49 Boutiques jobs in the United Kingdom

**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 $538 billion in client assets (as of June 30, 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:

We’re looking for a Client Services Coordinator to join our Corporate Team.

You’ll be a key point of contact for our valued clients, supporting the delivery of accountancy and compliance services, managing important deadlines, and ensuring our internal processes run smoothly. This role is central to maintaining our high standards of service and keeping our client work moving efficiently.

If you're highly organised, confident in client communication, and have a solid understanding of financial workflows, we'd love to hear from you.

What you’ll be doing

• Acting as a primary liaison for clients, keeping them updated on progress and handling day-to-day queries
• Supporting the preparation and submission of statutory accounts and tax returns by coordinating client information and tracking deadlines
• Ensuring all Companies House and HMRC filing deadlines are met, including managing Company Secretarial responsibilities and maintaining statutory records
• Keeping internal systems accurate and up to date
• Supporting with billing, document processing, and general compliance admin
• Ensuring clients are correctly set up on our systems and portals, offering help and troubleshooting as needed
• Working with colleagues across the firm to drive consistency in our client service processes
• Covering reception and handling post/scanning duties when required

In addition to your core coordination duties, approximately 25% of your role will involve providing administrative and personal assistant support to senior leaders within the business. These duties include, but are not limited to:

• Managing complex calendars and scheduling internal and external meetings
• Coordinating travel arrangements and preparing meeting materials where needed
• Monitoring and distributing incoming mail and managing email communications
• Assisting with inbox and workflow prioritisation, helping ensure deadlines are met
• Supporting general organisation and administration tasks to help the senior team operate efficiently

This is a varied and hands-on role that requires strong organisational skills, attention to detail, and the ability to juggle multiple responsibilities at once. You’ll be confident liaising with both clients and colleagues and comfortable working flexibly across both coordination and administrative support functions.

What we’re looking for

• Prior experience in customer service within a professional setting
• Strong administrative and organisational skills, with excellent attention to detail
• Proficiency with Microsoft Office, and confidence working with online systems such as CRMs, document portals and accounting platforms
• A proactive and flexible approach, able to manage multiple deadlines and adapt to changing priorities
• Excellent communication skills and a friendly, professional manner

What we offer

• 26 days holiday plus bank holidays and your birthday off – with the option to purchase more
• Hybrid working with 3 days in the office per week
• Employee Assistance Programme for your wellbeing, available 24/7
• Perks & discounts on a range of products and services
• Pension scheme to support your future
• A supportive, values-driven environment with real opportunities for learning and career development

At Old Mill, we combine the culture of a local firm with the impact and ambition of a larger organisation. We care deeply about our people, and we’re committed to providing a workplace where you can thrive.

Title: Client Service Representative

Location: Columbus, OH



Duration: 12 Months



 



Preference for 1 of the following criteria:

• College Degree

• Previous contact center experience



Position Description

Client Support Service Professionals handle incoming phone calls regarding various service inquiries on Brokerage accounts. Calls will need to respond with a high degree of accuracy and efficiency, while consistently meeting key department performance metrics. Functional support areas include Brokerage Cash Management products and services, Brokerage Online (client website) and Mobile app, and general account or financial related inquiries. Successful applicants will be highly professional, career driven, and committed to World-Class Service.

· Ability to contribute in a fast paced, team-oriented environment.

· Aptitude to multi-task and adjust quickly to change in a busy financial service center

Our client is an internationally renowned financial services business specialising in retail trading, investment products and technology. Following a period of rapid expansion, they are looking for an exceptional Head of Client Service Excellence to join their brilliant team in London. Responsibilities will include: Quickly evaluate current operations against top-tier benchmarks to uncover both short-term improvement areas and long-term transformation opportunities Lead the shift from traditional reactive support to a forward-looking, predictive, and personalised customer service approach Implement performance indicators that encourage digital-first practices while ensuring compliance, efficiency, and high service standards You will have: Extensive experience driving customer service strategy and operations, delivering consistently high-impact results Skilled in architecting and rolling out large-scale digital-first customer service models Demonstrated capability to elevate service standards quickly using systematic and methodical strategies For more information please get in touch with a copy of your CV.

