Client Services

2 weeks ago

London, United Kingdom mbf. Full time

Our client is a unique business which provides financial advice to HNW clients, as well as developing innovative financial technology. They are a business that pride themselves on their ethical approach to financial planning as well as designing and implementingnew technology for the market.

As part of their expansion, this high calibre fintech business currently seek to recruit a Client Services & Operations Team Leader to join their team.

**Duties**
- Effectively planning for and managing team capacity and workflow management, including adherence to SLAs and high-priority workflow items
- Being an advocate for our customers and ensuring our teams are focused on excellent customer outcomes
- Being a point of contact for Partners & Planners where required to help resolve issues
- Providing escalation and visibility to senior management and other stakeholders of key risks and issues
- Being an SME on Operational processes and supporting members of the team in performing their daily duties
- Helping to manage the training, quality and performance of team members
- Actively managing, anticipating and helping to prevent risks and issues
- Being a key contact person for change initiatives that affect Operations, as well as pro-actively suggesting ways we can improve

**Experience Required**
- 2 years + experience of working in a client support administrator role within a related company Strong knowledge of our core Wealth Management and Financial Planning processes across customer onboarding and ongoing servicing
- Track record of high performance and examples of delivering added value for customers
- Experience of identifying and helping to implement process improvement initiatives

- The first would be a more junior financial planning administrator who is keen to stay on the client services/management side of the market, who might not have the skills & experience at that level just yet, but is keen to move into that role. This rolewould then be at the more junior end of the salary scale.
This is an exceptionally rare opportunity to join an innovative and market leading fintech business where you can create a dynamic and enjoyable career.

**The Package**
- 2/3 days home based, 2/3 days office based
- £30,000-40,000 base salary
- Market leading share incentive scheme
- Annual Bonus
- Exceptional benefits including pension & holiday etc

  • Client Service Administrator

    1 week ago

    London, United Kingdom Gem Financial Services Full time

    Do 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

    1 week ago

    London, Greater London, United Kingdom Rapport Guest Services Full time £40,000 - £48,000 per year

    We 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

    4 days ago

    Greater London, United Kingdom Rapport Guest Services Full time

    We 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

    1 week ago

    City Of London, United Kingdom OSF Global Services Full time

    OverviewThe 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

    6 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...

  • Business Support Officer

    4 days ago

    London, United Kingdom OT Client Services Full time

    Our 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 week ago

    London, United Kingdom Euronext Full time

    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...

  • Client Services

    6 hours ago

    London, United Kingdom Aura Full time

    Location: London (UK) Hours: Full Time Contract: Permanent **About This Role**: This role is available from July. The Role of Client Services (or account handler) is to bridge the relationship between Aura and its clients. Client services are problem solvers who analyse the workplace sector and help clients identify within their business where areas...

  • Client Services

    3 days ago

    London, United Kingdom Mayford James Full time

    Job 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 time

    The 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...