Client Services Officer Job at Citizens Advice (Bradford)

Client Service Officer

Location

Salary:

Not provided

Award Global

Expiration Date

Until further notice

Requirements

Strong written and verbal communication skills
Ability to multitask, prioritize, and manage time effectively
Ability to retain and recall important information
Capacity to work independently and proactively
High aptitude for following communication guidelines, procedures, and policies
Bachelor’s degree in Business Administration, Finance, Marketing, or a related field
CET (College English Test) Band 6 or above
Customer service-related experiences will be preferred

Job Responsibility

Direct communication with external brokers via WeChat and email to understand their needs and find the best ways to submit loans to WFG
Improve the process for external broker submissions
Conduct credit checks for external submissions, including servicing tests and pre-checking submitted documents
Coordinate with the credit team, valuation team, lenders, Loan Officers (LO), and others about case submissions and follow-ups
Discuss training topics with other BDMs and conduct a 40-minute training session biweekly
Handle internal broker inquiries and scenario checks
Help brokers understand policies and qualify deals
Send exception forms to WFG lenders and follow up
Proactively maintain cooperative relationships, enhance interactions, and manage performance
Authority to make decisions regarding broker support processes and training coordination

Client Service Officer

The main responsibility for client service officer is to maintain, strengthen an...

Location

Poland , Warsaw

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

Proficiency in English
Fluency in one of the following European languages (German or French) will be an asset
A minimum of 1 year of experience in business-to-business customer service, account management or sales
Good presentation & communication skills
Clearly articulate, with effective speaking and writing skills
Business maturity which results in gaining/maintaining credibility and respect with senior contacts at the client
Strong MS Office and system skills

Job Responsibility

Day-to-day issue resolution with key contacts at the client's organization with an emphasis on resolving the root causes of any issues
Influence clients to ensure that their program operates optimally for both the customer's organization and Citi
Taking ownership of issues and coordinating fast resolution
Identify areas to cross sell products / solutions to existing clients and work with the Citi teams to develop these leads
Client communication: organize conference calls resulting in action plans
prepare business reviews in collaboration with global service manager/ account manager

What we offer

Competitive salary connected with annual salary review and discretionary annual performance bonus
Social benefits (private healthcare, award winning pension scheme, multisport, life insurance, holiday allowance, anniversary program, competitive maternity and paternity scheme)
Hybrid model of work – from modern offices and from home, flexible working hours
Working in a friendly, dynamic, supportive and diverse environment – including multiple affinity and social networks & voluntary activities to engage with
Structured onboarding process and extensive training offering (e.g. including Udemy, Degreed)
Opportunity to have an influence on the way you perform your tasks - our teams are constantly looking for new and better ways and we encourage all improvement ideas
Unlimited development opportunities within Citi global network
Exposure to a wide range of internal stakeholders as well as to senior management

Fulltime

Client Service Officer

The main responsibility for client service officer is to maintain, strengthen an...

Location

Poland , Warsaw

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

Fluent English and fluency in one of the following European languages preferred (German or French)
A minimum of 2 years of experience in business-to-business customer service, account management or sales
Good presentation & communication skills
Clearly articulate, with effective speaking and writing skills
Business maturity which results in gaining/maintaining credibility and respect with senior contacts at the client
Strong MS Office and system skills

Job Responsibility

Day-to-day issue resolution with key contacts at the client's organization with an emphasis on resolving the root causes of any issues
Influence clients to ensure that their program operates optimally for both the customer's organization and Citi
Taking ownership of issues and coordinating fast resolution
Identify areas to cross sell products / solutions to existing clients and work with the Citi teams to develop these leads
Client communication: organize conference calls resulting in action plans
prepare business reviews in collaboration with global service manager/ account manager

What we offer

Competitive salary connected with annual salary review and discretionary annual performance bonus
Social benefits (private healthcare, award winning pension scheme, multisport, life insurance, holiday allowance, anniversary program, competitive maternity and paternity scheme)
Hybrid model of work – from modern offices and from home, flexible working hours
Working in a friendly, dynamic, supportive and diverse environment – including multiple affinity and social networks & voluntary activities to engage with
Structured onboarding process and extensive training offering (e.g. including Udemy, Degreed)
Opportunity to have an influence on the way you perform your tasks - our teams are constantly looking for new and better ways and we encourage all improvement ideas
Unlimited development opportunities within Citi global network
Exposure to a wide range of internal stakeholders as well as to senior management

Fulltime

Office & Client Services Associate

Our client is looking for an enthusiastic, self motivated person to join their F...

Location

United Kingdom , Edinburgh

Salary:

12.21 GBP / Hour

Office Angels

Expiration Date

Until further notice

Requirements

Proven experience in a customer service role with excellent verbal and written communication skills
Administrative and organisational experience
Customer service or sales experience - ideally in property, hospitality, or retail
Quick-thinking and able to respond effectively & efficiently
Confident, courteous, and professional demeaner

Job Responsibility

Deliver front of house support to residents and visitors, creating a welcoming environment where individuals feel comfortable raising concerns about their accommodation or wellbeing
Accurately update and manage the company's internal booking and customer relationship management systems
The role includes a sales element - encouraging re-lets, conducting show flat tours and supporting the lettings process
Assist with property tours to support maximum occupancy
Ensure the building is operated and maintained in line with company policies and procedures to provide a high-quality service
Respond promptly and effectively to enquiries and complaints, taking appropriate action in accordance with company procedures
Gather and act on feedback to continuously improve services
Organise and deliver monthly events and assist with the coordination of open days
Maintain review scores across all platforms at or above 4 stars
Comply with all Health and Safety regulations

What we offer

25 days holiday, plus bank holidays
Paid overtime
Pension scheme
Life Assurance cover
Employee Assistance Scheme

Fulltime

Client Service Associate

We are seeking a skilled and professional Client Service Associate to support fi...

