42 Boutiques jobs in the United Kingdom

Program Manager for Digital Engineering Service(Client Service)

London, London MUFG

Posted 8 days ago

Job Viewed

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Job Description

**Do you want your voice heard and your actions to count?**



Discover your opportunity with Mitsubishi UFJ Financial Group (MUFG), one of the worldu2019s leading financial groups. Across the globe, weu2019re 120,000 colleagues, striving to make a difference for every client, organization, and community we serve. We stand for our values, building long-term relationships, serving society, and fostering shared and sustainable growth for a better world.



With a vision to be the worldu2019s most trusted financial group, itu2019s part of our culture to put people first, listen to new and diverse ideas and collaborate toward greater innovation, speed and agility. This means investing in talent, technologies, and tools that empower you to own your career.



Join MUFG, where being inspired is expected and making a meaningful impact is rewarded.



**OVERVIEW OF THE DEPARTMENT/SECTION**



Mitsubishi UFJ Financial Group (MUFG) is one of the worldu2019s leading financial groups. Headquartered in Tokyo and with approximately 350 years of history, MUFG has a global network with 1,100 offices in over 40 countries. The Group has over 140,000 employees, offering services including corporate banking, commercial banking, retail banking, wealth management, investment banking, capital markets, personal and corporate trust, and transaction banking.



The Groupu2019s operating companies include Bank of Tokyo-Mitsubishi UFJ, Mitsubishi UFJ Trust and Banking Corporation (Japanu2019s leading trust bank), and Mitsubishi UFJ Securities Holdings Co., Ltd., one of Japanu2019s largest securities firms.



The Project Promotion team is part of the IT Planning, Reporting and Administration department (IPR). The role of the IPR department is to ensure communication and liaison with Head Office (HO) in Tokyo, for both Bank and Securities, as well as accountability for EMEA Technology wide reporting, management of resourcing processes, management of asset processes and administration of wider planning processes including annual budget planning.



The Digital Engineering Service Portfolio is part of the Project Promotion team which delivers EMEA and global projects within the planned schedule and budget.



**NUMBER OF DIRECT REPORTS**



2-3 Consultants / Contractors as part of wider project delivery team.



**MAIN PURPOSE OF THE ROLE**


The successful candidate will be part of the Digital Engineering Service Portfolio Change function, reporting into the Portfolio Lead and its corresponding delegate on a regular basis.
The Program Manager is responsible across each program/project for ensuring quality, outcomes, timelines and cost requirements are met. Among other Project Management tasks, the candidate will be responsible for the creation and maintenance of RAID logs, Business Justification documents, and Status reporting activities.
The Program Manager will need to have extensive experience in Financial Institutions.


Strong communication and interpersonal skills is a must, and candidates must have a well-organized structured approach to managing medium to large projects and work well with senior stakeholders, subject matter experts and consultants.


To engage key staff in Technology team (as well as other key stakeholders from other departments) who are impacted by the portfolio of investment and (in-scope) expense projects.
To provide accurate, and concise, point-in-time reporting to all stakeholders, generated from golden source tools including the General Ledger, and PPM (Portfolio, Program, Project Management) tools.



**KEY RESPONSIBILITIES**


Co-ordination across projects / work streams and across wider program to ensure synergies are identified and optimized
Partner with key stakeholders across the 1st and 2nd LoD to ensure compliance with relevant firm policies and framework, understand external regulatory expectations and industry standards, where appropriate
Oversee analysis / output and form clear recommendations and proposals that are based on sound business rationale ensuring consensus and collaboration with functional partners required to opine or sign off
Run and manage steering committees (if required), working groups (cross functional) and ensure accountability of actions against planned timelines.
Be a trusted partner functional stakeholders and Planning department ensuring updates, issues and consensus is effectively managed and delivered.
Manage implementation deliveries ensuring transparency of risks, issues and dependencies that are fully aligned to functional / business owners.
Develop detailed project plans incorporating inputs from all project participants, and report on status of deliverables.
Manage the project costs against budget and report status update on the project budget.



