Client Services Administrator jobs in Birmingham

Senior Associate, Investor Servicing (US Clients - Private Equity) Location: Birmingham Contract Type: Permanent (Full-time) About Capital Dynamics: Capital Dynamics is an independent global asset management firm focusing on private assets, including private equity (primaries, secondaries and co-investments) and clean energy. Established in 1988, the Firm has extensive knowledge and...

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.

You will be a key member of the UK Leadership team and will help define technology solutions to solve customer problems across Financial Services consistent with team capabilities and strategy.

You will thrive in a culture of constructive and effective communication.

You will become part of a squad with people from different areas within the business who will help you grow at BJSS

You will work closely with the senior paraplanners and financial advisers to support the existing client bank and assist in the process of taking on new clients.

You will support the senior management, experienced paraplanners and financial advisers, across all areas of the business.

A top-tier financial planning firm is looking for an experienced IFA Client Administrator to provide administrative support to Financial Planners. The role involves processing new business and managing client relationships while ensuring high standards of service. Experience in financial planning and strong organizational skills are essential. The position offers a hybrid working model with...

You will enjoy benefits like a positive work culture, generous leave, and health benefits.

Job Description Job Title: Commercial Account Handler Location: Birmingham Full/Part Time: Full Time Salary: £45,000 per annum OVERVIEWLawes are working with a leading name in the market who due to growth have an opportunity for a Commercial Account Handler to join their team in Birmingham. This is an excellent opportunity for an experienced account handler to have a clear path to step into...

You will support Client Executives and senior Client Advisors with all aspects of account management, including renewals, mid-term adjustments, invoicing, slip production and client queries.

You will also help maintain strong client relationships and provide technical support when needed.

Overview Private Client Solicitor, 3+ Years PQE, West Midlands, £(DOE) – As a valid member of the private client department, you will play a key role in delivering high-quality legal services to clients, while helping to drive business development and support the ongoing growth and training of the team. JOB REF: TL0994 Any additional information you require for this job can be found in the...

You will be supporting the Private Client services team in the Birmingham office.

You will provide administrative, legal and fee-earning support to the Birmingham Private Client services team in the area of lifetime estate planning and in estate administration, whilst providing an efficient service and high-standard of client care.

You will join a well-structured, supportive team where you’ll handle your own varied caseload while contributing to the continued growth of the department. The firm prides itself on delivering high-quality client service and offering genuine progression opportunities. What the Firm Offers

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...

An excellent opportunity has arisen for an experienced Private Client Solicitor to join a well-established and highly regarded firm based in Birmingham. You'll manage a varied private client caseload, advising individuals and families on wills, probate and estate administration, trusts, inheritance tax planning, and lasting powers of attorney. The role offers a strong level of autonomy, supported...

Job Description Personal Tax Senior Manager - Birmingham - £75,000 - Are you a Personal Tax specialist who enjoys building relationships, shaping teams, and having real influence? - Do you want to be part of a growing Birmingham office where your voice genuinely matters? This is an opportunity to join a fast-growing, award-winning professional services firm as it continues to invest heavily in...

Job Description Client Manager (Advisory & Compliance) - WorcestershireMid-tier Accountancy Practice | Strong progression A well-established and growing accountancy practice is seeking an experienced, client-facing accountant to join their expanding Worcestershire team and take ownership of a diverse portfolio, play a key role in delivering high-quality advisory and compliance services. This...

You will be supporting the Private Client services team in the Birmingham office.

You will provide administrative, legal and fee-earning support to the Birmingham Private Client services team in the area of lifetime estate planning and in estate administration, whilst providing an efficient service and high-standard of client care.

Private Client Solicitor – Sutton Coldfield A variety of soft skills and experience may be required for the following role Please ensure you check the overview below carefully. Join a Growing Team | Established Caseload | Urgent Requirement An established and expanding regional law firm is urgently seeking an experienced Private Client Solicitor (3+ PQE) to join its busy Sutton Coldfield...

Job Description Birmingham or Manchester Office - Hybrid Working (2 days in office per week) An incredibly reputable global insurance brokerage is seeking an experienced Senior Client Advisor / Account Manager to join its Manchester office. You'll service a portfolio of Mid-Corporate and Corporate clients. The RoleAs a Senior Client Advisor / Account Manager you will: - Manage the full client...

Join one of the biggest private client teams in the West Midlands! Birmingham City Centre location Find out more about the daily tasks, overall responsibilities, and required experience for this opportunity by scrolling down now. This firm has an excellent reputation and is looking to grow the Birmingham office by adding a driven solicitor to the team. There is a genuinely supportive culture...

A legal firm in Birmingham is seeking a Private Client Solicitor with over 3 years PQE to lead a diverse caseload including wills, trusts, and estate administration. Qualifications, skills, and all relevant experience needed for this role can be found in the full description below. The ideal candidate will have a strong background in Trusts and Estates law, excellent communication skills, and a...