Posted by JLD Recruitment Ltd • £24K/yr to £28K/yr
Purpose of the role
The role will be to provide communication and support services for clients Ensure clients know they are valued and to develop clients re additional products or services (where appropriate).
Promoting the company services and products to prospects through planned communications, networking and other marketing activities.
General
You will need to be a driver for networking/events
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 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.