client relationship manager jobs in Dorset

You will deliver a full range of sales and marketing approaches to drive sales including handling enquiries, developing the digital profile of the home and networking with the local community.

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.

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.

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...

You will help deliver trade sales and marketing activity, support POSM, contribute to new product launches and prepare reports and presentations for both clients and internal teams. A full UK driving licence is required as some travel may be expected. An interest in Amazon or ecommerce is a strong bonus.

Job Description Join us as a Relationship Director in Commercial Mid-Market - This role will see you managing and developing a portfolio of commercial customers, providing them with the right products and services for their financial needs - We’ll look to you to drive sales activity to maximise new business, while managing your customer relationships to drive continuous improvement in the...

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...

A leading firm in South West England seeks an experienced Senior Manager or Director in trust taxation to guide a team and advise high-net-worth clients on complex tax issues. The role emphasizes leadership, client relations, and compliance with standards, offering a supportive environment for professional growth and development. Competitive salary and benefits are included, with opportunities...

Join Our Team as a Client Relationship Advisor!Position: Client Relationship AdvisorLocation: Central BournemouthContract Type: Temporary - Potential to extend & be offered permanently. Working Pattern: Full Time (8.30 AM - 5:00 PM with a 1-hour lunch break)What You'll Do:To proactively contact existing customers and upsell additional services. Your daily tasks will includePromote and upsell...

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...

You will support the end to end ordering and fulfilment process by managing suppliers, co-ordinating orders and ensuring accurate administration across our internal order processing systems, email and telephone channels.

You will act as a key liaison between Sales, suppliers and customers ensuring that orders and projects are executed smoothly, accurately and on time.

A leading law firm in England is looking for a Senior Associate Private Client Solicitor with over 6 years of experience in private client work. To be considered for an interview, please make sure your application is full in line with the job specs as found below. Responsibilities include handling wills, probate, and tax planning while building long-term client relationships. The role offers...

A reputable law firm in Weymouth is seeking a Private Client Solicitor with over 5 years of PQE to manage a diverse caseload including Wills and trusts. Ensure all your application information is up to date and in order before applying for this opportunity. The ideal candidate will have excellent client care skills, strong organisational abilities, and experience in leading a small team....

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 drive sales activity to maximize business while providing financial solutions tailored to customer needs. The role requires strong customer relationship management skills and experience in commercial banking. You'll split your time between client meetings and working remotely, ensuring a flexible approach to service delivery and customer advocacy.

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...

Private Client Senior Associate Solicitor Scroll down to find an indepth overview of this job, and what is expected of candidates Make an application by clicking on the Apply button. Due to yet another successful year, this established Legal 200 law firm based across the South West is expanding with an increase in workload and is looking for a Private Client Solicitor (6+ years PQE) to join the...

In a nutshellAre 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 deliver a full range of sales and marketing approaches to drive sales including handling enquiries, developing the digital profile of the home and networking with the local community.

You will deliver a full range of sales and marketing approaches to drive sales including handling enquiries, developing the digital profile of the home and networking with the local community.