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.
Due to an increase in business activity, they are now looking to further expand their teams are seeking a number of trainee and experienced Client Service Associates/Customer Service Associates within their Surrey based offices.
The roles offer an element of remote working where you will be required to be in the office a minimum of 3 days every couple of weeks, with the rest of your time working from home.
We recruiting for a leading Investment Management organisation who are globally renowned for providing ongoing training, development and progressive career opportunities.
A truly fantastic opportunity has arisen for a leading law firm in Birmingham who is looking for a permanent Client Care Advisor to join their team and champion a client feedback project.
This project is a great initiative that promotes fearless feedback' from the firm's clients and will collect data and feedback, which then can be used for continuous improvement across the business.
So this is your chance to work for an award winning firm that has a great reputation for how well their treat their staff.
A truly fantastic opportunity has arisen for a leading law firm in Birmingham who is looking for a permanent Client Care Advisor to join their team and champion a client feedback project.
This project is a great initiative that promotes fearless feedback' from the firm's clients and will collect data and feedback, which then can be used for continuous improvement across the business.
So this is your chance to work for an award winning firm that has a great reputation for how well their treat their staff.
Working alongside other client accountants and surveying teams to ensure that the service charge and rental aspects of the portfolios are managed accordingly.
The role involves managing the day to client accounting responsibilities on the relevant portfolio.
This role sits with the Commercial Client Accounting Team.