Client Relations Assistant
2 months ago
Salary and Benefits:
- Up to £32,000 DOE p.a working Monday to Friday - Hybrid position (3 days/week office)
- A discretionary day off for your birthday, Christmas shopping day and moving house day
- Pension 7.5% contribution
- Private medical insurance
- Income Protection
This could be a fabulous move into a thriving, professional and dynamic environment with a highly regarded and successful investment based business based in Chichester.
The position of Client Relations Assistant is required to be part of a dynamic fast paced exciting business.The role
responsibilities:
As the Client Relations Assistant you would be assisting in the management of private client relationships and their investment portfolios, this will not include giving advice, and generally supporting the team in developing and managing client relationships and would include:
- Resolve/action general administration queries
- Prepare agendas and paperwork for committee and team meetings and take minutes
- Deal with compliance related matters such as collation of anti-money laundering documentation, checking client documentation
- Sending and checking payment instructions to the Central Administration Team for internal and external cash payments
- Liaise and monitor corrective action with the Central Administration team on corporate actions/incorrect postings
- Liaise with the Central Administration team to maintain accuracy of client data on Pulse and databases
- Assist in the production of investment reports and performance data
- Assist with corrective action as required in relation to the weekly fund reconciliations
- Communicates effectively; written and verbal
- High attention to detail
- Effective on the telephone
- Confident
- Ability to communicate effectively with colleagues and clients, and to explain technical subjects to non-technical audiences.
- Drive and enthusiasm
- Enjoys working in a busy position with a wide variety of tasks.
- Discreet and confidential approach
- Patient, friendly and helpful disposition
-
Client Relations Specialist
2 weeks ago
Chichester, West Sussex, United Kingdom The Hyde Group Full time £32,500Client Relations Specialist – Fixed Term Contract Our Mission: At The Hyde Group, we believe in empowering individuals by providing them with a secure and comfortable living environment. This foundation enables them to reach their full potential, enjoy their surroundings, and actively participate in their communities. Key Responsibilities: Manage and...
-
Client Relations Executive
2 weeks ago
Chichester, West Sussex, United Kingdom Care UK Full timePosition OverviewEmployment Type: Full-timeLocation: Care Home EnvironmentWe are pleased to announce a new opportunity for a Client Relations Executive within our esteemed care facilities in Sussex. This role is ideal for a seasoned professional in sales and business development who is motivated by achieving financial objectives and is eager to contribute to...
-
Client Relations Specialist
2 weeks ago
Chichester, West Sussex, United Kingdom Attega Group Ltd Full time £20,000 - £24,000Client Support Specialist Salary: £20,000 - £24,000 P/A, based on experience Employment Type: Full-time | Permanent | 35 hours per week Overview: Are you passionate about assisting others and making a positive impact in your role? Attega Group Ltd is excited to announce an opportunity for a Client Support Specialist to become a vital part of our...
-
Commercial Relations Executive
2 weeks ago
Chichester, West Sussex, United Kingdom Stagecoach Group Full timeCompany Overview:Stagecoach is a prominent transportation organization that prioritizes diversity and inclusivity within its workforce. We appreciate the distinct backgrounds and viewpoints that our team members contribute.Position Title: Commercial Engagement ExecutiveLocation: Southgate, ChichesterRole Overview:Oversee media inquiries, prepare press...
-
Customer Relations Specialist
2 weeks ago
Chichester, West Sussex, United Kingdom The Hyde Group Full timeThe Hyde Group is seeking to appoint a Customer Relations Specialist. Our mission is straightforward: by offering clients a secure and quality living environment, we empower them to reach their full potential, appreciate their surroundings, and actively engage in their communities. As a Customer Relations Specialist, you will serve as the primary contact for...
-
Client Assistance Coordinator
2 weeks ago
Chichester, West Sussex, United Kingdom Stonepillow Full timeStonepillow - Community Support SpecialistLocation: ChichesterContract: PermanentHours: Part Time - 16 hours per week (4 x 4 hour shifts, working every other weekend)Salary: £21,730 per annumAt Stonepillow, we are committed to empowering homeless and vulnerable individuals to achieve lasting independence and well-being. As a Community Support Specialist,...
-
Private Client Tax Manager
1 month ago
Chichester, West Sussex, United Kingdom Michael Page Full timeA Private Client Tax Manager is sought to provide comprehensive tax services to clients while liaising with the tax department to ensure smooth operations.Client DetailsOur client is a leading, top 100 accountancy firm with an extensive client base.DescriptionManaging own portfolio of clientsWorking on tax compliance relating to the client portfolio,...
-
Private Client Solicitor
2 days ago
Chichester, West Sussex, United Kingdom 360 Recruitment Full timeJob Summary:360 Recruitment is seeking a highly skilled Private Client Solicitor or Legal Executive / Fee Earner to join our client's team in their Chichester office.About the Role:We are looking for a talented individual to undertake fee-earning work, working both independently and as a member of the team, and provide a profitable contribution to the work...
