Client Services
1 week ago
Job Description
Supports the Client Service teams to provides analytical support to clients, and work directly with clients to resolve their queries.
Role Responsibilities
- Acts as a first point of contact for clients, taking ownership for the resolution of their basic queries
- Drafts and distributes communications to clients regarding new products and services, service enhancements and disruptions, contractual licensing, and user permissions
- Supports the onboarding process for new clients in conjunction with the Sales teams, identifying client training opportunities where necessary
- Builds relationships with internal and external stakeholders, ensuring clients receive the best possible service
- Analyses client queries and requests, extracting bespoke data when necessary, and escalating complex issues
- Assists in the production of regular external client reports in line with business requirements and global reporting standards
Minimum Requirements
Some experience in client service and/or relationship management roles.
Knowledge, Skills and Experience Required
- 1-3 years previous Financial Services experience in client role
- Confident and articulate telephone manner
- Excellent Microsoft Office skills (Word/Powerpoint/Excel etc)
- Excellent attention to detail
- Excellent interpersonal and communication skills
We are proud to be an equal opportunity employer. We do not discriminate against individuals on the basis of race, gender, age, citizenship, religion, sexual orientation, gender identity or expression, disability, or any other legally protected factor. We value the unique talents of all our people, who come from diverse backgrounds with different personal experiences and points of view and we are committed to providing an environment of mutual respect.
Additional Information
This job description is only describing the main activities within a certain role and is not exhaustive. It does not prevent to add more tasks, projects.
-
Client Service Administrator
7 days ago
London, United Kingdom Gem Financial Services Full timeDo you have experience in client service or relationship management? Or as an assistant or administrator in the world of finance? We have a fantastic opportunity on offer for an experienced Client Service Administrator wishing to make a long-term career in a busy and successful IFA practice. We are a business with a clear vision, great culture, and a top...
-
Client Services Manager
7 days ago
London, Greater London, United Kingdom Rapport Guest Services Full time £40,000 - £48,000 per yearWe are recruiting a Client Services Manager to lead a fantastic Rapport team based in Baker Street.The Client Services Manager will oversee the smooth running of the Front of House Department which includes but is not limited to Reception, Call Services and Helpdesk, with a key focus on the constant development of the service, including planning and shaping...
-
Client Services Manager
3 days ago
Greater London, United Kingdom Rapport Guest Services Full timeWe are recruiting a Client Services Manager to lead a fantastic Rapport team based in Baker Street. The Client Services Manager will oversee the smooth running of the Front of House Department which includes but is not limited to Reception, Call Services and Helpdesk, with a key focus on the constant development of the service, including planning and shaping...
-
Client Services Director
7 days ago
City Of London, United Kingdom OSF Global Services Full timeOverviewThe Client Services Director is accountable for the overall health, profitability, and growth of assigned client accounts. This includes ensuring consistent delivery quality, maintaining positive executive-level client relationships, driving account revenue expansion, and achieving internal financial and operational targets.The role requires...
-
Client Service Associate
5 days ago
London, United Kingdom HSBC Global Services Limited Full time**Who is HSBC Innovation Banking?** HSBC Innovation Banking is the power behind the UK’s forward-thinkers, future-makers, and leap-takers, helping them ignite the bold ideas that reshape our world. We offer flexible banking solutions for start-ups, scale-ups, growth businesses, investors and those working towards IPO typically within the technology and...
-
Customer Operational Account Manager
2 weeks ago
Greater London, United Kingdom O.T. Client Services Full timeOverviewAre you an experienced Account Manager in aviation, catering, or hospitality? This is an exciting opportunity to join a fast-paced, customer-focused business in the aviation and logistics sectors.Our client is seeking a dynamic Customer Operational Account Manager to lead key customer relationships, drive service excellence, and deliver strong...
-
Business Support Officer
3 days ago
London, United Kingdom OT Client Services Full timeOur Client is an independent Charity which specialises in the provision of grants for local people on low income and organisations running projects which benefit needy residents in the area plus the provision of high-quality independent living Almshouseaccommodation for those of limited financial means. They are searching for a **Business Support Officer**...
-
Client Services
1 day ago
London, United Kingdom Mayford James Full timeJob DescriptionYou will be responsible for:Ensuring all client reporting and servicing needs are delivered in accordance with client’s requirements and our legal obligationsEnsuring the timely onboarding of new accounts across our range of UCITS funds, Private fund vehicles and separate accountsUnderstanding the clients’ investment objectives, assigned...
-
Client Services
1 week ago
London, United Kingdom JP Morgan Chase Full timeThe Global Escrow business provides independent third party account solutions, and is a century-old franchise in the US that has expanded its footprint to Europe, Asia and Latin America in recent years. With approx US$20bn in AuC, J.P. Morgan Escrow Servicesis a fully dedicated platform of specialists that customers can trust thanks to its financial...
-
Client Servicing Client Manager
7 days ago
London, United Kingdom McGregor Boyall Full timeAn established Tier 1 Bank is seeking a Client Servicing Client Manager for a 1 year contract that pay upto £425 p/day. The Client Servicing Client Manager will be an integral part of the team being accountable for maintaining all key EMEA Client Serviceteam controls and processes, Query and relationship management of key clients/counterparties. Ideal...