Client Services Administrator jobs

Job Description The Client Services & Advisor Services Administrator role will support the smooth delivery of services within the financial planning and wealth management team. Based in London, this temporary role is ideal for someone with a keen interest in financial services. Experience with Salesforce CRM would be advantageous. Client Details The employer is a small-sized organisation...

You will be confident with a positive approach Minimum 1-2 years experience in an administrative role

You will be looking for a challenging role where your contribution is recognised and rewarded within a dynamic environment. We want our people to achieve their goals and dreams, believing in a team-work culture where personal growth and potential are valued.

This well-established, international private client firm provides specialist corporate and fiduciary services to high-net-worth individuals with complex, asset-owning structures, including aircraft, marine assets, property and other investments. With over 40 years' experience and a strong reputation in regulated corporate services, the business delivers tailored, compliant solutions across...

You will coordinate clients global payrolls to ensure an exemplary service is provided accurately and on time, and ensuring clients needs are met. What your responsibilities will look like: - Organise daily work schedules and follow up with your clients and our in-country teams, ensuring the payroll process is progressing timely.

You will be responsiblefor the following tasks: Review and process ISA applications in line with company and FCA guidelines.

You should have: Knowledge of ISA regulations and compliance requirements (desirable).

You will receivebespoke in-house training and will be closely guided to your success.

Client Take-On Administrator / Senior Administrator Jersey Salary up to £55k We’re working with a brilliant well respected international law firm to bring on board an experienced Client Take-On Senior Administrator to join their growing onboarding and compliance function. This is a great opportunity for someone who enjoys owning the CDD process from start to finish , supporting fee earners, and...

Job Description I have been retained by a PE backed serviced business based in the Knutsford area to recruit a Client Services Manager. Reporting to the Commercial Director this role has the responsibility for the management of the Key Account Managers, overseeing the company’s portfolio of high-value commercial clients. This role ensures exceptional service delivery, client retention, and...

Client Operations Administrator - Leeds (6 Month FTC) - 3 days a week in office - Leeds, West Yorkshire, United Kingdom JOB DESCRIPTION Here at Newmark - We are seeking two organised and proactive temporary team members to join our Rating and Client Operations team for a six-month period based in Leeds. The role will require the successful candidate to be based in our Leeds office for a minimum...

Job Description We are retained by a highly respected international banking institution with a long-established and influential presence in London. The firm operates at the upper end of the private banking market, advising and supporting high-net-worth individuals and families with complex international needs. As part of continued growth within its London platform, the bank is seeking a Private...

Job Description Client Manager - Outsourcing Team Huntress is representing a highly regarded independent firm located in Crawley. The Client Manager role is an exciting opportunity for a qualified accountant to join the growing Outsourcing team preparing and reviewing both statutory accounts and management accounts, as well as handling VAT for a varied client base. Key Responsibilities: -...

Job Description Job Title: Client Services Manager - Live-in Care Location: Office is based in Shrewsbury but there is a requirement to travel across the West Midlands Contract: Full-Time Salary: £30,000 - £35,000 dependent on experience Ready to Lead Something That Matters? Do you want a role where you can make a real difference to people’s lives and shape the growth of a service?Are you...

You will be servicing clients across the Central and Continental Europe and will serve as the main contact for day-to-day client inquiries.

You will provide functional support to internal clients including data collection and preparing reports for AML/KYC compliance information on clients.

You will be joining their Client Services team of 9, with the purpose of liaising with their Financial Advisers and clients to arrange and book annual review meetings, issuing appointment packs and undertaking other administrative tasks when required.

Job Description Multiple Roles – From Customer Service Agent to Senior Client Manager Level (German Speaking) Edinburgh Permanent Responsibilities: -Respond to and resolve service enquiries, ensuring accurate and timely response -Oversee transactional activity and ensure all products and services are functioning correctly for clients -Participating in periodic client service reviews and...

You will manage all client lifecycle processes and oversees the operating model for your respective investment management team whilst delivering and contributing to excellent client service.

You will attend client meetings, correspond with clients over the phone and in writing and support our team of thirteen Investment Managers with tasks such as administration and report writing.

Job Description This well-established, international private client firm provides specialist corporate and fiduciary services to high-net-worth individuals with complex, asset-owning structures, including aircraft, marine assets, property and other investments. With over 40 years' experience and a strong reputation in regulated corporate services, the business delivers tailored, compliant...

Job Description Client Payroll Administration based in Milton Keynes Hybrid working: 3 days in the office, 2 days from home. Flexitime scheme and a supportive, dynamic work environment. Company pension, free parking, and private medical insurance. Health Assured Programme, sick pay, and enhanced maternity leave. Bonus scheme and real opportunities for progression. A collaborative culture where...

You will be responsible for your own files, handling a broad range of private client matters including Wills, estate administration, estate and tax planning, trust administration, Lasting Powers of Attorney, Court of Protection work and other related advisory matters.

You will also support colleagues across the team as required.

You will also advise clients on wider planning and advisory project work across accounting/tax as well as overseeing the delivery of compliance services.

You will carve an influential role in this successful, growing firm of independent accountants with a clear route to progress on offer as well.

You will be responsiblefor the following tasks: Review and process ISA applications in line with company and FCA guidelines.

You should have: Knowledge of ISA regulations and compliance requirements (desirable).

You will receivebespoke in-house training and will be closely guided to your success.