client services jobs in London

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 handle large and sensitive claims, liaising with insurers, loss adjusters, and clients to ensure efficient resolution. You'll advise on policy coverage, documentation requirements, and negotiate settlements and reserves to secure optimal outcomes. You'll maintain accurate records, ensure claims are registered and updated on internal systems, and conduct periodic portfolio reviews.

Job Description Swap Trade Support - Equities/Client Services 6 Month Contract London Hybrid Working Pontoon is an employment consultancy. We put expertise, energy, and enthusiasm into improving everyone's chance of being part of the workplace. We respect and appreciate people of all ethnicities, generations, religious beliefs, sexual orientations, gender identities and more. We do this by...

You will be responsible for setting up and testing campaigns for live events and competitions, ensuring they are configured correctly and function smoothly. Additionally, xujxxms you will produce in-depth reports to present alongside the account manage...

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...

You will also have the chance to work closely with clients in setting up and implementing new software packages (such as Xero) as well as new systems, processes and controls.

You must be working for a good quality practice firm, likely a small or medium in size and you must have experience of preparing management accounts and ideally statutory accounts too.

Are you an ACA or ACCA Qualified Accounts Senior, Outsourcing Senior or Business Services Senior with experience of management accounts and statutory accounts preparations? Are you looking to upgrade a Top 30 Accountancy firm where you will be fully trained so you can work on high profile financial services and FCA regulated xujxxms businesses? Are you from an accountancy firm background and...

Job Description We are recruiting for a global investment management organisation who have introduced a highly attractive hybrid flexible working programme. As a respected employer and organisation, they are certainly an organisation of choice who fully encourage diversity, are supportive of employee needs and understand the importance in offering genuine ongoing career opportunities. Due to an...

Private Client Sales Director (Level 4 / New Business) £58,000 - £60,000 + OTE Year 1 £100-140k, Years 2-4 £200-300k, Year 5+ £500k + 14% Pension + Training + Bonus + Commission + Company Benefits Remote Are you a new business-focused Level 4 Financial Advisor looking for a varied and autonomous role where you will be involved in spearheading the continued expansion of this £47 million turnover...

Client Service Director / Engagement Lead - P&C Insurance Primary Skill: Automation CoE, Customer Management Location: London, UK | Hybrid (3 days onsite/week) Experience: 15–20 years Role Summary We are seeking a senior Client Service Director / Engagement Lead with strong P&C Insurance and Automation Center of Excellence (CoE) experience. This role will lead the setup, strategy,...

You will be a proven senior leader with: - Director-level (or equivalent) experience leading multi-team, service-led organisations - Deep understanding of the independent education sector and premium education services - Extensive experience working with UHNW families or similarly high-expectation private 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.

You will be responsible for setting up and testing campaigns for live events and competitions, ensuring they are configured correctly and function smoothly. Additionally, you will produce in-depth reports to present alongside the account manage...

You will then earn commission if they decide to invest their money with the business.

You will have autonomy to work your desk how you see fit, with extensive training in the first 4 weeks, 2 of which will be in the London office.

You will receive a £60k basic with commission increasing you to the below expected rates.

Job Description The Opportunity: As a Swedish Client Service Associate, you will be a part of an energetic environment managing daily tasks at one of the world's preeminent private money managers. You are encouraged to ask questions, improve processes, and propose fresh solutions. We base your evaluation performance on meritocracy and invest in employee development to help progression and growth...

A growing client services firm in Greater London is looking for a proactive Head of Client Services. This role involves managing a team, strengthening client relationships, and enhancing service quality. The ideal candidate will possess strong leadership skills and experience in client management, ensuring projects run smoothly and clients feel valued. Competitive benefits and opportunities for...

Job Description At Broadridge, we've built a culture where the highest goal is to empower others to accomplish more. If you're passionate about developing your career, while helping others along the way, come join the Broadridge team. The Client Services Director is responsible for leading and inspiring a high-performing Client Service team dedicated to delivering exceptional service to banks,...

You will then earn commission if they decide to invest their money with the business.

You will have autonomy to work your desk how you see fit, with extensive training in the first 4 weeks, 2 of which will be in the London office.

You will receive a £60k basic with commission increasing you to the below expected rates.

You will be responsible for setting up and testing campaigns for live events and competitions, ensuring they are configured correctly and function smoothly.

You will work collaboratively with teams across client services, commercial, product, operations, and tech, ensuring that our clients receive exceptional service and support.

You will be responsible for setting up and testing campaigns for live events and competitions, ensuring they are configured correctly and function smoothly. Additionally, you will produce in-depth reports to present alongside the account manage...