Private Client Services jobs

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PRIVATE CLIENT TAX SENIOR ACCOUNTANT / ASSISTANT MANAGER

This means you will have the opportunity to work on a broad range of compliance matters, including the preparation of tax returns for individuals, partnerships, trusts, and estates. We are looking for someone who is accomplished i...

CompanyPro Talent
AddressCambridgeshire, England
CategoryBanking
SalarySalary negotiable
Job typePermanent, full-time
Date Posted 3 weeks ago See detail

Private Client Tax Senior Accountant / Assistant Manager

Pro Talent

Cambridgeshire, England

Salary negotiable

This means you will have the opportunity to work on a broad range of compliance matters, including the preparation of tax returns for individuals, partnerships, trusts, and estates. We are looking for someone who is accomplished i...

Client Services Executive

Reed Insurance

West Midlands, England

Salary negotiable

Job Type: Full-time. Location: Birmingham. Salary: negotiable upon experience. Carry out all interactions with customers professionally and courteously. Conduct product and market research to support client service activities. Mai...

Private Clients Account Handler

Mw Appointments

Essex, England

Dealing with HNW risks including (but not limited to) Household, Motor, Art, and Travel. Handling new and existing clients. Deal with new business, renewals and MTAs, ensuring they are corrected processed. Prepare and issue insura...

Head of Private Client

G2 Legal Limited

Dorset, England

Providing advice on lasting powers of attorney.. Supervising the workloads of the more junior members of staff. Achieving monthly and annual fee targets.. Attend meetings on a regular basis.. Help with new queries.. Conform to...

Client Services Manager - Global Saas Platform - Fully Remote

Efinancialcareers

South East

Competitive salary

Reporting to the Client Services Director, this is an exciting new global position that would suit a confident, client-focused team-player prolific in managing complex data processes. Being responsible for process compliance from...

Client Services Administrator

Nuffield Health

London, England

£27,352 a year

Provide an efficient, professional reception service for the department and manage both external and internal client queries, ensuring all enquiries are dealt with in an efficient and timely manner, escalating more complex queries...

Manager, Client Services

Insights Driven Research

London, England

£35,000 - £45,000 a year

Serve as a single point of contact with assigned clients. Coordinate with clients on the execution of their respective projects. Keep clients updated on the status of their projects and ensure that expectations are adequately mana...

Personal Assistant (Private Client)

Ridley And Hall Legal Limited

Huddersfield, West Yorkshire

Additional leave. Company events. Company pension. Health & wellbeing programme. Paid volunteer time. Work from home. Monday to Friday. Bonus scheme....

2024 Client Services Apprenticeship Programme

Schroders

London, England

£25,000 a year

Central banks & sovereign wealth funds. Pensions schemes. Insurers. Family offices. Wealth advisors. Ensure all amendments to client data are processed and that client data is kept up to date on a timely and accurate basis. Data r...

Client Services Assistant (Full Time & Part Time)

A&O Shearman

London, England

Head of Hospitality Services FOH Manager FOH Team Leaders and Supervisors Candidates will need to be able to work various shifts between 07.30 and 20.00, Monday to Friday*. Carry out all Reception duties as required to include mee...

Client Services Administrator

Harper James

Guernsey

Reporting into the Client Services Executive Supporting the Client Service Team within a varied admin role. Assisting the Client Services Executive with management of the Client Services inbox. Speaking to clients who call with en...

Client Service Administrator

William Rose Associates

London, England

£28,000 - £32,000 a year

Opening of client accounts. Dealing with a variety of client queries. Updating of static data on internal systems. Collating due diligence documentation. Keeping records of payments, journals and stock transfers. Providing clients...

Part-time Client Services Supervisor

Prime Cleaning Solutions Ltd

Dungannon, County Tyrone

From £11.84 an hour

Manage client relationships by conducting regular visits to client sites, addressing inquiries, and ensuring high cleaning standards are maintained. Coordinate staff schedules, including assigning tasks, managing timesheets, and a...

Client Services Executive

Getagent

London, England

£30,000 a year

This is a phone-based outbound customer service function; you will be contacting Homeowners who have signed up to our services and will guide them to the point where they are comfortable to book in valuations with their selected a...

