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They are looking for Salespeople witha Financial Services background to come on board and boost their reach,. Private Client Sales Director (Level 4 / New Business).

They are currently looking for a Swap Trade Support - Equities/Client Services candidate to join them for an initial 6-month contract. Role Responsibilities: Performing Lifecycle events on swaps Corp Action events processing (elections & booking) Single Stock and Index dividend reconciliation vs he

Senior Client Services Manager. Lead, coach, and inspire your team to deliver person-centred services, measured through KPIs, surveys, and performance outcomes.

As a Client Services Executive, you will work closely with high-profile clients, handling day-to-day queries, requests, and troubleshooting issues. You will work collaboratively with teams across client services, commercial, product, operations, and tech, ensuring that our clients receive exceptiona

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.

As a Client Services Executive, you will work closely with high-profile clients, handling day-to-day queries, requests, and troubleshooting issues.

Private Client Sales Director (Level 4 / New Business) £58,000 - £60,000 + OTE Year 1 £(Apply online only)k, Years 2-4 £(Apply online only)k, Year 5+ £500k + 14% Pension + Training + Bonus + Commission + Company Benefits Remote Are you a new business-focused Level

An established Financial Services business running Investment & Wealth Management services for clients. TheSIPP Operations Administrator willprocess and check all SIPP client on boarding. The SIPP Operations Administrator willset up and maintain client, portfolio and account data inthe Investment Ma

We're looking for a qualified ACCA/ACA Client Services Manager to join a thriving team of accounts based in Leeds. Youll manage a portfolio of key clients, review and prepare annual accounts, and lead a talented team all while playing a big part in shaping internal workflow and team development. Lea

Private Client Sales Director (Level 4 / New Business). They are looking for Salespeople witha Financial Services background to come on board and boost their reach,.

The successful candidate will have at least 2 years' experience within client services within the financial services/fintech sectors. Offer currency guidance, leveraging extensive knowledge of our client's global currency suite to identify opportunities within clients' existing processes. In this ro

As a Client Services Officer, you will be friendly and welcoming. Our Client Services Officer team play a crucial role in the day to day running of our service. We are interested to hear from people who ideally have experience of working within a similar client focused environment, where confidentia

The Client Services Account Director – QSR plays a pivotal role within the agency, providing strategic leadership across these key accounts. You will be directly responsible for representing each brand’s needs within the agency, serving as the central conduit between clients and internal teams,

Enjoy Education is seeking an exceptional Director of Client Services to join our Senior Leadership Team and take full strategic ownership of client delivery, service quality, and operational performance across our core services: Homeschooling, Private Tuition, and Tutor Partnerships. Reporting dire

We're looking for a qualified ACCA/ACA Client Services Manager to join a thriving team of accounts based in Leeds. Youll manage a portfolio of key clients, review and prepare annual accounts, and lead a talented team all while playing a big part in shaping internal workflow and team development. Lea

This is a rare opportunity to shape the future of client services within a flagship workplace environment - including involvement in the launch of a. This role sits at the heart of the client experience, setting the standard for professionalism, warmth, and operational excellence across Reception, C

This is a brand new to market position, the successful candidate will have the opportunity to join the team as soon as possible or in February/ March 2026.Leading a team of IFA administrators.Allocation of work to the wider team.Lead weekly team meetings to manage workloads.Point of contact for team

Seen Presents is an experiential events agency driven by understanding human emotion and culture.We create online and offline authentic connected live experiences to drive brand resonance and understanding for consumer focused lifestyle and entertainment brands.Inspired – a creative environmen

Client Services Team Leader Key Responsibilities:. Making sure the daily rota for Client Services is current and up to date. Greeting clients and visitors on arrival.

Seen Presents is an experiential events agency driven by understanding human emotion and culture.We create online and offline authentic connected live experiences to drive brand resonance and understanding for consumer focused lifestyle and entertainment brands.Inspired – a creative environmen

A complete case handler mindful of statutory legislation, CPR and relevant case law \n* An ability to work as a team \n* Ability to keep calm and deliver results in a performance driven environment \n* Good IT skills \n* Excellent communication skills \n* Ability to work in a volume claimant litigat

Client Details Our client is a medium-sized organisation within the Technology & Telecoms industry, offering innovative solutions to businesses. Resolve client issues promptly and effectively to maintain trust and satisfaction. Collaborate with sales and marketing teams to align strategies with cli

Client Services Assistant (Apparel). Work in a small, friendly team on exciting, high-profile projects where creativity, attention to detail, and client service matter. Client communication via phone and email.

