanning paperwork
Process all sales related paperwork from submission to completion and any ongoing administration for investments, pensions and protection departments
Be in attendance of operational meetings to discuss ongoing workloads and raise any concerns, challenges or further opportunities
Adhere and maintain and up to date awareness of company policies, practices and procedures
Maintain records according to Kingswood company standards
Prepare meeting packs
Gather and obtain information for annual reviews
Undertake any other task as reasonably requested by your line manager where appropriate training and/or guidance is provided

What we offer

26 days annual leave including a day off for your birthday (plus bank holidays)
Contributory pension scheme
Private Healthcare
Life assurance
Health insurance
2 charity volunteer days
Employee recognition
Recruitment referral
Career Development
Cycle to work scheme

Fulltime

Client Liaison

We are the duck. We develop and empower our people, cultivate relationships, giv...

Location

United States

Salary:

80000.00 - 100000.00 USD / Year

Aflac

Expiration Date

Until further notice

Requirements

Bachelor's Degree Health Care Administration or a related field
4 or more years of job related or industry experience
2 years experience in roles involving interaction with customers and employees
Demonstrated experience in STD/LTD, Leave (paid/state) and/or ADA
Strong consultative skills and the ability to influence constituents
Strong leadership skills
Strong communication skills (verbal, written, presentation)
Strong understanding of multiple aspects of contracts, plans and products
Ability to work with cross-functional business units and vendors to support customer needs
Promotes collaboration among constituents and represents a professional image of the company

Job Responsibility

Attends and participates in select customer meetings as appropriate to discuss feedback and/or needed process enhancements
Proactively identifies and surfaces customer and plan issues for resolution while acting as a liaison to communicate workflow results, ideas, and solutions
Manages escalated customer issues in conjunction with the Technical Leads, as applicable
Proactively analyses data, identifies trends and issues
provides system recommendations and designs feedback related to plan changes and updates
Works with IT to define system fixes, enhancements and requirements and performs user acceptance testing
Identifies process improvements for operations and leads process changes
Acts as main point of contact to report system issues to IT and tracks for resolution
Acts as a subject matters expert to assist customer and Account Executives (AE) in understanding the impacts of non-standard benefits and/or processes
Manage and prioritize ad hoc requests from Account Executives to support efficient execution and strategic focus on new and existing program opportunities

What we offer

medical, dental, and vision coverage
prescription drug coverage
health care flexible spending
dependent care flexible spending
Aflac supplemental policies (Accident, Cancer, Critical Illness and Hospital Indemnity offered at no costs to employee)
401(k) plans
annual bonuses
opportunity to purchase company stock
11 paid holidays
up to 20 days PTO

Fulltime

Client Liaison & Executive Assistant

To provide assistance to the Heads of Contemporary Art, through both administrat...

Location

United Kingdom , London

Salary:

Not provided

Sotheby's

Expiration Date

Until further notice

Requirements

Exceptional diary management
Well organised, with a good eye for detail and the ability to prioritise tasks as well as being able to adapt to a fast-paced, ever-changing environment
Strong communication skills (both written and spoken)
IT and systems literate, with the ability to work nimbly across internal systems and quickly cultivate a good command of these
Excellent secretarial skills and be dependable, flexible, discreet
Computer literate, with detailed knowledge of Word, Excel, Outlook
Experience delivering on tasks in a timely manner without compromising service level
Enjoy troubleshooting and using
Be a team player, capable of working well as part of a busy, highly pressurised team, with good interpersonal skills and a friendly and approachable manner towards both clients and colleagues
Enthusiastic with a flexible approach and exceptional client service

Job Responsibility

Introduce a systematic approach to identify sourcing and selling opportunities for the Heads of Contemporary Art
Set up pipeline management meetings
Deliver client requests concerning general collection management including consignments, pre- and post-sale support and administration, bid registration and execution, loan requests, transactional history, accounts and valuations
Management and execution of pre-sale targeting strategy for global auctions across the department
Manage and keep track of pre-sale target lists as well as current and potential consignment lists, buyer and under bidder results and artist sourcing projects
Monitor consignment process pre- and post-sale to ensure a smooth selling experience
Coordinate tracking and input of all significant contribution for auction consignments, purchases, IB and underbids, private treaty sales
Ensure that managed clients and any other high profile clients under remit receive a consistently high level of service
Support client-related projects and work closely with the Research function
Create and manage valuations at a detailed level

Fulltime

Temporary Client Liaison

To provide client liaison support to the Chairman of Impressionist and Modern Ar...

Location

United Kingdom , London

Salary:

Not provided

Sotheby's

Expiration Date

Until further notice

Requirements

Dependable, flexible, discreet and diplomatic
Computer literate, with detailed knowledge of Word, Excel, Outlook and PowerPoint
Strong communication skills (both written and spoken)
Well organised, with a good eye for detail and the ability to prioritise tasks as well as being able to adapt to a fast-paced, ever-changing environment
Experience delivering on tasks in a timely manner without compromising service level
Enjoy troubleshooting and using initiative
Be a team player, capable of working well as part of a busy, highly pressurised team, with good interpersonal skills and a friendly and approachable manner towards both clients and colleagues
Enthusiastic with a flexible approach and exceptional client service skills

