2,056 Client Assistance jobs in the United Kingdom
Customer Relations Officer
Posted 1 day ago
Job Viewed
Job Description
Customer Relations Advisor
Location: Glasgow City Centre (office-based)
Contract: Permanent, full-time
Hours: Monday to Friday, 9:00 AM – 5:00 PM
Salary: £29,000 per annum
Join a purpose-driven financial services organisation that’s reshaping how people experience customer service. We’re on a mission to improve our members’ financial wellbeing through innovative products, partnerships and a mobile-first approach that puts their needs at the heart of everything we do.
About the Role
As a Customer Relations Advisor, you’ll play a key role in delivering excellent service and supporting both our members and our internal teams. Acting as a second-line support, you’ll handle more complex member enquiries, offer guidance to the front-line team, and help maintain high standards across all service areas.
You’ll take ownership of your workload, using bespoke systems and processes to deliver accurate, secure, and timely outcomes. Every day will bring new challenges and opportunities to make a difference — whether you’re solving problems, mentoring colleagues, or helping to improve how we work.
What You’ll Do
• Provide direct support to members across multiple digital and traditional communication channels.
• Handle complex cases, using sound judgement to balance member needs and business risk.
• Mentor first-line colleagues, sharing knowledge and supporting the operational leadership team.
• Deliver outstanding customer service and ensure fair outcomes in line with company policies.
• Influence the team to achieve performance and quality standards.
• Complete secure, risk-based transactions accurately and efficiently.
• Manage multiple tasks in a customer-focused, compliant and timely manner.
• Contribute to continuous improvement by identifying smarter, more effective ways of working.
What We’re Looking For
• Experience in a second-line or senior customer-facing role, ideally within financial services or a similar environment.
• Strong administrative, communication and reasoning skills, with excellent attention to detail.
• A passion for service excellence and digital-first solutions that drive member satisfaction.
• Logical thinking and the ability to simplify complex situations.
• Resilience, motivation and the ability to stay positive and constructive, even when challenges arise.
• Confidence in handling difficult situations and resolving conflict with empathy and professionalism.
• Comfort with technology and an eagerness to embrace new systems and processes.
• A fast learner who enjoys sharing knowledge and helping others succeed.
• Willingness to obtain the Chartered Banker Certificate in Complaint Handling (support provided).
Why Join Us
You’ll be part of a supportive, forward-thinking team that values innovation, collaboration and continuous improvement. We’re transforming how we deliver financial services — and you’ll have the opportunity to shape that journey.
If you’re passionate about helping people, skilled at solving complex problems, and want to work in an organisation that truly makes a difference, we’d love to hear from you.
Apply today and help us create a smarter, more human approach to financial wellbeing.
Customer Relations Executive
Posted 1 day ago
Job Viewed
Job Description
Customer Relations Advisor
Our client, a well-established and growing business based in Winchester, is seeking a Customer Relations Advisor to join their team.
This is a key role at the heart of the company, where you’ll act as the vital link between sales, production, logistics, and the customer ensuring every order runs smoothly from start to finish. Working with luxury products, you’ll take pride in maintaining the high standards expected by their clients, delivering an exceptional customer experience every time. If you’re someone who thrives on organisation, enjoys problem-solving and values excellence in service, this role could be perfect for you.
Key Responsibilities:
- Accurately process sales orders, confirming lead times, availability, pricing and bespoke requirements.
- Keep accurate client and order records within internal systems.
- Provide timely updates to clients on order status and proactively manage expectations
- Handle customer enquiries across phone, email and online platforms.
- Collaborate with logistics, warehouse, production and sales teams to ensure smooth fulfilment
- Identify and communicate any delays, shortages or issues, coordinating solutions such as returns or replacements.
- Keep accurate client and order records within internal systems.
- Support service reporting and take part in continuous improvement initiatives.
Who They're Looking For:
- 2+ years of experience in customer service, order processing, or operations within a luxury retail/ high net worth product environment
- Naturally customer-focused, with a calm, professional communication style.
- Exceptionally organised, with great attention to detail and accuracy.
- Resilient when working under pressure or managing multiple queries at once.
- Collaborative mindset to work cross-functionally with internal departments
- Confident using systems such as ERP, CRM, email, and Excel.
- Knowledge of sales order processing and systems such as SAP, Sage, or Datafile
- Experience with HubSpot or similar CRM software is desirable.
If you’re looking for a role where you can make a real difference to the customer journey, we’d love to hear from you.
Customer Relations Advisor
Posted today
Job Viewed
Job Description
Position: Customer Relations Advisor
Contract Type: Permanent / Full-time
Location: Ryton on Dunsmore, Coventry (Hybrid working)
Salary: £
Why choose DHL eCommerce UK?
