4,242 Client Services Jobs

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Client Services Manager - Boutique Wealth Management Business

Client Services Manager - Boutique Wealth Management Business

A prestigious boutique Wealth and Investment Management firm located in the heart of Yorkshire, are seeking to appoint a Client Servicing Lead to join their growing team. In this crucial role, you will ensure regular client contact and facilitate mee...

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Senior Pensions Client Services Analyst - Hybrid Working

Senior Pensions Client Services Analyst - Hybrid Working

Are you experienced in the administration of Defined Benefit schemes and now looking to further develop your experience and career away from the normal day-to-day administration side? We are recruiting for a global leading financial services organisa...

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Client Services / IFA Administrator - Wealth Management IFA, Financial Services

Client Services / IFA Administrator - Wealth Management IFA, Financial Services

23 April by Astral Recruitment

Our client is a successful and established IFA firm based in Shoreham and they are currently looking for an experienced Administrator to join their team This is for the role of Senior IFA Administrator supporting a successful IFA and working within a...

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Financial Planning Client Services Administrator, Royal Wootton Bassett (BW-2038)

Financial Planning Client Services Administrator, Royal Wootton Bassett (BW-2038)

25 April by Clever-HR

Financial Planning Client Services Administrator Royal Wootton Bassett Salary 22.000 - 26,000 p.a. Depending on Experience bonus scheme We are delighted to be supporting this Financial Planning firm who build personal, long-term relationships with th...

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

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

8 May by Reed

Reed Financial Services are representing a forward thinking and growing wealth management business. who are committed to providing the very best financial advice through their top-quality teams. They currently have a brand-new opportunity for a Clien...

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

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

8 May by Reed

Reed Financial Services are representing a forward thinking and growing wealth management business. who are committed to providing the very best financial advice through their top-quality teams. They currently have a brand-new opportunity for a Clien...

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

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

8 May by Reed

Reed Financial Services are representing a forward thinking and growing wealth management business. who are committed to providing the very best financial advice through their top-quality teams. They currently have a brand-new opportunity for a Clien...

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

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

8 May by Reed

Reed Financial Services are representing a forward thinking and growing wealth management business. who are committed to providing the very best financial advice through their top-quality teams. They currently have a brand-new opportunity for a Clien...

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

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

8 May by Reed

Reed Financial Services are representing a forward thinking and growing wealth management business. who are committed to providing the very best financial advice through their top-quality teams. They currently have a brand-new opportunity for a Clien...

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EXCLUSIVE: CLIENT SERVICES & OPERATIONS MANAGER - DFM FILE REVIEW EXPERIENCE & COMPLIANCE KNOWLEDGE REQUIRED

EXCLUSIVE: CLIENT SERVICES & OPERATIONS MANAGER - DFM FILE REVIEW EXPERIENCE & COMPLIANCE KNOWLEDGE REQUIRED

5 days ago by eFinancialCareers

EXCLUSIVE: CLIENT SERVICES & OPERATIONS MANAGER – DFM FILE REVIEW EXPERIENCE & COMPLIANCE KNOWLEDGE REQUIRED Ref: 4004G 80K good benefits & bonus REMOTE (Southern England) We are exclusively recruiting for a Family Office Discretionary Fund Manager &...

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COMPLIANCE MANAGER - COMPLIANCE EXP ANY SECTOR OR CLIENT SERVICES/OPERATIONS EXP FINANCIAL OR PROFESSIONAL SERVICES REQUIRED

COMPLIANCE MANAGER - COMPLIANCE EXP ANY SECTOR OR CLIENT SERVICES/OPERATIONS EXP FINANCIAL OR PROFESSIONAL SERVICES REQUIRED

4 days ago by eFinancialCareers

COMPLIANCE MANAGER – COMPLIANCE EXP (ANY SECTOR) OR CLIENT SERVICES/OPERATIONS EXP (FINANCIAL OR PROFESSIONAL SERVICES) REQUIRED 4031D 45K - 50K Benefits Colchester Our client, a leading legal services firm, is recruiting a Compliance Manager to supp...

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URGENT X 3 Client Service Executive (Financial Services)

URGENT X 3 Client Service Executive (Financial Services)

Up to 33,000 plus EXCELLENT bonus and benefits Hybrid working available Are you looking to develop your career within Investments and Wealth Management? Our client is expanding, and an exceptional opportunity awaits you We're on the hunt for a dedica...

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Client Service Manager

Client Service Manager

8 May by mbf.

Join an innovative, forward-thinking, and highly successful financial planning company at an exciting stage of expansion. Our client is dedicated to providing an exceptional service to their clients, driven by a commitment to excellence and a passion...

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Financial Planning/Advice - Senior Administrator/PA

Financial Planning/Advice - Senior Administrator/PA

Client Services Administrator/Manager - Financial Planning Hot New Career role for someone with Industry Experience Superb company - established >30 years, growing practice with several industry awards Reputable employer - work-life balance, modern w...

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Senior Financial Planning Administrator

Senior Financial Planning Administrator

My client is a specialist organisation that offers exceptional financial planning for medical professionals. Their advisers are committed to excellence and have a deep understanding of the financial matters important to their clients, gained from dec...

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Transaction Reporting Associate - Investment Management

Transaction Reporting Associate - Investment Management

17 April by mbf.

MBF are currently partnering with one of the UK's top Wealth Managers to fill a key role within their Client Services team. Our client is a leading Wealth Management firm renowned for its commitment to excellence and client satisfaction. With a track...

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Paraplanner - Junior or qualified

Paraplanner - Junior or qualified

7 May by Reed

Reed Financial Services are representing a award-winning Chartered Financial Planners and Discretionary Fund Managers based in Exeter who as a vacancy for a Paraplanner/Technical Assistant to join their growing and successful independent business. My...

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Paraplanner - Junior or qualified

Paraplanner - Junior or qualified

7 May by Reed

Reed Financial Services are representing a award-winning Chartered Financial Planners and Discretionary Fund Managers based in Exeter who as a vacancy for a Paraplanner/Technical Assistant to join their growing and successful independent business. My...

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Paraplanner - Junior or qualified

Paraplanner - Junior or qualified

7 May by Reed

Reed Financial Services are representing a award-winning Chartered Financial Planners and Discretionary Fund Managers based in Exeter who as a vacancy for a Paraplanner/Technical Assistant to join their growing and successful independent business. My...

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Client Service Executive

Client Service Executive

3 May by Recruit UK

Job Title: Client Services Executive Industry: Financial services Location: Whiteley Salary: Up to 32,000 (depending on experience) Job reference: 9041 Job Description: Recruit UK is working on an excellent opportunity for a Client Service Executive ...

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IFA Support

IFA Support

22 April by Ortus PSR

We are seeking a highly motivated and organised individual to join a team as an Independent Financial Advisor (IFA) Support Associate. In this role, you will play a crucial part in supporting their Independent Financial Advisors in delivering excepti...

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Paraplanner - Junior or qualified

Paraplanner - Junior or qualified

7 May by Reed

Reed Financial Services are representing a award-winning Chartered Financial Planners and Discretionary Fund Managers based in Exeter who as a vacancy for a Paraplanner/Technical Assistant to join their growing and successful independent business. My...

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