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.
Leading the client relationship for service, alongside the Project & Account Management teams, for some of the company's top-end contracts, to ensure all contractual service obligations are met throughout the lifecycle of the managed services contract in terms of KPIs, SLAs and contractual compliance.
We have an exciting opportunity for a Service Delivery Manager to join our client in Warrington.
Working for a global expanding company your role will be responsible for making sure that services are being seamlessly delivered to clients and strategic partners.
Our client, a leading firm in the financial services industry are looking for a client manager to join their team.
As a rapidly growing business, they are committed to delivering exceptional financial services to their diverse client base, and they need a Client Manager who shares their passion for excellence and is eager to contribute to their continued success.
Key Responsibilities - Client Manager
Manage a portfolio of clients, overseeing their financial needs and ensuring satisfaction.
We are currently seeking a dedicated and experienced Client Services Team Leader to support and guide our dynamic team on a daily basis.
The successful candidate will play a pivotal role in ensuring the efficiency and productivity of our Client Services Team while upholding best practices and high standards.
This is a rare opportunity to join one of the UK's foremost vehicle rental specialists and deliver an important element of our sales approach, supporting our aim to maximise the growth and profitability of the business.
Reporting to the Senior Client Services Managers and working alongside other Managers, you would have your own portfolio of clients and have the following responsibilities:
Be the main point of contact for the clients in your portfolio and co-ordinate all services
A Client Services Manager is being recruited for the Business Advisory team of an established firm of Chartered Accountants in Wimborne.
Maintenance of collateral audit database and ensure effective client service.
Responsibility for assisting the Portfolio Manager/s (PM) and portfolio team with risk and relationship management of the specific client portfolio (to include monitoring of all controls, collateral management and processing, client payments and liaising with clients directly).
Supporting the CE Manager and Portfolio Manager/s with the administrative function of the back office, to include remittance and collateral analysis, monthly reconciliation, processing of debt soundings and client payments.
They will manage and lead the service areas to ensure the services are delivered to a high standard according to company's ethos and in accordance with policy and procedure, whilst also identifying and responding effectively to new service delivery opportunities.
The successful candidate will be responsible for the operational delivery of the charity's varied programme, to include therapeutic counselling and social inclusion.
This is an incredible opportunity for someone to make a real difference to peoples' lives and qualities of life and provide them with a brighter, happier future.