client services specialist jobs in Elmbridge

You will be a confident and supportive leader who leads by example, motivating and developing their team while fostering a positive, collaborative working environment. With a strong eye for detail and quality, you will take ownership of reviewing work, identifying risks, and driving continuous improvement across processes and ways of working.

Oakley Recruitment is working in partnership with an expanding organisation based in Bromsgrove. This is an excellent opportunity to join the team as a Client Services Executive on a full-time permanent basis Culture and Environment Our client fosters a dynamic and professional culture that is both welcoming and empowering. They are committed to delivering exceptional service to their clients...

You will need to be self-motivated to work both independently as well as within a team and be comfortable working on several projects simultaneously on occasion. More information available upon application.

You will have responsibility for dealing with customer enquiries and ensuring orders are processed accurately. - Job Type: Permanent - Working Hours: Monday - Friday, 8am to 4.30pm / 8.30am - 5pm - Location: Weybridge, Surrey - hybrid working

A leading financial advisory firm located in Bromsgrove is seeking a Client Services Executive to provide exceptional support to Financial Advisers and clients. This full-time position requires expertise in client liaison and strong administrative skills. Ideal candidates will have knowledge of various financial products and proficiency in Microsoft applications. This role offers a competitive...

You will be responsible for client interactions, processing inquiries, and upholding internal policies and procedures. Ideal candidates will have experience in financial services, a sound knowledge of various platforms, and possess relevant GCSE qualifications.

You will be based at the Worcester office, with the wider team working from Birmingham, Bromsgrove, Kidderminster, Telford and Ludlow offices.

You will be a qualified Private Client Solicitor or Legal Executive, preferably with the experience of handling a generalist caseload of Private Client work.

Key Highlights Find out exactly what skills, experience, and qualifications you will need to succeed in this role before applying below. - - Handle high-quality private client work with a HNW focus - Progress your career at a Legal 500 firm in a collaborative and supportive team - Enjoy a wellbeing-first culture and flexible hybrid working Are you a Private Client Solicitor looking to take...

A professional services company based in Bromsgrove seeks an experienced Administrator. In this full-time role, you will manage client administration, maintain accurate records, and ensure smooth office operations. The ideal candidate has at least 2 years of experience in a professional services environment and strong organizational skills. The package offers 23 days holiday, additional annual...

You will be responsible for delivering good outcomes and ensuring our clients are put first in all that we do. Key Responsibilities Client Liaison & Servicing – Act as the first point of contact for client queries. Provide excellent customer service to maintain strong relationships with advisers, clients and support staff across all areas of the business.

You will be based at the Worcester office, with the wider team working from Birmingham, Bromsgrove, Kidderminster, Telford and Ludlow offices.

You will be a qualified Private Client Solicitor or Legal Executive, preferably with the experience of handling a generalist caseload of Private Client work.

A leading financial advisory firm in Bromsgrove is seeking a Client Services Executive. This role requires providing exceptional support to financial advisers and clients. The ideal candidate will have experience in financial services, knowledge of various financial products, and proficiency in Microsoft applications. Competitive salary and benefits, including flexible working options and...

You will enjoy mentoring and developing others, leading by example, and contributing to team projects beyond day-to-day client work. If you are highly organised and detail-focused, with the ability to manage workloads effectively, communicate clearly, and remain committed to continuous improvement and delivering a high standard of service, this could be the role for you.

Location: Bromsgrove, Worcestershire, United Kingdom Salary: Competitive Salary and Benefits Client Services Manager An opportunity to join AFH Wealth Management, one of the UK's leading independent financial advisory and wealth management firms. We are looking for those of you who wish to grow with us as a business and support our strong growth plans. This is a full-time, permanent...

You will be a confident and supportive leader who leads by example, motivating and developing their team while fostering a positive, collaborative working environment. With a strong eye for detail and quality, you will take ownership of reviewing work, identifying risks, and driving continuous improvement across processes and ways of working.

You will act as an escalation point for questions and queries across the team.

You will be a confident and supportive leader who leads by example, motivating and developing their team while fostering a positive, collaborative working environment. With a strong eye for detail and quality, you will take ownership of reviewing work, identifying risks, and driving continuous improvement across processes and ways of working.

A leading financial advisory firm in the UK is seeking a Client Services Manager to oversee the Client Services Team while ensuring high-quality support for Financial Advisers. This role requires proven managerial experience in financial services and a solid understanding of FCA regulations. Benefits include flexible working, a pension scheme, and professional development opportunities. Ideal...

You will join us on a full-time, permanent basis, and in return, you will receive a competitive salary plus a range of benefits.

You will be responsible for ensuring delivery of good outcomes and ensuring our clients are put first in all that we do. Key Responsibilities as our Client Services Executive will include:

You will join us on a full-time and in return, you will receive a competitive salary plus a range of benefits. This role is a core function within the business, as you will provide exceptional administrative and technical support to both our Financial Advisers and our clients.

You will be responsible for ensuring delivery of good outcomes and ensuring our clients are put first in all that we do.