Head of Client Services

2 weeks ago


London, United Kingdom Australasian Recruitment Company Full time

Head of Client Services - Hybrid

**Salary**: £50,000 - £60,000 per annum
This is an exciting opportunity to join a well-established investment firm as Head of Client Services on a permanent basis. As Head of Client Services you will oversee and manage all aspects of the client services experience, as well as supporting in a varietyof operational tasks and processes which ensure the smooth running of the business overall.
Head of Client Services Responsibilities:

- Lead, support and supervise the Client Services team in order to provide a first-class client experience
- Collaborate effectively with the Investment, Investor Relations, and Management teams to ensure deadlines and client expectations are being met
- Continually seek and develop internal process improvements and efficiencies, which are then clearly documented
- Oversee the upkeep of an accurate, secure, and intuitive CRM system and Client Portal
- Recruit, nurture and retain excellent team members, providing learning and development opportunities wherever possible
- Maintain a comprehensive understanding of regulatory requirements, ensuring that all team members invariably meet those requirements.
- Monitor client communications to check that all are written to a high standard, issued in a timely manner, and express the desired tone and image of the brand
- Perform Root Cause Analysis on issues and delays to prevent future reoccurrence
- Lead and deliver key projects that impact the client experience
- Plan and manage regular investor networking events
Head of Client Services Essentials:

- 5+ years' experience in Financial Services
- Some experience in a leadership role
- Strong communication and interpersonal skills
- Extremely organised and reliable
- Ability to pre-empt potential obstacles and use initiative to swiftly problem solve
- Comfortable using the full Microsoft Office suite, Excel in particular
- Experience with Zoho/Salesforce or similar
Head of Client Services Benefits:

- Hybrid working schedule
- A social, inclusive and dynamic working environment



  • London, United Kingdom The Maine Group Full time

    Head of Client Services £50,000 - £60,000 plus 20 days hols/bank hols & 2 weeks over Christmas


  • London, United Kingdom Office Angels Full time

    A leading private equity house managing investment opportunities for a expansive network of high net-worth individuals, family offices, wealth managers and IFAs. With an executive team boasting over 100 years of collective experience in SME investment, isrenowned for its leading expertise in structuring and delivering growth funding to SMEs. JOB ROLE: Head...

  • Head of Service

    9 hours ago


    London, United Kingdom Ministry of Justice Full time

    **Head of Service - 72398** **£61,042 - £75,224 + London weighting allowance of £4,006** **London**: **Overview of the job** Heads of Operational Functions are deployed to a variety of roles so as to provide leadership of staff and operations. **Summary** To provide management and leadership within the National Probation Service(NPS) with...

  • Content Writer

    2 weeks ago


    London, United Kingdom HEAD Full time

    We are looking for an experienced Digital Copywriter to join our ever-expanding marketing team based in London. You'll work with our Ecom team to refine tone of voice, develop brand and campaign messaging and support marketing channel owners to deliver stand-out copy. AUFGABEN ~ Key Responsibilities: ANGEBOT Contact ~ Please put the job title...


  • London, United Kingdom 4Recruitment Services Full time

    Our local authority client based in West London are urgently seeking an experienced Head of Neighbourhood Services. **Role purpose** To deliver a value for money neighbourhood and sheltered housing service which builds safe and sustainable communities, provides excellent resident experience, improves satisfaction and enhances the quality of life and...


  • London, United Kingdom In2 Consult Full time

    **Head of Client Accounts - South London - Real Estate - £55,000-£65,000** My South London based Real Estate client has a need for a Head of Client Accounts to help manage the residential property team and help steer them to continued success and process improvement. **Key Skills** - Experience in the property or Real Estate industry - Ideally...

  • Head of Digital Client Service Delivery

    Found in: Talent UK C2 - 2 weeks ago


    London, United Kingdom Azets Full time

    About us The role As the Head of Digital Client service delivery you will be instrumental to introducing third party software with our existing client platform, Cozone, into the business. You will work across multiple service offerings to create a best in class digital journey for our clients, being an advocate for change, supporting KPIs and...


  • London, United Kingdom HSBC Full time

    -Job description Some careers offer brighter prospects than others. If you’re looking for a career that will help you stand out, join HSBC and fulfil your potential. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further. Global...


