client services assistant jobs in London

Job Description The Client Services & Advisor Services Administrator role will support the smooth delivery of services within the financial planning and wealth management team. Based in London, this temporary role is ideal for someone with a keen interest in financial services. Experience with Salesforce CRM would be advantageous. Client Details The employer is a small-sized organisation...

Job Description We are retained by a highly respected international banking institution with a long-established and influential presence in London. The firm operates at the upper end of the private banking market, advising and supporting high-net-worth individuals and families with complex international needs. As part of continued growth within its London platform, the bank is seeking a Private...

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 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 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 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 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 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.

Job Description The Opportunity: As a Danish Client Service Investment 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...

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 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 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

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.

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...

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...

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...

Job Description The Opportunity: As a Dutch 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...