Location

United States , Wexford

Salary:

70000.00 - 95000.00 USD / Year

Beacon Hill

Expiration Date

Until further notice

Requirements

5+ years of experience as a Client Service Associate at a financial services company
Active Series license (Series 6 or Series 7 required)
Ability to thrive in a fast-paced environment while juggling multiple priorities
Microsoft Office Suite proficiency

Job Responsibility

Provide high level administrative support to a team of financial advisors
Onboard and maintain new client accounts, optimizing operational efficiencies
Enter client calls and manage all related documentation for completed deals
Communicate with clients while maintaining a high level of professionalism
Coordinate thank-you notes and assist in planning advisor-client events
Support team's business development efforts by maintaining marketing materials

What we offer

Competitive wages
Increased earning potential
Room for growth from within

Fulltime

Client Service Associate

We are seeking a skilled and professional Client Service Associate to support fi...

Location

United States , Pittsburgh

Salary:

70000.00 - 95000.00 USD / Year

Beacon Hill

Expiration Date

Until further notice

Requirements

5+ years of experience as a Client Service Associate at a financial services company
Active Series license (Series 6 or Series 7 required)
Ability to thrive in a fast-paced environment while juggling multiple priorities
Microsoft Office Suite proficiency

Job Responsibility

Provide high level administrative support to a team of financial advisors
Onboard and maintain new client accounts, optimizing operational efficiencies
Enter client calls and manage all related documentation for completed deals
Communicate with clients while maintaining a high level of professionalism
Coordinate thank-you notes and assist in planning advisor-client events
Support team's business development efforts by maintaining marketing materials

What we offer

Competitive wages
Increased earning potential
Room for growth from within

Fulltime

Client Services Administrator

Client Services Administrator role at the heart of client relationships - managi...

Location

United Kingdom , Taunton

Salary:

25000.00 - 30000.00 GBP / Year

Office Angels

Expiration Date

Until further notice

Requirements

Solid administrative background
Excellent attention to detail
Confident, friendly communicator
Self-motivated and adaptable
Comfortable with IT systems and databases
Professional, punctual, and presentable
Administrative experience ideally within financial or professional services

Job Responsibility

Handle client enquiries professionally and manage cases through to completion
Maintain accurate records, ensure FCA compliance, and liaise with providers for smooth processes
Prioritise tasks effectively to meet deadlines and exceed expectations
Support consultants with clear communication and assist with office procedures, post handling, and meeting arrangements
Contribute to a welcoming environment, including preparing refreshments when needed

What we offer

Competitive pension scheme with generous contributions
Additional leave for birthday and Christmas
Financial support and study time for professional qualifications
Annual reviews and bonus scheme
Access to confidential Employee Assistance Programme
Bright offices with gym, showers, and welcoming staff room

Fulltime

Office Services Associate

We are looking for an organized and detail-oriented Office Services Associate to...

Location

United States , Colorado Springs

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

High school diploma or equivalent
Minimum of 1 year of experience in office services, preferably in a corporate, legal, or banking environment
Strong organizational skills and attention to detail
Proven ability to provide exceptional customer service and build positive client relationships
Capable of handling confidential information with integrity
Ability to make independent decisions while adhering to company policies and procedures
Comfortable working in a fast-paced team environment with individuals from diverse backgrounds
Basic troubleshooting skills for office equipment and machinery

Job Responsibility

Perform daily office services tasks such as reprographics, mail distribution, and intake processes following established guidelines
Maintain and replenish office supplies, ensuring conference rooms and shared spaces are clean and well-stocked
Operate and troubleshoot office machinery, including copiers and scanners, ensuring minimal downtime
Adhere to deadlines for completing and delivering work, prioritizing tasks effectively to meet client expectations
Maintain accurate logs and records for all office services activities
Communicate effectively with supervisors and clients to address any job-related issues or requirements
Conduct quality assurance checks on completed tasks to ensure accuracy and compliance with standards
Handle sensitive and confidential documents with discretion and professionalism
Assist with reception duties, including managing inbound calls and providing excellent customer service
Lift and move items up to 50 lbs. as required by the role

What we offer

Medical, vision, dental, and life and disability insurance
Eligibility to enroll in company 401(k) plan
Access to free online training
Competitive compensation

Fulltime

Client Services Officer

Citizens Advice

Location:
United Kingdom , Bradford

Category:
Customer Service

Contract Type:
Employment contract

Salary:

Job Description:

Job Responsibility:

Requirements:

Additional Information:

Job Posted:
January 20, 2026

Expiration:
January 26, 2026

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Job Description:

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Expiration:
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