**WORK EXPERIENCE**



Essential:


Experience in successfully leading full lifecycle complex projects
Minimum 10 years proven track record delivering projects to financial institutions within time and budget.
Strong governance approach to delivery
Effective communication and leadership
Experience of working with and negotiating contracts for vendors and consultancies



Preferred:


Strong knowledge of banking regulations and running regulatory projects.
Good understanding of financial products and front-to-back processes.
Demonstrable track record of managing multiple stakeholders and building relationships across diverse skill sets and across the organisation.
Coaching, mentoring and leadership skills
Excellent communication skills and the ability to communicate at all levels.
Proven experience of managing budgets.



**SKILLS AND EXPERIENCE**



**Functional / Technical Competencies:**



Essential


Proven experience and expert understanding of delivering through full project lifecycle SDLC/PDLC using waterfall and agile approaches
Strong project delivery and deadline management
Financial u2013 cost categorization (capital vs expense)
Demonstrable track record of managing multiple stakeholders and building relationships across diverse skillsets and across the international organization
Direct experience in managing multiple functional stakeholder (senior level) and consultants to derive clear and tangible outcomes
Experience with identifying project outputs and tracking Business benefits.
Familiarity with / experience of adhering to key controls (including SOX, project delivery standards, third party risk management, operational resilience management, operational risk management, data protection and financial services regulations)



**Please note MUFG operate a hybrid working policy with 3 days in the office per week.**



We are open to considering flexible working requests in line with organisational requirements.



MUFG is committed to embracing diversity and building an inclusive culture where all employees are valued, respected and their opinions count. We support the principles of equality, diversity and inclusion in recruitment and employment, and oppose all forms of discrimination on the grounds of age, sex, gender, sexual orientation, disability, pregnancy and maternity, race, gender reassignment, religion or belief and marriage or civil partnership.



We make our recruitment decisions in a non-discriminatory manner in accordance with our commitment to identifying the right skills for the right role and our obligations under the law.



At MUFG, our colleagues are our greatest assets. Our Culture Principles provide a roadmap for how each of our colleagues must think and act to become more client-obsessed, inclusive and innovative. They reflect who we are, who we want to be and what we expect from one another. We are excited to see you take the next step in exploring a career with us and encourage you to spend more time reviewing them!



**Our Culture Principles**


Client Centric
People Focused
Listen Up. Speak Up.
Innovate & Simplify
Own & Execute
This advertiser has chosen not to accept applicants from your region.

Program Manager for Digital Engineering Service(Client Service)

London, London MUFG

Posted 8 days ago

Job Viewed

Tap Again To Close

Job Description

**Do you want your voice heard and your actions to count?**



Discover your opportunity with Mitsubishi UFJ Financial Group (MUFG), one of the worldu2019s leading financial groups. Across the globe, weu2019re 120,000 colleagues, striving to make a difference for every client, organization, and community we serve. We stand for our values, building long-term relationships, serving society, and fostering shared and sustainable growth for a better world.



With a vision to be the worldu2019s most trusted financial group, itu2019s part of our culture to put people first, listen to new and diverse ideas and collaborate toward greater innovation, speed and agility. This means investing in talent, technologies, and tools that empower you to own your career.



Join MUFG, where being inspired is expected and making a meaningful impact is rewarded.



**OVERVIEW OF THE DEPARTMENT/SECTION**



Mitsubishi UFJ Financial Group (MUFG) is one of the worldu2019s leading financial groups. Headquartered in Tokyo and with approximately 350 years of history, MUFG has a global network with 1,100 offices in over 40 countries. The Group has over 140,000 employees, offering services including corporate banking, commercial banking, retail banking, wealth management, investment banking, capital markets, personal and corporate trust, and transaction banking.



The Groupu2019s operating companies include Bank of Tokyo-Mitsubishi UFJ, Mitsubishi UFJ Trust and Banking Corporation (Japanu2019s leading trust bank), and Mitsubishi UFJ Securities Holdings Co., Ltd., one of Japanu2019s largest securities firms.



