Client Services Administrator jobs in Totton

You will collaborate with internal teams to deliver exceptional service and help foster long-term client relationships. The successful candidate will have at least 2 years' experience within client services within the financial services/fintech sectors.

You will be a natural problem-solver, a collaborative team player, and possess excellent communication skills.

You must apply on our website and complete a set of questionnaire to see if you qualify. This position is perfect for anyone looking for temporary, part-time or full-time work. The hours are flexible and no previous experience is required.

You will ensure all adviser requests are processed within a timely manner as per our Service Level Agreements, you will do this efficiently and professionally for all our advisers, providers, and visitors via phone and email.

You will have previous administrative experience, including proficiency in Microsoft Office, especially Excel and PowerPoint, you bring a strong foundation to this role.

You will ensure all adviser requests are processed within a timely manner as per our Service Level Agreements, you will do this efficiently and professionally for all our advisers, providers, and visitors via phone and email.

You will have previous administrative experience, including proficiency in Microsoft Office, especially Excel and PowerPoint, you bring a strong foundation to this role.

Job Description The Private Client Tax Manager role is ideal for a professional with expertise in personal tax compliance and advisory work. This position in Southampton requires a strong understanding of tax legislation and the ability to manage a portfolio of clients effectively. Client Details The employer is a strong regional accountancy firm with a well-established presence in the...

You will set and deliver a modern and innovative Client Development & Marketing strategy that elevates brand presence, sharpens market positioning and drives meaningful client engagement. As a senior leader, you’ll influence at the highest level, partnering closely with the Global Managing Partner, heads of groups, and other senior stakeholders.

You will look to research and target existing clients and prospective clients through product development and you will be able to make a real impact on the entrepreneurial team dynamic. The successful candidate will have previous Client Development/Business Development Manager level experience with a focus on private equity/capital from the legal sector.

You will be responsible for building relationships with clients, presales and pitching to clients. Key Responsibilities:Be responsible for understanding the organisations product offering and taking this out to market. Building relationships with key stakeholders, including clients and partnersDeveloping business development strategiesManage the full presales and proposal pipeline.

Client Accountant Team Leader/Associate DirectorOffice + Hybrid£50k - £80k - dependant on depth of experience The role: T o support the Head of Client Accounting in managing the property management accounts team, ensuring accurate financial reporting, compliance with RICS regulations and client requirements, and delivering exceptional service to internal and external...

Private Client Tax Senior Manager - Reading Location: Reading Sector: Tax, Personal Tax, Private Client Tax Contract Type: Permanent Salary: Highly Competitive Contact: Richard Clark Senior Management Opportunity in Private Client Tax Advisory Clark Wood is pleased to present a managerial-level opportunity focusing on advisory work for a diverse portfolio of tax clients in Reading. This...

We are working with a global Corporate Housing firm in the search for a Client Account Manager EMEA, based anywhere in the United Kingdom. In this fast-paced, full-time role, you'll work from your home office managing serviced apartment requests and client relationships while delivering superior guest experiences. Ideal for energetic professionals with strong B2B account management skills and a...

Client Manager (Full Time) – Fully Remote Accountancy Practice (UK) This fast-growing, fully remote UK accounting and advisory firm is looking for a Client Manager to join its expanding team. This modern, tech-led practice supports venture-backed start-ups and high-growth businesses across the UK, providing outsourced finance, accounting and advisory services. The firm operates with a...

You will face a wide variety of demands every day so it is vital you can prioritise and work through them whilst remaining cool, calm, and composed.

You will face a wide variety of demands every day so it is vital you can prioritise and work through them whilst remaining cool, calm, and composed.

Company Description Evelyn Partners is a UK leader in wealth management, providing personalised, expert investment management and financial planning advice to support clients in embracing what's next. Our success hinges on our people and that's our secret for longevity. We are a team of passionate professionals and everything we do is guided by our purpose – placing the power of good advice...

You will carry out administration duties in a way that is friendly, efficient, professional and timely. There is plenty of variety as you will be greeting and escorting visitors, conducting viewings and handling telephone and email enquiries and correspondence.

Job Description:AdministratorNewcastle (hybrid - 3 days per week onsite)Initial 8 month engagement£145- £159 per day Inside IR35Overview We are looking for a highly organised Administrator to support the upkeep and accuracy of HR information within a large internal system. This role is ideal for someone with strong admin experience, excellent attention to detail, and confidence working with...

You will also be rewarded with all the great benefits of working with the UKs largest independent Insurance Brokers – Towergate Employee Benefits.

You will gather all relevant data for each client / customer’s scheme renewal and assist with preparing information for our Employee Benefits Consultants.

A leading wealth management firm in Southampton is seeking Client and Adviser Services Administrators to enhance adviser satisfaction through efficient policy administration and support. The ideal candidates will have strong organizational skills and proficiency in Microsoft Office, especially Excel and PowerPoint. This role offers hybrid working after the probation period, with opportunities for...

A reputable tax advisory firm is seeking a Private Client Tax Senior Manager in Reading. This managerial role focuses on advisory services for high net worth individuals and trusts. The ideal candidate will be CTA/ACA qualified with extensive experience in inheritance tax and capital gains tax planning, as well as a track record in business development. This position offers a competitive salary...