Client Service: Delivering exceptional client care is essential, ensuring that all matters are managed with the utmost professionalism and attention to detail.
Caseload Management: You will independently handle a broad range of private client matters, including Wills, Lasting Powers of Attorney (LPAs), tax planning, and probate the role involves managing both grant-only and full estate administration, with cases ranging from simple to highly complex.
General
A reputable and well-established law firm in Sheffield is seeking an experienced Private Client Partner to join its team.
Our client is part of a global brand and due to continued growth, they need a client services account manager to join their existing internal team.
The role is to support the business in managing existing spending clients and which include building a rapport with the clients, supporting with repeat orders and ensuring that they know of the full product offering and up selling them.
The industry is within print, and they provide a full suite of products that a distributed nationally and worldwide for some clients.
Posted by Coburg Banks Limited • £27K/yr to £28K/yr
As a member of the Financial Planning support team, you will participate in all aspects of client service administration, providing support to a growing team of Financial Planners and Para planners.
We're currently looking to recruit a skilled and highly organised administrator who would join and play a key role as part of a highly respected and innovative Wealth Management business.
Offering an attractive salary plus benefits including critical illness cover discounted gym membership, this is a fantastic opportunity to develop your skills as part of a supportive team.
Working as part of the Customer Data Change of Tenancy team, the role will interface between the Shared Service Centre (SSC) and the back-office operational teams to ensure our customers and partners receive the highest standard of service at all times and that performance levels are achieved.
In this customer facing/operational role you will be responsible for the management of the change of customer process, ensuring all allocated sites have appropriate terms of supply and any changes are recorded accurately.
As part of that team, you'll undertake a broad variety of delivery work including relationship management, directing and coordinating employer and trustee projects, providing governance advisory services and communications for a portfolio of employer clients and trustees.
The client services team provide effective relationship management to a portfolio of over 2500 employers who between them have over 400,000 members and almost £10bn funds under management.
This award-winning multi-employer pension scheme is looking to hire an experienced Senior Client Relationship Manager to join their highly regarded Client Services team.
How would you like to work within a specialist department combatting Fraud and Scams that affect vulnerable customers every single day?
What about a rewarding role within a well-known Financial Services company that cares about their customers and supports them in their moments of need?
Posted by Page Personnel Secretarial & Business Support • £23K/yr to £23K/yr
Page Personnel have just registered multiple Customer Service Advisor Positions to work for a reputable Law Firm in Leeds!
We are looking for enthusiastic customer service professionals that are looking to kick start their career you will be given the best training alongside fantastic support and an excellent structured career plan!
If you are looking for a business where you are rewarded for your hard work then this could be for you!
Whilst working in a high performing Private Client team, you will have the opportunity to gain exposure to a widely varied and high-quality private client workload including Wills, Power of Attorney, Loss of mental capacity and the Court of Protection, Probate and estate administration and Trusts.
A new opportunity has become available with a leading Yorkshire based firm at its Sheffield office for a Private Client Solicitor.
As the successful Private Client Solicitor, you will have gained previous private client experience and will have a genuine passion for and want to succeed.