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Client Services Jobs in Surrey

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Client Services Administrator

Salary:
GBP - GBP pa
Location:
Surrey
Job Type:
Permanent
Date Posted:
21-May-2012 14:26Add to My Shortlist

Our client, a leading financial intermediary, currently seeks a Client Services Administrator, to be based in Surrey The Client Services Administrator will be responsible for: - Preparation of information and paperwork for consultant client consultations and on- going performance reviews - Service existing clients and assisting other team members in developing client relationships - Continuously developing business, financial and technical expertise. -...

Mobile Customer Consultant Mortgage & Retail

Salary:
£24,620 - £28,114
Location:
Coulsdon
Job Type:
Permanent
Date Posted:
23-May-2012 16:02Add to My Shortlist

Job interview techniquesPrepare yourself for interview with Sarah Smith - Resourcing Manager for Yorkshire Building Society

Mobile Customer Consultant Mortgage & Retail Location: Coulsdon Salary: £24,620 - £28,114 per annum, travel expenses and branch bonus scheme Hours of work: 35 hours per week worked, Monday to Friday 9.00am to 5.00pm, plus Saturday until 12.00pm Closing Date: 6th June 2012 Purpose of Role If you are looking to start your career or progress with a new challenge... needs. Advising on and selling the full range of mortgages and mortgage related products against branch and individual targets to achieve sales objectives. You will be required to record direct new mortgage business on the ISIS system and monitor the process through to completion, maintaining high standards of administration and customer service at all times. If you: * Have full CeMAP or equivalent qualification * Have a proven sales track record * Have a good working knowledge of lending criteria and mortgage procedures * Have fantastic communication skills both written and verbal * Have good working knowledge of mortgage and insurance products...

Senior Barclays Business Manager

Salary:
£31,700-36,000 plus bens
Location:
Epsom
Job Type:
Permanent
Date Posted:
23-May-2012 10:42Add to My Shortlist

Senior Barclays Business Manager We have opportunities in this role in Epsom. Be part of a global company that thinks locally Join us as a Senior Barclays Business Manager, and you'll help our small business customers get the best out of what we have to offer. As you develop in the role, you'll deal with larger companies and more complex... put our customers at the centre of their day. To do that in this role, you'll need an in-depth understanding of the commercial challenges faced by local businesses and how banking products and services can help, along with extensive business banking experience and detailed commercial knowledge. You'll be a proven relationship manager who combines a passion for service excellence with a keen eye for sales opportunities. In fact, you'll be the kind of person who likes nothing better than getting to grips with a tricky financial conundrum and working collaboratively with customers to find a solution. We'll judge you on your...

Client Services Business Analyst - Treasury Systems - London

Salary:
to £35K+bens
Location:
London, The City, Essex, Surrey, Kent
Job Type:
Permanent
Date Posted:
22-May-2012 17:03Add to My Shortlist

Our client a financial software house in central London seek an experienced Business Analyst with Treasury Management experience to work within the Support team . As part of a Customer Services team, the Business Analyst Consultant, Treasury supports clients Treasury customers. They will assist customers with resolutions of issues logged on the clients Response System This will involve analyzing customer requirements for highly specialized financial software functionality, providing prompt feedback and advice on the functionality that meets these requirements, and where...

Business Analyst (Front / Middle Office) - Client Services c£40K

Salary:
c£40K+
Location:
The City, London, Essex, Surrey, Kent
Job Type:
Permanent
Date Posted:
22-May-2012 17:08Add to My Shortlist

Business Analyst (Front / Middle Office) - Client Services You will work within the Client Support Team for a leading software house in the Treasury and Capital Markets area. The main responsibilities will consist of assisting clients with advice about our software, solving complex business and configuration problems and reacting to critical issues on a timely basis. A significant portion of...

Investment Administrator

Salary:
Competitive
Location:
Surrey
Job Type:
Permanent
Date Posted:
23-May-2012 18:56Add to My Shortlist

Our client, a leading financial services provider, is currently looking to recruit an Investment Administrator to their team. Investment Administrator £Competitive Salary Surrey The purpose of the role is to setup and maintain data on the database / platform and to oversee and arrange the placement of deals. The role will require someone to provide significant input into the creation... involved in the following: - Processing new business, administration and claims - Setting up and maintaining data on the platform - Ensuring compliance needs are met in relation to investment data - Managing general investment queries from Advisors (including Asset class queries, Financial Planning queries and Administration queries) - Building relationships with clients and ensure a high standard of service is maintained - Providing accurate and timely data - Acting as a reference point for the escalation and resolution of issues - Providing administrative support when required for deal placements For this role you must have experience working within an Investment...