Want to work for one of the UK's best workplaces? We are proud to announce that DHL eCommerce UK has been recognised as a Best Workplace 2025 and achieved Top Employer accreditation for the 5th year running. As well as competitive pay rates, you will be entitled to a range of benefits including discount vouchers for restaurants, cinemas, retail outlets, healthcare and much more as well as pension, enhanced family leave, childcare discounts, employee assistance programme and much more
About the role:
To manage enquiries and complaints to conclusion at a consistently high standard, making decisions to an agreed level that will assist with early resolution. The role is key in maintaining customer loyalty to the brand, preventing loss of business, and working across all areas of the business to establish route cause which will assist with continuous improvements, processes and performance.
Key Responsibilities:
- Promote a customer focused approach within DHL
- Manage customers expectations.
- Support escalations from the outsource provider.
- Organise and prioritise complaint investigations whilst achieving KPI's and standards of the role.
- Handle complex issues and objectives.
- Identify and document root cause information and contribute to the identification of improvement opportunities.
· Proactively communicate with customers and colleagues in order to resolve customer complaints in a timely manner in order to improve customer satisfaction levels and restore faith in DHL · Liaise with the relevant functions in order to look at ways we can improve our processes and performance to prevent future reoccurrences.
- Manage the complaint investigation, gathering all available information related to the shipment's transit to its final destination in line with the Claims and Complaint Handling guide.
- Record all real time data on each Complaint file.
- Where applicable, ensure that the details of completed complaints are passed to Claims personnel for settlement.
- Liaise with the Customer Relations Team Leader to agree and document root cause and potential improvement areas - for feedback to the business.
- Where the complaint has been received by a senior member of the business, ensure that they are updated
The ideal candidate will have:
- Planning and organisation skills with the ability to multi task whilst working under pressure.
- Excellent customer focus and attention to detail
- Excellent communication skills.
- Highly flexible approach with a keen eye for detail.
- Exceptional problem solving skills.
- Ability to work in a fast paced environment with tight deadlines.
What about career development?
We take every employee's career seriously and believe in realising their full potential. We have dedicated learning and development programmes that are open to every employee and an open working culture where everyone's voice is heard, so you can shape your future career path at DHL eCommerce UK.
What will you need to do next?
If you meet the requirements for this role and are looking for your next career move, submit your application to us along with an up-to-date CV
Our approach to Diversity and Inclusion
As a global company, we see the diversity of our employees as a genuine strength. A strength that we will only really leverage if we ensure that our employees sincerely feel that they can bring their true selves to work every day.
We're committed to attracting the best possible person for every vacancy irrespective of age, gender, ethnicity, disability, sexual orientation, gender identity, socio-economic background, religion and/or belief. We will ensure that all our resourcing activities are fair, transparent, and consistent across the UK.
Customer Relations Manager
Posted today
Job Viewed
Job Description
Speedwell Court is a beautiful, purpose built home that provides an exclusive setting and high quality residential and Dementia care to its elderly residents. Staff are committed to looking after the health and wellbeing of residents. This includes providing a range of activities to get involved with, serving delicious, nutritious meals and helping them to enjoy their lives to fullest.
Purpose of the Role
Starting hourly rate: £17.50-£18.60.
Hours: 35 hours per week, with 1 hour unpaid break a day. Monday-Friday.
To lead and deliver activities that achieve occupancy targets for the home, by managing the complete sales process — from initial enquiry to move-in — while developing and implementing local marketing and engagement strategies that raise awareness and drive interest in the service.
Key Responsibilities
Customer Journey Management:
- Be the first and primary point of contact for all on-site prospective residents and their families.
- Deliver engaging and informative show rounds of the home.
- Guide customers through every stage of the admissions process — from eligibility to move-in.
- Maintain a high enquiry-to-admission conversion rate by providing outstanding customer service.
- Track, monitor, and report on all enquiries, conversions, and projected occupancy trends.
Marketing & Community Engagement:
- Develop and implement local marketing plans in line with Abbeyfield's brand and values.
- Organise and attend open days, events, and exhibitions to promote the home.
- Foster strong community links with schools, charities, local businesses, and organisations.
- Manage and grow online profiles on platforms like and Google Reviews.
- Build and maintain strong professional relationships with key stakeholders including GPs, commissioners, hospitals, and local authorities.
- Collaborate with internal teams to ensure cohesive marketing efforts and messaging.
Reporting & Administration:
- Maintain accurate records and databases of enquiries and sales progress.
- Ensure timely completion and processing of all care agreements and paperwork.
