Job Description We seek an investment Assistant who will be responsible for supporting the smooth and efficient operation of our clients model portfolio service and its discretionary investment manager partners.. This role provides end-to-end support, from adviser onboarding through to ongoing training, guidance, and operational management, ensuring wrapper accuracy and overall...
Client Services Personal Assistant Cheltenham Salary: £33,000 + excellent company benefits Fantastic culture | Outstanding professional developmentWe are delighted to be supporting a highly respected Cheltenham-based firm with the recruitment of a Client Services Personal Assistant . This organisation is renowned for its fantastic culture, supportive leadership, and commitment to delivering...
Job Description Fixed Term Contract: 4–5 months A leading, award-winning financial services group is seeking a detail-focused Client Onboarding Assistant to support their Operations team during a key period of growth. This is a great opportunity for someone who genuinely enjoys administrative work, takes pride in accuracy and organisation, and feels energised by helping a team run smoothly....
The Opportunity: As an Italian Client Service Associate, you will be a part of an energetic environment managing daily tasks at one of the world's preeminent private money managers. You are encouraged to ask questions, improve processes, and propose fresh solutions. We base your evaluation performance on meritocracy and invest in employee development to help progression and growth within the...
You will be based in a stunning office in Canary Wharf, London providing your expertise in delivering an excellent level of customer and administrative support.
You will be working from the office in Canary Wharf, East London, Monday-Friday, 9am-6pm. A generous benefits package is offered!
Job Description Job Title: Client Services Manager - Live-in Care Location: Office is based in Shrewsbury but there is a requirement to travel across the West Midlands Contract: Full-Time Salary: £30,000 - £35,000 dependent on experience Ready to Lead Something That Matters? Do you want a role where you can make a real difference to people’s lives and shape the growth of a service?Are you...
Job Description Are you passionate about delivering exceptional customer service and building trusted relationships in the financial services industry? Join a leading financial services organisation as a Client Services Consultant, where you’ll play a key role in supporting financial advisers, paraplanners, and clients by providing expert assistance across our award-winning investment solutions...
Job Description The Client Service Desk Assistant role is responsible for providing operational and cloient service / administration support to Relationship Managers at the bank to ensure efficient and accurate handling of administrative queries or requests relating to fund investments and account holdings. This role requires strong service oriented and diligent coordination skills and attention...
Job Description Client Services & Corporate Governance Associate (1-Year FTC)Location: London, UK (Office-based, 5 days per week)Contract Type: Fixed-Term (12 months)Sector: Financial Services / FinTechRepresenting: A leading market intermediary and financial technology solutions provider Overview On behalf of our client—a global market intermediary and financial technology solutions...
You will play a key role in ensuring the smooth delivery of advice and support services to our valued clients. Our environment is busy and fast-paced, so you’ll need to be adaptable, detail-oriented, and a natural communicator who thrives in a team setting. Key Responsibilities
You will also be rewarded with all the great benefits of working with the UKs largest independent Insurance Brokers – Towergate Employee Benefits.
You will gather all relevant data for each client / customer’s scheme renewal and assist with preparing information for our Employee Benefits Consultants.
You will provide administrative support to the Private Client team, to ensure that they have timely and accurate information. To ensure that client records are kept fully up to date with all related correspondence uploaded and correct indexing to appropriate systems. Key Responsibilities
Job Description Are you ready to take the next step in your career with a forward-thinking accountancy practice that puts its people first? This growing firm is looking for a Client Services Manager / Accounts Manager to join their experienced accounts team, paying £40,000 - £45,000This is the perfect role for a Senior Accountant or Assistant Manager ready to step up. You'll work closely with...
Job Description Your new company This is your opportunity to join a forward-thinking accountancy and advisory firm that partners with the UK's most dynamic and fast-growing businesses. With a strong reputation for supporting entrepreneurial ventures and private clients, the firm offers a collaborative culture, global reach, and a commitment to helping clients-and colleagues-thrive in a changing...
Job Description Senior Account Manager Client Services (Direct Mail Industry) Dagenham £48,000per annum Pin Point Recruitment is proud to be partnering with a leading organisation in the direct mail and data-driven communications industry, currently seeking an experienced Senior Account Manager to join their Client Services team based in Dagenham. As a Senior Account Manager, you will be the...
You will be based in a stunning office in Canary Wharf, London providing your expertise in delivering an excellent level of customer and administrative support.
You will be working from the office in Canary Wharf, East London, Monday-Friday, 9am-6pm. A generous benefits package is offered!
You will also be rewarded with all the great benefits of working with the UKs largest independent Insurance Brokers – Towergate Employee Benefits.
You will gather all relevant data for each client / customer’s scheme renewal and assist with preparing information for our Employee Benefits Consultants.
The Opportunity: As a Spanish Client Service Associate, you will be a part of an energetic environment managing daily tasks at one of the world's preeminent private money managers. You are encouraged to ask questions, improve processes, and propose fresh solutions. We base your evaluation performance on meritocracy and invest in employee development to help progression and growth within the...
The Opportunity: As an Italian Client Service Associate, you will be a part of an energetic environment managing daily tasks at one of the world's preeminent private money managers. You are encouraged to ask questions, improve processes, and propose fresh solutions. We base your evaluation performance on meritocracy and invest in employee development to help progression and growth within the...
You will be based in a stunning office in Canary Wharf, London providing your expertise in delivering an excellent level of customer and administrative support.
You will be working from the office in Canary Wharf, East London, Monday-Friday, 9am-6pm (there is no hybrid scheme with working from home option).