client services assistant jobs in Dorset

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 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.

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.

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...

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...

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.

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...

CTA-qualified Private Client Tax Associate sought in Bournemouth – hybrid, HNW clients, great team 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...

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 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.

This role involves managing tax compliance and advisory matters for a variety of FS & law firms, in addition to HNWI's, company directors & partnerships. The successful candidate will have the opportunity to work closely with and learn from senior team members within a top independent Accountancy Practice in Dorset. Client Details Our client is a reputable accountancy firm with 3 offices across...

Overview Are you experienced within financial services and have managerial background? Then you found the right position for you. The Custody Middle Office includes a wide variety of cross-product activity and support including Trade Instruction Capture, Settlement, Fails Management, Cash Instruction Capture, Overdraft monitoring, Asset Servicing Instruction Capture and Income/Corporate Actions...

You will support clients across a global custody network spanning 100 markets, with custody and asset servicing, fund accounting and administration, alternative investment services, integrated analytics, agency lending, collateral management and depositary receipt solutions.

Do you enjoy partnering with a multitude of diverse groups, in a fast-paced environment? Are you looking to engage in a variety of initiatives promoting operational efficiency and client satisfaction? The Cash Equities Middle Office Client Services Team is looking for someone just like you. As a Client Service Analyst - EMEA Cash Equities Middle Office within the Client Services Team, you will...

You must be resilient, thrive under pressure and be assertive on dealing constructively with challenges. Act as Safeguarding lead and ensure health and safety checks and risk assessments are completed and recorded.

You must have strong IT skills, able to use Microsoft Office suite and be willing to learn our internal systems.

A top-tier financial services firm in the United Kingdom seeks an experienced professional for a client support role within Custody Client Operations. Responsibilities include managing client queries, providing operational expertise, and collaborating with various teams to ensure client satisfaction. Ideal candidates will possess strong interpersonal skills and industry knowledge in cash and...

A leading global financial services firm in Bournemouth is seeking a Client Service Lead - Vice President. This role involves delivering investor solutions, supporting clients in a global custody network, and managing client issues to optimize service quality. The ideal candidate will possess strong interpersonal skills, industry knowledge in Trades and Cash settlement, and a proactive mindset....

A leading accountancy practice in Wimborne Minster is looking for an Accounts Senior / Client Services Manager. The role offers flexible working arrangements with hybrid options, requiring candidates with accountancy practice experience and CTA/ACCA/ACA qualifications. Responsibilities include managing a client portfolio, ensuring timely task completion, and maintaining regulatory standards. Join...

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...

Are you experienced in client service and have a can-do attitude? Then you found the right position for you! As a Client Service Account Manager Senior Associate within . Morgan Payments team, you will maintain and enhance best in class Client Service to a designated portfolio of top tier Treasury Services Clients, promoting 100% Client satisfaction by interacting with the Client on service &...