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Titan Wealth Holdings
Titan Wealth Holdings
201 – 500 Angajați
Sponsor pentru viza de lucrător calificatAsigurăriConsultanțăFinanțe
Titan Wealth Holdings este o companie britanică de servicii financiare axată pe administrarea discreționară a fondurilor, administrarea averilor și administrarea activelor. Serviciile sale sprijină managerii de investiții și consultanții financiari independenți prin execuție, administrare și soluții operaționale integrate, concepute pentru a eficientiza ciclul de administrare a averilor. Cu o echipă de peste 200 de angajați, Titan Wealth Holdings se dezvoltă și prin achiziționarea unor companii de administrare a activelor, alături de creșterea organică.
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Locurile de muncă ale companiei

Client Support and Corporate Administration Specialist – Bristol Hybrid

Provide corporate benefits administration for Group Risk and Healthcare schemes at Titan Wealth, a UK wealth management business. Manage client queries, renewals, claims, invoicing and accurate scheme records.

GBRegatul UnitHibridNormă întreagăNivel mediuSeniorLimbă Obligatorie: englezăReprezentant Servicii CliențiServicii pentru clienți

Descriere

  • Serve as a reliable first point of contact, resolving daily client queries promptly and professionally
  • Coordinate renewals by validating membership data, obtaining insurer quotations and preparing draft recommendation reports
  • Prepare and issue accurate annual accounts within agreed deadlines
  • Assist insurers and stakeholders with Group Risk claims and underwriting activities
  • Track overdue payments and follow up with clients as needed
  • Support accurate, timely invoice preparation and delivery
  • Process mid-term scheme changes, including member joiners and leavers
  • Keep records complete, accurate and current across internal systems
  • Develop effective working relationships with clients, consultants and insurers
  • Organise competing priorities to meet deadlines across multiple client requirements
  • Help deliver Group Risk and Healthcare solutions for an assigned client portfolio

Cerințe

  • Demonstrated care and precision when handling complex data
  • Strong organisation skills and the ability to balance competing priorities
  • Professional written and verbal communication skills
  • A systematic approach to investigating and resolving problems
  • Advanced Excel and Microsoft Office capability, including data analysis and reconciliation
  • A proactive approach with personal accountability and ownership
  • Ability to contribute effectively as part of a collaborative team
  • Previous administration or client support experience
  • Experience meeting deadlines in SLA-led environments
  • Proven ability to manage internal and external stakeholders
  • Experience maintaining reliable records and protecting data accuracy
  • Ability to plan, prioritise and control a varied workload
  • Understanding of regulatory principles including Treating Customers Fairly and Consumer Duty
  • Relevant professional qualifications are useful but not mandatory
  • CII qualification is beneficial but not required

Beneficii

  • Competitive salary
  • Employee pension scheme with a 7.5% employer contribution and minimum 3% employee contribution
  • 25 days of annual leave plus public holidays
  • Option to buy or sell up to five days of holiday
  • Three-day office closure over Christmas
  • Private medical insurance
  • Group life insurance
  • Income protection insurance
  • Hybrid working arrangement
  • Support for further education and professional training
  • Discretionary performance-related bonus
  • Confidential Employee Assistance Programme
  • Two paid days each year for voluntary work
  • Flexible benefits selection

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