Client Service Manager jobs in Merseyside

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

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

You should have experience and enjoy the process of preparing client meeting packs

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.

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...

Role: Senior Finance Administrator (Payments) / Client Accountant — Residential Lettings Team: Payments / Finance Operations Location: Fully remote with occasional (once a month) travel Salary £30-38K PA DOE Type: Full-time Our client, a highly regarded UK property company, is seeking a skilled and experienced Finance Administrator / Lettings Client Accounts to join their finance and...

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...

This is a chance to be the first Account manager in a respected specialist software services business. My client works with leading names in silicon and AI; delivering managed services in compiler toolchains, embedded systems and optimisation. Account Manager Responsibilities: - Primarily grow and develop existing accounts. - Build long-term trust in a market – forging strong relationships with...

Job Description Are you an experienced Customer Service Manager looking for an exciting opportunity just outside of Lancaster? Our client, a market leader in the medical testing and services field, is seeking a dedicated Customer Service Manager to join their team. This role involves proactively engaging with customers and suppliers to resolve order issues and ensure customer satisfaction. *...

You will have clear progression routes in the business which - in this scaling and well backed business - will be based on product developments for a wide area of markets and not just automotive.

Job Description At Wilderness Way, the children we support are the heart of every decision we make. As our services continue to evolve, we're re-registering our homes to build on that strong foundation and ensure we keep raising the bar. We are now seeking experienced managers to lead our solo homes for up to 2 children, supporting one child at a time with 2:1 care. This is not your average...

Description At DJH, our team is at the heart of everything we achieve. And no matter how much we grow, looking after them will always be our #1 priority. We come in all shapes and sizes, with different qualities, experience and knowledge. Together, our differences create balance. And that is our superpower. By joining DJH we’ll be with you at every step, as you grow and develop and build a...

A leading fire safety company is seeking an Area Service Manager to oversee service operations in the Liverpool area. The role involves managing service teams, ensuring delivery meets customer expectations, and supporting financial objectives. Candidates should have relevant technical qualifications and experience in operational management within the fire or security sector. This is a full-time...

A leading fire and security solutions provider in the United Kingdom is seeking an Area Service Manager to manage service operations across multiple sites. You'll be responsible for coordinating engineers, ensuring SLA compliance, and enhancing operational efficiency. The ideal candidate will have a relevant technical qualification and experience managing service teams. Excellent communication...

Job Description Head of Private Clients – Liverpool Up to £70,000 + comprehensive benefits package Take the lead in shaping and growing a specialist Private Client division for an highly regarded insurance brokerage in Liverpool. This is a standout opportunity for an experienced High Net Worth specialist to step into a senior leadership role, drive strategic direction, and elevate a...

You will act as the senior point of contact for all relevant clients, leading conversations around programme design and strategy, and, with the supported of a team of truly gifted financial lines specialists, ensure that programmes remain robust.

You will also receive an impressive flexible-benefits package that can be tweaked to suit your skills, experience and ambitions.

WELCOME TO LINAKER For 30 years Linaker has specialised in the creation and maintenance of tailor-made business environments. Having shaped workspaces for a wide range of businesses across the country, Linakers heritage lies in our ability to design and regulate unique spaces that truly work. Linaker was founded upon three core values: trust, reliability and care. We are not just a service...

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.

Private Client Lawyer - Partner / Legal Director / Senior Associate Level Salary: To be considered for an interview, please make sure your application is full in line with the job specs as found below. £70,000 - £100,000 Ref: 57903/tml Location: North Wales, Cheshire, Merseyside, Greater Manchester, All North West, Stoke Potteries Areas of Law: Tax, Private Client/Wills and Probate,...

- Hybrid working with home office setup provided - Opportunity to manage a varied, high-quality private client caseload - Supportive team with access to training and career development Are you a Private Client Solicitor ready for your next step in a supportive, community-focused environment? Join a growing team based in Southportwhere you’ll handle a mix of wills, probate, trusts, and estate...

You will manage a varied caseload of private client matters, including:

You will also support the day-to-day operations of the team and act as the de facto number two in a close-knit, four-person unit—playinga key role in the team’s continued success and development.

You will therefore be able to demonstrate ambition and a desire to play a part in the growth and success of the team.

You will receive equal treatment regardless of age, disability, gender reassignment, marital or civil partner status, pregnancy or maternity, race, colour, nationality, ethnic or national origin, religion or belief, sex or sexual orientation.