Client Reporting Advisor Job at Michael Page (Glasgow)

Client Service Advisor

Lawes consulting is working with a respected insurance brokerage to recruit both...

Location

United Kingdom , Surrey

Salary:

35000.00 - 42000.00 GBP / Year

Lawes Consulting Group

Expiration Date

Until further notice

Requirements

Experience in a client-facing insurance role
Strong understanding of broking processes and procedures
Familiarity with Acturis or similar platforms
Demonstrated capability in both new business and renewal handling

Job Responsibility

Maintain client and insurer relationships on a day-to-day basis
Process mid-term adjustments and administrative tasks
Ensure compliance with internal policies and use of Acturis
Broker new business under £10k premium and scheme/facility business
Prepare broking presentations and handle invoicing for new business and renewals
Liaise with internal stakeholders on broking strategy and client requirements
Manage client records and update underwriting information
Produce broking documentation and renewal reports
Handle policy wordings, terms, and risk register updates
Support client directors and brokers across placements

Fulltime

Cpc Client Advisor

The Citigold Private Client (CPC) Client Advisor is a strategic partner for high...

Location

Singapore , Singapore

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

10+ years of experience in wealth management or a related field, serving high-net-worth clients
Relevant experience in North Asia Markets (China, Hong Kong, Taiwan) with strong networks for client growth and business development
Ideally with experience managing high-net-worth clients residing in these markets
Strong understanding of North Asian culture and practices
Fluent in Mandarin/Cantonese as well as English
Proven track record of success in business development and client relationship management
Deep understanding of financial markets, investment strategies, and wealth planning principles
Strong analytical, communication, and interpersonal skills
Ability to work independently and as part of a team
Mandatory certifications as required for advising on and selling financial products

Job Responsibility

Develop and implement personalized financial plans encompassing investment management, retirement planning, estate planning, tax optimization, and risk management
Cultivate and strengthen relationships with high-net-worth clients, serving as their primary point of contact for all wealth management needs
Conduct regular portfolio reviews, communicate market insights, and proactively address client inquiries
Identify and pursue new business opportunities within the high-net-worth segment
Leverage existing networks and referrals to expand the client base
Partner with internal specialists to provide clients with comprehensive financial solutions
Stay abreast of market trends, economic developments, and investment opportunities
Provide clients with informed perspectives and recommendations
Organize and host client events to foster relationships and provide valuable market insights
Ensure that KYC/AML and other compliance norms are strictly adhered to

Fulltime

Client Service Associate

Advise clients about a range of banking products (including savings products, in...

Location

United States , Oklahoma City

Salary:

Not provided

Raymond James

Expiration Date

Until further notice

Requirements

High School Diploma or equivalent and one (1) or more years securities industry or related work experience preferred
Knowledge of company’s working structure, policies, mission, and strategies
Knowledge of general office practices, procedures, and methods
Knowledge of investment concepts, practices and procedures used in the securities industry
Knowledge of financial markets, products and industry regulations
Skill in Client Relationship Management (CRM) software, or similar contact management software
Skill in Excel, including developing spreadsheets as needed and for ongoing reporting
Skill in effective communication across multiple client interactive platforms (in-person, virtual, phone and mail)
Ability to operate standard office equipment and using required software applications to produce correspondence, reports, electronic communication, spreadsheets, and databases
Ability to analyze and research account information

Job Responsibility

Services a high volume of daily interactions, including basic inquiries and scheduling of meetings, with prospective and existing clients on the phone, in-person, virtually and through mailings
Works both independently and within a dynamic team environment to provide crucial support to the financial advisors and branch office
Processes client financial transactions and financial advisor and branch office expenses and expense reports
Opens new client accounts and researches client and security information using internal databases and other technologies
Ensures client paperwork and documentation is accurate and correct prior to submission and processing
Prepares letters, forms and reports to assist with servicing existing clients and prospecting for new clients
Prepares various business summary reports and client-specific reporting as needed for review by the financial advisor
Creates and maintains records and files utilizing Client Relationship Management (CRM) software
Assists Financial Advisors with marketing efforts including seminars and other client-facing events
May enter orders at the direction of the Financial Advisor

Fulltime

Client Service Associate

Celebrating more than 60 years of rich history and recognition for service and e...