The Project Promotion team is part of the IT Planning, Reporting and Administration department (IPR). The role of the IPR department is to ensure communication and liaison with Head Office (HO) in Tokyo, for both Bank and Securities, as well as accountability for EMEA Technology wide reporting, management of resourcing processes, management of asset processes and administration of wider planning processes including annual budget planning.



The Digital Engineering Service Portfolio is part of the Project Promotion team which delivers EMEA and global projects within the planned schedule and budget.



**NUMBER OF DIRECT REPORTS**



2-3 Consultants / Contractors as part of wider project delivery team.



**MAIN PURPOSE OF THE ROLE**


The successful candidate will be part of the Digital Engineering Service Portfolio Change function, reporting into the Portfolio Lead and its corresponding delegate on a regular basis.
The Program Manager is responsible across each program/project for ensuring quality, outcomes, timelines and cost requirements are met. Among other Project Management tasks, the candidate will be responsible for the creation and maintenance of RAID logs, Business Justification documents, and Status reporting activities.
The Program Manager will need to have extensive experience in Financial Institutions.


Strong communication and interpersonal skills is a must, and candidates must have a well-organized structured approach to managing medium to large projects and work well with senior stakeholders, subject matter experts and consultants.


To engage key staff in Technology team (as well as other key stakeholders from other departments) who are impacted by the portfolio of investment and (in-scope) expense projects.
To provide accurate, and concise, point-in-time reporting to all stakeholders, generated from golden source tools including the General Ledger, and PPM (Portfolio, Program, Project Management) tools.



**KEY RESPONSIBILITIES**


Co-ordination across projects / work streams and across wider program to ensure synergies are identified and optimized
Partner with key stakeholders across the 1st and 2nd LoD to ensure compliance with relevant firm policies and framework, understand external regulatory expectations and industry standards, where appropriate
Oversee analysis / output and form clear recommendations and proposals that are based on sound business rationale ensuring consensus and collaboration with functional partners required to opine or sign off
Run and manage steering committees (if required), working groups (cross functional) and ensure accountability of actions against planned timelines.
Be a trusted partner functional stakeholders and Planning department ensuring updates, issues and consensus is effectively managed and delivered.
Manage implementation deliveries ensuring transparency of risks, issues and dependencies that are fully aligned to functional / business owners.
Develop detailed project plans incorporating inputs from all project participants, and report on status of deliverables.
Manage the project costs against budget and report status update on the project budget.



**WORK EXPERIENCE**



Essential:


Experience in successfully leading full lifecycle complex projects
Minimum 10 years proven track record delivering projects to financial institutions within time and budget.
Strong governance approach to delivery
Effective communication and leadership
Experience of working with and negotiating contracts for vendors and consultancies



Preferred:


Strong knowledge of banking regulations and running regulatory projects.
Good understanding of financial products and front-to-back processes.
Demonstrable track record of managing multiple stakeholders and building relationships across diverse skill sets and across the organisation.
Coaching, mentoring and leadership skills
Excellent communication skills and the ability to communicate at all levels.
Proven experience of managing budgets.



**SKILLS AND EXPERIENCE**



**Functional / Technical Competencies:**



Essential


Proven experience and expert understanding of delivering through full project lifecycle SDLC/PDLC using waterfall and agile approaches
Strong project delivery and deadline management
Financial u2013 cost categorization (capital vs expense)
Demonstrable track record of managing multiple stakeholders and building relationships across diverse skillsets and across the international organization
Direct experience in managing multiple functional stakeholder (senior level) and consultants to derive clear and tangible outcomes
Experience with identifying project outputs and tracking Business benefits.
Familiarity with / experience of adhering to key controls (including SOX, project delivery standards, third party risk management, operational resilience management, operational risk management, data protection and financial services regulations)



**Please note MUFG operate a hybrid working policy with 3 days in the office per week.**



We are open to considering flexible working requests in line with organisational requirements.



MUFG is committed to embracing diversity and building an inclusive culture where all employees are valued, respected and their opinions count. We support the principles of equality, diversity and inclusion in recruitment and employment, and oppose all forms of discrimination on the grounds of age, sex, gender, sexual orientation, disability, pregnancy and maternity, race, gender reassignment, religion or belief and marriage or civil partnership.



