You must be resilient, thrive under pressure and be assertive on dealing constructively with challenges.
You must have strong IT skills, able to use Microsoft Office suite and be willing to learn our internal systems.
You will also advise clients on wider planning and advisory project work across accounting/tax as well as overseeing the delivery of compliance services.
You will carve an influential role in this successful, growing firm of independent accountants with a clear route to progress on offer as well.
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.
Job Description I have been retained by a PE backed serviced business based in the Knutsford area to recruit a Client Services Manager. Reporting to the Commercial Director this role has the responsibility for the management of the Key Account Managers, overseeing the company’s portfolio of high-value commercial clients. This role ensures exceptional service delivery, client retention, and...
Job Description Job Title: Client Services Manager - Live-in Care Location: Office is based in Shrewsbury but there is a requirement to travel across the West Midlands Contract: Full-Time Salary: £30,000 - £35,000 dependent on experience Ready to Lead Something That Matters? Do you want a role where you can make a real difference to people’s lives and shape the growth of a service?Are you...
You will also provide day to day servicing support to Treasury Services Relationship Management and maintain positive client experience to our existing and potential new clients To be successful in this role, we’re seeking the following: - Client Servicing experience within Financial Services
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...
Job Description Multiple Roles – From Customer Service Agent to Senior Client Manager Level (German Speaking) Edinburgh Permanent Responsibilities: -Respond to and resolve service enquiries, ensuring accurate and timely response -Oversee transactional activity and ensure all products and services are functioning correctly for clients -Participating in periodic client service reviews and...
Job Description Client Manager - Outsourcing Team Huntress is representing a highly regarded independent firm located in Crawley. The Client Manager role is an exciting opportunity for a qualified accountant to join the growing Outsourcing team preparing and reviewing both statutory accounts and management accounts, as well as handling VAT for a varied client base. Key Responsibilities: -...
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 Client Services Manager – Construction HarlowWorking as an Account Manager, you will act as the primary liaison between clients and in-house teams, ensuring works are delivered in line with contractual requirements, compliance standards, and client expectations. This is a client-facing role suited to someone with experience in a compliance-driven construction environment.Key...
This well-established, international private client firm provides specialist corporate and fiduciary services to high-net-worth individuals with complex, asset-owning structures, including aircraft, marine assets, property and other investments. With over 40 years' experience and a strong reputation in regulated corporate services, the business delivers tailored, compliant solutions across...
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.
Are you an ACA or ACCA Qualified Accounts Senior, Outsourcing Senior or Business Services Senior with experience of management accounts and statutory accounts preparations? Are you looking to upgrade a Top 30 Accountancy firm where you will be fully trained so you can work on high profile financial services and FCA regulated xujxxms businesses? Are you from an accountancy firm background and...
You will manage all client lifecycle processes and oversees the operating model for your respective investment management team whilst delivering and contributing to excellent client service.
You will attend client meetings, correspond with clients over the phone and in writing and support our team of thirteen Investment Managers with tasks such as administration and report writing.
Client Services ManagerPermanentLocation: Hybrid - 2 days in the office 3 days remotely Newport PagnellSalary: £27,000 - £34,000Role PurposeWorking within the Employee Programmes team, the Client Services Manager is responsible for the successful delivery of client programmes to a high standard, xbpsjku while maximising revenue and profitability. The role focuses on client satisfaction and...
You will collaborate with internal tea...
You will be servicing clients across the Central and Continental Europe and will serve as the main contact for day-to-day client inquiries.
You will provide functional support to internal clients including data collection and preparing reports for AML/KYC compliance information on clients.
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...