![Orla Rose Associates](https://media.trabajo.org/img/noimg.jpg)
Head of Client Services
1 week ago
Head Of Client Services - Wealth Management
Overview:
Wealth management firm specializing in providing bespoke financial services to high-net-worth individuals and families across the UK, Geneva, and Monaco. We are seeking an experienced and dynamic Head of Client Services to lead our client services team and ensure exceptional service delivery to our distinguished clientele.
Leadership and Management:
- Lead, mentor, and manage the client services team to deliver unparalleled service to private clients.
- Develop and implement client service strategies that align with the company’s overall goals and objectives.
- Foster a client-centric culture within the team, promoting excellence in service delivery
Client Relationship Management:
- Serve as the primary point of contact for key clients, ensuring their needs and expectations are met or exceeded.
- Develop and maintain strong, long-term relationships with clients, understanding their financial goals and needs.
- Handle complex client queries and complaints efficiently and effectively
Service Delivery and Improvement:
- Oversee the daily operations of the client services team, ensuring timely and accurate service delivery.
- Continuously review and improve client service processes and systems to enhance client satisfaction.
- Implement best practices in client service and ensure compliance with regulatory standards.
Strategic Development:
- Contribute to the development and execution of the company’s strategic plan, focusing on client services.
- Identify opportunities for growth and expansion within the client services function.
- Collaborate with other departments (e.g., investment management, compliance) to ensure a cohesive approach to client service.
Performance Monitoring and Reporting:
- Set performance targets for the client services team and monitor progress against these targets.
- Prepare and present regular reports on client service metrics, highlighting areas of success and areas for improvement.
- Use client feedback to drive continuous improvement initiatives.
Market Awareness:
- Stay updated on industry trends and developments in wealth management.
- Ensure the client services team is aware of and responsive to changes in the market that may impact clients.
Qualifications and Experience:
- Bachelor's degree in Finance, Business Administration, or a related field; Master's degree preferred.
- Extensive experience (10+ years) in client services within the wealth management or private banking sector.
- Proven track record of managing and leading a high-performing client services team.
- In-depth understanding of the financial markets and investment products.
- Strong interpersonal and communication skills, with the ability to build and maintain relationships with high-net-worth clients.
-
Head of Client Services
1 month ago
City of London, United Kingdom Client Full timeHead of Client Services (Senior Account Manager)£70,000 - £90,000 + Uncapped Commission + Bonuses + £5,000-£7,000 Car Allowance + Training + Further Progression + Private Medical Insurance + Life Insurance + 31 Days Holiday (25 + Bank, rising to 28 + bank with length of service) + Hybrid Working + More Great BenefitsHybrid role, commutable from...
-
Head of Client Services
3 weeks ago
City of London, United Kingdom Client Full timeHead of Client Services (Senior Account Manager)£70,000 - £90,000 + Uncapped Commission + Bonuses + £5,000-£7,000 Car Allowance + Training + Further Progression + Private Medical Insurance + Life Insurance + 31 Days Holiday (25 + Bank, rising to 28 + bank with length of service) + Hybrid Working + More Great BenefitsHybrid role, commutable from...
-
Head of Client Services
7 days ago
London, Greater London, United Kingdom Ad Idem Consulting Full timeGlobal Head of Client Services – Prime Brokerage About the business Our client is a leading algorithmic trading firm and trusted principal liquidity, technology and prime services partner to institutional clients and trading venues globally. The target client base is comprised mainly of retail focused trading firms and brokerages, as well as an...
-
Head of Client Services
4 weeks ago
London, United Kingdom Maverick Media Full time_Are you an experienced Head of Client Services looking for a great job in an award-winning studio, working on amazing video games advertising? Read on _ **About Maverick**: Maverick by name, maverick by nature. For a quarter-century, we’ve been creating trail-blazing & award-winning work for the world’s most prestigious games publishers, developers and...
-
Head of Client Services
3 weeks ago
London, United Kingdom Bordeaux & Burgundy Full time**About the Role** We are looking for an experienced, talented and motivated Head of Client Services to lead the Campaign Marketing team and the operations that sit behind this. This role will ultimately be responsible for taking ownership of large-scale accounts, ensuringdeliverables are timely and exceed expectations, whilst seamlessly leading the internal...
-
Head of Client Services
1 week ago
London, United Kingdom Orla Rose Associates Full timeHead Of Client Services - Wealth ManagementOverview:Wealth management firm specializing in providing bespoke financial services to high-net-worth individuals and families across the UK, Geneva, and Monaco. We are seeking an experienced and dynamic Head of Client Services to lead our client services team and ensure exceptional service delivery to our...
-
Head of Client Services
1 week ago
London, United Kingdom Orla Rose Associates Full timeHead Of Client Services - Wealth Management Overview: Wealth management firm specializing in providing bespoke financial services to high-net-worth individuals and families across the UK, Geneva, and Monaco. We are seeking an experienced and dynamic Head of Client Services to lead our client services team and ensure exceptional service delivery to our...