Client Services Senior Associate

Salary:
£35k - £45k pa
Location:
City Of London, East London, North London, North West London, South East London, South West London, West End, West London, London
Job Type:
Permanent
Date Posted:
24-May-2012 17:52Add to My Shortlist

We have a fantastic opportunity for a Client Services Senior Associate to join a growing, fast paced and diverse Fund Management company. We would like to hear from interested candidates with very recent Investment Management experience within a Client Services, Transitions or Client On-Boarding function. In this role your day to day duties will include the following: Day to day servicing of...

Business Security Specialist - CISSP, CISMP

Salary:
£32k - £44k pa + Excellent Benefits
Location:
Dorking, Surrey, South East
Job Type:
Permanent
Date Posted:
24-May-2012 20:00Add to My Shortlist

Working as a Business Security Specialist in Dorking you will be part of a dedicated team, that supports the business in achieving its objectives and mitigate risk through the adoption of industry best practice via policy, effective risk management, assurance and training. Provides the Security Governance Board, Operational Risk Committee and Group Executive committee with assurance over the operation of... information. Communications - Effectively communicates complex issues clearly and credibly across varied audiences and is able to handle difficult on-the-spot questions, overcome resistance and secure support for initiatives through high impact communications. - Actively and continuously expands networks to meet strategic goals and is able to identify beneficial contacts, initiate relationships, and identify individuals with power and influence. - Owns relationships on subject matter with outsourcers / third parties / subsidiaries / internal departments, tailoring communications to the audience / customer Commercial Insight - Uses understanding of relationships among key players and issues to tailor communications, develop strategies and alliances. -...

Marketing Communications Executive

Salary:
£26k.00 - £32k.00 pa
Location:
Banstead
Job Type:
Permanent
Date Posted:
22-May-2012 11:26Add to My Shortlist

Marketing Communications Executive Leading Financial Services firm Based outside of London in Surrey We are currently recruiting for a Marketing Communications Executive to work for our client a leading financial services firm based in Surrey. As marketing communications executive you will work closely with the marketing Communications Manager to develop and implement plans of pre and post sales, marketing communications... and to budget. Working closely with the wider marketing team to ensure integrated output. Make recommendations for new employee engagement communications, ensuring that the end-to-end customer journey is considered and updated. Construct briefs for external agencies, represent the Marketing Communications Manager at project meetings and work closely and establish effective relationships with a number of key stakeholders You will need substantial experience in the delivery of marketing communications and campaign management working within financial services. You will need strong project management skills and excellent communication skills as well as a Marketing qualification such as your CIM. To apply for this position...

Payroll Controls Specialist

Salary:
GBP155 - GBP155 p/day
Location:
City Of London, East London, North London, North West London, South East London, South West London, West End, West London, London
Job Type:
Contract/Temp
Date Posted:
25-May-2012 10:44Add to My Shortlist

Payroll Controls Specialist An immediate opportunity has arisen for an experienced Payroll Controls Specialist to join our client, a major financial services company based in London Key responsibilities of the Payroll Controls Specialist job will include: - Assist in the managing longer term strategic changes - Regular review of current process with a view to implementing continuous improvements - Communication... of ad-hoc items. - Reviewing current processes and introducing improvements where appropriate. - Acting as a liaison between Payroll and Financial Accounting for payroll related issues. - Work closely with the payroll control team to highlight any issues they may have with the current processes and to build good working relationship, which will be beneficial to all. . - Perform month-end reconciliation and sign-off of payroll related accounts within the general ledger. - FX trade requests to minimise FX exposure. - Fulfil Governmental statistical requirements - Performing controls over imports using v-look ups - Provide cover on the Payroll Helpdesk to...

Financial Accounting Manager

Salary:
GBP175 - GBP200 p/day
Location:
City Of London, East London, North London, North West London, South East London, South West London, West End, West London, London
Job Type:
Contract/Temp
Date Posted:
21-May-2012 14:03Add to My Shortlist

Financial Accounting Manager An immediate opportunity has arisen for an experienced Financial Accounting Manager to join our client, a major financial services company based in London Key responsibilities of the Financial Accounting Manager job will include: - The production of the annual external reporting and disclosures. - Preparation of monthly Group reporting submissions including submissions to Group External Reporting, Group... following attributes/skills: - Basic understanding of finance theory and how financial institutions operate. - IFRS knowledge, including IAS 32/39 financial instruments and IAS 27. - Basic understanding of the role of the HCG in deploying capital and harvesting dividends to/from the Group. - Previous experience of financial reporting. - Qualified Accountant (ACA, ACCA, or equivalent). - Financial services background preferred but not essential. - Graduate or equivalent professional qualification. - 0-1 years PQE. - Good written and oral communication skills with ability to clearly communicate accounting concepts. - Ability to deal with and analyse unstructured problems and queries and to question...