Location

United States , Fort Wayne

Salary:

Not provided

Raymond James

Expiration Date

Until further notice

Requirements

High School Diploma or equivalent
one (1) or more years securities industry or related work experience preferred
knowledge of company’s working structure, policies, mission, and strategies
knowledge of general office practices, procedures, and methods
knowledge of investment concepts, practices and procedures used in the securities industry
knowledge of financial markets, products and industry regulations
skill in Client Relationship Management (CRM) software, or similar contact management software
skill in Excel, including developing spreadsheets
skill in effective communication across multiple client interactive platforms (in-person, virtual, phone and mail)
ability to operate standard office equipment and using required software applications

Job Responsibility

Service a high volume of daily interactions, including basic inquiries and scheduling of meetings, with prospective and existing clients on the phone, in-person, virtually and through mailings
work both independently and within a dynamic team environment to provide crucial support to the financial advisors and branch office
process client financial transactions and financial advisor and branch office expenses and expense reports
open new client accounts and research client and security information using internal databases and other technologies
ensure client paperwork and documentation is accurate and correct prior to submission and processing
prepare letters, forms and reports to assist with servicing existing clients and prospecting for new clients
prepare various business summary reports and client-specific reporting as needed for review by the financial advisor
create and maintain records and files utilizing Client Relationship Management (CRM) software
assist Financial Advisors with marketing efforts including seminars and other client-facing events
may enter orders at the direction of the Financial Advisor

Fulltime

Client Service Associate

Celebrating more than 60 years of rich history and recognition for service and e...

Location

United States , Greenwood

Salary:

Not provided

Raymond James

Expiration Date

Until further notice

Requirements

High School Diploma or equivalent
one (1) or more years securities industry or related work experience preferred
knowledge of company’s working structure, policies, mission, and strategies
knowledge of general office practices, procedures, and methods
knowledge of investment concepts, practices and procedures used in the securities industry
knowledge of financial markets, products and industry regulations
skill in Client Relationship Management (CRM) software, or similar contact management software
skill in Excel, including developing spreadsheets
skill in effective communication across multiple client interactive platforms (in-person, virtual, phone and mail)
ability to operate standard office equipment and using required software applications

Job Responsibility

Services a high volume of daily interactions, including basic inquiries and scheduling of meetings, with prospective and existing clients on the phone, in-person, virtually and through mailings
works both independently and within a dynamic team environment to provide crucial support to the financial advisors and branch office
processes client financial transactions and financial advisor and branch office expenses and expense reports
opens new client accounts and researches client and security information using internal databases and other technologies
ensures client paperwork and documentation is accurate and correct prior to submission and processing
prepares letters, forms and reports to assist with servicing existing clients and prospecting for new clients
prepares various business summary reports and client-specific reporting as needed for review by the financial advisor
creates and maintains records and files utilizing Client Relationship Management (CRM) software
assists Financial Advisors with marketing efforts including seminars and other client-facing events
may enter orders at the direction of the Financial Advisor

Fulltime

Client Service Associate

Under direct supervision, uses intermediate skills obtained through experience a...

Location

United States , Lakewood Ranch

Salary:

Not provided

Raymond James

Expiration Date

Until further notice

Requirements

High School Diploma or equivalent
One (1) or more years securities industry or related work experience preferred
Knowledge of company’s working structure, policies, mission, and strategies
Knowledge of general office practices, procedures, and methods
Knowledge of investment concepts, practices and procedures used in the securities industry
Knowledge of financial markets, products and industry regulations
Skill in Client Relationship Management (CRM) software, or similar contact management software
Skill in Excel, including developing spreadsheets
Effective communication across multiple client interactive platforms (in-person, virtual, phone and mail)
Ability to operate standard office equipment and using required software applications

Job Responsibility

Service a high volume of daily interactions, including basic inquiries and scheduling of meetings, with prospective and existing clients on the phone, in-person, virtually and through mailings
Work both independently and within a dynamic team environment to provide crucial support to the financial advisors and branch office
Process client financial transactions and financial advisor and branch office expenses and expense reports
Open new client accounts and research client and security information using internal databases and other technologies
Ensure client paperwork and documentation is accurate and correct prior to submission and processing
Prepare letters, forms and reports to assist with servicing existing clients and prospecting for new clients
Prepare various business summary reports and client-specific reporting as needed for review by the financial advisor
Create and maintain records and files utilizing Client Relationship Management (CRM) software
Assist Financial Advisors with marketing efforts including seminars and other client-facing events
May enter orders at the direction of the Financial Advisor

Fulltime

Client Service Associate

Celebrating more than 60 years of rich history and recognition for service and e...

