The Client Services Associate role involves providing administrative support to financial advisers within a client services team, focusing on tasks such as generating reports, managing client communications, and preparing investment paperwork.
They offer telephone-based services to retail clients throughout the UK.
The client is a forward-thinking financial planning business based in the City of London.
As our Client Services Manager you will understand your clients and their needs, inside out.
You'll be responsible for monitoring and progressing client campaigns, activity, requests, and end to end service management across your portfolio.
You'll ensure that effective and efficient services are delivered to contractual service level agreements and our solutions are fit for service, creating growth opportunities where possible and driving service improvement plan.
Manage onboarding and off-boarding for institutional clients through coordination with the client, sales director, operations colleagues as well as custodians and key client partners to ensure a smooth transition.
Working closely with the Sales Directors and Relationship Managers to deliver exceptional client service.
An independent investment manager is seeking a professional, dynamic individual to join its Institutional Client Service Team.
This client is a leading American law firm with 20 offices around the globe employing over 1200 lawyers.
They are currently hiring a Revenue Assistant who is responsible for the overall billing cycle across multiple practice groups, dealing directly with Partners and secretaries.
The London office is their European hub and is a vibrant and busy place to work.
Client Service Representative London - £220 - £247 per day Umbrella Offering Hybrid Working - 3 days per week, on site 6 Month - Temporary Contract
Reed Talent Professionals are partnering with a Global Asset Servicing Provider, based in Central London, in the search for an Interim Client Service Representative.
They are based in the financial district in Liverpool Street and offer hybrid working.
Client Service Representative London - £220 - £247 per day Umbrella Offering Hybrid Working - 3 days per week, on site 6 Month - Temporary Contract
Reed Talent Professionals are partnering with a Global Asset Servicing Provider based in Central London, in the search for an Interim Client Service Representative.
They are based in the financial district in Liverpool Street and offer hybrid working.
The Client Support Advisor will be responsible for providing excellent and efficient customer service to clients requiring installation services for their products.
Due to growth, they are currently seeking a Client Support Advisor to join them permanently.
KHR is working with a market-leading company based in the Gravesend area.