Client Services Manager

Job Description Our Client Service Managers are the engine of our business. They are responsible for managing relationships with independent financial advisers whilst processing portfolio instructions within agreed timescales. This role is perfect for someone who thrives in a fast-paced environment, has experience in corporate customer service and takes...

Our client, a leading wealth management firm, is seeking an experienced Client Service Manager to support a team of investment managers in delivering exceptional service to high-net-worth (HNW) private clients. This role offers a fantastic opportunity for a detail-oriented professional to join a premier firm, focusing on providing support to investment...

You will be responsible for: Ensuring all client reporting and servicing needs are delivered in accordance with client’s requirements and our legal obligations Ensuring the timely onboarding of new accounts across our range of UCITS funds, Private fund vehicles and separate accounts Understanding the clients’ investment objectives, assigned mandates...

The Company A highly successful Wealth Management firm, widely recognised with an excellent reputation based in London. The Role THIS ROLE IS A 12 MONTH FTC – with the opportunity to convert to Permanent The successful Business Manager, will play an integral role in acting as the link between Front Office and Operations by assisting both areas to fulfil...

Head of Client Services Hybrid Working – 3 Days in the officeSalary - £70 - £80K base + performance related bonusWe are seeking an experienced and customer-centric Head of Client Services to lead the post-sales experience for our client; a high-growth social app with reference to advertising revenue. This role will be crucial in driving client...

Our client, a market leading MGU, is looking for a Client Services Lead. Reporting to the Head of Operations, as Client Services Lead you will be responsible for supporting a portfolio of Clients by leading the analysis of business Operations requirements, determination of appropriate processes, tools and approaches, and the application of standards and best...

Client Solutions Director Organisational Relationship Reports to the COO Location: London and remote working Managing the solution and scope of delivery through regular client & internal engagements working in an agile, relationship focused fashion. Partnering with Business Development teams to ensure end to end continuity of client intentions and...

Base Salary: £70 - £90K base + bonus + benefitsHybrid - 3 days in the officeAs Client Services Director working for our client, a creative and influencer social media agency, your role and responsibilities would typically involve overseeing the client services department and ensuring the agency's clients receive exceptional service and achieve their...

Our client, an accountancy and business advisory services firm is seeking a Client Services Executive to join their team.As Client Services Executive, you will be responsible for supporting the team in the administration of private client and corporate financial planning services. You will help the business process new business and service existing clients....

I am partnered with a Global Private Equity company to recruit a maternity cover role. I am looking for a Client Services Exec from Financial Services who can speak Hebrew.... Is this you?This role will work closely with Account Managers, primarily in the Tel Aviv office, to handle a broad range of incoming requests from institutional and intermediary...

Client Services - Risk Management The successful candidate will work closely with the front office team acting as a key point of contact internally (settlements and sales teams) and externally (client-facing).The ideal candidate would be proactive, able to multitask and enjoy a fast-paced, high performing environment.Key Responsibilities and AttributesClient...

Purpose of the roleThe Client Services Specialist is responsible for all direct communication with clients across online channels. You are a key representative for the brand and should embody the Phoebe Philo ethos and brand values, ensuring that the client experience is consistent, positive and encourages loyalty. You are agile with modern communication...

Product Manager (SaaS API SDK) London / WFH to £110kAre you a tech savvy Product Manager with a software engineering background and a good knowledge of APIs?You could be joining a highly regarded provider of serverless real-time infrastructure for the Internet that processes billions of messages a day and powers everything from live chat and VoIP calls to...

As a Client Services Administrator in our Wellbeing Centre, located in one of our prestigious corporate premises in the Bank of England in London, the role holder will be required to provide a professional reception and back office service for the Wellbeing Centre: managing queries in an efficient and timely manner for both medical clients and gym...

Fill My Funnel, a leading B2B LinkedIn Ads agency trusted by over 75 brands worldwide, is looking to fill a leadership position.The ideal candidate will have experience in these three core areas that are critical to this role:+4 Years B2B Marketing Experience+3 Years of LinkedIn Ads Experience+2 Years of Management Experience leading a team within an...

We're looking for a Senior Client Services Account Manager at a large independent agency that specialises in paid and organic social media would likely have the following responsibilities and qualifications:Key Responsibilities:Client Relationship Management:Act as the primary point of contact for key clients, ensuring satisfaction and addressing any...

Role overview: Develop and manage relationships with independent financial advisers, through market leading service and support. Process client and adviser firms' instructions efficiently, getting them right first time. Focus on personal development and initiatives that continually improve the service to advisers. Job Responsibilities Portfolio...

Dunbar Brown Group are delighted to be working in partnership with an exciting Data and AI consultancy client in their search for an experienced Client Manager. Our client specialises in digital transformation consultancy that sells its solutions to Financial Services companies in the UK and the US. Key responsibilities- Build and maintain strong, long-term...

At Nuffield Health the UKs largest healthcare charity, everything we give our patients, members and customers would not be possible without you. Your passion, your warmth, your drive to make a difference. Whether it’s driving connected health, helping the nation, transforming experiences, or building the career you want – we give you the support to do it...

The Client Account Manager, Global Mobility & Relocation Services plays a pivotal role in nurturing and enhancing relationships with high-value clients, driving revenue growth, and maximising the longevity and impact of these partnerships.This role bridges the operational teams and client stakeholders, ensuring high standards in relocation and global...