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clients assistant jobs in City of London
You will play a key role in ensuring the smooth running of day-to-day operations, demonstrating exceptional attention to detail and initiative at all times.
You will review tax returns prepared by consultants, provide technical input, and identify opportunities to optimize clients' tax affairs. Additionally, you will offer specialized tax advisory services related to estate planning, inheritance tax planning, wealth structuring, and domicile issues.
You will meet with prospective clients with the goal of gathering new clients and assets for our firm.
You will be supported by dedicated portfolio management and client service groups who manage the transition and retention of client relationships, allowing you to focus purely on selling.
Tax Manager - UK / US Private Client We are working with a leading London-based accountancy firm that is looking to appoint an Assistant Manager or Manager to join its well-established UK/US Expatriate Tax team. The team supports UK and US individuals and businesses based away from home, helping them manage their tax compliance and advisory needs across both jurisdictions. This is an excellent...
Job Description Our client, is a Global Lloyd's Broker, with a huge presence across the global and within the London Market. They are now actively seeking talented individuals, within their Reinsurance Client Services Division, focused on assisting with the smooth placement of Reinsurance Risks. This encompassing role involves Broker Support, Premium Processing and Light Claims duties, with...
You will be responsible for ensuring the office runs smoothly, looks exceptional, and delivers a professional, welcoming experience for clients, clinicians, and visitors.
You will have the opportunity to build enduring client relationships, support compliance and advisory work, and contribute to the teams revenue and growth objectives.
You will immerse yourself in the OOH world, learning quickly and honing your skills and knowledge of the industry. Your role will be crucial in assisting in the handling of large client accounts and in managing more, smaller business accounts yourself.
You will immerse yourself in the OOH world, learning quickly and honing your skills and knowledge of the industry.
Job Description Job Description London | Full-Time | Junior Engineer (Client-Facing Analytics) Permutable Technologies is a fast-growing AI company helping the world’s leading financial institutions make smarter decisions through real-time market intelligence and LLM-driven news analytics. Our technology is used by hedge funds, banks, and commodity trading desks to integrate signals directly...
You will be responsible for managing a broad range of private client matters, including: Wills and estate planning Probate and estate administration
You will take ownership of an existing caseload, maintaining strong client relationships while continuing to deliver a high standard of service.
Tax Manager - UK / US Private Client We are working with a leading London-based accountancy firm that is looking to appoint an Assistant Manager or Manager to join its well-established UK/US Expatriate Tax team. The team supports UK and US individuals and businesses based away from home, helping them manage their tax compliance and advisory needs across both jurisdictions. This is an excellent...
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 within the...
You will report directly to the team manager and periodically, Client Operations Administrators will also be involved with other Client Operations group projects.
The Opportunity: As a Spanish 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 within the...
Fisher Investments Europe is a fast-growing investment firm serving the needs of high-net-worth individuals across Europe. We are part of a global asset management organisation that has grown significantly over the past decade and are now searching for someone who is looking to start their career in the investment management industry. The Opportunity: Investing can be one of the most important...
Fisher Investments Europe is a fast-growing investment firm serving the needs of high-net-worth individuals across Europe. We are part of a global asset management organisation that has grown significantly over the past decade and are now searching for someone who is looking to start their career in the investment management industry. The Opportunity: Investing can be one of the most important...
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 within the firm....
You will report directly to the team manager and periodically, Client Operations Administrators will also be involved with other Client Operations group projects.
The Opportunity: As a Spanish 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 within the firm....
You will meet with prospective clients with the goal of gathering new clients and assets for our firm.
You will be supported by dedicated portfolio management and client service groups who manage the transition and retention of client relationships, allowing you to focus purely on selling.