We make our recruitment decisions in a non-discriminatory manner in accordance with our commitment to identifying the right skills for the right role and our obligations under the law.



At MUFG, our colleagues are our greatest assets. Our Culture Principles provide a roadmap for how each of our colleagues must think and act to become more client-obsessed, inclusive and innovative. They reflect who we are, who we want to be and what we expect from one another. We are excited to see you take the next step in exploring a career with us and encourage you to spend more time reviewing them!



**Our Culture Principles**


Client Centric
People Focused
Listen Up. Speak Up.
Innovate & Simplify
Own & Execute
This advertiser has chosen not to accept applicants from your region.

AV Service Delivery Client Engineering

NTT America, Inc.

Posted 4 days ago

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Job Description

**Make an impact with NTT DATA**
Join a company that is pushing the boundaries of what is possible. We are renowned for our technical excellence and leading innovations, and for making a difference to our clients and society. Our workplace embraces diversity and inclusion - it's a place where you can grow, belong and thrive.
**Your day at NTT DATA**
The Service Delivery Client Engineering - Remote Engineer (L2) is a developing engineering role, responsible for providing a professional remote technical support service to clients by proactively identifying and resolving technical incidents and problems.
This role makes use of technical knowledge to handle technical enquiries and/or troubleshoot problems reported by clients in a timely manner.
Through pre-emptive service incident and resolution activities, this role restores service to clients by managing incidents and seeing them through to an effective resolution.
**Key responsibilities:**
+ Serves as the initial point of contact for end-users seeking technical assistance in the areas of networking, collaboration tools, and end-user computing.
+ Provides prompt and efficient troubleshooting and support for incidents and service requests related to networking issues, such as network connectivity, DNS, DHCP, IP addressing, wireless connectivity, and network equipment configurations.
+ Resolves collaboration-related issues, including but not limited to email systems, video conferencing platforms, instant messaging tools, and document sharing applications.
+ Addresses end-user computing problems encompassing operating systems, hardware, software applications, printers, and mobile devices.
+ Utilizes appropriate tools, techniques, and remote access software to diagnose and resolve technical issues across the networking, collaboration, and end-user computing domains.
+ Follows established procedures, guidelines, and best practices to deliver timely and accurate resolutions to end-users' problems.
+ Documents all incidents, service requests, and actions taken in the service desk ticketing system, ensuring detailed and accurate records.
+ Escalates complex or unresolved issues to Management or higher-level engineers or specialized teams, providing comprehensive information and analysis.
+ Collaborates with other IT support teams, including networking, collaboration, and end-user computing specialists, to resolve cross-functional issues and contribute to problem resolution.
+ Monitors network performance, conducts routine maintenance tasks, and applies patches and updates to network infrastructure and collaboration tools as required.
+ Assists in the development and maintenance of knowledge base documentation, troubleshooting guides, and standard operating procedures to enhance service desk efficiency and effectiveness.
+ Keeps up to date with industry trends, emerging technologies, and best practices in networking, collaboration, and end-user computing to provide high-quality support and contribute to continuous learning and development.
+ Adheres to IT service management processes and standards, including incident, problem, and change management procedures.
**To thrive in this role, you need to have:**
+ Knowledge of networking concepts and protocols, such as TCP/IP, DNS, DHCP, VLANs, routing, switching, video conferencing, and collaboration tools.
+ Familiarity with end-user computing technologies, including Windows and macOS operating systems, hardware troubleshooting, software applications, mobile devices, and printer configurations.
+ Proficiency in using network monitoring and troubleshooting tools, collaboration platforms, remote desktop tools, and incident ticketing systems.
+ Excellent problem-solving and analytical skills with the ability to think logically and troubleshoot issues effectively across multiple IT domains.
+ Strong customer service orientation, with the ability to communicate technical concepts to non-technical users in a clear and concise manner.
+ Ability to prioritize and manage multiple tasks, work under pressure, and meet deadlines in a fast-paced environment.
+ Effective teamwork and collaboration skills, with the ability to work closely with cross-functional teams and stakeholders.
**Academic qualifications and certifications:**
+ Bachelor's degree or equivalent in information technology, computer science, or a related field is preferred.
+ Relevant certifications such as CCNA, CompTIA Network+, Microsoft 365, or Cisco collaboration certifications are a plus.
**Required experience:**
+ Moderate level of demonstrated required experience in a service desk or helpdesk role, providing support in multiple IT towers, including networking, collaboration, and end-user computing.
**Workplace type** **:**
Hybrid Working
**About NTT DATA**
NTT DATA is a $30+ billion trusted global innovator of business and technology services. We serve 75% of the Fortune Global 100 and are committed to helping clients innovate, optimize and transform for long-term success. We invest over $3.6 billion each year in R&D to help organizations and society move confidently and sustainably into the digital future. As a Global Top Employer, we have diverse experts in more than 50 countries and a robust partner ecosystem of established and start-up companies. Our services include business and technology consulting, data and artificial intelligence, industry solutions, as well as the development, implementation and management of applications, infrastructure, and connectivity. We are also one of the leading providers of digital and AI infrastructure in the world. NTT DATA is part of NTT Group and headquartered in Tokyo.
**Equal Opportunity Employer**
NTT DATA is proud to be an Equal Opportunity Employer with a global culture that embraces diversity. We are committed to providing an environment free of unfair discrimination and harassment. We do not discriminate based on age, race, colour, gender, sexual orientation, religion, nationality, disability, pregnancy, marital status, veteran status, or any other protected category. Join our growing global team and accelerate your career with us. Apply today.
This advertiser has chosen not to accept applicants from your region.