- Produce regular reports on activity, market trends, and competitor activity.
- Lead on key marketing events and campaigns, promoting them through social and local media.
About You
Essential:
- Proven ability to lead customer engagement in a service-focused environment.
- Strong relationship-building skills with a customer-first mindset.
- Organised, self-motivated, and results-driven with the ability to manage your own workload.
- Excellent verbal and written communication skills.
- Confident using Microsoft Office and customer databases to manage leads and reporting.
- Capable of working collaboratively with management teams and contributing to strategic planning.
Desirable:
- Previous experience in a sales or customer service role.
- Experience within the care, senior living, or supported housing sectors.
Apply Now
If you're passionate about connecting people to great services, and you're ready to make a real impact in people's lives — we want to hear from you.
Customer Relations Officer
Posted today
Job Viewed
Job Description
Customer Relations Advisor
Location: Glasgow City Centre (office-based)
Contract: Permanent, full-time
Hours: Monday to Friday, 9:00 AM – 5:00 PM
Salary: £29,000 per annum
Join a purpose-driven financial services organisation that’s reshaping how people experience customer service. We’re on a mission to improve our members’ financial wellbeing through innovative products, partnerships and a mobile-first approach that puts their needs at the heart of everything we do.
About the Role
As a Customer Relations Advisor, you’ll play a key role in delivering excellent service and supporting both our members and our internal teams. Acting as a second-line support, you’ll handle more complex member enquiries, offer guidance to the front-line team, and help maintain high standards across all service areas.
You’ll take ownership of your workload, using bespoke systems and processes to deliver accurate, secure, and timely outcomes. Every day will bring new challenges and opportunities to make a difference — whether you’re solving problems, mentoring colleagues, or helping to improve how we work.
What You’ll Do
• Provide direct support to members across multiple digital and traditional communication channels.
• Handle complex cases, using sound judgement to balance member needs and business risk.
• Mentor first-line colleagues, sharing knowledge and supporting the operational leadership team.
• Deliver outstanding customer service and ensure fair outcomes in line with company policies.
• Influence the team to achieve performance and quality standards.
• Complete secure, risk-based transactions accurately and efficiently.
• Manage multiple tasks in a customer-focused, compliant and timely manner.
• Contribute to continuous improvement by identifying smarter, more effective ways of working.
What We’re Looking For
• Experience in a second-line or senior customer-facing role, ideally within financial services or a similar environment.
• Strong administrative, communication and reasoning skills, with excellent attention to detail.
• A passion for service excellence and digital-first solutions that drive member satisfaction.
• Logical thinking and the ability to simplify complex situations.
• Resilience, motivation and the ability to stay positive and constructive, even when challenges arise.
• Confidence in handling difficult situations and resolving conflict with empathy and professionalism.
• Comfort with technology and an eagerness to embrace new systems and processes.
• A fast learner who enjoys sharing knowledge and helping others succeed.
• Willingness to obtain the Chartered Banker Certificate in Complaint Handling (support provided).
Why Join Us
You’ll be part of a supportive, forward-thinking team that values innovation, collaboration and continuous improvement. We’re transforming how we deliver financial services — and you’ll have the opportunity to shape that journey.
If you’re passionate about helping people, skilled at solving complex problems, and want to work in an organisation that truly makes a difference, we’d love to hear from you.
Apply today and help us create a smarter, more human approach to financial wellbeing.
Customer Relations Executive
Posted today
Job Viewed
Job Description
Customer Relations Advisor
Our client, a well-established and growing business based in Winchester, is seeking a Customer Relations Advisor to join their team.
This is a key role at the heart of the company, where you’ll act as the vital link between sales, production, logistics, and the customer ensuring every order runs smoothly from start to finish. Working with luxury products, you’ll take pride in maintaining the high standards expected by their clients, delivering an exceptional customer experience every time. If you’re someone who thrives on organisation, enjoys problem-solving and values excellence in service, this role could be perfect for you.
Key Responsibilities:
- Accurately process sales orders, confirming lead times, availability, pricing and bespoke requirements.
- Keep accurate client and order records within internal systems.
- Provide timely updates to clients on order status and proactively manage expectations
- Handle customer enquiries across phone, email and online platforms.
- Collaborate with logistics, warehouse, production and sales teams to ensure smooth fulfilment
- Identify and communicate any delays, shortages or issues, coordinating solutions such as returns or replacements.
- Keep accurate client and order records within internal systems.
- Support service reporting and take part in continuous improvement initiatives.
Who They're Looking For:
- 2+ years of experience in customer service, order processing, or operations within a luxury retail/ high net worth product environment
- Naturally customer-focused, with a calm, professional communication style.
