client services clerk jobs in Dorset

Job Description 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...

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 currently recruiting on behalf of our clients based in Burton-in-Kendal, who are recruiting for a Senior Purchase Ledger Clerk on a temporary basis. This is a full-time position, and to be successful you will need to have experience in a similar role. This requirement is set to last around 6 weeks, and you will need to be available immediately. Typical duties include: -...

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 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...

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.

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.

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...

Client Manager (Full Time) – Fully Remote Accountancy Practice (UK) This fast-growing, fully remote UK accounting and advisory firm is looking for a Client Manager to join its expanding team. This modern, tech-led practice supports venture-backed start-ups and high-growth businesses across the UK, providing outsourced finance, accounting and advisory services. The firm operates with a...

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.

In a nutshell Are 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...

Private Client Solicitor / 5+ PQE / Dorset / £55,000 DOE / Become part of a successful, growing firm with a loyal client base and a collaborative culture that truly values and supports its people – To apply please call Theresa Lucas on and quote Job Ref: TL2411 Find out more about this role by reading the information below, then apply to be considered. JOB TITLE: Private Client Solicitor PQE...

A local government authority is seeking to appoint two motivated Town Clerks and Responsible Finance Officers (RFO) in Bournemouth and Poole. Candidates should have senior leadership experience in public service and a CiLCA qualification. This role includes managing statutory requirements and setting standards for high-quality local services. The salary ranges from £74,454 to £89,081 and the...

Overview Have you got what it takes to succeed The following information should be read carefully by all candidates. Private Client Solicitor / 5+ PQE / Dorset / Up to GBP 55,000 DOE. Become part of a successful, growing firm with a loyal client base and a collaborative culture that truly values and supports its people. Responsibilities - - Manage a varied private client caseload, including:...

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...

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 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...

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.

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 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...