Customer Service Advisor - Client Relations

LE1 5DG Leicester, East Midlands £12 Hourly WhatJobs

Posted 5 days ago

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Job Description

part-time
Our client is seeking an enthusiastic and customer-oriented Customer Service Advisor to join their team. This role is based in their Leicester, Leicestershire, UK office, offering a hands-on approach to client interaction. As a Customer Service Advisor, you will be the first point of contact for customers, providing information, resolving queries, and ensuring a positive experience. Your primary responsibilities will include answering incoming calls, responding to emails, and assisting customers with inquiries about products, services, and accounts. You will be expected to actively listen to customer needs, identify solutions efficiently, and escalate issues to the appropriate departments when necessary. Maintaining accurate customer records and logging all interactions in the company's CRM system is a key part of the role. Building rapport and fostering strong relationships with clients through clear, friendly, and professional communication is essential. You will also be involved in processing orders, managing returns, and providing general administrative support to the sales and operations teams. The ideal candidate will possess excellent communication and interpersonal skills, with a friendly and approachable demeanour. Previous experience in a customer-facing role is highly desirable. Strong organisational skills and the ability to multitask in a busy office environment are important. Familiarity with Microsoft Office Suite and basic computer operations is required. You should be a team player, eager to learn, and committed to providing outstanding customer service. This role offers the opportunity to develop your skills within a supportive team and contribute to the overall success of our client's customer relations.
This advertiser has chosen not to accept applicants from your region.

Client Service Advisor

B60 Bromsgrove, West Midlands Bell Cornwall Recruitment

Posted 5 days ago

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Job Description

full time

Client Service Advisor

Ref: BCR/JP/31740a

Bromsgrove

30,000 - 35,000

Bell Cornwall Recruitment are pleased to be hiring a Client Service Advisor for a well-established client in Bromsgrove. They are looking for a pro-active and enthusiastic person with previous experience in wealth management/financial advisory services.

Client Service Advisor responsibilities:

  • First point of contact for client queries
  • Maintain records and ensure FCA compliance
  • Support advisors with workflow and priorities
  • Complete admin tasks and process new business
  • Liaise with providers and investment platforms

The ideal candidate will have:

  • MUST HAVE experience within Wealth Management/ Financial Advisory
  • Knowledge of pensions, investments and protection products
  • Ability to commute to Bromsgrove office
  • Strong written and verbal communication skills
  • Excellent organisation skills

If you have previous experience within wealth management or financial advisory services, don't hesitate to get in touch now!

Interested? Please click the 'APPLY' button now!

