Client Service Associate jobs in Wales

You will be the vital link between the Financial Advisers, Paraplanners and clients. Your role will be to oversee the advice process, ensuring it runs smoothly from start to finish, by producing accurate, timely and well presented client information to all xbpsjku parties. Is your CV ready If so, and you are confident this is the role for you, make sure to apply asap.

You will be joining a friendly and supportive private client team at a firm known for its commitment to both staff well-being and the local community.

You will be responsible for drafting wills, administering estates, and delivering a high standard of service to clients across the region.

We are looking for an articulate Professional Client Relations Associate to manage vital key stakeholder relationships. This client-facing position requires superior interpersonal and communication skills to ensure high levels of client satisfaction and retention. Key responsibilities include handling inbound and outbound inquiries, resolving low-level issues promptly, and serving as the...

We are looking for an articulate Professional Client Relations Associate to manage vital key stakeholder relationships. This client-facing position requires superior interpersonal and communication skills to ensure high levels of client satisfaction and retention. Key responsibilities include handling inbound and outbound inquiries, resolving low-level issues promptly, and serving as the...

Job Description An outstanding opportunity has arisen for an ambitious Business Services Associate Director to join a highly regarded firm of Chartered Accountants based in Swansea. This senior role offers flexible working, a competitive company pension, and much more! You’ll be stepping into a leadership position within a progressive practice that values expertise, innovation, and long-term...

You will be responsible for delivering a professional service that helps our customers solve their queries, over the telephone and via digital channels. Through extensive training, your skills will be in developed to ensure that our customers are receiving Good Outcomes.

You will also be responsible for the following; - Developing the approach for sustainability across significant portfolios and major frameworks. - Increase WSP's profile in the industry, help secure new work and improve the quality and technical knowledge relating to Sustainable design.

You will also be responsible for the following; - Developing the approach for sustainability across significant portfolios and major frameworks. - Increase WSP's profile in the industry, help secure new work and improve the quality and technical knowledge relating to Sustainable design.

You will be the vital link between the Financial Advisers, Paraplanners and clients.

You should have experience as an Administrator within a financial services * Ideally, you should have good knowledge of financial planning processes, products and how a Financial Advisor operates *

You will report to the Client Administrative Services Senior Manager and act as a key point of contact for both clients and client facing teams (CFT). Responsibilities within the team include but are not limited to the completion of tasks related to regional client reallocation, regulatory client call backs, W-8 BEN renewals, managing bereavement services, fee anomalies and CFT operating events.

*ASSOCIATE DENTIST:* Clandeboye Dental Clinic are delighted to be able to offer a position for an *Associate Dentist *to join our team. _*FLEXIBLE*_ *days and hours* available from 2-4 days per week, with the position available from January 2026. Full time and Part time roles considered. The practice is _*INDEPENDENTLY owned*_ and has been established in the heart of Bangor in North Down for over...

Job Description This is an excellent opportunity for a Private Client Tax Senior to join a growing team within a top-30 Practice's tax team. The role focuses on providing high-quality tax services to a range of private clients South Wales and the South West. Client Details The employer is a well-established, Top-30 organisation within the UK accountancy industry. They are dedicated to...

You will act as the main point of contact for your clients, providing advice and support while ensuring compliance and deadlines are met.

You will also manage workflow within your portfolio, delegate tasks to junior team members where appropriate, and contribute to the growth of the practice by identifying opportunities and supporting new client onboarding.

You will closely collaborate with the Director, overseeing a diverse client portfolio primarily comprising owner‑managed businesses. Your responsibilities include ensuring accurate and efficient completion of compliance work for clients within your portfolio, focusing on the preparation and review of statutory accounts and tax returns.

You will join our expanding Buildings Technology Services team as an Associate or Associate Director, leading technical projects from inception to handover. - Provide expertise in Smart, ICT, and AV design, with a focus on smart building integration & system architecture.

You will be the vital link between the Financial Advisers, Paraplanners and clients. Your role will be to oversee the advice process, ensuring it runs smoothly from start to finish, by producing accurate, timely and well presented client information to all parties. Duties will include: preparing for client meetings, ensuring dat...

A well-regarded regional law firm in Newport, Wales, is seeking a Private Client Senior Associate / Partner to join their supportive team. This role specializes in providing legal advice on wills, probate, trusts, and inheritance tax planning. The firm emphasizes flexibility, allowing work from home up to three days a week and promotes a work/life balance. Ideal candidates will have over seven...

Job Description A highly regarded firm of Chartered Accountants in Cardiff is seeking an experienced Private Client Tax Assistant Manager/Manager to join their growing team. This is an excellent opportunity to step into a key role within a forward-thinking practice offering flexible working, a company pension, and much more! The firm is known for its strong client relationships, supportive...

Job Description This is an exciting opportunity for an Accountant to join a professional services firm in Cardiff. The role requires expertise in general practice accounting and offers the chance to contribute to a growing team within the accounting and finance department. Client Details This professional services firm is a well-established organisation with a strong presence in Cardiff. They...

Job Description The Private Client Tax Director will oversee client portfolios, business development, providing expert advice on tax planning and compliance. This role inTop-30 UK Practice requires a strong understanding of private client taxation and leadership skills. Client Details The employer is a medium-sized professional services firm known for delivering exceptional tax and advisory...