client services specialist jobs in Bromsgrove

Oakley Recruitment is working in partnership with an expanding organisation based in Bromsgrove. This is an excellent opportunity to join the team as a Team Manager, managing a team of experience IFA Client Services Executives on a full-time permanent basis Culture and Environment Our client fosters a dynamic and professional culture that is both welcoming and empowering. They are committed to...

You will be a confident and supportive leader who leads by example, motivating and developing their team while fostering a positive, collaborative working environment. With a strong eye for detail and quality, you will take ownership of reviewing work, identifying risks, and driving continuous improvement across processes and ways of working.

Job Description Customer Service Specialist (Banking) – Bromsgrove Branch Join a growing, community-focused financial institution and make a real impact. Reed is proud to be working exclusively with a highly successful and expanding building society that’s bucking the trend in banking. While others are closing branches, our client is opening them — and after a record-breaking couple of years,...

Exciting things are happening at Dudley Building Society! While other banks and building societies are retreating from the high street, we're boldly moving in the opposite direction - expanding our network and bringing banking back to the heart of the community. As part of our ambitious growth plans, we're opening a brand-new branch in Bromsgrove. That's why we're on the lookout for a passionate,...

A leading financial advisory firm in Bromsgrove is seeking a Client Services Executive. This role requires providing exceptional support to financial advisers and clients. The ideal candidate will have experience in financial services, knowledge of various financial products, and proficiency in Microsoft applications. Competitive salary and benefits, including flexible working options and...

A leading financial advisory firm located in Bromsgrove is seeking a Client Services Executive to provide exceptional support to Financial Advisers and clients. This full-time position requires expertise in client liaison and strong administrative skills. Ideal candidates will have knowledge of various financial products and proficiency in Microsoft applications. This role offers a competitive...

Assistant Client Manager Location Worcestershire Job Type: Full-Time | Permanent Salary: Competitive + Excellent Benefits Package What's on Offer - Competitive salary, based on experience. - 25 days annual leave plus bank holidays - Pension contributions above the statutory minimum. - Health plan benefits. - Parking permit. - Supported study and CPD opportunities. - Clear career progression...

You will be based at the Worcester office, with the wider team working from Birmingham, Bromsgrove, Kidderminster, Telford and Ludlow offices.

You will be a qualified Private Client Solicitor or Legal Executive, preferably with the experience of handling a generalist caseload of Private Client work.

A professional services company based in Bromsgrove seeks an experienced Administrator. In this full-time role, you will manage client administration, maintain accurate records, and ensure smooth office operations. The ideal candidate has at least 2 years of experience in a professional services environment and strong organizational skills. The package offers 23 days holiday, additional annual...

Job Description Customer Service Representative – Bromsgrove Branch Join a growing, community-focused financial institution and make a real impact. Reed is proud to be working exclusively with a highly successful and expanding building society that’s bucking the trend in banking. While others are closing branches, our client is opening them — and after a record-breaking couple of years,...

You will act as an escalation point for questions and queries across the team.

Oakley Recruitment is working in partnership with an expanding organisation based in Bromsgrove. This is an excellent opportunity to join the team as a Client Services Executive on a full-time permanent basis Culture and Environment Our client fosters a dynamic and professional culture that is both welcoming and empowering. They are committed to delivering exceptional service to their clients...

You will be based at the Worcester office, with the wider team working from Birmingham, Bromsgrove, Kidderminster, Telford and Ludlow offices.

You will be a qualified Private Client Solicitor or Legal Executive, preferably with the experience of handling a generalist caseload of Private Client work.

You will be responsible for client interactions, processing inquiries, and upholding internal policies and procedures. Ideal candidates will have experience in financial services, a sound knowledge of various platforms, and possess relevant GCSE qualifications.

You will enjoy mentoring and developing others, leading by example, and contributing to team projects beyond day-to-day client work. If you are highly organised and detail-focused, with the ability to manage workloads effectively, communicate clearly, and remain committed to continuous improvement and delivering a high standard of service, this could be the role for you.

A leading financial advisory firm is seeking a Client Services Manager in Bromsgrove, Worcestershire. The role involves overseeing a team to provide high-quality support services to Financial Advisers. Ideal candidates should have proven managerial experience in financial services and the ability to build strong relationships in fast-paced environments. The position offers a competitive salary...

You will be a confident and supportive leader who leads by example, motivating and developing their team while fostering a positive, collaborative working environment. With a strong eye for detail and quality, you will take ownership of reviewing work, identifying risks, and driving continuous improvement across processes and ways of working.

You will be responsible for delivering good outcomes and ensuring our clients are put first in all that we do. Key Responsibilities Client Liaison & Servicing – Act as the first point of contact for client queries. Provide excellent customer service to maintain strong relationships with advisers, clients and support staff across all areas of the business.

Location: Bromsgrove, Worcestershire, United Kingdom Salary: Competitive Salary and Benefits Client Services Manager An opportunity to join AFH Wealth Management, one of the UK's leading independent financial advisory and wealth management firms. We are looking for those of you who wish to grow with us as a business and support our strong growth plans. This is a full-time, permanent...

You will join us on a full-time and in return, you will receive a competitive salary plus a range of benefits. This role is a core function within the business, as you will provide exceptional administrative and technical support to both our Financial Advisers and our clients.

You will be responsible for ensuring delivery of good outcomes and ensuring our clients are put first in all that we do.