Wealth Management Client Service jobs in England

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CLIENT SERVICES MANAGER

An exciting opportunity has arisen within the Corporate Property team, which is at the heart of delivering the Strategic Asset Management Plan (SAMP). The team plays a pivotal role in managing approximately 1,700 assets across the...

CompanyReed Talent Solutions
AddressLancashire, England
CategoryBanking
Salary£45,495 - £49,590 per annum, inc benefits
Job typePermanent, full-time
Date Posted yesterday See detail

Client Services Manager

Reed Talent Solutions

Lancashire, England

£45,495 - £49,590 per annum, inc benefits

An exciting opportunity has arisen within the Corporate Property team, which is at the heart of delivering the Strategic Asset Management Plan (SAMP). The team plays a pivotal role in managing approximately 1,700 assets across the...

Client Services Manager (Home Care/Domiciliary Care)

Home Instead

West Wickham, Cambridgeshire

£NEG

Have extensive care experience with excellent customer service and man management skills. Be commercially aware. Have strong influencing skills. Be able to demonstrate achievement of business growth targets. Have the ability to bu...

Client Services Executive , Wealth Management , Leeds

Jj Search

Leeds, West Yorkshire

£28,000 - £35,000/annum

The Client Services Executive is expected to consult with investmentoperations teams when needed as well as process payments and amend client accounts, ensuring that financial transactions are completed accurately and efficiently...

Account Manager Client Services

The Delta Group

Essex, England

Competitive salary

Project manage jobs from start to finish, paying attention to detail and being mindful of client requirements and Delta business processes. Take briefs from Account Director or client and ensure that all relevant information is ca...

Client Services Manager

Lloyd Recruitment Services Ltd

Surrey, England

£30,000 - £36,000 per annum

Making high volume of outbound calls daily to lapsed clients who have not placed an order in the last 6 months. Coordinating shipping of free products or arranging training directly with clients. Identify sales opportunities from...

Client Service/Customer Relationship Manager - HVAC experience beneficial

Candidate Source - Team

South East

£60,000 per annum

Strong track record in service management or operations management. Experience managing a team of engineers. Excellent planning and resource allocation skills. Knowledge of the HVAC industry would be beneficial, namely air conditi...

Client Support - Wealth management

St Resourcing Ltd

West Yorkshire, England

£27,000 - £32,000 per annum, negotiable

A very good opportunity has become available to join the Wealth management arm of an Accountancy practice in the Leeds area. The position is key to the department and is to support one of the highest producing wealth planners, by...

Wealth Planning Administrator / Client Services Administrator

Cranleigh Personnel

Hampshire, England

£25,000 - £30,000 per annum

Would you like to feel valued by working in a boutique Wealth Planning company instead of a corporate firm? Are you looking to work for a company that offers growth and support for career development with full exam support (if des...

Pensions Client Service Manager

Aon

West Midlands, England

Competitive salary

As an organization, we are united through trust as one inclusive, diverse team, and we are passionate about helping our colleagues and clients succeed. Skills and experience that will lead to success Pensions experience or backgro...

Client Service/Customer Relationship Manager – HVAC experience beneficial

Team

London, England

£60,000/annum

Strong track record in service management or operations management. Experience managing a team of engineers. Excellent planning and resource allocation skills. Knowledge of the HVAC industry would be beneficial, namely air conditi...

Acquisition/Integration Support-Private Client Wealth Management-City

Financial Divisions

London, England

30000.00 - 35000.00 GBP Annual

Strong communication skills at all levels. Methodical approach with the ability to prioritize and manage multiple tasks. Team-oriented mindset with the ability to work independently. Advanced IT skills with a focus on MS Excel. In...

Client Services Manager

Warman O’brien

London, England

50 - 80k

Job Details We are searching for a professional and courteous Client Services Manager with great people skills to help our business prioritize existing customers and bring new clients on board focusing on the US market.The client...

Client Service Manager

Aon

South East

Competitive salary

The CSM is actively expected to contribute to Client Management Leadership, GBS and broader OLB initiatives. How this opportunity is different The CSM is ultimately accountable for the delivery of all elements of the service provi...

Client Services Manager- Chartered Financial planning Firm

Njr Recruitment

Shrewsbury, Shropshire

35000.00 GBP Annual

Client Services Manager - Chartered Financial Planning Firm Locations: Shrewsbury/StaffordSalary: 25,000 - 35,000Our client, an 'Independent' firm of Chartered Financial Planners now requires an additional Administrator to join th...