-
Client Care Facilitator
2 weeks ago
Chichester, West Sussex, United Kingdom Stonepillow Full timeStonepillow - Community Support SpecialistLocation: ChichesterContract: PermanentHours: Part Time - 16 hours per week (4 x 4 hour shifts, working every other weekend)Salary: £21,730 per annumAt Stonepillow, we are committed to empowering homeless and vulnerable individuals to achieve lasting independence and well-being. As a Community Support Specialist,...
-
Accounts Assistant AAT
2 weeks ago
Chichester, West Sussex, United Kingdom CMA Recruitment Group Full timeCMA Recruitment Group is excited to collaborate with a reputable organization known for its excellence in the industry, serving clients on a global scale. We are seeking an Accounts Assistant to become a part of their team on a temporary to permanent basis. This organization promotes a flexible and vibrant work environment, providing ample opportunities for...
-
Private Client Taxation Manager
2 weeks ago
Chichester, West Sussex, United Kingdom Carpenter Box Full timeTaxation Manager - Private Client ServicesWe are seeking a skilled Taxation Manager to enhance our team. This role presents an excellent opportunity for individuals with a background in taxation to elevate their professional journey.Key Responsibilities:Develop your expertise in a nurturing environmentFlexible working arrangements with designated office...
-
Senior Tax Consultant
2 weeks ago
Chichester, West Sussex, United Kingdom Carpenter Box Full timeTaxation Lead - Private Client ServicesWe are seeking a skilled Taxation Lead to become a vital part of our team. This role presents an excellent opportunity for individuals with a solid background in taxation to enhance their professional journey.Develop your expertise in a nurturing environmentFlexible working arrangements with designated office...
-
Client Engagement Associate
2 weeks ago
Chichester, West Sussex, United Kingdom Tenpin Full timeJoin Our Vibrant Team!At Tenpin, we believe in creating memorable experiences. Our entertainment offerings go beyond just bowling; we provide a variety of attractions including escape rooms, karaoke, 4D laser arenas, soft play areas, arcade machines, and pool tables. Additionally, our fully licensed bars serve a range of cocktails, complemented by a...
-
Legal Assistant
2 weeks ago
Chichester, West Sussex, United Kingdom Elite Touch Group Ltd Full timePosition OverviewElite Touch Group Ltd is seeking a dedicated Legal Assistant to support our personal injury division.The ideal candidate will possess a strong background in managing complex multi-track cases up to trial.This role encompasses a variety of responsibilities, including but not limited to:Client Consultation: Engaging with clients to gather...
-
Audit Assistant Supervisor
2 weeks ago
Chichester, West Sussex, United Kingdom Futures Recruitment Services Ltd Full time £45,000 - £48,000Position Overview Futures Recruitment Services Ltd is excited to announce an opportunity for a skilled and driven Audit Assistant Supervisor to become a part of a reputable Accountancy firm. Key Qualifications Proven experience in a supervisory capacity within an accounting environment. Professional qualification in either ACCA or ACA. ...
-
Accounts Assistant Manager
4 weeks ago
Chichester, West Sussex, United Kingdom Kreston Reeves LLP Full timeWe are currently seeking an Accounts Assistant Manager to join our team in Chichester on a hybrid basis (3 days in the office). Our expanding team serves a diverse range of clients, ranging from sole traders to multi-million-pound businesses with a global presence - this diverse clientele brings a rich variety to the role. This position offers a fantastic...
-
Assistant Audit Manager
2 weeks ago
Chichester, West Sussex, United Kingdom Kreston Reeves Full timeKreston Reeves presents a remarkable opportunity for the position of Assistant Audit Manager.This firm goes beyond traditional financial consulting; they are committed to empowering their clients, team members, and communities for a prosperous future.In the role of Assistant Audit Manager, you will oversee a diverse portfolio of audit clients while ensuring...
-
Accounts Senior
3 weeks ago
Chichester, West Sussex, United Kingdom TN United Kingdom Full timeTPF Recruitment is proud to represent a reputable client inthe recruitment of an Accounts Senior to join team. This is an exciting opportunity to become a primary point ofcontact for designated clients, managing all their accounts compliance andservice requirements.About the Role:As an Accounts Senior, you will play a crucial role inensuring the completion...
-
Tax Executive
2 months ago
Chichester, West Sussex, United Kingdom Optimum Talent Acquisition Full timeThis is a senior appointment supporting departments within this well established law firm in central Chichester.You will be managing extensive tax work, including the preparation of tax returns and associated compliance.The role will include client contact and may extend beyond the main responsibilities listed below. Trust and Estate tax returns and personal...
-
Accounts Assistant AAT
2 weeks ago
Chichester, West Sussex, United Kingdom CMA Recruitment Group Full timeCMA Recruitment Group is excited to collaborate with a reputable organization known for its excellence in the industry, serving clients on a global scale. We are seeking an Accounts Assistant to become a vital part of the team on a permanent basis. This organization promotes a flexible and vibrant work environment, providing ample opportunities for skill...