Provide support and oversight to the accounting team Ensure all accounting documentation is correctly stored and highly visible Analyze transaction records to comply with financial policies and procedures Receive and verify billing and requisitions on any and all goods and services Contact clients to capture timely payments Maintain the authenticity and integrity of companys accounting affairs Responsibilities Oversee all outstanding supplier, customer, and third-party vendor obligations Process, send, and store all bank deposits and invoices Prepare and submit tax documentation to the proper legal institutions Remind clients to make timely payments Identify and address discrepancies in all documentation Update all databases and spreadsheets related to accounting
Summary Overview of the RoleThe Client Support Officer (CSO) will assist the Client relationship Officers(CROs) with banking and client-related administration such as: transfers and payments, foreign ...
This IFA Client Support Associate job is available for experienced individuals keen to support Financial Advisers deliver excellent service to clients As an IFA Client Support Associate, you will be ...
Client Support Analyst Summary: We are a software development company specialising in providing online retailing platforms for the transport industry. In the last year, we have sold over six million ...
Meraki Talent are working with a leading private bank and asset manager who are looking to recruit a Private Banking Client Support Officer.You will be working directly with the Client Relationship ...
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Supporting your client accounts to ensure they are getting the best from their job postings, optimising their products to the fullest of their potential and making sure their job postings reach the ...
They require additional support in the Capacity of IFA Client Support Administrator * New business submission and tracking to conclusion * Day to day client management, processing any queries which ...
Application Support Lead / Manager (Buyside Portfolio Management) London to £130k Do you have ... At Client Server we believe in a diverse workplace that allows people to play to their strengths ...
The role will sit in their busy and award winning Private Client Department. Assisting three busy Partners you will be required will to stay on top of inbox management and prompting on emails that ...
Application Support Engineer As an Application Support Engineer, you will be an integral part of ... This is a client-facing role, and you will need to demonstrate excellent interpersonal skills, a ...
Your primary responsibilities will include providing exceptional client support, managing trades and positions, and handling inquiries across the derivatives space. This position demands outstanding ...
Our client supports their staff progressing towards Cert/Dip CII/ACII, and provide a variety of internal/external training, so offer a great platform for those wishing to take their insurance exams
This is a client-facing role and you will need to demonstrate excellent interpersonal skills, a ... Experience of software support, bespoke applications and SQL - Structured Query Language
... support services and to meet their needs, considering proactive approaches with services and institutions across the community, and act as an advocate for the client where appropriate- Provide ...
You'll be joining the Client Relationship Team; they're the team who are fixated on providing comprehensive, personable & pro-active support to all the recruitment start-up businesses that we work ...
& Bonus & Study support My client (an independent firm of Financial Advisers) provides a financial planning and discretionary investment management service to both corporate and private clients from ...
The candidate will provide crucial administrative support, ensuring the smooth operation of the Secretarial & Business Support department. Client Details This is a leading company in the Financial ...
Our ideal candidate will be thoroughly involved in all technical aspects of our trading system and client support interactions, including first line client support, monitoring and assessing trades in ...
Support to meetings with the client, statutory consultees and interested parties (as required and directed by the client) * Work with Third Party Coordinators to provide any relevant environmental ...
Crucially, for this role's ideal candidate, our client already has a proven track record of promoting to new roles meritocratically from within - including from client support roles to management ...
Managing client support by logging, diagnosing and resolving their problems via email, phone and helpdesk portal * Using the help-desk system to document problem descriptions and resolutions
Day to day servicing and payment support for private, corporate, and institutional clients * Onboarding of new clients to the Argentex Client Portal, inclusive but not limited to the internal ...
Work collaboratively with other members of the legal team to ensure comprehensive client support. The Ideal Candidate: * Qualified Solicitor/ Legal Executive or Fee Earner with 5 plus experience ...