- Exceptionally organised, with great attention to detail and accuracy.
- Resilient when working under pressure or managing multiple queries at once.
- Collaborative mindset to work cross-functionally with internal departments
- Confident using systems such as ERP, CRM, email, and Excel.
- Knowledge of sales order processing and systems such as SAP, Sage, or Datafile
- Experience with HubSpot or similar CRM software is desirable.
If you’re looking for a role where you can make a real difference to the customer journey, we’d love to hear from you.
Customer Relations Manager - Leicester, LE19 1DX
Posted today
Job Viewed
Job Description
Make a Home at Taylor Wimpey
At Taylor Wimpey, we don’t just build houses; we build futures. Not just for the people who live in our homes, but for our own people too. When we bring our collective skills together, we make amazing things happen - for ourselves, for each other and for our customers. There are incredible opportunities on your doorstep, and we want you to discover them all.
With 22 regional offices across the UK and operations in Spain, we bring our vision to life locally. Here, you’ll be given the tools to develop your skills and the freedom to explore new avenues. Share your ideas, experience a no-blame culture, and shape your work around your life.
Every single one of us plays a vital role in bringing to life incredible places and spaces, where anyone can thrive. We believe in making a positive difference to our planet, as well as to people.
Home to work that matters, and you can be a part of it.
Job Summary
The Customer Relations Manager acts as the key point of contact for customers as they move through the Taylor Wimpey Customer Journey from the point they are introduced to their finished home prior to legal completion until they have settled into their new home (typically 8-weeks). They will be responsible for ensuring that the homes handed over to customers meet the Taylor Wimpey Consistent Quality Standards and are “customer-ready” and working with Sales and the Site team to ensure customers legally complete in the timeframes expected. They are also responsible for carrying out quality Home Demonstrations and all aftercare events in a timely and quality way, keeping customers informed on the progress of any issues they raise and working in partnership with the Site team to resolve these as quickly as possible.
The Customer Relations Manager should be conversant in using the technology provided to carry out their role and be adherent to the relevant processes and procedures, including all health and safety regulations and protocols.
Primary Responsibilities
Demonstrates role model customer behaviour
- Acts as an inspiring role model across the team in the delivery of great customer service
- Always demonstrates positive behaviour when discussing or interacting with customers
- Always engage with customers in a professional manner so they are assured we have understood their problem and trust that we will act to resolve this quickly
- Role models Taylor Wimpey’s values by always behaving with integrity and professionalism, acting in a positive, collaborative and encouraging style with everyone
Drives operational performance to achieve key business objectives and priorities
- Works collaboratively with the Site and Sales team to ensure Home Quality Inspections, Home Demonstrations and Customer Journey Aftercare events are carried out in a timely manner, relative to the customers anticipated legal completion date
- Invites all customers to a Home Demonstration and Pre-Completion Inspection ahead of legal completion, so their moving-in day is as easy as possible
- Visits customers after they have moved in to collect their snagging list and any defects and works in collaboration with the Site team to resolve issues
- Demonstrates a solution focused approach to ensure SLA’s are achieved and conflicting priorities are managed well
- Works independently and in an organized and well-planned manner to resolve issues, tasks and complaints within the required SLA
- Looks for solutions when blockers to remedying customer issues arise and ensures the Customer Director is made aware when issues cannot be resolved within SLA
- Ensures issues have quality notes for reference so there is an accurate record of all customer interactions
- Builds relationships with other functions and works collaboratively with them to resolve customer issues
- Builds relationships with subcontractors and suppliers to ensure they understand our expectations of their customer commitments and provide feedback where appropriate to ensure continuous improvement of our service offering
- Builds relationships with other functions and works collaboratively with them to resolve issues.
Committed to continuous improvement
- Takes responsibility for their own development by asking for feedback on their performance to ensure ongoing improvement
- Identifies gaps in their customer engagement ability (verbal and written) and takes responsibility for the continuous improvement of these
- Identifies ways of working that could be more efficient and/or cost effective and puts forwards ideas for improvement
- Keeps up to date with house type ranges, products, specifications and new technology in the home, to ensure informed conversations with customers
Experience, Qualifications, Technical Requirements
- Able to demonstrate ability to work flexibly, efficiently and reliably, with some weekend and end of day hours
- Strong interpersonal, communication and relationship building skills
- Proven ability to work collaboratively, manage complex internal relationships and challenge appropriately
- Proven ability to remain calm, measured and resilient in challenging situations
- Proven track record of ability to manage complex customer matters
- Previous experience of working in the housebuilding industry
What we offer at Taylor Wimpey
At Taylor Wimpey, we are committed to enabling you to make a home with us. Our work is not just about building homes; it's about doing work that matters, making a positive impact on the lives of our customers and the communities we serve.