BCR aim to get back to all successful applicants within 24 hours however if you have not received a response within this period then it may be that your application has been unsuccessful.

BELL CORNWALL RECRUITMENT

We want to make finding a job that you will love as effortless as possible and can offer evening appointments to fit around your working life.

Love Work Be Happy

Follow BCR on Twitter @LoveWorkBeHappy to view all of the latest jobs.

(For the purposes of recruiting for this vacancy Bell Cornwall Recruitment is acting as a recruitment agency. Bell Cornwall Recruitment is an equal opportunities employer who welcomes applications from all age groups)

PA/Executive Assistants, Secretarial, Reception, Administration, Marketing, IT, HR, Law, Finance, Customer Services, Sales

This advertiser has chosen not to accept applicants from your region.

Client Service Advisor

Worcestershire, West Midlands £30000 - £35000 Annually Bell Cornwall Recruitment

Posted 5 days ago

Job Viewed

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Job Description

permanent

Client Service Advisor

Ref: BCR/JP/31740a

Bromsgrove

30,000 - 35,000

Bell Cornwall Recruitment are pleased to be hiring a Client Service Advisor for a well-established client in Bromsgrove. They are looking for a pro-active and enthusiastic person with previous experience in wealth management/financial advisory services.

Client Service Advisor responsibilities:

  • First point of contact for client queries
  • Maintain records and ensure FCA compliance
  • Support advisors with workflow and priorities
  • Complete admin tasks and process new business
  • Liaise with providers and investment platforms

The ideal candidate will have:

  • MUST HAVE experience within Wealth Management/ Financial Advisory
  • Knowledge of pensions, investments and protection products
  • Ability to commute to Bromsgrove office
  • Strong written and verbal communication skills
  • Excellent organisation skills

If you have previous experience within wealth management or financial advisory services, don't hesitate to get in touch now!

Interested? Please click the 'APPLY' button now!

BCR aim to get back to all successful applicants within 24 hours however if you have not received a response within this period then it may be that your application has been unsuccessful.

BELL CORNWALL RECRUITMENT

We want to make finding a job that you will love as effortless as possible and can offer evening appointments to fit around your working life.

Love Work Be Happy

Follow BCR on Twitter @LoveWorkBeHappy to view all of the latest jobs.

(For the purposes of recruiting for this vacancy Bell Cornwall Recruitment is acting as a recruitment agency. Bell Cornwall Recruitment is an equal opportunities employer who welcomes applications from all age groups)

PA/Executive Assistants, Secretarial, Reception, Administration, Marketing, IT, HR, Law, Finance, Customer Services, Sales

This advertiser has chosen not to accept applicants from your region.

Client Service Administrator

Ramsbottom, North West £25000 - £27000 Annually Nixon Caunce

Posted 6 days ago

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Job Description

permanent

Client Services Administrator / Ramsbottom - North Manchester / Permanent Role / Salary £25,000 - £7000 Dependent on Experience + Excellent Benefits / Full Time Office Based

Client Services Administrator Benefits

  • Salary - 5,000 - 7,000 Dependent on Exp
  • Annual Bonus
  • 25 Days Holiday
  • Pension
  • Free Parking
  • Study Support

Client Services Administrator Role

NC Associates are working exclusively with a long-established financial services organisation based in Ramsbottom North Manchester to assist in recruiting a Client Services Administrator. This is a great opportunity to work for a prestige organisation which can build on your existing experience. They are looking for someone who has previous experience within administration, excellent communicational skills both written and verbally as well as having the ability to work under pressure. As a Client Services Administrator you will be working within a small team and reporting directly into the Director. 

