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Qualified professional sought to assume overall responsibility for the administration of a portfolio of trusts and companies and the management of the Private Client Team. The ideal candidate will be expected to set quality and professional standards,...
This is a great role undertaking client administration activities under supervision of Client Officer / Senior Client Officer; assisting Administrators with routine client enquiries and monitoring work in progress and Key Performance Indicators; assist...
Postholder will carry out a range of client administration activities under supervision, assisting with management of caseloads and client enquiries;assist administrator in monitoring work in progress and Key Performance Indicators; assist in training...
Exciting role managing and developing team of Administrators working on varied, fast paced and energetic portfolio of clients and delivering bespoke client services. Postholder will ensure team comply with policies and that KPIs are monitored and met;...
Our client seeks the ideal candidate to support Client Advisors in delivering exceptional client service and experience; act as point-of-entry contact for clients with account queries or orders, stock orders, payments; support with documentation for...
A superb opportunity for a client focused, enthusiastic individual with the desire to work as an Account Manager at a leading name in wealth management solutions.
Private Clients Account Manager Location: Southampton Salary: £25,000 - £30,000 + Bonus and company benefits The Company: We are working with an exciting and well-known insurance broker who are showing consistent growth and are now looking for a Private...
We currently have a fantastic opportunity for an ambitious, driven and proactive Manager or Senior Manager to join Private Client Services division of our Client's organisation. The successful candidate will be privileged to join this well-established &...
Our client, a global leader in corporate and fiduciary services are seeking to appoint a Director / Assistant Director to head up their Private Clients team until March 2023. In this role you will support Senior Trust Officers in achieving their...
We have a great opportunity for a Client Manager of Private Clients and Family Office, to work for one of the largest fund administrators. Some of the key duties include: To have ownership and responsibility for a team of people who administer a...