Current jobs related to Private Client Support Services Specialist - London, Greater London - Oeno Group

  • Private Client Associate

    3 weeks ago

    London, Greater London, United Kingdom Apollo Private Wealth Full time

    About the RoleApollo Private Wealth is seeking a highly motivated and ambitious individual to join our team as a Private Client Associate. This is an exciting opportunity to develop your skills and knowledge in financial planning and wealth management.As a Private Client Associate, you will play a crucial role in supporting our Advisers in delivering...

  • Private Client Specialist

    3 weeks ago

    London, Greater London, United Kingdom Fladgate LLP Full time

    As a Private Client Specialist at Fladgate LLP, you will be part of a dynamic team providing exceptional service to clients through solution-based advice, inspiring trust and confidence.The role involves advising clients on a broad range of tax and private client matters, supporting partners and other fee earners in the private client team, and working...

  • Private Client Tax Manager

    4 weeks ago

    London, Greater London, United Kingdom Hays Specialist Recruitment Limited Full time

    Private Client Tax ManagerWe are seeking a highly skilled Private Client Tax Manager to join our team at Hays Specialist Recruitment Limited. As a Private Client Tax Manager, you will be responsible for managing a portfolio of clients, including HNWI, ultra HNWI, sole traders, partnerships, and trusts.Key Responsibilities:Manage a complex and large client...

  • Private Client Tax Manager

    4 weeks ago

    London, Greater London, United Kingdom Hays Specialist Recruitment Limited Full time

    Private Client Tax ManagerWe are seeking a highly skilled Private Client Tax Manager to join our team at Hays Specialist Recruitment Limited. As a Private Client Tax Manager, you will be responsible for managing a portfolio of clients, including HNWI, ultra HNWI, sole traders, partnerships, and trusts.Key Responsibilities:Manage a complex and large client...

  • Private Client Tax Manager

    1 month ago

    London, Greater London, United Kingdom Hays Specialist Recruitment Limited Full time

    About the RoleWe are seeking a highly skilled Private Client Tax Manager to join our team at Hays Specialist Recruitment Limited. As a Private Client Tax Manager, you will be responsible for managing a portfolio of clients, including high net worth individuals, sole traders, partnerships, and trusts.Key Responsibilities:Manage a complex and large client...

  • Private Client Tax Manager

    1 month ago

    London, Greater London, United Kingdom Hays Specialist Recruitment Limited Full time

    About the RoleWe are seeking a highly skilled Private Client Tax Manager to join our team at Hays Specialist Recruitment Limited. As a Private Client Tax Manager, you will be responsible for managing a portfolio of clients, including high net worth individuals, sole traders, partnerships, and trusts.Key Responsibilities:Manage a complex and large client...

  • Private Client Paralegal Specialist

    3 weeks ago

    London, Greater London, United Kingdom Sellick Partnership Full time

    Private Client Paralegal SpecialistThis is an exciting opportunity to join a leading company in private client work as a Private Client Paralegal Specialist. The role involves managing a caseload of private client work, drafting various documents, and providing excellent customer service to clients.Key Responsibilities:• Manage a caseload of private client...

  • Tax Specialist

    3 weeks ago

    London, Greater London, United Kingdom Pro-Tax Full time

    About the Role:We are seeking a highly skilled Tax Specialist to join our Private Client Services team. As a Senior Manager, you will be responsible for managing a portfolio of trusts and tax compliance clients, as well as providing ad hoc planning and advisory support to the directors.Key Responsibilities:Preparation of trust accounts, trust self-assessment...

  • Private Client Tax Specialist

    4 weeks ago

    London, Greater London, United Kingdom Buzzacott Full time

    Private Client Tax Advisory RoleWe are seeking an experienced Associate Director to join our Private Client team at Buzzacott. As a key member of our advisory team, you will work closely with our Partners to develop and operate our Private Client advisory and compliance offering.Key Responsibilities:Client Management: Manage a portfolio of high net worth...

  • Private Client Tax Specialist

    4 weeks ago

    London, Greater London, United Kingdom Buzzacott Full time

    Private Client Tax Advisory RoleWe are seeking an experienced Associate Director to join our Private Client team at Buzzacott. As a key member of our advisory team, you will work closely with our Partners to develop and operate our Private Client advisory and compliance offering.Key Responsibilities:Client Management: Manage a portfolio of high net worth...

  • Client Services Manager

    4 weeks ago

    London, Greater London, United Kingdom Private Equity Insights Full time

    Unlock Your Potential as a Client Services/Customer Success ManagerAt Private Equity Insights, we're on a mission to connect and develop the world's leading investment professionals. As a Client Services/Customer Success Manager, you'll play a vital role in delivering exceptional service to our clients and driving business growth.Key...

  • Client Services Manager

    4 weeks ago

    London, Greater London, United Kingdom Private Equity Insights Full time

    Unlock Your Potential as a Client Services/Customer Success ManagerAt Private Equity Insights, we're on a mission to connect and develop the world's leading investment professionals. As a Client Services/Customer Success Manager, you'll play a vital role in delivering exceptional service to our clients and driving business growth.Key...