Client Services Administrator Responsibilities

  • Provide pre- and post-sales administration support to Para-planners/Advisers including Preparation of Engagement Letters, provision of Letters of Authority/Change of Agency Letters, downloading of Fact Find for completion, Client Agreements, Obtaining Provider Application Forms, setting up virtual files for new clients, obtain valuations of existing client policies, obtaining quotes, completing meeting follow ups, completing periodic suitability assessments where policies assessed as suitable, and so on.
  • Provide up to date valuations to Para-planners/Advisers in respect of existing clients.
  • Provide any relevant support information regarding existing clients to Adviser prior to meeting with client.
  • Assist other team members in maintaining an accurate back office system and other client records.
  • Pro-actively enhance industry and company knowledge, through external and internal sources.
  • Participate in appropriate company and departmental training, competence and development initiatives.
  • Answer telephone and deal with initial telephone enquiries.
  • Answer intercom to meet and greet visitors.
  • Carry out other duties as may reasonably be required to support all team members

 Client Services Administrator Experience Required

  • Excellent communicational skills both verbally and written
  • Good systems experience with both Excel and word documents
  • Ability to work to tight deadlines and working under pressure
  • Previous experience within the financial services sector would be desirable
  • Excellent team player .

What's on Offer?

This is a really good opportunity to work with a long established organisation which is known to develop its staff, you will gain invaluable experience while working in an excellent and friendly office and have the opportunity to work very closely with directors.  Please get in touch for immediate consideration by contacting Wayne Caunce at NC Associates - (phone number removed) or email (url removed)

We are committed to diversity and inclusion. We welcome all applicants of identity, personal characteristics, or background.

This advertiser has chosen not to accept applicants from your region.
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Client Service Analyst

London, London Neuberger Berman

Posted 10 days ago

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Job Description

**Position Overview**
To be responsible for the day-to-day activities of Client Service along with the team and serving the needs of a growing client base across EMEA and LatAm. Work closely with the wider client services team to support clients; ensuring that all clients' requirements are met. A basic understanding of the asset management business is desired and an ability to execute on tasks in a timely manner and ensure key stakeholders are kept updated is necessary.
**Primary Responsibilities**
+ Responsible for all internal deliverables that ensure smooth team operations Direct responsibility for ensuring client reporting needs are delivered in accordance with client's requirements and our legal obligations
+ Identify & execute projects to enhance internal client service procedures and create further efficiencies
+ Responsibility for ensuring client DDQs are completed and delivered within the timeline communicated.
+ Assist with onboarding of new accounts across our range of UCITS funds and any operational set ups that come alongside this
+ Support clients with their regulatory reporting requirements across client types and geographies
+ Liaise and establish strong relationships with internal support teams to ensure client servicing needs are met
**Key Requirements / Qualifications** (essential unless stated)
+ 0-1 years of relevant industry experience
+ Knowledge of equity and fixed income strategies preferred
+ Excellent presentation, writing and oral communication skills
+ A proven ability to build and develop strong internal and external relationships
+ Team player and highly motivated. Highly organized, creative, enthusiastic, self-starter,
+ Strong analytical and problem solving, coordination skills
+ Proficient in Microsoft Word, Excel, PowerPoint
_Neuberger Berman is an equal opportunity employer. The Firm and its affiliates do not discriminate in employment because of race, creed, national origin, religion, age, color, sex, marital status, sexual orientation, gender identity, disability, citizenship status or protected veteran status, or any other characteristic protected by local, state, or federal laws, rules, or regulations. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact_ _._
_Learn about the Applicant Privacy Notice ( ._
Founded in 1939, Neuberger Berman is a private, independent, employee-owned investment manager. From offices in 39 cities worldwide, the firm manages $515 billion in client assets (as of March 31, 2025) across a range of strategies-including equity, fixed income, quantitative and multi-asset class, private equity and hedge funds-on behalf of institutions, advisors and individual investors globally.
Tenured, stable and long-term in focus, the firm has built a diverse team-including 760-plus investment professionals and more than 2,800 employees in total-united in their commitment to delivering client outcomes and investment excellence. It is our people who define our culture and have enabled us to be recognized by _Pensions & Investments_ as the first or second "Best Place to Work in Money Management" for last eight consecutive years (firms with 1,000+ employees).
Neuberger Berman believes strongly that all employees are entitled to be treated with respect and dignity, and to work in a professional and safe environment. These values are the cornerstone of our firm. We prohibit any form of harassment, whether mental, verbal or physical. We do not tolerate the support of terrorist groups, acts of terrorism, or threats of violence. All who wish to be employed by the firm are expected to uphold these principles.
For important disclosures:
This advertiser has chosen not to accept applicants from your region.

