Client Management

2 weeks ago


United Kingdom Lime Search & Select Ltd Full time

My client is a fast-growing Wealth Management / Financial Planning firm which provides professional, face to face financial advice to clients throughout the UK, founded by an experienced team with a passion for excellent client experience and effective service delivery.
We are looking to recruit a Client Support Executive. In this position you’ll be responsible for the smooth and efficient delivery of the Adviser Support process and Client Services Charter. Providing a responsive administrative, organisational, and logistical service to multiple Financial Advisers.
General office administrative duties
Adviser pipeline management
Provide regular updates to Financial Adviser about case progression
Adviser diary management
You must have a great telephone manner, be well presented and have excellent organisational skills.
The Lime People Group of Companies includes Lime People Search & Select Ltd, Lime International Management Enterprises S.L.
#


  • Client Manager Lead

    Found in: Jooble UK C2 - 2 weeks ago


    United Kingdom Corporate Travel Management (CTM) UK Full time

    The role of Client Manager Lead is to effectively manage and oversee a portfolio of Corporate and Wider Public Sector (WPS) clients, ensuring all new business wins and current clients under the relevant contract are managed effectively. The role requires strong management to clients, depending upon their individual needs and requirements to aid the ultimate...

  • Client Manager Lead

    1 week ago


    United Kingdom Corporate Travel Management (CTM) UK Full time

    The role of Client Manager Lead is to effectively manage and oversee a portfolio of Corporate and Wider Public Sector (WPS) clients, ensuring all new business wins and current clients under the relevant contract are managed effectively. The role requires strong management to clients, depending upon their individual needs and requirements to aid the ultimate...

  • Client Manager

    6 days ago


    United Kingdom Franklyn Press Multimedia Full time

    Working in the Client Services team reporting to the Client Services Manager, you will be liaising closely with our team of wealth managers. We are on the lookout for an office-based Administrator to join our dynamic and fast-paced team. Working in the Client Services team reporting to the Client Services Manager, you will be liaising closely with our team...

  • Client Manager

    Found in: Jooble UK C2 - 2 weeks ago


    United Kingdom Hays Full time

    Client Manager- Statement of Work London – Hybrid About the role: As a Client Manager, you will be leading and taking full responsibility for the successful management of the UK client account and service delivery whilst achieving budget and growth on the client account by maximizing fees and recognizing opportunities. You will be establishing and...

  • Client Manager

    2 weeks ago


    United Kingdom Hays Full time

    Client Manager- Statement of Work London – Hybrid About the role: As a Client Manager, you will be leading and taking full responsibility for the successful management of the UK client account and service delivery whilst achieving budget and growth on the client account by maximizing fees and recognizing opportunities. You will be establishing and...

  • Client Manager

    6 days ago


    United Kingdom Harrison Dear Sales Full time

    Company Background Our client is a well-established, dynamic media company that specialises in audience mindset media, linking advertisers with consumers through high impact media channels in specific destinations. We provide various effective ways for businesses to reach the affluent, desirable, and yet hard-to-reach rail-travelling audience. Throughout...


  • United Kingdom Aptia Group Full time

    About Aptia Aptia is a new force in the employee benefits and pensions administration services, on a mission to change the world of administration for the better. In an underserved market, with huge potential for growth, Aptia will serve 1,100 clients in the US and UK markets and will be supported by shared services in India and Portugal - helping more...

  • Client Services Manager

    Found in: Whatjobs ES C2 - 4 days ago


    , , United Kingdom Reed- UNLIMITED Full time

    Job Title: Client Services Manager Job Overview We are a bespoke electronic security provider working predominantly in central London and are looking for a dynamic and commercially strong operator with an entrepreneurial spirit. You must have an enquiring mind and a huge amount of common sense to fit into our family run business. As a Client Services...

  • Client Manager

    6 days ago


    United Kingdom NST Recruitment Limited Full time

    Client Manager – Managed Services Hybrid WFH/office – Paris €85,000 per annum + €35,000 OTE + car allowance and benefits You have the chance to join one of the world’s biggest technology services providers with 20k+ employees in over 55 countries. They are a Fortune Global 500 company (in the top 100) and are one of the top 10 MSPs...


