client support - wealth management Jobs - 15898

Alfred H Knight - KA29BL

Employment Type : Full-Time

Alfred H Knight is seeking a proactive Client Services Coordinator to join our team. In this role, you’ll be responsible for coordinating appointments related to AHKES solid fuel laboratory services. As a client-facing position, you’ll ensure the highest standards of service are consistently met and exceeded. Your key duties will include managing client expectations and delivering accurate, timely reports on results and operations. This is a fan...

Connells Group HQ - LU71GN

Employment Type : Full-Time

Job Description Connells Group have a great opportunity for a customer service professional to join their busy client accounts team in Head Office, in Leighton Buzzard . Our Client Account Coordinators provide support services to all Lettings Branches, Landlords and Tenants. Their aim is to provide a service which surpasses all customer expectations. You will be responsible for: Handle queries coming into the department via phone and email from ...


Connells Group HQ - CH466AD

Employment Type : Full-Time

Job Description Connells Group have a great opportunity for a customer service professional to join their busy client accounts team in Head Office, in Moreton. Our Client Account Coordinators provide support services to all Lettings Branches, Landlords and Tenants. Their aim is to provide a service which surpasses all customer expectations. You will be responsible for: Handle queries coming into the department via phone and email from landlords/...

WTW - RH29PQ

Employment Type : Full-Time

This is a challenging and rewarding role, drawing on and further developing team working, administration and organisational skills. Day to day responsibilities include calendar management, travel arrangements and effective and professional client liaison. You would be responsible for, but not limited to: Calendar management and communication Meeting preparation and support (scheduling, monitoring attendance, catering, AV setup, IT requirements, ...

Vermelo RPO - TN23EF

Employment Type : Full-Time

We’re on the hunt for an ambitious and organised Asset Management Coordinator to join our dynamic Customer Experience Team! If you're skilled in Excel with Sales & Administration experience looking to thrive in a tech-focused, innovative environment, we’d love to hear from you! What You'll Do: Maintain accurate asset registers and coordinate data for precise billing. Oversee SIM processes, manage activations and cancellations, and support su...

THE LEADERS ROMANS GROUP LIMITED - M53EQ

Employment Type : Full-Time

Job Title: Head of Centre - Property Management Location: Exchange Quay, Manchester Brand: Leaders Salary: up to 54,000 OTE Hours: Monday to Thursday 9am to 6pm, Friday 9am to 5:30pm About Leaders:??? Leaders as part of the Leaders Romans Group, is a well- established and reputable property group across the UK. With a history rooted in proving exceptional property services, Leaders has earned a commendable reputation for its commitment to profes...

Crowe UK LLP - EC4M7JW

Employment Type : Full-Time

Role description Data and Microsoft Dynamics CRM is of key strategic importance to the firm and a critical tool for business growth. Crowe is going through an exciting development in its digital journey and Dynamics will be an integral part of this. As part of our digital strategy, we are refreshing our approach to CRM, and Dynamics is our platform of choice, to be built during FY25. Working closely with key stakeholders across the firm, the new...

TSG - Manchester

Employment Type : Full-Time

About the role; As a Client Success Manager you will be expected to drive retention and growth within our existing client base by understanding our customers business needs and objectives and building technology roadmaps to support in their success. You will have a demonstrable background in meeting and exceeding sales targets through the growth of existing accounts. You must have previous experience of working within the technology sector, pref...

Savills - EC2M7EB

Employment Type : Full-Time

Role Overview The role is to assist our Client Managers in delivering a first class energy service to our clients. The successful candidate will have previous experience within the Utilities sector. The role will attract someone comfortable in using and interpreting data and using a number of software systems with excellent IT skills. They will also need strong organisational skills and communication skills and the ability to work under pressure...

The Fosseway Practice - GL560GS

Employment Type : Full-Time

Job description You should be qualified or part qualified ACA/ACCA/ with at least 4 years experience working in an accountancy practice. We are Xero specialists so hope you love it just as much as us! There will be the responsibility of supporting our growing client base. Main roles to include preparing statutory accounts under FRS 102 or FRS 105, corporation tax returns, personal tax computations, balance sheet reconciliations, VAT Returns, CIS...