Private Client Sales Director (Level 4 / New Business) £58,000 - £60,000 + OTE Year 1 £100-140k, Years 2-4 £200-300k, Year 5+ £500k + 14% Pension + Training + Bonus + Commission + Company Benefits Remote Are you a new business-focused Level 4 Financial Advisor looking for a varied and autonomou

Tax Advisory Manager or Assistant Manager - Nottingham!A unique and rare career opportunity for a CTA, or ATT within private client / personal tax who can join one of the quickest growing tax advisory businesses in the Midlands, offering hybrid working, real flexibility / balance and quick growth in

Client Services ManagerSalary £30,200 per annum plus On call shift payment of £14. ExeterWe can?t offer a CoS for this role Home, a place where you belong Want to lead a team that really cares and empowers customers to live their best life?Join us at Home Group as a Client Services Manag.

The firm are seeing someone with high attention to detail, hiring anywhere up to a Client Manager level role and potentially a role blending accountancy workOVE. A notable accountancy firm, based within short distance of Newark-on-Trent, Grantham, Lincoln and Retford are seeking to hire a key Accoun

Private Client Sales Director (Level 4 / New Business).

A notable accountancy firm, based within short distance of Newark-on-Trent, Grantham, Lincoln and Retford are seeking to hire a key Accountant job and open to applications anywhere from capable Practice Accountant through to Client Manager. The firm are seeing someone with high attention to detail,

Private Client Sales Director (Level 4 / New Business).

Role Responsibilities: - Performing Lifecycle events on swaps - Corp Action events processing (elections & booking) - Single Stock and Index dividend reconciliation vs hedges - Rate & price fixings - Process Dividend payments and FX - Investigating P&L discrepancies and query resolution - Build rob

Your New RoleIn this role, you will be responsible for managing a designated group of clients, delivering expert claims services and acting as a trusted advisor throughout the claim's lifecycle. This opportunity sits within a high-performing division that supports a diverse portfolio of property cli

Job Description The Client Services & Advisor Services Administrator role will support the smooth delivery of services within the financial planning and wealth management team. Client Details The employer is a small-sized organisation within the financial services industry, specialising in providi

Monday to Friday (flexibility required)Holiday: 22 days annual leave plus Bank HolidaysPin Point Recruitment is proud to be supporting a leading organisation in the search for an experienced Head of Client Services to lead

We are seeking a Client Accountant to join a growing Global Accounting team within Governance Services. This role offers the opportunity to work closely with colleagues to deliver high-quality accounting services to a diverse portfolio of client entities.

A leading wealth management firm in Greater London is seeking a Client Service Administrator to provide comprehensive administrative support and enhance client experiences. The successful candidate will manage various client processes, resolve queries, and maintain accurate records.

The ideal candidate will have 4 to 6 years of experience in corporate and commercial law, preferably in the Financial Services sector.

We are seeking a Client Services Director who will deliver exceptional conferences, meetings, events, and front‑of‑house guest experiences across a multi‑site portfolio for our leading global financial client. Rapport Guest Services is a multi‑award‑winning company delivering front‑ and

They offer services in business consultancy, brand positioning, brand identity, communications and content, to take their clients beyond possible. Highly client focused – able to grasp client needs and businesses quickly, build trust and develop strong relationships. A natural leader and manager,

Financial Services, Private Client UK Tax, Senior Associate. Preparing advice for clients and internal stakeholders on the latest tax technical issues, including delivering sessions with senior management at client /knowledge sharing events. We work within both PwC’s Private Client Network and AIF

A leading international professional services firm in London is seeking a high-caliber Client Relationship Manager to manage key client relationships and support service expansion. Ideal candidates will have corporate services experience and at least 5-6 years of relevant professional experience. Th

A well-regarded accountancy practice in Greater London is seeking a qualified Audit and Accounts Senior to manage a diverse client portfolio.

A leading design technology company is looking for a Client Partner in Greater London to manage client relationships post-sale. This role involves coordinating delivery teams, building deep partnerships with clients, and ensuring measurable value from service offerings.

You will have 12‑24 months work experience in financial services, working as an administrator or client services professional. Senior Client Services Analyst. We are seeking a proactive and detail‑oriented Senior Client Services Analyst to join our team.

A leading financial planning firm in England is seeking experienced Employed Financial Advisers to develop and manage HNW client relationships. Candidates should have a minimum of 3-4 years of experience, relevant qualifications, and ideally a client base to bring.

The Client Services Director (CSD) plays a pivotal role in the management of the agency. Key responsibilities include leading client relationships, optimising workflow and financial KPIs, overseeing business development efforts, and ensuring high standards of service delivery. Excellent interpersona

Strong experience working with financial services clients, such as banks, insurers, fintechs or asset/wealth managers. Client Partner with deep Financial Services expertise. You will serve as a strategic advisor to senior financial services leaders—building trusted relationships, driving account g

A global investment firm in Greater London is seeking an experienced Institutional Client Service Relationship Manager to manage and strengthen relationships with institutional clients. The role involves leading portfolio reviews, educating clients on investment strategies, and facilitating ESG proj