With a mission to foster compliance, resilience, and success, we take pride in being the go-to partner for businesses navigating the complexities of regulatory landscapes.
William Martin, part of the wider Software, Risk and Compliance Group, are at the forefront of revolutionising health and safety compliance solutions.
Posted by Page Personnel Finance • £35K/yr to £45K/yr
The Client Services Post On-boarding role involves managing client accounts, ensuring seamless payment processing, and enhancing client efficiency.
The client is an award-winning financial services firm listed on the London Stock Exchange, recognised for its rapid growth and international reach, with a commitment to empowering employees and providing top-tier service to clients across 50 countries.
You will play a critical part in maintaining client relationships and driving process improvements across the department.
Posted by Aimee Willow Connex • £19K/yr to £23K/yr
General
Working within the Operations Department providing support to the Client Management teams for proactive management of a portfolio of clients.
To deliver exceptional client service, maintain internal and client relationships and effectively identify any risks to prevent loss of income and reputation to our business.
Debtor Receipts
To ensure that all collections are receipted onto the debtor accounts daily via the operating system.
Posted by PRATAP PARTNERSHIP LTD • £40K/yr to £60K/yr
In this crucial role, you will ensure regular client contact and facilitate meetings with Advisers to review their accounts.
Joining as Client Services Manager offers an opportunity for professional growth, competitive compensation and a dynamic work environment.
A prestigious boutique Wealth and Investment Management firm located in the heart of Yorkshire, are seeking to appoint a Client Servicing Lead to join their growing team.
We have been assigned with recruiting for a Senior Client Services Officer position at an independently owned professional services firm that is expanding its operations.
This is an excellent opportunity for professionals with at least 3 years of experience in Trust who are looking to join a dynamic firm with a strong reputation.
Relocation to Guernsey is also an option, with full support for work permits and licenses provided.
Posted by Antony George Recruitment • £20K/yr to £24K/yr
Sound Financial Planning provide holistic Financial Planning to business owners; approaching, at or through retirement ensuring that client service excellence is standard.
In keeping their clients at the heart of what they do, their boutique business is designed and nurtured as a place for the industry to benchmark the greatness of solid, sound and safe financial advice.
They believe that honesty, trust and kindness are the best ways to build their long-lasting client and business relationships, and the 25 years as a business has confirmed this!