Private Equity Fund Accountant

Salary:
£60k - £70k pa + 25/days leave,BUPA insurance,comp
Location:
City Of London, East London, North London, North West London, South East London, South West London, West End, West London, London
Job Type:
Contract/Temp
Date Posted:
25-May-2012 15:18Add to My Shortlist

The successful applicant will work as part of the Fund Finance team which is responsible for all accounting, tax, administration and reporting of both the onshore and offshore Funds and entities. Responsibilities for a selection of funds include the following: Fund Accounting and Administration * Production of quarterly management accounts * Production of annual statutory accounts for the funds under... auditors ensuring an efficient year-end audit process * Calculating and administering fund calls and distributions, cash and treasury management * Liaising with deal teams on investments transactions Client Reporting * Input of financial information to the quarterly investor reports * Preparation of fund raising and AGM materials for investors and Client Services team * Bi-annual (unquoted) investment valuations under IPEV guidelines for clients and annual accounts * Producing and maintaining exit model calculation Taxation and Regulatory * Performing annual tax reporting (UK/US/Germany) * Producing supporting tax vouchers and schedules for effective tax reporting The client is looking for the following skillset and...

Property and Investment Accountant

Salary:
£1 pa + Competitive Salary & Benefits
Location:
City Of London, East London, North London, North West London, South East London, South West London, West End, West London, London
Job Type:
Permanent
Date Posted:
28-May-2012 08:59Add to My Shortlist

The Company: Our client is an established Investment company with worldwide interests in retailing, leisure, Financial Services and property, based in London. They act as a parent company to a number of very well known businesses and a range of financial and investment activities. The Role: Reporting into the Financial Controller of the Property and Investment Division, this role will... packs; * Preparation of statutory accounts; and * Ad hoc projects when required. The Candidate: The ideal candidate will be very hands on, with a commercial eye and the ability to look at the way the business is working and ensure it is best, making improvements where necessary. * Qualified accountant (ACA, ACCA, CIMA or equivalent) with three years post qualified experience; * Strong communication skills; * Excellent analytical review skills together with a strong technical ability; * You will have a strong work ethic, be an excellent team player, have a positive outlook and always looking for ways to develop...

Strategic Financial Planning Manager

Salary:
GBP60k - GBP70k pa
Location:
City Of London, East London, North London, North West London, South East London, South West London, West End, West London, London
Job Type:
Permanent
Date Posted:
23-May-2012 15:58Add to My Shortlist

Our client, a leading independent clearing house group, currently seeks a Strategic Financial Planning Manager, to be based in London The Strategic Financial Planning Manager will be part of the Accounting & Finance team, and will be responsible for: - Maintaining the Groups Medium Term Financial Plan, taking responsibility for the creation and maintenance of the underlying models that comprise... on the impact of changes to business plans including tariffs, volumes, costs and investments. - Assisting with Corporate Finance activity - including restructuring and M&A activity, where appropriate. As such, the successful Strategic Financial Planning Manager will have the following skills and experience: - Educated to degree level - Qualified accountant (ACA/CIMA/ACCA) or equivalent. - Background in Financial Services. - Financial planning experience budgets / medium term plans / corporate valuation / discounted cashflows - Demonstrable capability of understanding and relating business drivers to financial models - Experience of using Hyperion Essbase and Excel add-in; or Excel with a multi-dimensional reporting...

Client Onboarding Analyst

Salary:
GBP210 - GBP210 p/day
Location:
City Of London, East London, North London, North West London, South East London, South West London, West End, West London, London
Job Type:
Temporary/Seasonal
Date Posted:
24-May-2012 14:16Add to My Shortlist

Client Onboarding Analyst An immediate opportunity has arisen for an experienced Client Onboarding Analyst to join our client, a major financial services company based in London Key responsibilities of the Client Onboarding Analyst job will include: - Provides a central point of contact for Front Office personnel and Corporate counterparties for all queries, investigations and other Operations specific requests. This... area as appropriate. - Produces Management Information for the area including the maintenance of an issues log and collation of monthly statistics, adhering to deadlines. - Maintains an event diary in order to follow up on specific / non-regular events which may have historically been "problematic". - Manages the Operations relationship for all High Risk and Customers in Administration. This will involve liaising with Relationship Managers and Sales people in order to mitigate any risk. - Support and promote Operations as a centre of excellence. - Develop and maintain a collaborative partnership with Front Office personnel in order to provide effective...

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