Client Services Executive

The ClientnA well-established boutique Wealth Management firm based in Leeds.The RolenThe Client Services Executive will work in the Leeds office of this established Wealth Management company to assist the Investment Partners and Wealth Planning Directors in providing full administrative support.The Client Services Executive will provide outstanding service...

Client Servicing Executive (Book to inherit) - Leeds This is an excellent opportunity to join a well-known independent insurance brokerage in Leeds in the role of "Client Servicing Executive. This is one of those rare openings where an existing client portfolio has become available so if you enjoy servicing clients, this role will definitely be of interest...

Client Services Executive Role at Financial Planning Business The Client Services Executive 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. Client Details The client is a forward-thinking...

An exciting opportunity has come up to work for a multi-award-winning Financial Advisor, and my client is looking for a Client Experience Executive (Private Wealth) to help deliver client services proposition by delivering a first-class support service to Private Client PartnersAll potential applicants are encouraged to scroll through and read the complete...

The Client Services Executive will take responsibility for the following duties:Work closely and support the Client Service Manager in the servicing of assigned client relationships. Conducting analysis, initiating investigations and responding to internal and external adhoc inquiries. Act as a point of contact for various groups within client and consultant...

LocationLondonCategoryContract typePermanent - Full TimeSalaryCompetitiveWorking hoursFull TimeClient Services Executive - Corporate:Role and Responsibilities (this is a broad but not exhaustive list)Project Co-ordination Distribute and coordinate appropriate support for specific client projects Set up processes for client matters through liaison with...

Client Service Executive - Global Services Are you interested in working for one of the world's largest property & casualty insurers with excellent employee benefits and offices in 54 countries? Do you already have some insurance experience & you're looking for your next challenge? If you are seeking a role where you manage a variety of internal accounts...

Media help partners understand the changing advertising landscape. Specialising in audience measurement, consumer targeting and in-depth intelligence into paid, owned and earned media, their global coverage and local expertise enable better understanding of media audiences and their relationships with brands.Kantar Media is a wholly owned but operationally...

A high end stock brokerage and wealth planning firm who provide investment, tax and financial planning services to HNW private clients are currently seeking a Client Service Executive to join their Central London based team.This vacancy is working within their client services division focussing on provision of tax-efficient smaller company investment...

Reference: TCN000188 Highly Competitive + Benefits + Car Allowance Our client is a medium sized fiercely independent commercial insurance brokerage. They have experienced fantastic growth over the last few years, practically doubling in size and as such have numerous job openings available. This particular role requires an experienced Commercial Account...

Job DescriptionAre you looking to gain experience in SaaS sales generation as part of a team responsible for company revenue growth? Do you want to play an important role in building one of the most innovative and exciting AI companies in the world? Do you have knowledge or a keen interest in sign language either as a native user or learner?Due to recent...

Our client is a growing wealth management house. They are now looking to recruit a Senior Client Service Executive to join their London office.The Senior Client Service Executive will take responsibility for the following duties:Work closely with the head of department to create and execute plans and processes for the team. Produce presentations, reports and...

Kantar is the world's leading data, insights and consulting company and our Media colleagues are the experts in understanding the changing advertising landscape. Specialising in audience measurement, consumer targeting and in-depth intelligence into paid, owned and earned media, their global coverage and local expertise enable our clients to better...

Job Title: Client Services Executive at Wealth Management Firm Welcome to a fantastic opportunity at a boutique Wealth Management firm located in Leeds! About the Company: A well-established boutique Wealth Management firm based in Leeds Role Overview: Provide full administrative support to Investment Partners and Wealth Planning Directors Maintain and...

We are working with a highly reputable investment management firm looking to hire a Senior Client Services Executive to join the team.The successful hire will have a high level of visibility Client Services Executive will take responsibility for the following duties:Deputy to the Head of Client Services and will act as clients' primary point of contact....

A rewarding place to work. At Rathbones, We invest in everyone's tomorrow - that includes our people. We are always looking for future talent, and we can help you build a rewarding career with clear paths to progression and the opportunity to share in the success of our business.Reports To: Financial Planning Support ManagerContract Length: 15 month...

Our client is a top-tier asset management firm. Due to continued business success, they are now looking to recruit a Senior Client Service Executive (Contract) to join their high-performing Client Service team on a 12-month fixed-term contract basis. Reporting directly to the Client Service Team Manager, the Senior Client Service Executive (Contract)...

Job DescriptionThis function demands a hands-on, self-motivated, team member who can multitask, prioritise, and regularly interact with the relationship manager and international clients. This role sits within a busy Client Services Team. With the responsibility for the planning and execution of the associated operations across the necessary business lines,...

Hybrid working available Up to £45,000 plus bonus and benefits �?Are you ready to embark on a thrilling journey with a rapidly growing boutique Investment House in the heart of the City? Our client is expanding, and an exceptional opportunity awaits you We're on the hunt for a dedicated Client Services Executive to join this vibrant client team. This...

Who is Flagstone International? Flagstone International is a Jersey based FinTech offering online cash deposits and FX services with in-flight plans to extend our current services. We are reinventing how individuals, and corporates/entities including Trusts and Captives manage, protect, and grow their cash. We are a diverse group of people, bound by a...