  • London, United Kingdom Cushman & Wakefield Full time

    **Job Title** Head of Client Engagement **Job Description Summary** **Head of Client Engagement** **Location - London** As part of our ongoing growth within Asset Services, we are looking for a Head of Client Engagement to join us. You will be a key contributor and work closely with the leadership team, architecting and designing new programs and systems...


  • City of London, United Kingdom City of Westminster Full time

    **Head of Creative Services** **About City of Westminster** Westminster City Council is a world of extraordinary stories. Where innovative and open-minded people bring everything to the cause. Even expertise from surprising places. - Westminster is an amazing place. There are 250,000 diverse residents, over 50,000 vibrant and vital businesses and...

  • Client Services Associate

    Found in: Jooble UK C2 - 6 days ago


    London, United Kingdom Europe Arab Bank Full time

    Overview The role holder is responsible for providing administrative and operational support to the Private Banking Relationship Managers and their client base. They must deliver a high quality, professional service in person, on the telephone and all other communication mediums, to EAB’s Private Banking clients. The role holder will also be...

  • Client Services Associate

    Found in: Talent UK 2A C2 - 1 week ago


    London, United Kingdom Europe Arab Bank Full time

    OverviewThe role holder is responsible for providing administrative and operational support to the Private Banking Relationship Managers and their client base.They must deliver a high quality, professional service in person, on the telephone and all other communication mediums, to EAB’s Private Banking clients.The role holder will also be responsible for...


  • London, United Kingdom Europe Arab Bank Full time

    Overview The role holder is responsible for providing administrative and operational support to the Private Banking Relationship Managers and their client base. They must deliver a high quality, professional service in person, on the telephone and all other communication mediums, to EAB’s Private Banking clients. The role holder will also be...


  • London, United Kingdom Head Office Full time

    **About the role**: We are currently recruiting for a Head of Brand and Store Experience to join the team on a permanent basis. It's an exciting time at the John Lewis Partnership as we progress with our transformation plan and focus on how we best serve our customers. John Lewis is one of the country's most loved brands and, as a co-owner, is a truly...


  • London, United Kingdom CastleBell Recruitment Full time

    This is a creative communications agency that excels at understanding and unlocking audiences using an integrated and data-led approach, they combine PR, Content, Social Media, Sponsorships and Events, to engage with target audiences and their communities. They operate from their central London HQ servicing brands throughout Europe, across cultural sectors...

  • Head of Client Engagement

    Found in: Talent UK A C2 - 3 days ago


    London, United Kingdom CastleBell Recruitment Full time

    This is a creative communications agency that excels at understanding and unlocking audiences using an integrated and data-led approach, they combine PR, Content, Social Media, Sponsorships and Events, to engage with target audiences and their communities.They operate from their central London HQ servicing brands throughout Europe, across cultural sectors...

  • Head of Client Engagement

    Found in: beBee jobs GB - 2 weeks ago


    London, Greater London, United Kingdom CastleBell Recruitment Full time

    This is a creative communications agency that excels at understanding and unlocking audiences using an integrated and data-led approach, they combine PR, Content, Social Media, Sponsorships and Events, to engage with target audiences and their communities.They operate from their central London HQ servicing brands throughout Europe, across cultural sectors...


  • London, United Kingdom CastleBell Recruitment Full time

    This is a creative communications agency that excels at understanding and unlocking audiences using an integrated and data-led approach, they combine PR, Content, Social Media, Sponsorships and Events, to engage with target audiences and their communities. They operate from their central London HQ servicing brands throughout Europe, across cultural sectors...

  • Client Services Associate

    Found in: Appcast UK C2 - 1 week ago


    London Area, United Kingdom Europe Arab Bank Full time

    OverviewThe role holder is responsible for providing administrative and operational support to the Private Banking Relationship Managers and their client base.They must deliver a high quality, professional service in person, on the telephone and all other communication mediums, to EAB’s Private Banking clients.The role holder will also be responsible for...

  • Client Services Associate

    Found in: Appcast UK C C2 - 1 week ago


    London Area, United Kingdom Europe Arab Bank Full time

    OverviewThe role holder is responsible for providing administrative and operational support to the Private Banking Relationship Managers and their client base.They must deliver a high quality, professional service in person, on the telephone and all other communication mediums, to EAB’s Private Banking clients.The role holder will also be responsible for...