Location

United States , Denver

Salary:

45000.00 - 65000.00 USD / Year

Raymond James

Expiration Date

Until further notice

Requirements

High School Diploma or equivalent
One (1) or more years securities industry or related work experience preferred
Knowledge of company’s working structure, policies, mission, and strategies
Knowledge of general office practices, procedures, and methods
Knowledge of investment concepts, practices and procedures used in the securities industry
Knowledge of financial markets, products and industry regulations
Skill in Client Relationship Management (CRM) software, or similar contact management software
Skill in Excel, including developing spreadsheets as needed and for ongoing reporting
Skill in effective communication across multiple client interactive platforms (in-person, virtual, phone and mail)
Ability to operate standard office equipment and using required software applications to produce correspondence, reports, electronic communication, spreadsheets, and databases

Job Responsibility

Services a high volume of daily interactions, including basic inquiries and scheduling of meetings, with prospective and existing clients on the phone, in-person, virtually and through mailings
Works both independently and within a dynamic team environment to provide crucial support to the financial advisors and branch office
With a high level of organization and accuracy, processes client financial transactions and financial advisor and branch office expenses and expense reports
Opens new client accounts and researches client and security information using internal databases and other technologies
For proper maintenance and to meet firm and industry requirements, ensures client paperwork and documentation is accurate and correct prior to submission and processing
Prepares letters, forms and reports to assist with servicing existing clients and prospecting for new clients
Prepares various business summary reports and client-specific reporting as needed for review by the financial advisor
Creates and maintains records and files utilizing Client Relationship Management (CRM) software
Assists Financial Advisors with marketing efforts including seminars and other client-facing events
May enter orders at the direction of the Financial Advisor

Fulltime

Client Service Associate

Under direct supervision, uses intermediate skills obtained through experience a...

Location

United States , Salt Lake City

Salary:

Not provided

Raymond James

Expiration Date

Until further notice

Requirements

High School Diploma or equivalent and one (1) or more years securities industry or related work experience preferred, or an equivalent combination of experience, education, and/or training as approved by Human Resources
Knowledge of Company’s working structure, policies, mission, and strategies
Knowledge of general office practices, procedures, and methods
Knowledge of investment concepts, practices and procedures used in the securities industry
Knowledge of financial markets, products and industry regulations
Skill in Client Relationship Management (CRM) software, or similar contact management software
Skill in Excel, including developing spreadsheets as needed and for ongoing reporting
Skill in effective communication across multiple client interactive platforms (in-person, virtual, phone and mail)
Ability to operate standard office equipment and using required software applications to produce correspondence, reports, electronic communication, spreadsheets, and databases
Ability to analyze and research account information

Job Responsibility

Services a high volume of daily interactions, including basic inquiries and scheduling of meetings, with prospective and existing clients on the phone, in-person, virtually and through mailings
Works both independently and within a dynamic team environment to provide crucial support to the financial advisors and branch office
With a high level of organization and accuracy, processes client financial transactions and financial advisor and branch office expenses and expense reports
Opens new client accounts and researches client and security information using internal databases and other technologies
For proper maintenance and to meet firm and industry requirements, ensures client paperwork and documentation is accurate and correct prior to submission and processing
Follows up to ensure accurate completion
Prepares letters, forms and reports to assist with servicing existing clients and prospecting for new clients
Prepares various business summary reports and client-specific reporting as needed for review by the financial advisor
Creates and maintains records and files utilizing Client Relationship Management (CRM) software
Assists Financial Advisors with marketing efforts including seminars and other client-facing events

Fulltime

Client Reporting Advisor

Michael Page

Location:
United Kingdom , Glasgow

Category:
-

Contract Type:
Not provided

Salary:

Job Description:

Job Responsibility:

Requirements:

Additional Information:

Job Posted:
April 27, 2026

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Michael Page

Location:United Kingdom , Glasgow

Category:-

Contract Type:Not provided

Salary:

Job Description:

Job Responsibility:

Requirements:

Additional Information:

Job Posted:April 27, 2026

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Location:
United Kingdom , Glasgow

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Job Posted:
April 27, 2026