Posted by Hollis Personnel Ltd • £25K/yr to £28K/yr
General duties for clients include
First point of contact for clients, visitors and contractors.
Provide high levels of customer service and administative support.
General
Fabulous working environment, luxurious office space where you will work alongside the Manager to assist, support and help manage clients and visitors to this luxury serviced office.
Posted by Financial Divisions • £35K/yr to £40K/yr
Renowned for their client-centric approach, my client provides a wide range of services, including investment planning, retirement planning, and financial advice, all tailored to meet the unique goals of their clients.
My client, a leading SJP Practice specialising in personalised wealth management solutions, is on the lookout for a highly skilled Client Services Consultant.
Are you a seasoned professional with extensive SJP experience?
Posted by Financial Divisions • £35K/yr to £40K/yr
Renowned for their client-centric approach, my client provides a wide range of services, including investment planning, retirement planning, and financial advice, all tailored to meet the unique goals of their clients.
My client, a leading SJP Practice specialising in personalised wealth management solutions, is on the lookout for a highly skilled Client Services Consultant.
Are you a seasoned professional with extensive SJP experience?
Posted by PBR Executive Search Limited • £40K/yr to £50K/yr
Job Description
You will oversee a varied portfolio of clients and be the key point of contact for those clients.
You will understand client needs and assist with proactive planning / advisory work with the support of an established team of accountants who are training towards professional qualifications.
In some cases, you will prepare accounts yourself, in other cases you will delegate this responsibility to juniors and take a more supervisory role.
Posted by Aimee Willow Connex • £30K/yr to £35K/yr
Maintenance of collateral audit database and ensure effective client service
The role of the client executive will be to assist 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.
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.