-
Head of Client Services
1 week ago
London, United Kingdom Orla Rose Associates Full timeHead Of Client Services - Wealth Management Overview: Wealth management firm specializing in providing bespoke financial services to high-net-worth individuals and families across the UK, Geneva, and Monaco. We are seeking an experienced and dynamic Head of Client Services to lead our client services team and ensure exceptional service delivery to our...
-
Head of Client Services
7 days ago
London, United Kingdom Orla Rose Associates Full timeHead Of Client Services - Wealth ManagementThe information below covers the role requirements, expected candidate experience, and accompanying qualifications.Overview:Wealth management firm specializing in providing bespoke financial services to high-net-worth individuals and families across the UK, Geneva, and Monaco. We are seeking an experienced and...
-
Head of Client Services
1 week ago
London,, UK, United Kingdom Orla Rose Associates Full timeHead Of Client Services - Wealth ManagementOverview:Wealth management firm specializing in providing bespoke financial services to high-net-worth individuals and families across the UK, Geneva, and Monaco. We are seeking an experienced and dynamic Head of Client Services to lead our client services team and ensure exceptional service delivery to our...
-
Head of Client Services
4 days ago
London, United Kingdom Orla Rose Associates Full timeJob Description Head Of Client Services - Wealth Management Overview: Wealth management firm specializing in providing bespoke financial services to high-net-worth individuals and families across the UK, Geneva, and Monaco. We are seeking an experienced and dynamic Head of Client Services to lead our client services team and ensure exceptional service...
-
Client Services Officer
2 weeks ago
London, United Kingdom Client Server Full timeClient Services Officer London onsite to £55k Do you have excellent client facing communication and relationship building skills combined with a strong interest in financial markets and an academic record of achievement? You could be progressing your career as a Client Services Officer at a global eTrading company. As a Client Services Officer you'll be the...
-
Head of Client Services
2 weeks ago
London, United Kingdom Idex Full timeOur client is centralising their Administration teams due mergers and acquisitions and are keen to bring a Head of Client Services to bring together people, processes and target operating models. This business has national presence and you will be required to travel around the UK. You will be responsible for 5 direct line managers and a total of 70...
-
Head of Client Services
1 week ago
London, United Kingdom Orla Rose Associates Full timeHead Of Client Services - Wealth ManagementRead on to find out what you will need to succeed in this position, including skills, qualifications, and experience.Overview:Wealth management firm specializing in providing bespoke financial services to high-net-worth individuals and families across the UK, Geneva, and Monaco. We are seeking an experienced and...
-
Head of Client Services
1 week ago
London, United Kingdom Orla Rose Associates Full timeHead Of Client Services - Wealth ManagementRead on to find out what you will need to succeed in this position, including skills, qualifications, and experience.Overview:Wealth management firm specializing in providing bespoke financial services to high-net-worth individuals and families across the UK, Geneva, and Monaco. We are seeking an experienced and...
-
Head of Client Services
3 weeks ago
London, United Kingdom Stonewall Full timeAre you passionate about Inclusion and Belonging at work? Are you driven by building and developing strong relationships and client services? Do you imagine yourself working for a top human rights charity? Do you want to use your skills and experience to harness the power that workplaces have to contribute to a world in which LGBTQ+ people are Free to Be...
-
Head of Client Services
3 weeks ago
London, United Kingdom Stonewall Full timeAre you passionate about Inclusion and Belonging at work? Are you driven by building and developing strong relationships and client services? Do you imagine yourself working for a top human rights charity? Do you want to use your skills and experienceto harness the power that workplaces have to contribute to a world in which LGBTQ+ people are Free to Be...
-
Head of Client Services
7 days ago
London, Greater London, United Kingdom Maverick Media Full time_Are you an experienced Head of Client Services looking for a great job in an award-winning studio, working on amazing video games advertising? Read on _About Maverick:Maverick by name, maverick by nature. For a quarter-century, we've been creating trail-blazing & award-winning work for the world's most prestigious games publishers, developers and brands....
-
Head of Client Services
7 days ago
London, Greater London, United Kingdom Bordeaux & Burgundy Full timeAbout the Role We are looking for an experienced, talented and motivated Head of Client Services to lead the Campaign Marketing team and the operations that sit behind this. This role will ultimately be responsible for taking ownership of large-scale accounts, ensuringdeliverables are timely and exceed expectations, whilst seamlessly leading the internal...
-
Head of Client Services
6 days ago
London, Greater London, United Kingdom JLB Full time £70,000 - £80,000Job Description JLB are working with a leading sports organisation who are looking for a Head of Client Services to join their team in London.Leadership & Management: Lead, mentor, and manage a team of professionals, fostering a collaborative and high-performance culture. Client Relationship Management: Serve as the primary point of contact for key clients...