Client Services Administrator jobs in Birmingham

Senior Associate, Investor Servicing (US Clients - Private Equity) Location: Birmingham Contract Type: Permanent (Full-time) About Capital Dynamics: Capital Dynamics is an independent global asset management firm focusing on private assets, including private equity (primaries, secondaries and co-investments) and clean energy. Established in 1988, the Firm has extensive knowledge and...

You will be a key member of the UK Leadership team and will help define technology solutions to solve customer problems across Financial Services consistent with team capabilities and strategy.

You will thrive in a culture of constructive and effective communication.

You will become part of a squad with people from different areas within the business who will help you grow at BJSS

You will work closely with the senior paraplanners and financial advisers to support the existing client bank and assist in the process of taking on new clients.

You will support the senior management, experienced paraplanners and financial advisers, across all areas of the business.

Job Description Job Title: Commercial Account Handler Location: Birmingham Full/Part Time: Full Time Salary: £45,000 per annum OVERVIEWLawes are working with a leading name in the market who due to growth have an opportunity for a Commercial Account Handler to join their team in Birmingham. This is an excellent opportunity for an experienced account handler to have a clear path to step into...

Job Description We are partnered with a mid-tier firm of Chartered Accountants & Business Advisors in their search for an Associate Director to join the Private Client team in Birmingham. The team acts for a wide range of entrepreneurs, family offices, private equity and hedge fund principals, large landed-estates, high profile professional partnerships and senior executives of large listed and...

Job Description Personal Tax Senior Manager - Birmingham - £75,000 - Are you a Personal Tax specialist who enjoys building relationships, shaping teams, and having real influence? - Do you want to be part of a growing Birmingham office where your voice genuinely matters? This is an opportunity to join a fast-growing, award-winning professional services firm as it continues to invest heavily in...

You will support Client Executives and senior Client Advisors with all aspects of account management, including renewals, mid-term adjustments, invoicing, slip production and client queries.

You will also help maintain strong client relationships and provide technical support when needed.

Overview Private Client Solicitor, 3+ Years PQE, West Midlands, £(DOE) – As a valid member of the private client department, you will play a key role in delivering high-quality legal services to clients, while helping to drive business development and support the ongoing growth and training of the team. JOB REF: TL0994 Any additional information you require for this job can be found in the...

You will have a caring nature, seeing this role as more than a ‘job’, taking your responsibilities to our clients very seriously, whether the task is big or small.

You will be personable, approachable and with a genuine interest in dealing with individuals and their families.

You will be responsible for ensuring the office runs smoothly, looks exceptional, and delivers a professional, welcoming experience for clients, clinicians, and visitors.

An excellent opportunity has arisen for an experienced Private Client Solicitor to join a well-established and highly regarded firm based in Birmingham. You'll manage a varied private client caseload, advising individuals and families on wills, probate and estate administration, trusts, inheritance tax planning, and lasting powers of attorney. The role offers a strong level of autonomy, supported...

You will work both independently and as part of a team, maintaining existing relations with the firm's clients and assisting in developing new relationships with third party referrers. Day-to-day responsibilities will include dealing with the following:

TSR Legal are delighted to present an exceptional opportunity for an accomplished Private Client Lawyer at Partner level. This is an exciting role within a growing national law firm. Our clients Private Client (Wealth) Planning team is recognised as a top-tier department. Many of their clients hold significant business and/or agricultural interests, with relationships that are often long...

You will manage a diverse caseload of Private Client matters, including Wills, Lasting Powers of Attorney, Trusts, Tax advice, and Probate.

You will also be responsible for ensuring high-quality service, and championing efficiency, compliance and best practice. This full-time role (9.15pm, Monday to Friday) is predominantly office-based, with occasional home visits.

You will manage a diverse caseload of Private Client matters, including Wills, Lasting Powers of Attorney, Trusts, Tax advice, and Probate.

You will also be responsible for ensuring high-quality service, and championing efficiency, compliance and best practice. This full-time role (9.15pm, Monday to Friday) is predominantly office-based, with occasional home visits.

A legal firm in Birmingham is seeking a Private Client Solicitor with over 3 years PQE to lead a diverse caseload including wills, trusts, and estate administration. Qualifications, skills, and all relevant experience needed for this role can be found in the full description below. The ideal candidate will have a strong background in Trusts and Estates law, excellent communication skills, and a...

An excellent opportunity has arisen for a Senior Private Client Solicitor to join a well‑established and highly regarded firm based in Birmingham. This role is suited to an experienced practitioner looking to take a leading position within a respected private client team. You'll advise on complex and high‑value private client matters, including wills, trusts, estate and succession planning,...

You will manage a diverse caseload of Private Client matters, including Wills, Lasting Powers of Attorney, Trusts, Tax advice, and Probate.

You will also be responsible for ensuring high-quality service, and championing efficiency, compliance and best practice. This full-time role (9.15pm, Monday to Friday) is predominantly office-based, with occasional home visits.

You will manage a diverse caseload of Private Client matters, including Wills, Lasting Powers of Attorney, Trusts, Tax advice, and Probate.

You will also be responsible for ensuring high-quality service, and championing efficiency, compliance and best practice. This full-time role (9.15pm, Monday to Friday) is predominantly office-based, with occasional home visits.

You will manage a diverse caseload of Private Client matters, including Wills, Lasting Powers of Attorney, Trusts, Tax advice, and Probate.

You will also be responsible for ensuring high-quality service, and championing efficiency, compliance and best practice. This full-time role (9.00am to 5.15pm, Monday to Friday) is predominantly office-based, with occasional home visits.