We are looking for a Client Servicing Lead for our client based in London.
You will be joining a well-established Wealth Management firm, a partner practice of SJP (St. James Place) and will play a crucial role in ensuring regular contact with clients and facilitating meetings with Advisers to review their accounts.
Responsibilities
Proactively schedule and book client review meetings with the MD, ensuring that all clients are contacted regularly and meet with the MD at least once a year.
Our client are looking for a Client Manager to join their fantastic team.
You will join them on a full time, permanent basis working in Harlow, Essex or remotely based anywhere in the UK and in return, you will receive a competitive salary of £22,500 base with achievable on target earnings averaging £16,500 p/a.
About our client
Our client is a global shipping and mailing company that provides technology, logistics, and financial services to more than 90 percent of the Fortune 500.
The Client Manager will be responsible for managing a portfolio of clients, providing comprehensive accounting services, and building strong client relationships.
We are are seeking a skilled and experienced Client Manager to join the team of your new Accountants.
General
ProTalent are working alongside a reputable accounting firm located in Sutton, Surrey, dedicated to providing high-quality financial services to a diverse range of clients.
Our client a leading specialist in their industry are looking for a Client Relationship Manager to join their team.
The role will be within the Administration department and the ideal candidate will have previous work experience in financial services, with good attention to detail and the desire to learn a variety of processing tasks in a busy office environment.
This is a full time office based role with no hybrid working.
Perfect role for someone with an accounts or audit background within practice, seeking a change to a client facing role where you will be able to utilise your experience and expertise.
Working closely with a diverse portfolio of clients from various sectors, you will be providing expert advice and be their main point of contact for the firm.
We are delighted to bring this exciting and varied role to the market with one of our most well-established clients.