Client Support - Risk and Reward

Titan Wealth Holdings Limited
Bristol, England, United Kingdom
Full Time
Hybrid
Junior
0+
Professional Certificate
Finance & Accounting Financial Services Insurance

Posted 2 weeks ago

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Excellent 4.7

Job summary

Supporting client queries and assisting with administration for corporate benefits, including group risk and healthcare schemes, within a fast-paced wealth management environment.

Responsibilities

The role involves managing a portfolio of clients for Group Risk and Healthcare schemes, including handling queries, renewals, and maintaining accurate data. You will also liaise with insurers and consultants to ensure high-quality service delivery and accurate invoicing.

Qualifications

Attention to Detail Communication Customer Service Data Analysis Data Entry Excel MS Office Organizational Skills Problem Solving Stakeholder Management

Candidates should have experience in an administration or client support role, ideally within financial services or insurance. Strong organizational skills, proficiency in Excel, and an understanding of regulatory principles are essential for this position.

English

Benefits

  • Employee Pension Scheme
  • Annual Leave
  • Private Medical Insurance
  • Group Life Insurance
  • Income Protection Insurance
  • Discretionary Performance Related Bonus
  • Employee Assistance Programme
  • Voluntary Work Days
  • Training Support

Company

Titan Wealth Holdings Limited

Titan Wealth Holdings Limited

linkedin
Financial Services
Location
Bristol, England, United Kingdom

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Excellent 4.7
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