Wealth Management Client jobs in England

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CLIENT SERVICE MANAGER

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...

CompanyAon
AddressSouth East
CategoryBanking
SalaryCompetitive salary
Job typePermanent, full-time
Date Posted 7 days ago See detail

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 Manager

Goldhawk Associates

Kent, England

£60,000 - £70,000 per annum

If so, then look no further!Our prestigious client, a leading chartered accountancy firm based in Ashford, Kent, is seeking a top-notch Senior Accountant to join their esteemed team.As a Senior Accountant, you'll be the driving fo...

Trainee Client Engagement Manager

I2I Recruitment Consultancy

Gloucestershire, England

Youll start youll career in a relatively entry level role, and learn from the bottom up. Offering administrative assistance to clients and your wider team. Data entry and data input across various IT systems. An opportunity to s...

Client Executive Manager, Senior Vice President at Citi

Efinancialcareers

South East

Competitive salary

Build long lasting trusted client relationships - be a trusted advisor, act as clients advocate within Citi. Leads and coordinates negotiation of all legal contracts and business / risk updates (with oversight from Legal and Produ...

Client Care Manager

Recruitment Solutions

Kent, England

£24,000 - £26,000 per annum

Manage teams across various local locations with a proactive and organized approach. Develop and maintain an in-depth understanding of our products and services to assist with client inquiries, adhering to operational protocols an...

Associate Director, Relationship Management, UHNW Clients

Efinancialcareers

South East

Competitive salary

Support existing and develop new relationships with private clients. Develop a complete understanding of clients business objectives, goals and marketchallenges and ensurerelationshipplan is consistent. Educateclients on emerging...

Practice Operations Manager - Wealth Planning

Cranleigh Personnel

South East

£50,000 - £65,000 per annum

Min 4 years working within an IFA practice. University degree. Impeccable written and spoken English. Strong communication skills, client-facing and inter-company. High level of numeracy. Technologically competent, using new softw...

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...

Insurance Client Manager - Corporate - Redhill

Aon

Surrey, England

Competitive salary

Our Corporate business in Redhill serves our clients throughout the South East and London, and with our flexible hybrid working this could be an opportunity for you wherever you are located in these areas. Responsible for working...

Client Manager

Bennett & Game Recruitment

Cheshire, England

£32,000 - £40,000 per annum

Be the point of contact to our clients over email, on the phone and in person. Establish and maintain effective working relationships with colleagues/clients. Delegate workload to the appropriate team member. Undertake some bookin...

Client Commercial Finance Manager

Cms Uk

South East

Complete day to day working knowledge of all key budget areas facilitated through regular contact with key budget holders, ensuring budgets are monitored and advance action is taken where necessary to correct variances. Providing...

Client Account Manager

Allen Associates

Oxfordshire, England

£35,000 - £45,000 per annum

Client Account Manager Responsibilities The Client Account Manager will be responsible for: Up-selling and cross-selling to achieve new sales and expand existing accounts Identifying new target audiences Implementing clear strateg...

Client Relationship Manager

Caroola

West Midlands, England

Preferred experience in the industry or recruitment. Strong verbal and written communication skills. Effective time management to ensure timely execution of all duties. Demonstrated ability to create and implement account plans. S...

EMEA Head of Financing Solutions Client Management, Vice President

Efinancialcareers

South East

Competitive salary

Execute on the Relation Management strategy for EMEA, including making strategic changes. Contributes to financial budgets and drives execution against clearly defined revenue, expense and NIBT metrics and milestones;. Manage an e...

Client Relationship Manager

I Love My Job Ltd

South East

£30,000 - £33,000 per annum

30,000 - 33,000 DOE. Full-time, Remote. B Corp Certified. Work with the Operations, Product, and Marketing teams to support sales initiatives and promote programmes. Contribute to the sales strategy by identifying opportunities...

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...

Client Project Manager

Akton Recruitment Ltd

Surrey, England

£400.00 - £401.00 per day, negotiable, OTE

Lead changes to the workplace environment across the corporate property portfolio. Identify and manage projects to optimise the use of property assets. Conduct property reviews to assess and improve the utilisation of the corporat...

Client and Market Development Manager 12-month FTC

Ambition Europe Limited

South East

Salary negotiable

Hybrid working. Mental and physical wellness sessions. Best-in-class office space. Contributory pension. Employee assistance programme. Take the lead to identify opportunities which will increase the firms' market share. Work with...

Client Manager

Public Practice Recruitment Ltd

Herefordshire, England

Variety? Flexibility? Progression? Manage your own client portfolio, monitoring all commercial aspects of portfolio management. Oversee junior team members, including workflow management, reviewing work, and identifying training o...

Client Experience Associate - Global Asset Manager

Efinancialcareers

South East

Competitive salary

Our client is a leading Global Asset Manager with a broad range of successful funds, including private markets. The role holder will be responsible for supporting the Head of Client Experience to measure and support the effectiven...

Client Accounts Manager

Agility

Lancashire, England

£40,000 per annum

Providing expert advice on all matters financial including tax advice. Preparation of accounts. Managing budgets. Undertaking financial audits. Providing financial advice....

Client Account Manager

Office Angels

Middlesex, England

£26,000 per annum

26,000k. Hours 0830-5.30. Hybrid will be offered. Building and maintaining long-term relationships with clients, serving as their primary point of contact. Understanding clients' needs and providing tailored solutions to help the...

Client Accountant Block Management

Deverellsmith

London, England

£30,000 - £40,000 per annum

Generate financial reports for clients and senior management (monthly, quarterly, year-end). Analyse expenditure vs. budget, arrears, and cash flow, summarising the findings in reports. Prepare and finalise service charge accounts...

Private Client Tax Manager

Distinct Recruitment

Hertfordshire, England

£60,000 - £70,000 per annum

Progression there plenty of examples of individuals progressing internally. 2 days per week working from home. Easy to reach on public transport. Focus across the firm on work life balance. Office closed over Christmas for fami...

Kingston Council - Client Project Manager

Remedy Recruitment Group

Surrey, England

£405.00 per day

About the Role As the Office Accommodation Manager, you will lead on efficient space planning across the corporate property portfolio. In addition to this, you will also instigate and develop a centralised system for all office mo...

Client Management Security Officer

Equiniti

London, England

Competitive salary

Contribute to the development, implementation and maintenance of client security assurance function for Shares clients. Respond to customer requests for information and assurance on the security mechanisms and quality that the Com...

Audio Visual - Client Direct Project Manager

Proav Ltd

South East

Perform work on multiple projects within the budgeted cost and to the satisfaction of the client. Ensure successful and profitable execution by following standards and supporting the implementation of processes and SOPs that driv...

Client Account Manager

Dg Partnership Ltd

Essex, England

£28,000 - £30,000 per annum

Prioritise the booking of customers to our events and maximise the attendance rate. Host important discovery and onboarding meetings with customers by zoom to deliver an exceptional start to our clients journey with us. Nurture c...

Client Success Manager

Stott And May

London, England

40000-50000

Client Relationship ManagementServe as the primary point of contact for assigned clients.Develop and maintain strong, long-lasting client relationships.Conduct regular meetings with clients to understand their needs, goals, and ch...

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...