Pension Client Services Manager

Alexander Lloyd

Lancashire, England

Manage and support relationships with trustees and sponsors of DB pension schemes. Attend client meetings, virtually and possibly face-to-face. Oversee specific projects such as data and GMP equalisation. Ensure full compliance wi...

Acquisition/Integration Support -Private Client Wealth Management-

Financial Divisions

London, England

30000.00 - 35000.00 GBP Annual

This position is perfect for individuals eager to start their careers in the Wealth Management sector while developing operational and administrative skills, particularly in Excel. While experience in Wealth Management or financia...

Client Services Manager

Your Talent Solutions Ltd

Altrincham, Greater Manchester

£26,000 - £28,500/annum

Work with clients on a daily basis to review creative and content briefs. Work with the in-house studio to produce content for all customer stores. Work with customers' own design and creative team to collaborate on content for de...

Client Manager - Private Wealth Services

Gurler Mae Recruitment

London, England

£50,000 - £70,000/annum

Client Manager - Private Wealth ServicesLocation: LondonType: Full Time - Office BaseSalary: Up to 70KClient Profile: Gurler Mae is proud to announce, that we are searching for aClient ManagerPrivate Wealth Services on behalf o...

Client Services Manager - wealth management - 2 days office / 3 days home

Reed Insurance

Gloucestershire, England

£42,000 - £55,000 per annum, inc benefits

Purpose of the role To lead teams within the business in a way that supports delivery of service excellence and operational efficiency. Coach individuals to achieve high performance; support with Training and Personal Development...

Client Services Manager - wealth management - 2 days office / 3 days home

Reed Insurance

Somerset, England

£42,000 - £55,000 per annum, inc benefits

Purpose of the role To lead teams within the business in a way that supports delivery of service excellence and operational efficiency. Coach individuals to achieve high performance; support with Training and Personal Development...

Client Services Manager

Grafton Recruitment

Cheltenham, Gloucestershire

£35,000 - £40,000/annum

An outstanding opportunity for a Client Services Manager to provide high level office support and customer care within a prestigious Financial Planning practice. A rare opportunity to work for a high profile Wealth Management firm...

Client Services Delivery Manager – L&D

Blue Eskimo

Reading, Berkshire

£30,000 - £40,000/annum

Set up and manage extensive training outsourcing projects. Coordinate customer requirements and define clear project goals. Document the process landscape and optimise existing processes. Create detailed project frameworks and exe...

Client Services Manager - Retail Point of Sale

The Recruitment Orchard

Whetstone, Leicestershire

Ensure that the service delivery levels are kept above the clients expectations. Attend Face to face client meetings. Take ownership of the overall management of your projects; be the main Point of contact & build relationships...

Customer Services Manager / Client Relationship Manager

Pace Recruitment

Walsall, West Midlands

£60,000 - £75,000/annum + Bonus + Perks + Progression

Ensure an exceptional client journey for ultra-high net worth individuals. Operate independently of operations and sales teams to maintain client focus. Keep operations and sales teams accountable to clients. Manage high-pressure...

Client Services Manager

Search

London, England

£50,000/annum 10% Bonus

* To support Account Managers with managing site team, liaising with our various Business Support functions (HR, IT, Health and Safety, Operations and Finance) to ensure team wellbeing, safety and compliance is adhered to at all t...

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...

Head of Client Services (Senior Account Manager)

Rise Technical Recruitment

London, England

£70,000 - £90,000/annum Commission, Bonus, Car

Senior Leadership function, managing and mentoring Business Development Managers and Account managers of varying seniority. Responsible for overseeing client experience and ensuring excellent standards of service. Upselling where...

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...

Client Service Manager

Link Com Consulting Ltd

West Yorkshire, England

£30,000 - £50,000 per annum

Planning effective experiential marketing strategy and creation of costed activity proposals. Effective use of PowerPoint, Excel and relevant photography to communicate campaign plans. Liaising with LINK's in house designers to cr...

Client Services Manager

Blue Square

Hertfordshire, England

Youre able to demonstrate previous account management / executive experience. Youre commercially aware and a critical thinker. Youre experienced and/or can demonstrate an understanding of the retail / telecommunications industr...