  • United Kingdom NST Recruitment Limited Full time

    Company: Technology Solutions Provider Position: Client Success Manager Reporting To: Manager, Client Success Location: Essex, UK (Hybrid) Contact Type: Full Time, Permanent Start Date: ASAP Overview You have the chance to join an established multinational Technology Solutions Provider, based in Essex, who is currently looking to...


  • United Kingdom Jayne Pierce Tourism Full time

    With this exciting job in luxury travel you will have full responsibility for managing a portfolio on HNW clients, managing them through the sales process and ensuring the business exceeds their expectations by offering them that all-important concierge travel service. As a Elite Client Manager You will working remotely, 100% based from home or from our...


  • United Kingdom ASL Personnel Ltd Full time

    Our client, based near Heathrow requires a confident and passionate individual to take on the position of Client Development Manger The successful candidate will be responsible for managing existing client accounts & relationships including upselling of additional services to existing account customers which would include visiting customers 2 days a week...

  • Client Manager

    7 days ago


    United Kingdom Sewell Wallis Ltd Full time

    Sewell Wallis are working with a Yorkshire Firm of Accountants with a strong presence in the market, who are looking to recruit a Senior Client Manager for their Huddersfield office. Our client is looking for a fully qualified Accountant, ideally ACA / ACCA and you will be currently operating at Client Manager/Senior Client Accountant level, looking to...

  • Accounts Manager Client Manager

    Found in: Jooble UK C2 - 2 weeks ago


    United Kingdom Hays Full time

    Client Manager- Statement of Work London – Hybrid As a Client Manager, you will be leading and taking full responsibility for the successful management of the UK client account and service delivery whilst achieving budget and growth on the client account by maximizing fees and recognizing opportunities. You will be establishing and developing key...


  • United Kingdom Hays Full time

    Client Manager- Statement of Work London – Hybrid As a Client Manager, you will be leading and taking full responsibility for the successful management of the UK client account and service delivery whilst achieving budget and growth on the client account by maximizing fees and recognizing opportunities. You will be establishing and developing key...


  • United Kingdom Acuative Ltd Full time

    Summary of Position Do you like to stay ahead of the curve and bring new innovations and technology to others? Do you constantly look for ways to lead change and improve the situations around you? This is your opportunity to take your career to the next level and become an unstoppable innovator. At Acuative, we are revolutionizing the IT industry to...


  • United Kingdom Nashrock Insurance Recruitment Full time

    We are recruiting on behalf of a Lloyd's Underwriting Business Group who seek a Syndicate Client Manager in a varied, relationship role. The ideal candidate will have an excellent understanding of the Lloyd's Insurance Market and how syndicates operate within regulatory frameworks. Candidates need a broad knowledge of a Lloyd’s Managing Agencies...

  • Syndicate Client Manager

    Found in: Jooble UK C2 - 2 weeks ago


    United Kingdom Nashrock Insurance Recruitment Full time

    We are recruiting on behalf of a Lloyd's Underwriting Business Group who seek a Syndicate Client Manager in a varied, relationship role. The ideal candidate will have an excellent understanding of the Lloyd's Insurance Market and how syndicates operate within regulatory frameworks. Candidates need a broad knowledge of a Lloyd’s Managing Agencies...


  • United Kingdom EQ Accountants LLP Full time

    EQ Accountants is an accounting, taxation, audit, and business advisory practice with offices based across Scotland and England, offering the full spectrum of solutions to meet our clients’ financial needs. Our specialisms include Agriculture, Engineering and Manufacturing, Healthcare, Leisure, Professions, Property and Construction, Technology and...

  • Project Manager

    6 days ago


    United Kingdom Association for Project Management Full time

    Are you looking to kickstart a career in Project Management ? Do you have an interest in property and would love to learn more about the industry ? If so, this Trainee Project Manager position is perfect for you! This Trainee Project Manager position is working for a company in Southbourne . The working hours are Monday to Friday, making up a 35-hour...