client service representative jobs in Wales

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 searching for an Exceptional Quality Assurance Customer Service Representative dedicated to fostering positive customer relationships and ensuring brand loyalty. This pivotal position requires unwavering attention to detail and a deep commitment to service excellence. - Identify specific customer needs, clarify information, and provide appropriate solutions that adhere strictly to company...

We are searching for an Exceptional Quality Assurance Customer Service Representative dedicated to fostering positive customer relationships and ensuring brand loyalty. This pivotal position requires unwavering attention to detail and a deep commitment to service excellence. - Identify specific customer needs, clarify information, and provide appropriate solutions that adhere strictly to company...

We are searching for an Exceptional Quality Assurance Customer Service Representative dedicated to fostering positive customer relationships and ensuring brand loyalty. This pivotal position requires unwavering attention to detail and a deep commitment to service excellence. - Identify specific customer needs, clarify information, and provide appropriate solutions that adhere strictly to company...

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.

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...

Job Description Crowe Watson Recruitment is proud to be partnering with a highly regarded firm of Chartered Accountants in Cardiff to recruit a Private Client Tax Senior. This role offers flexible working, a company pension, and much more! It’s an excellent opportunity to join a supportive, forward-thinking practice where people are genuinely valued and professional development is actively...

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 serve as the primary point of contact, ensuring accurate and efficient completion of all client-related tasks. Additionally, you will supervise junior staff, providing support and reviewing their work. This represents an excellent opportunity to join a leading firm in Cardiff with a genuine platform to progress your career and become a key member of the Senior Leadership 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.

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...

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...

Family Solicitor – Join Our Clients Friendly Team! Check all associated application documentation thoroughly before clicking on the apply button at the bottom of this description. Are you a passionate Family Solicitor looking to make a real difference in people’s lives? Our client, a supportive and close-knit team in Newport, is looking for a talented Family Solicitor to join them. If you...

Overview The Private Client Tax Director will oversee client portfolios, business development, providing expert advice on tax planning and compliance. This role in Top-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...

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.

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...

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...

Job Description Crowe Watson Recruitment is proud to be partnering with a highly regarded firm of Chartered Accountants in Cardiff to recruit a Private Client Tax Manager. This opportunity offers flexible working, a company pension, and much more! You’ll be joining a progressive and supportive practice with a strong reputation for quality client service and staff development, making this an...

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...