Client Success Specialist IT Managed Services

Thames 360

Nottinghamshire, England

£30,000 - £45,000 per annum, OTE

This role focuses on fostering key client relationships, driving revenue growth, and ensuring overall satisfaction. Strategic Planning: Collaborate with cross-functional teams to align solutions with client needs and industry tren...

Private Client Lawyer

Price Richardson

Northampton, Northamptonshire

£45,000 - £50,000/annum

Are you an experienced Private Client Lawyer, looking for access to top quality work? Keen to work on behalf of an impressive client base, including High Net Worth individuals?...

Client Services Director

Major Players

South East

£75,000 - £85,000 per annum

Forge strong relationships with senior clients through in-person meetings, shared insights, and industry events. Collaborate with the Account and Project management teams to develop creative solutions for prospective and existing...

Director of Clinical Services - Private Hospital

Compass Recruitment Solutions

Lancashire, England

£50,000 - £80,000 per annum

Experience in a similar role in the independent sector / NHS. Registered Manager required. Must be a medical professional - RGN, Radiographer, Physio, etc. NMC or HCPC registered. Strong clinical governance knowledge. Preferably s...

Private Client Paralegal

Eclectic Recruitment

Chester, Cheshire

£21,000 - £27,000/annum

Registering and preparing Powers of Attorney documentation. Will drafting.. Preparing Probate documentation.. Managing Estates and trusts casework.. Supporting the Private Client fee earners as required.. Private Client parale...

Private Client Tax Senior

Michael Page Finance

Kent, England

£40,000 - £44,000 per annum

Preparation and review of personal tax returns. Management of a portfolio of high net worth individuals. Providing tax planning advice to clients. Liaising with HMRC on behalf of clients. Assisting with internal team development a...

Private Client Tax Manager

Morgan Mckinley

Lancashire, England

Salary negotiable

Managing a diverse portfolio, including privately owned or family-owned businesses and private equity portfolio companies. Develop new client relationships, identifying and pursuing new opportunities from within the market. Collab...

Tax Senior - Private Client

Kennedypearce Consulting

Surrey, England

Work on a portfolio of individual clients for personal tax advisory and compliance. Assisting with tax planning, advisory and compliance services for our international clients, including those moving to / from the UK. Assisting no...

Client Services Administrator

The Talent Crowd

Cheshire, England

£22,380 per annum

Assist with processing client applications through to completion. Corresponding with clients and customers by phone and email. Administrative duties including archiving, data entry, photcopying and filing. Dealing with incoming ca...

Senior Client Services Manager

Efinancialcareers

South East

Competitive salary

Accountable for providing a quality service or product to customers and stakeholders, using skills/experience built through significant practical experience or training. For team leaders, accountable for ensuring the team the role...

Client Services Administrator

Synergy Car Leasing Limited

North Yorkshire, England

£23,000 - £30,000 per annum

Responding to in-life queries and contract amend requests. Creating Vehicle Orders from internal systems. Processing personal identification & finance paperwork. Creating Welcome Letters & Driver Letters from internal systems. Pro...

Client Service Adviser - Real Estate Insurance

Aon

South East

Competitive salary

Commercial insurance experience ideally with exposure to Real Estate or Property Owners Risks. Cert CII qualified or progressing towards. Good working knowledge of MS Office, Internet. Ability to pick up and learn a selection of s...

Client Services Coordinator

Wtw

Surrey, England

Analysis and interpretation of licencing requirements. Finding Solutions to complex and bespoke licensing requests. Assist clients on queries relating to software licensing, billing and contract renewals. Processing new sales and...

Property and Private Client Paralegal

Recruitpedia Nxt Gen Recruitment

London, England

Salary negotiable

Organisation and Time Management skills. Excellent written English. Strong attention to detail. Able to work under pressure. Able to work on own initiative and be a team player. Strong work ethic that includes putting in the hours...

Private Client Paralegal

Nucleus Precision Consultants Ltd

Berkshire, England

£26,000 - £32,000 per annum

You will be responsible for handling a broad range of Private Client matters, such as Wills & Probate, Tax & Estate Planning, Court of Protection as well as lasting power of attorney matters. Nucleus Precision Consultants are Spec...

Private Client Lawyer - Locum

Lhh Recruitment Solutions

Hampshire, England

£45.00 - £55.00 per hour

The firm are looking for an experienced locum who can assist the Private Client team while they recruit permanently. High street Private Client workload which will include Wills, Probate, LPA's etc. The role will be on-going for 3...