Our client is an internationally renowned financial services business specialising in retail trading, investment products and technology. Following a period of rapid expansion, they are looking for an exceptional Head of Client Service Excellence to join their brilliant team in London. Responsibilities will include: Quickly evaluate current operations against top-tier benchmarks to uncover both short-term improvement areas and long-term transformation opportunities Lead the shift from traditional reactive support to a forward-looking, predictive, and personalised customer service approach Implement performance indicators that encourage digital-first practices while ensuring compliance, efficiency, and high service standards You will have: Extensive experience driving customer service strategy and operations, delivering consistently high-impact results Skilled in architecting and rolling out large-scale digital-first customer service models Demonstrated capability to elevate service standards quickly using systematic and methodical strategies For more information please get in touch with a copy of your CV.

EMEA Equity Swaps Client Service
London, United Kingdom
**To proceed with your application, you must be at least 18 years of age.**
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London - UK
Location: EMEA
**Job Title:** EMEA Equity Swaps Client Service
**Corporate Title:** AVP
**Location:** London
**Company Overview:**
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
**Location Overview:**
Our London office is based just a stone's throw from the magnificent St. Paul's Cathedral on bustling King Edward Street. Here you'll find modern workspaces and a state-of-the-art auditorium space. In addition, we're proud to host an onsite restaurant that shares our commitment to sustainability by providing delicious seasonal menus which have been created with the planet in mind. Make sure to take time for yourself and head up to our rooftop terrace and take in the spectacular views across London. Finally, your physical wellness is well-catered for with our onsite gym facilities and medical centre.
**The Team:**
The Equity Swaps Client Service team is part of Equity Swap Trade control. The are a direct client service team, providing swaps support to a variety of clients across the equities division including flow, yield enhancement and Delta 1 desks, with crossover into more structured and exotic products.
The EMEA swaps Client Service team currently consist of 7 people.
**Responsibilities:**
Include but not limited to:
+ Client service query management: T+0 post execution client support; actions, Corp Actions, Swap Allocations, Reporting / platform issues, client education, GovernancePerforming Lifecycle events on swaps
+ Corp Action events processing (elections & bookings)
+ Client facing Follow the Sun extended client service for swap queries
+ Single Stock and Index dividend reconciliation vs hedges
+ Rate & price fixings
+ Process Dividend payments and FX
+ Investigating P&L discrepancies
+ Build robust operation controls in place for risk monitoring
+ Query resolution.
+ Projects enhancement outside day to day, constantly seeking process improvements and build strong relationship with Tech/FO/Operations and relevant stakeholders to improve the overall client experience.
**What we are looking for:**
+ Strives to bring new thoughts and ideas to teams in order to drive innovation and unique solutions
+ Excels in working among diverse viewpoints to determine the best path forward
+ Experience in connecting with a diverse set of clients to understand future business needs - is a continuous learner
+ Commitment to challenging the status quo and promoting positive change.
+ Participate in and drive collaborative efforts to advance tools, technology, and ways of working to better serve an evolving client base
+ Believes in value of diversity so we can reflect, connect and meet the diverse needs of our clients and employees around the world
**Benefits of working at Bank of America:**
**UK**
+ At Bank of America, we strive to prioritise employees' health and wellbeing - it's what makes us a Great Place to Work.
+ Private healthcare for you and your family plus an annual health screen to help you manage your physical wellness with the option to purchase a screen for your partner.
+ Competitive pension plan, life assurance and group income protection cover if you become unable to work as a result of a disability or health reasons.
+ We offer 26-weeks paid maternity leave, 16-weeks paid paternity leave and inclusive family leave arrangements for working parents and carers including 20 days of back-up childcare including access to school holiday clubs and 20 days of back-up adult care per annum.
+ 20 days of back-up childcare including access to school holiday clubs and 20 days of back-up adult care per annum.
+ The ability to change your core benefits as well as the option of selecting a variety of flexible benefits to suit your personal circumstances including access to a wellbeing account, travel insurance, critical illness, cycle to work etc.
+ Access to free counselling through the Employee Assistance Program and virtual GP services through our private health care plan.
+ Access to an Employee Assistance Program for confidential support and help for everyday matters.
+ Ability to donate to charities of your choice directly through payroll and the bank will match your contribution.
+ Opportunity to access our Arts & Culture corporate membership program and receive discounted entry to some of the UK's most iconic cultural institutions and exhibitions.
+ Opportunity to give back to your community, develop new skills and work with new groups of people by volunteering in your local community.
**Bank of America:**
Good conduct and sound judgment is crucial to our long term success. It's important that all employees in the organisation understand the expected standards of conduct and how we manage conduct risk. Individual accountability and an ownership mind-set are the cornerstones of our Code of Conduct and are at the heart of managing risk well.
We are an equal opportunities employer and ensure that no applicant is subject to less favourable treatment on the grounds of sex, gender identity or gender reassignment, marital or civil partner status, race, religion or belief, colour, nationality, ethnic or national origins, age, sexual orientation, pregnancy or maternity, socio-economic background, responsibility for dependants or physical or mental disability. The Bank selects candidates for interview based on their skills, qualifications and experience.
We strive to ensure that our recruitment processes are accessible for all candidates and encourage any candidates to tell us about any adjustment requirements.
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.
To view the "Know your Rights" poster, CLICK HERE ( .
View the LA County Fair Chance Ordinance ( .
Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work.
This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.