Job Responsibility

Introduce a systematic approach to identify sourcing and selling opportunities for the Head of Private Sales and Chairman of Impressionist and Modern Art, with the inclusion of day-to-day information on past and forthcoming sales, identifying property of interest coming up for sale at auction or privately, obtaining bidding advice and the execution of condition reports and other relevant information
Set up pipeline management meetings with the leaders identified above and their wider team to review sourcing initiatives and activity
Deliver client requests concerning general collection management including consignments, pre- and post-sale support and administration, bid registration and execution, loan requests, transactional history, accounts and valuations
Management and execution of pre-sale targeting strategy for global auctions across the Impressionist and Modern Art department
Manage and keep track of pre-sale target lists as well as current and potential consignment lists, buyer and under bidder results and artist sourcing projects with relevant specialists
Monitor consignment process pre- and post-sale to ensure a smooth selling experience and high sell through rates for consignments
Coordinate tracking and input of all significant contribution for auction consignments, purchases, IB and underbids, private treaty sales
Ensure that managed clients and any other high-profile clients under remit receive a consistently high level of service, by maintaining positive communication and rapport with departments such as Shipping, Client Accounts, Events, Impressionist and Modern Client Strategist, Sotheby’s Preferred, other specialist departments, and European and global salerooms to ensure a seamless process for the client
Support client-related projects initiated by the Head of Modern Art, and work closely with the Research function and other support roles to achieve client objectives
Confident and efficient handling of client contact and relationships

Client Liaison and Gallery Associate

The Client Liaison and Gallery Associate ensures a seamless and welcoming experi...

Location

Switzerland , Zurich

Salary:

Not provided

Sotheby's

Expiration Date

Until further notice

Requirements

Extensive knowledge, passion, and commitment to the Art and Luxury fields locally and internationally
Degree holder or equivalent (Art or Luxury-related master’s/bachelor’s preferable)
Fluent in English and German mandatory
French would be a plus
Excellent interpersonal and communication skills, both written and oral, and a commitment to an exemplary level of client service
Ability to work effectively individually and in a team, and in a cross-department organization
Flexible approach to a wide range of tasks and proven ability to meet deadlines

Job Responsibility

Organize pipeline management meetings with the GFA team to review sourcing initiatives and ongoing activity
Support client requests related to property management, including consignments, pre- and post-sale administration, bid registration and execution, loan requests, transactional history, accounts, and valuations
Coordinate and execute the pre-sale targeting strategy for global auctions
Track and maintain pre-sale target lists, current and potential consignment lists, buyer and under-bidder results, and artist sourcing projects in collaboration with relevant specialists
Monitor the consignment process before and after sales to ensure a seamless selling experience and high sell-through rates
Maintain communication with departments such as Shipping, Client Accounts, Events, Sotheby’s Preferred, other specialist departments, and European and global salerooms to guarantee a smooth process and consistently high client service
Demonstrate a thorough understanding of the Company’s domestic and international auction processes, as well as Private Sales, to communicate effectively with existing and potential clients
Assist Specialists during client visits, valuations, and proposals
Maintain and update accurate client lists for mailings, invitations, and general engagement
Assist with the setting up of the gallery for exhibitions and events

Fulltime

Client Liaison

The Bids & Client Services Department is the first and most highly visible contr...

Location

United States , New York

Salary:

45000.00 - 50000.00 USD / Year

Sotheby's

Expiration Date

Until further notice

Requirements

Superior interpersonal and communication skills with a pleasant client service-oriented attitude
Proven experience employing problem solving skills when dealing with internal and external clients
Team player with a positive working rapport with colleagues
Calm demeanor with an ability to multi-task in a high traffic environment
Process driven, logical thinker
Strong comfort with Microsoft Office & Google Suite
General knowledge of art history and art market preferred
Previous experience in a client service driven industry
Foreign language(s) a plus

Job Responsibility

Greet and direct clients, visitors, and staff with warmth, professionalism and discretion
Manage incoming calls, emails, and general inquiries
Assist clients with general inquiries through the possession of thorough and current knowledge of the Company’s international sale and exhibition calendars, special events, departments, personnel
Maintain fluid operation of Sotheby’s front of house spaces
Coordinate visitor access, including security protocols and visitor registration
Support client-facing activities across other Sotheby’s New York Spaces
Support New York auctions by processing and executing in-person paddle and bid registrations, operating Sotheby's online bidding platform
Demonstrate a thorough understanding of the Company’s domestic and international auction process
Support administrative tasks for the team
Responsible for exhibition-related activities including: the timely opening and closing of galleries

What we offer

Discretionary bonus
Competitive benefits package

Fulltime

New

Client Relationship Administrator

Our client, a highly regarded wealth management firm, is seeking a Client Relati...

Location

United States , Boston

Salary:

70000.00 - 100000.00 USD / Year

Beacon Hill

Expiration Date

Until further notice

Requirements

5+ years of experience in a client-facing or administrative role within finance, banking, or professional services
Strong proficiency in Microsoft Office and database systems
Ability to manage sensitive information with discretion and professionalism
Excellent written and verbal communication skills
Exceptional attention to detail with strong follow-up habits
Proactive, team-oriented approach with the ability to adapt to varying client needs and priorities
Degree: Required

Job Responsibility

Supporting trustees and clients with account activity, bill pay, scheduling, and special requests
Serving as the primary liaison between clients, internal teams, and third-party providers
Coordinating and prioritizing multiple workflows to ensure timely completion of requests
Preparing and editing correspondence, reports, and client communications
Organizing meetings and maintaining calendars
Tracking and resolving client inquiries while escalating complex matters appropriately
Maintaining accurate records across systems and databases

Fulltime

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Client Liaison Administrator

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