Client Service Manager (Accounts)

BH22 Ferndown, South West Ernest Gordon Recruitment Limited

Posted 6 days ago

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Job Description

full time

Client Service Manager (Accounts)

45,000 - 50,000 + Pension Scheme + Holiday +Flexi-Hours + Free Parking + Training Support

Ferndown

Are you an Accountant with a background in practice seeking an exciting opportunity with a forward-thinking, dynamic company, offering a hands-on role where you'll work with high-value clients and deliver exceptional financial services?

On offer is the opportunity well-established financial services firm renowned for its client-centric approach and over 22 years of excellence in the industry. This is your chance to step into a versatile role with ample opportunities for training and career advancement.

As part of a talented team of Chartered Accountants and Financial Planners, you'll provide bespoke financial solutions to a diverse portfolio of private clients. Your role will involve managing an entire client portfolio, overseeing budgets, serving as a company ambassador to promote services to current and prospective clients, and inspiring and mentoring your team members.

This position is ideal for an experienced Accountant who is eager to advance their career in private wealth management. You'll be part of a dynamic, thriving team and benefit from continuous professional development to enhance your expertise.

The Role:
* Deliver client requirements as required
* Manage individual objectives
* Meet monthly billing target
* Assist with training and development as required
* Attend networking activities

The Person :

  • ACCA/ACA Qualified
  • Commutable to Ferndown

Accounting, Client Support, Account Management, Tax, Payroll, Account Manager, Ferndown, Bournemouth, Poole, Ringwood, Blandford Forum, Christchurch

If this job isn't quite right for you but you are looking for a new position, please contact us for a confidential discussion on your career.

We are an equal opportunities employer and welcome applications from all suitable candidates. The salary advertised is a guideline for this position. The offered renumeration will be dependent on the extent of your experience, qualifications, and skill set.

Ernest Gordon Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job, you accept the T&C's, Privacy Policy and Disclaimers which can be found at our website

This advertiser has chosen not to accept applicants from your region.

Client Service Manager (Accounts)

Dorset, South West £45000 - £50000 Annually Ernest Gordon Recruitment Limited

Posted 6 days ago

Job Viewed

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Job Description

permanent

Client Service Manager (Accounts)

45,000 - 50,000 + Pension Scheme + Holiday +Flexi-Hours + Free Parking + Training Support

Ferndown

Are you an Accountant with a background in practice seeking an exciting opportunity with a forward-thinking, dynamic company, offering a hands-on role where you'll work with high-value clients and deliver exceptional financial services?

On offer is the opportunity well-established financial services firm renowned for its client-centric approach and over 22 years of excellence in the industry. This is your chance to step into a versatile role with ample opportunities for training and career advancement.

As part of a talented team of Chartered Accountants and Financial Planners, you'll provide bespoke financial solutions to a diverse portfolio of private clients. Your role will involve managing an entire client portfolio, overseeing budgets, serving as a company ambassador to promote services to current and prospective clients, and inspiring and mentoring your team members.

This position is ideal for an experienced Accountant who is eager to advance their career in private wealth management. You'll be part of a dynamic, thriving team and benefit from continuous professional development to enhance your expertise.

The Role:
* Deliver client requirements as required
* Manage individual objectives
* Meet monthly billing target
* Assist with training and development as required
* Attend networking activities

The Person :

  • ACCA/ACA Qualified
  • Commutable to Ferndown

Accounting, Client Support, Account Management, Tax, Payroll, Account Manager, Ferndown, Bournemouth, Poole, Ringwood, Blandford Forum, Christchurch

If this job isn't quite right for you but you are looking for a new position, please contact us for a confidential discussion on your career.

We are an equal opportunities employer and welcome applications from all suitable candidates. The salary advertised is a guideline for this position. The offered renumeration will be dependent on the extent of your experience, qualifications, and skill set.

Ernest Gordon Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job, you accept the T&C's, Privacy Policy and Disclaimers which can be found at our website

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