Client Service Professional

Company Overview">Interactive Investor is a leading investment platform offering a flat, low monthly fee and access to a wide range of investments.We are seeking an experienced professional to join our team as a Private Client Assistant, working closely with specialist advisers to deliver tax, trust, and succession planning advice and services.The ideal...

About the RoleAs a Client Success Advocate with Morgan King Professional Services, you will play a pivotal role in ensuring a positive post-purchase experience for our clients. Based in Leeds, LS12, this exciting opportunity offers an estimated salary of £30,000 basic, with uncapped earning potential through commission.We are seeking a highly skilled and...

**Administration Role in Financial Services**We are seeking an experienced Administrative Support Specialist to join our team at Aspire Recruitment Solutions. This is a fantastic opportunity to progress in the Financial Services arena, especially if you are client orientated.Key Responsibilities:Work closely with advisers and clientsLiaise with product...

A prestigious law firm in Leeds is seeking an experienced Private Client Chartered Legal Executive. The successful candidate will handle a variety of high net worth cases, including wills, probate, powers of attorney, estate planning, and lifetime trust matters.This is an excellent opportunity for a skilled professional to excel in their career. The role...

About the RoleAs a Private Client Tax Professional, you will be responsible for providing tax advisory services to high-net-worth individuals and families. This is an exciting opportunity to work with a successful practice and gain knowledge of tax legislation.Key Skills:Strong analytical and problem-solving skillsExcellent communication and interpersonal...

About the RoleIn this hybrid working role, you will be responsible for the day-to-day management of a portfolio of commercial lending clients. Your main objective will be to minimize loss to the company while delivering first-class customer service.Main Responsibilities:Monitor client facilities to ensure they are operating within agreed terms.Comply with...

We are seeking an experienced professional to join our team as a Client Service Relationship Manager in Leeds, UK. This challenging role offers flexibility to work from home or our South Central Leeds office, or Harrogate office if preferred.The ideal candidate will coordinate and manage service provision to clients, drawing upon designated service teams and...

Pareto FM Job VacancyAbout Us:Pareto FM is a dynamic company with a strong commitment to delivering high-quality facilities management services. We are proud of our reputation for excellence and strive to provide exceptional customer service and support.Job Description:We are seeking an experienced Contract Specialist to join our team. As a Contract...

We're seeking a Client Services Manager to join our team at Interactive Investor. As a leader, you'll be responsible for driving operational excellence and delivering exceptional customer experiences.The ideal candidate will have a strong background in financial services, preferably with experience in banking. You'll need to be able to build relationships...

Job Opportunity: Private Client Services DirectorWe are seeking an experienced Private Client professional to join our Nationwide Private Client Practice as a Private Client Services Director. Based in Central Leeds, the successful candidate will play a key role in helping run the tax team in this new office and working with a diverse client base.The ideal...

Job OverviewWe are seeking a Customer Service Professional to join our team in Leeds, where you will be responsible for handling calls from clients and legal professionals to ensure a smooth remortgage process.About the RoleThis is an excellent opportunity to work with a reputable law firm and provide exceptional customer service skills. As a Remortgage...

Role OverviewWe are seeking an ambitious and confident individual with professional services industry experience to join our Financial Institutions Insurance division at Bartlett Group.Key ResponsibilitiesAutonomously manage SME client relationships and accounts while providing the highest standard of service.Support and work collegiately alongside Account...

About the Job:Micahel Page seeks a Professional Services Manager to lead our team of financial consultants. In this role, you will be responsible for overseeing clients' accounts, providing financial advice, and developing strategies for business growth.Key Responsibilities:Lead a team of financial consultants to deliver high-quality services.Oversee...

At CV-Library, we are seeking a skilled Cashier to join our team. This exciting opportunity will see you working closely with clients and stakeholders to ensure seamless financial transactions.Job Summary:We are looking for a highly organized and detail-focused individual to manage client-related transactions across all offices. As a key member of our team,...

Job Summary: As a seasoned Broker/Account Executive, you will lead exceptional client service as a Client Service Director at IDEX Consulting, a highly regarded UK broking business with a profitable Transport business book and opportunities for growth. This independent firm offers autonomy, a generous salary, and a comprehensive package. Your...

Job DescriptionSenior Account ManagerWe are looking for a talented Digital Client Growth Specialist to join our team at ICS-digital. This is an excellent opportunity for someone with experience in client-facing roles, particularly in digital marketing agencies.As a key member of our central Client Services function, you will be responsible for identifying...

We're looking for an experienced Client Care Services Director to join our team at ENGINEERINGUK.In this role, you will be responsible for managing the support team to ensure housekeeping is up to date and deadlines are met. You will conduct regular 1:1s with team members, manage their wellbeing, attendance, performance, and engagement.The ideal candidate...

About Us:Georgiana Head Recruitment Limited is a leading recruitment agency that specializes in finding top talent for private client tax roles.Job Summary:We are seeking a highly skilled and experienced private client tax professional to join our team as a senior advisor. The successful candidate will have a strong understanding of tax laws and regulations...

Job Title: Estate Services ProfessionalWe are seeking a skilled Mechanical and Electrical Engineer to join our team at Parkinson Gray Associates. As an Estate Services Professional, you will provide technical advice to clients on their engineering systems, meet with customers, and develop reports and specifications.Key Responsibilities:Plant Renewal,...

Role OverviewA Private Client Paralegal position is available at Sacco Mann, a long-standing law firm in Bradford. The ideal candidate will have over 18 months of experience in mixed private client caseloads, including wills, trusts, and probate.Main Responsibilities* Provide expert legal advice to clients remotely and in personWhat We Offer* Competitive...