client services specialist jobs in Poole

You will report directly to the directors who will support and mentor you. Key Responsibilities: - Managing and servicing a portfolio of clients to an excellent standard - Handling inbound queries from clients, and delivering great client service - Develop and maintain strong relationships with clients, understanding their business needs and providing tailored solutions.

You will play a key role in mentoring junior team members while contributing to the ongoing development of the firm’s private client offering. The firm prides itself on its strong client relationships, collaborative culture, and commitment to professional development. Crowe Watson Recruitment is proud to be working in partnership with this firm on an exclusive basis.

Our client in Bristol is passionate about supporting ambitious, entrepreneurial businesses. Their Bristol office has extensive local expertise delivered by their team of 12 partners and staff. They work with businesses in every major centre from Swindon down into the South West Peninsula and from Cheltenham to Poole taking in Exeter, Plymouth and South Wales. Clients for their accountancy...

In a nutshell Are you an experienced Senior Manager or Director with expertise in trust taxation, ready to take on a fresh and rewarding challenge in a firm dedicated to supporting your professional growth? As a leader in our Trust Tax team, you will play a pivotal role in delivering an outstanding tax compliance and advisory service to our diverse portfolio of private client tax clients. This...

You will receive excellent benefits and a competitive salary: - 27.5 days annual leave plus bank holidays, increasing to 30.5 after 5 years' service - up to 4 days additional leave during the Christmas closure period - Access to Discount Schemes at multiple retailers - Enrolment into the NEST Pension Scheme

We are looking for a Customer Service Specialist to join our Christchurch, UK team! In this role as a Customer Service Specialist, you will play a critical role in supporting both customer service and sales team goals through managing the order book of large complex customers, as well as supporting the sales, operations and quality teams in meeting their objectives. Location: Christchurch,...

About the Role: Are you a driven, self-starter sales professional eager to grow your income? This is your chance to sell top-tier printing solutions while benefiting from an exceptional commission structure. If you have a strong network, a natural knack for closing deals, and a passion for success, your earning potential has no limits. Key Benefits: - Unmatched commission structure: Enjoy 75%...

Robertson Recruitment are working with our Fire & Security client to fulfil the following permanent / full-time role of Service Manager. The Service Manager is responsible for the service and maintenance delivery through the Senior Engineers and Regional Engineering Teams. The Service Manager is Accountable for delivering service and maintenance works in line with client expectations and...

You will be the registered professional lead for nursing and all therapy services across our national Education Directorate.

You will be responsible for - Providing authoritative, professional leadership, and accountability; shaping high-quality nursing and therapy services across the Shaftesbury Education Directorate as a member of the Shaftesbury Education Senior Leadership Team.

We offer unique opportunity to serve as a subject matter expert and perform advanced/complex customer onboarding by consulting with the business and customers to meet key deliverables. As a Client Account Services Specialist - Associate in the Margin Services Service Delivery Team, you will be a part of team that is a client facing group whose core responsibilities include managing advanced /...

Job Description Looking for more than just technical tax work? Join one of Dorset's leading independent accountancy firms in a role that blends client advisory, strategic input, and career progression. As a Private Client Tax Senior, you'll work closely with Directors, manage a portfolio of HNW clients, and help shape the future of a growing tax team. What's in it for you? - Autonomy to...

Job Description REED Accountancy Practice Hub are recruiting a Private Client Tax Manager for a leading Practice based near Ferndown This is a key position requiring a specialist in tax advisory and compliance services for high-net-worth individuals, families, and sometimes trusts or estates. Private Client Tax Manager Perm position - £60,000 - £65,000 Hybrid Working - Flexible working...

Are you CTA qualified or close to qualifying, with a few years' experience in accountancy practice and looking for a fresh challenge in a firm that values personal development and technical excellence? Our client, a respected and growing professional services firm, is seeking a Private Client Tax Senior Associate to join their Personal Tax team in Bournemouth. This is a fantastic opportunity for...

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Title: Private Clients Account Executive Location: Poole Dorset Salary: Negotiable + benefits Overview We are currently looking for an experienced Private Clients Account Executive to join our professional and welcoming insurance team based out of Poole...

.Regional Private Client Account Executive page is loaded## Regional Private Client Account Executivelocations: Poole, England, United Kingdomtime type: Full timeposted on: Posted Todayjob requisition id: R25_0000004034Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers.Title: Private Clients Account Executive...

Client Relationship Manager Location: London Travel: Opportunity for international travel Salary: Strong base + uncapped commission (reflecting seniority and scope) Consultative. Commercial. Global Impact. If you're driven by meaningful client engagement and motivated by building a £600k+ book of business, this is your opportunity to step into a visible, revenue-driving role within a high...

Looking for more than just technical tax work? Join one of Dorset's leading independent accountancy firms in a role that blends client advisory, strategic input, and career progression. As a Private Client Tax Senior, you'll work closely with Directors, manage a portfolio of HNW clients, and help shape the future of a growing tax team. What's in it for you? - Autonomy to manage and grow your...

Robertson Recruitment are working with our Fire & Security client, based in Poole, Dorset, to find 2 service engineers; this could be you and someone you know? The role of Service Engineer is to service, maintain, and fault-find as necessary, all fire, life safety, and electronic security systems, in addition to the installation and commissioning of small works. Offering a fantastic salary...

Job Description Are you CTA qualified or close to qualifying, with a few years' experience in accountancy practice and looking for a fresh challenge in a firm that values personal development and technical excellence? Our client, a respected and growing professional services firm, is seeking a Private Client Tax Senior Associate to join their Personal Tax team in Bournemouth. This is a...

Are you CTA qualified or close to qualifying, with a few years' experience in accountancy practice and looking for a fresh challenge in a firm that values personal development and technical excellence? Our client, a respected and growing professional services firm, is seeking a Private Client Tax Senior Associate to join their Personal Tax team in Bournemouth. This is a fantastic opportunity for...