Client Services Associate
4 weeks ago
Job Description Are you passionate about delivering exceptional client service and looking for an opportunity to make a real impact?
Join a Chartered and independent financial services company that's experiencing rapid growth.
As a Client Services Associate , you'll play a key role in supporting our Chartered Financial Planners, delivering tailored financial solutions, and maintaining a reputation for excellence Your Role As a valued member of a small and dedicated team, you'll: Build strong relationships with clients by managing annual reviews, scheduling meetings, and coordinating follow-ups.
Assist with gathering policy information, preparing performance presentations, and ensuring compliance needs are met.
Support advisers with key planning tasks, such as tracking ISA allowances, pension contributions, and tax-free cash balances.
Manage the preparation of suitability reports, process fund switches and transfers, and liaise with providers.
Ensure all client records are up to date, workflows are completed efficiently, and fees are reconciled.
Handle ad hoc client requests and contribute to a seamless client experience.
-
Client Services Associate
4 weeks ago
Harrogate, United Kingdom BWD Search & Selection Full timeAre you passionate about delivering exceptional client service and looking for an opportunity to make a real impact? Join a Chartered and independent financial services company that’s experiencing rapid growth. As a Client Services Associate , you'll play a key role in supporting our Chartered Financial Planners, delivering tailored financial solutions,...
-
Client Services Associate
1 month ago
Harrogate, United Kingdom BWD Search & Selection Full timeAre you passionate about delivering exceptional client service and looking for an opportunity to make a real impact? Join a Chartered and independent financial services company that’s experiencing rapid growth.As a Client Services Associate, you'll play a key role in supporting our Chartered Financial Planners, delivering tailored financial solutions, and...
-
Client Services Associate
2 months ago
Harrogate, United Kingdom BWD Search & Selection Full timeJob Description Are you passionate about delivering exceptional client service and looking for an opportunity to make a real impact? Join a Chartered and independent financial services company that’s experiencing rapid growth. As a Client Services Associate , you'll play a key role in supporting our Chartered Financial Planners, delivering tailored...
-
Client Services Associate
2 months ago
Harrogate, United Kingdom BWD Search & Selection Full timeAre you passionate about delivering exceptional client service and looking for an opportunity to make a real impact? Join a Chartered and independent financial services company that’s experiencing rapid growth.As a Client Services Associate, you'll play a key role in supporting our Chartered Financial Planners, delivering tailored financial solutions, and...
-
Client Services Associate
1 month ago
Harrogate, United Kingdom BWD Search & Selection Full timeAre you passionate about delivering exceptional client service and looking for an opportunity to make a real impact? Join a Chartered and independent financial services company that’s experiencing rapid growth.As a Client Services Associate, you'll play a key role in supporting our Chartered Financial Planners, delivering tailored financial solutions,...
-
Client Services Associate
1 month ago
Harrogate, United Kingdom BWD Search & Selection Full timeAre you passionate about delivering exceptional client service and looking for an opportunity to make a real impact? Join a Chartered and independent financial services company that’s experiencing rapid growth.As a Client Services Associate, you'll play a key role in supporting our Chartered Financial Planners, delivering tailored financial solutions, and...
-
Client Services Associate
1 month ago
Harrogate, UK, North Yorkshire, United Kingdom BWD Search & Selection Full timeAre you passionate about delivering exceptional client service and looking for an opportunity to make a real impact? Join a Chartered and independent financial services company that’s experiencing rapid growth.As a Client Services Associate, you'll play a key role in supporting our Chartered Financial Planners, delivering tailored financial solutions,...
-
Client Service Team Associate
22 hours ago
Harrogate, North Yorkshire, United Kingdom NEXT Full timeAt NEXT, we are looking for a skilled Client Service Team Associate to join our team. This is an excellent opportunity to gain experience in stock operations and customer service.About the Role:This role involves working as part of a fast-paced store team, prioritizing tasks such as locating, packing, and processing stock to ensure it's beautifully presented...
-
Client Services Associate
4 weeks ago
Harrogate, North Yorkshire, United Kingdom BWD Search & Selection Full timeAre you passionate about delivering exceptional client service and looking for an opportunity to make a real impact? Join a Chartered and independent financial services company that’s experiencing rapid growth. As a Client Services Associate , you'll play a key role in supporting our Chartered Financial Planners, delivering tailored financial...