Our client is an internationally renowned financial services business specialising in retail trading, investment products and technology.

Following a period of rapid expansion, they are looking for an exceptional Head of Client Service Excellence to join their brilliant team in London.

Responsibilities will include:

• Quickly evaluate current operations against top-tier benchmarks to uncover both short-term improvement areas and long-term transformation opportunities
• Lead the shift from traditional reactive support to a forward-looking, predictive, and personalised customer service approach
• Implement performance indicators that encourage digital-first practices while ensuring compliance, efficiency, and high service standards

You will have:

• Extensive experience driving customer service strategy and operations, delivering consistently high-impact results
• Skilled in architecting and rolling out large-scale digital-first customer service models
• Demonstrated capability to elevate service standards quickly using systematic and methodical strategies

For more information please get in touch with a copy of your CV.

Our client is an internationally renowned financial services business specialising in retail trading, investment products and technology.

Following a period of rapid expansion, they are looking for an exceptional Head of Client Service Excellence to join their brilliant team in London.

Responsibilities will include:

• Quickly evaluate current operations against top-tier benchmarks to uncover both short-term improvement areas and long-term transformation opportunities
• Lead the shift from traditional reactive support to a forward-looking, predictive, and personalised customer service approach
• Implement performance indicators that encourage digital-first practices while ensuring compliance, efficiency, and high service standards

You will have:

• Extensive experience driving customer service strategy and operations, delivering consistently high-impact results
• Skilled in architecting and rolling out large-scale digital-first customer service models
• Demonstrated capability to elevate service standards quickly using systematic and methodical strategies

For more information please get in touch with a copy of your CV.

Job Description

Our client is an internationally renowned financial services business specialising in retail trading, investment products and technology.

Following a period of rapid expansion, they are looking for an exceptional Head of Client Service Excellence to join their brilliant team in London.

Responsibilities will include:

• Quickly evaluate current operations against top-tier benchmarks to uncover both short-term improvement areas and long-term transformation opportunities
• Lead the shift from traditional reactive support to a forward-looking, predictive, and personalised customer service approach
• Implement performance indicators that encourage digital-first practices while ensuring compliance, efficiency, and high service standards

• You will have:

  • Extensive experience driving customer service strategy and operations, delivering consistently high-impact results
  • Skilled in architecting and rolling out large-scale digital-first customer service models
  • Demonstrated capability to elevate service standards quickly using systematic and methodical strategies

  
  

  For more information please get in touch with a copy of your CV.