  • Private Client Tax Specialist

    3 weeks ago

    London, Greater London, United Kingdom Buzzacott Full time

    We are seeking a highly skilled Private Client Tax Specialist to join our team at Buzzacott. As an Associate Director, you will play a key role in the development and operation of our Private Client advisory and compliance offering.The ideal candidate will have a strong background in UK tax matters relating to private clients and professional practices. They...

  • Reinsurance Client Service Specialist

    4 weeks ago

    London, Greater London, United Kingdom Hays Specialist Recruitment Limited Full time

    Reinsurance Client Service TechnicianYour new role will be working as a Reinsurance Client Service Technician for a privately-owned Global Lloyd's Broker with offices based around the UK and Worldwide. This company has seen the business grow to a headcount of 400 associates globally across 17 locations and prides itself on having an entrepreneurial culture...

  • Reinsurance Client Service Specialist

    4 weeks ago

    London, Greater London, United Kingdom Hays Specialist Recruitment Limited Full time

    Reinsurance Client Service TechnicianYour new role will be working as a Reinsurance Client Service Technician for a privately-owned Global Lloyd's Broker with offices based around the UK and Worldwide. This company has seen the business grow to a headcount of 400 associates globally across 17 locations and prides itself on having an entrepreneurial culture...

  • Transaction Management Specialist for Private Markets

    4 days ago

    London, Greater London, United Kingdom GIC Private Limited Full time

    About the RoleGIC Private Limited is seeking a skilled Transaction Management Specialist to join its Investment Services Private Markets Department. This role will play a vital part in providing investment deal closing support to cross-private markets investment strategies through a scalable transaction execution platform.Key ResponsibilitiesLead as deal...

  • Private Client Support Specialist

    3 weeks ago

    London, Greater London, United Kingdom Reed Full time

    Private Client Assistant Job DescriptionWe are seeking a highly motivated and organized Private Client Assistant to provide essential legal and administrative support to our private client team. This role is ideal for someone with experience in handling private client matters, including wills, probate, trusts, lasting powers of attorney, and Court of...

  • Reinsurance Client Service Specialist

    4 weeks ago

    London, Greater London, United Kingdom Hays Specialist Recruitment Limited Full time

    Job Title: Reinsurance Client Service TechnicianYour new role as a Reinsurance Client Service Technician will be working for a privately-owned Global Lloyd's Broker with offices based around the UK and Worldwide, with their head office based in the City. This company has seen the business grow to a headcount of 400 associates globally across 17 locations and...

  • Reinsurance Client Service Specialist

    4 weeks ago

    London, Greater London, United Kingdom Hays Specialist Recruitment Limited Full time

    Job Title: Reinsurance Client Service TechnicianYour new role as a Reinsurance Client Service Technician will be working for a privately-owned Global Lloyd's Broker with offices based around the UK and Worldwide, with their head office based in the City. This company has seen the business grow to a headcount of 400 associates globally across 17 locations and...

  • Private Client Tax Specialist

    2 weeks ago

    London, Greater London, United Kingdom Ward Simpson Ltd Full time

    Job OpportunityWard Simpson Ltd is seeking an experienced Private Client Tax specialist to join their team.As a Private Client Tax specialist, you will be responsible for providing a full range of Tax compliance and advisory services to a portfolio of wealthy entrepreneurs, HNWIs, and Families who have sophisticated tax affairs.Key areas of expertise include...

Private Client Support Services Specialist

2 months ago

London, Greater London, United Kingdom Oeno Group Full time

We are seeking a skilled Private Client Support Services Specialist to join our team at Oeno Group. In this role, you will be responsible for delivering exceptional client service and support to our customers.

To succeed as a Private Client Support Services Specialist, you should possess excellent communication skills, both written and verbal, and be able to work well under pressure. You will be required to analyze customer feedback and provide actionable insights to management to improve our services.

Key Responsibilities:

  • Client Support: Respond to customer inquiries, resolve issues, and provide timely updates on their portfolio status.
  • Relationship Building: Foster long-lasting relationships with customers by following up with them and providing personalized support.
  • Issue Resolution: Troubleshoot and resolve customer complaints in a professional and courteous manner.
  • Record Keeping: Maintain accurate records of customer interactions, including feedback and comments.
  • Analysis and Reporting: Analyze customer feedback and provide insights to management to improve our services.

Requirements:

  • Experience: A minimum of two years' experience in a client support role, preferably in a similar industry.
  • Communication Skills: Excellent written and verbal communication skills, with the ability to communicate complex information in a clear and concise manner.
  • Analytical Skills: Strong analytical and problem-solving skills, with the ability to analyze customer feedback and provide actionable insights.
  • Organizational Skills: Strong multitasking and organizational skills, with the ability to prioritize tasks and manage multiple projects simultaneously.

Salary: Competitive salary based on experience.