-
Client Services Associate
4 weeks ago
Harrogate, North Yorkshire, United Kingdom BWD Search & Selection Full timeAre you passionate about delivering exceptional client service and looking for an opportunity to make a real impact? Join a Chartered and independent financial services company that’s experiencing rapid growth. As a Client Services Associate , you'll play a key role in supporting our Chartered Financial Planners, delivering tailored financial...
-
Environmental Services Associate
3 weeks ago
Harrogate, North Yorkshire, United Kingdom Compass Group UK Full timeAbout the Opportunity: We are seeking an experienced Environmental Services Associate to join our team. In this role, you will be responsible for providing exceptional cleaning services to our clients and customers, while maintaining a high level of attention to detail.Your Key Strengths:Experience in cleaning and facilities managementAbility to work...
-
Client Services Associate
3 weeks ago
Harrogate, North Yorkshire, United Kingdom Titan Wealth Holdings Limited Full timeRole OverviewThe Titan Wealth Group is seeking a highly skilled CASS Operations Coordinator to support the CASS Manager with administration and implementation of enhancements to the CASS control framework. The successful candidate will ensure the firm meets its regulatory requirements as set out within the FCA Handbook.This role is ideal for individuals with...
-
Customer Service Associate
2 weeks ago
Harrogate, North Yorkshire, United Kingdom CV-Library Full timeJob Title: Customer Service AssociateWe are seeking a highly motivated and customer-focused individual to join our team as a Customer Service Associate. In this role, you will be the first point of contact for guests and employees at our company.Key Responsibilities:Provide exceptional customer service to all guests and employeesAnswer and direct phone calls...
-
Food Service Associate
1 month ago
Harrogate, North Yorkshire, United Kingdom Getting In Limited Full timeJob Title: Food Service AssociateAbout the Job:We are seeking a motivated and enthusiastic individual to join our team as a Food Service Associate at Nando's Harrogate. As an integral part of our service team, you will be responsible for delivering exceptional customer experiences, working collaboratively with colleagues to ensure seamless service...
-
Harrogate, North Yorkshire, United Kingdom BWD Search & Selection Full timeClient Services Associate OpportunityWe are a Chartered and independent financial services company experiencing rapid growth, seeking a talented Client Services Associate to join our team.This role involves supporting our Chartered Financial Planners in delivering tailored financial solutions and maintaining a reputation for excellence. As a valued member of...
-
Customer Service Associate
3 weeks ago
Harrogate, North Yorkshire, United Kingdom Compass UK & Ireland Careers Full timeWe are looking for an exceptional Customer Service Associate to join our team as a Hospitality Assistant. This is a fantastic opportunity to develop your skills in a dynamic environment where you can make a real difference in the lives of our guests.Job Description:Work as part of a close-knit team to deliver exceptional customer serviceDevelop strong...
-
Client Services Coordinator
53 minutes ago
Harrogate, United Kingdom Technical Prospects Ltd Full time**Client Services Coordinator** Offer £23,000 - £30,000 Basic Salary plus Benefits (Hybrid) Our client is an established software company, offering bespoke software solutions to blue-chip clients. Due to continued growth, they are currently recruiting a Client Services Coordinator to join their Client Services team supporting external customers. This...
-
Client Services Executive
7 months ago
Harrogate, United Kingdom Synergy Car Leasing Full timeJob Advert **Client Services Executive**: The Client Services Executive supports our Client Services team in day-to-day administration and customer telephone contact, and reports into the Client Services Director. **Responsibilities**: - Responding to in-life queries and contract amend requests - Creating Vehicle Orders from internal systems - Processing...
-
Client Services Administrator
7 months ago
Harrogate, United Kingdom Synergy Car Leasing Full timeJob Advert **Client Services Administrator**: The Client Services Administrator supports our Client Services team in day-to-day administration and customer telephone contact, and reports into the Client Services Director. **Responsibilities**: - Responding to in-life queries and contract amend requests - Creating Vehicle Orders from internal systems -...
-
Housing Services Associate
3 weeks ago
Harrogate, North Yorkshire, United Kingdom Ecruit Full time £26,000Job OverviewWe are seeking a highly motivated and experienced Housing Services Associate to join our team at Ecruit. As a key member of our housing services team, you will play a vital role in managing our neighbourhoods, maintaining positive relationships with customers, and delivering a high-quality housing service.About the Role:Assist in the delivery of...