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To manage an assigned portfolio of HNW client accounts providing advice and relationship support ensuring optimal service, whilst integrating all banking products, services and resources, to ensure that their client needs are met.
We have a fantastic opportunity for a Client Services Manager to begin working for an established pensions company. The duties of this role surround the management of a team of Pensions Administrators with specific focus on member and client services....
The Client Service Manager is responsible for ensuring overall satisfaction of their assigned clients across the full scope of services delivered by the company locally and globally. The successful candidate ensures that all client touch points across...
Will provide an accurate and efficient on-boarding experience for clients within wealth management whilst striving to exceed all quality and service levels by effectively managing, monitoring and reviewing all new business applications from various...
Join the team in ensuring administrative matters and client related processes are completed. The ideal candidate will be pro-active with a can-do attitude and prepared to go the extra mile. Must be willing to study for professional qualifications.For...
A fantastic opportunity for an experienced Client Services professional at the Channel Islands’ largest firm of actuaries and consultants.
Talented individual needed to play an active role in the servicing of Financial Intermediaries, you will be a key team member in ensuring superior client experience by providing excellent administrative and organisational support in all client-related...
As Client Services Manager you will be responsible for the management of a portfolio of assigned clients. The ideal candidate will have private capital experience, investment operations and securities knowledge and will also hold a relevant professional...
Our client a firm of independent Chartered Financial Advisers with offices in Chester and Liverpool who are looking for a Client Manager/Paraplanner. Receiving instructions during debriefings from advisers following client meetings. Interpreting data...
Take administrative responsibility for a portfolio of Funds, companies and other wealth structures. The successful applicant will have proven experience within the fiduciary field and will demonstrate good client service. Strong understanding of the...