client services jobs in Wales

You will be the vital link between the Financial Advisers, Paraplanners and clients. Your role will be to oversee the advice process, ensuring it runs smoothly from start to finish, by producing accurate, timely and well presented client information to all parties. Duties will include: preparing for client meetings, ensuring dat...

You will be responsible for delivering a professional service that helps our customers solve their queries, over the telephone and via digital channels. Through extensive training, your skills will be in developed to ensure that our customers are receiving Good Outcomes.

Job Description This is an exciting opportunity for an Accountant to join a professional services firm in Cardiff. The role requires expertise in general practice accounting and offers the chance to contribute to a growing team within the accounting and finance department. Client Details This professional services firm is a well-established organisation with a strong presence in Cardiff. They...

Job Description A highly regarded firm of Chartered Accountants in Cardiff is seeking an experienced Private Client Tax Assistant Manager/Manager to join their growing team. This is an excellent opportunity to step into a key role within a forward-thinking practice offering flexible working, a company pension, and much more! The firm is known for its strong client relationships, supportive...

Client Account Manager Opportunity, near Chester Are you a natural problem-solver who enjoys helping others and delivering exceptional service? Do you thrive in a fast-paced, supportive environment where no two days are the same? Are you looking for a company that values its people and offers real opportunities for growth and development? Were working with a business that puts customer...

You will act as the main point of contact for your clients, providing advice and support while ensuring compliance and deadlines are met.

You will also manage workflow within your portfolio, delegate tasks to junior team members where appropriate, and contribute to the growth of the practice by identifying opportunities and supporting new client onboarding.

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...

Job Description Fed up of timesheets and micromanagement? Your new company Nicely located in the heart of Cardiff, this extremely modern practice is seeking a new Client Manager to join the team after a growth in fees. The office environment is outstanding, featuring modern breakout rooms and a renowned 5-star hotel-style service for staff. You'll be joining a dynamic team of 9 experienced...

Director of Client Solutions Department: Client Solutions Reports To: VP of Client Solutions Location: London, UK (Remote), Job type: Contract About Adapt: Adapt is redefining media localization by blending AI technology with human creativity and expertise. We are a collaborative, curious, and people-first team that believes innovation works best when grounded in empathy, quality, and...

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...

You will be joining a friendly and supportive private client team at a firm known for its commitment to both staff well-being and the local community.

You will be responsible for drafting wills, administering estates, and delivering a high standard of service to clients across the region.

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 closely collaborate with the Director, overseeing a diverse client portfolio primarily comprising owner‑managed businesses. Your responsibilities include ensuring accurate and efficient completion of compliance work for clients within your portfolio, focusing on the preparation and review of statutory accounts and tax returns.

You will act as the main point of contact for your clients, providing advice and support while ensuring compliance and deadlines are met.

You will also manage workflow within your portfolio, delegate tasks to junior team members where appropriate, and contribute to the growth of the practice by identifying opportunities and supporting new client onboarding.

Director of Client Solutions Department: Client Solutions Reports To: VP of Client Solutions Location: London, UK (Remote), Job type: Contract About Adapt: Adapt is redefining media localization by blending AI technology with human creativity and expertise. We are a collaborative, curious, and people-first team that believes innovation works best when grounded in empathy, quality, and...

You will be the vital link between the Financial Advisers, Paraplanners and clients.

You should have experience as an Administrator within a financial servicesIdeally, you should have good knowledge of financial planning processes, products and how a Financial Advisor operates

Job Description The Private Client Tax Director will oversee client portfolios, business development, providing expert advice on tax planning and compliance. This role inTop-30 UK Practice requires a strong understanding of private client taxation and leadership skills. Client Details The employer is a medium-sized professional services firm known for delivering exceptional tax and advisory...

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...

You will be the vital link between the Financial Advisers, Paraplanners and clients. Your role will be to oversee the advice process, ensuring it runs smoothly from start to finish, by producing accurate, timely and well presented client information to all xbpsjku parties. Is your CV ready If so, and you are confident this is the role for you, make sure to apply asap.

Job Description This is an excellent opportunity for a Private Client Tax Senior to join a growing team within a top-30 Practice's tax team. The role focuses on providing high-quality tax services to a range of private clients South Wales and the South West. Client Details The employer is a well-established, Top-30 organisation within the UK accountancy industry. They are dedicated to...