- Jobs
- United Kingdom
- London
- client services assistant
client services assistant jobs in London
Job Description Swap Trade Support - Equities/Client Services 6 Month Contract London Hybrid Working Pontoon is an employment consultancy. We put expertise, energy, and enthusiasm into improving everyone's chance of being part of the workplace. We respect and appreciate people of all ethnicities, generations, religious beliefs, sexual orientations, gender identities and more. We do this by...
You will then earn commission if they decide to invest their money with the business.
You will have autonomy to work your desk how you see fit, with extensive training in the first 4 weeks, 2 of which will be in the London office.
You will receive a £60k basic with commission increasing you to the below expected rates.
You will be responsible for setting up and testing campaigns for live events and competitions, ensuring they are configured correctly and function smoothly.
You will work collaboratively with teams across client services, commercial, product, operations, and tech, ensuring that our clients receive exceptional service and support.
You will handle large and sensitive claims, liaising with insurers, loss adjusters, and clients to ensure efficient resolution. You'll advise on policy coverage, documentation requirements, and negotiate settlements and reserves to secure optimal outcomes. You'll maintain accurate records, ensure claims are registered and updated on internal systems, and conduct periodic portfolio reviews.
Job Description We are seeking a Private Client Tax Assistant Manager to join a thriving professional services team in London. This role involves delivering high-quality tax advice and compliance services to clients while managing a portfolio of private clients. Client Details Our client is a mid-sized professional services firm based in London, known for delivering tailored solutions in the...
You will be ATT and/or CTA / ACA qualified with experience supporting and advising HNW/UHNW individuals, Entrepreneurs and/or Trusts, Estates and IHT client work. Benefits include flexible working of 3 days in the office, yearly discretionary bonus, flexible benefits allowance and health / medical insurance.
You will gain exposure to areas including: - US/UK personal tax compliance (dual filing requirements) - High-net-worth cross-border private client matters - Complex client scenarios involving internationally mobile individuals - Advisory-driven interaction alongside compliance work
You will be fully integrated within our team, and you will have the opportunity to work collaboratively and discover other departments such as Fund Management, Transactions, Development, Asset Controlling Marketing and Sales
You will join a growing platform which will allow you to take on real responsibilities rapidly
Job Description The Opportunity: As a Swedish 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...
Job Description Private Client Assistant Manager Location: London A well-established professional services firm is seeking a Private Client Assistant Manager to join its growing Private Client team. The role involves managing a portfolio of private clients, with a focus on trusts, estates and personal tax compliance, alongside exposure to advisory work. This is a varied opportunity offering...
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 Crowe Watson Recruitment is proud to be working alongside aCrowe Watson Recruitment is proud to be working alongside a highly regarded firm of Chartered Accountants in London to recruit a talented Private Client Tax Assistant Manager. This role offers flexible working, a company pension, and much more! It’s a fantastic opportunity to join a progressive and supportive firm that...
You will manage this team and gain in-depth knowledge of our S&P Global Market Intelligence Product suite.
You will work closely with other Client Support Managers regionally and globally"on projects such as coverage, trainings, automation, improving operations/processes and more.
You will be a proven senior leader with: - Director-level (or equivalent) experience leading multi-team, service-led organisations - Deep understanding of the independent education sector and premium education services - Extensive experience working with UHNW families or similarly high-expectation private clients
Job Description We are recruiting for a global investment management organisation who have introduced a highly attractive hybrid flexible working programme. As a respected employer and organisation, they are certainly an organisation of choice who fully encourage diversity, are supportive of employee needs and understand the importance in offering genuine ongoing career opportunities. Due to an...
You will also have the chance to work closely with clients in setting up and implementing new software packages (such as Xero) as well as new systems, processes and controls.
You must be working for a good quality practice firm, likely a small or medium in size and you must have experience of preparing management accounts and ideally statutory accounts too.
You will then earn commission if they decide to invest their money with the business.
You will have autonomy to work your desk how you see fit, with extensive training in the first 4 weeks, 2 of which will be in the London office.
You will receive a £60k basic with commission increasing you to the below expected rates.
You will be part of the Wealth Management UK Domestic High Net Worth team in London. Our role is to manage, preserve and grow the wealth of our clients.
You will be responsible for setting up and testing campaigns for live events and competitions, ensuring they are configured correctly and function smoothly. Additionally, xbpsjku you will produce in-depth reports to present alongside the account manage...
You will then earn commission if they decide to invest their money with the business.
You will have autonomy to work your desk how you see fit, with extensive training in the first 4 weeks, 2 of which will be in the London office.
You will receive a £60k basic with commission increasing you to the below expected rates.