We enjoy many benefits as standard, including excellent retail discounts, company funded life insurance and private healthcare, and access to a quality pension scheme with company contributions. We also offer our discounted house purchase scheme, car leasing scheme and share plans, as well as the opportunity to tailor your benefit package to suit your needs with options such as buying extra annual leave or adding dependants to your benefit cover. Our total reward offer works perfectly with our culture, we are a welcoming community where everyone can feel at home.
We create a home to your future by providing opportunities for growth and development. We offer industry leading professional training and development, which supports you to unlock your potential and fulfil your career and personal goals in a variety of opportunities and environments. We look to develop our people in the skills and areas they are most interested in, leveraging your qualities and appreciating your unique competencies, skills and expertise that, when we come together, make this a great place to work.
If you want to do work that matters and build a career that lasts, make a home at Taylor Wimpey.
Inclusivity Statement
As a proud Disability Confident Employer, Taylor Wimpey is committed to creating a diverse and inclusive workforce. We actively collaborate with individuals who have disabilities and long-term health conditions which have an effect on their ability to do normal daily activities, ensuring that barriers are eliminated when it comes to employment opportunities. In line with our commitment, we guarantee an interview to applicants who declare to us during the application process that they have a disability and meet the minimum requirements for the role. Join us in building a truly diverse and empowered team.
Internal Applicants:
Please inform your line manager if you wish to apply for this role.
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Customer Relations Manager - Leicester, LE19 1DX
Posted today
Job Viewed
Job Description
Make a Home at Taylor Wimpey
At Taylor Wimpey, we don’t just build houses; we build futures. Not just for the people who live in our homes, but for our own people too. When we bring our collective skills together, we make amazing things happen - for ourselves, for each other and for our customers. There are incredible opportunities on your doorstep, and we want you to discover them all.
With 22 regional offices across the UK and operations in Spain, we bring our vision to life locally. Here, you’ll be given the tools to develop your skills and the freedom to explore new avenues. Share your ideas, experience a no-blame culture, and shape your work around your life.
Every single one of us plays a vital role in bringing to life incredible places and spaces, where anyone can thrive. We believe in making a positive difference to our planet, as well as to people.
Home to work that matters, and you can be a part of it.
Job Summary
The Customer Relations Manager acts as the key point of contact for customers as they move through the Taylor Wimpey Customer Journey from the point they are introduced to their finished home prior to legal completion until they have settled into their new home (typically 8-weeks). They will be responsible for ensuring that the homes handed over to customers meet the Taylor Wimpey Consistent Quality Standards and are “customer-ready” and working with Sales and the Site team to ensure customers legally complete in the timeframes expected. They are also responsible for carrying out quality Home Demonstrations and all aftercare events in a timely and quality way, keeping customers informed on the progress of any issues they raise and working in partnership with the Site team to resolve these as quickly as possible.
The Customer Relations Manager should be conversant in using the technology provided to carry out their role and be adherent to the relevant processes and procedures, including all health and safety regulations and protocols.
Primary Responsibilities
Demonstrates role model customer behaviour
- Acts as an inspiring role model across the team in the delivery of great customer service
- Always demonstrates positive behaviour when discussing or interacting with customers
- Always engage with customers in a professional manner so they are assured we have understood their problem and trust that we will act to resolve this quickly
- Role models Taylor Wimpey’s values by always behaving with integrity and professionalism, acting in a positive, collaborative and encouraging style with everyone
Drives operational performance to achieve key business objectives and priorities
- Works collaboratively with the Site and Sales team to ensure Home Quality Inspections, Home Demonstrations and Customer Journey Aftercare events are carried out in a timely manner, relative to the customers anticipated legal completion date
- Invites all customers to a Home Demonstration and Pre-Completion Inspection ahead of legal completion, so their moving-in day is as easy as possible
- Visits customers after they have moved in to collect their snagging list and any defects and works in collaboration with the Site team to resolve issues
- Demonstrates a solution focused approach to ensure SLA’s are achieved and conflicting priorities are managed well
- Works independently and in an organized and well-planned manner to resolve issues, tasks and complaints within the required SLA
- Looks for solutions when blockers to remedying customer issues arise and ensures the Customer Director is made aware when issues cannot be resolved within SLA
- Ensures issues have quality notes for reference so there is an accurate record of all customer interactions
- Builds relationships with other functions and works collaboratively with them to resolve customer issues
- Builds relationships with subcontractors and suppliers to ensure they understand our expectations of their customer commitments and provide feedback where appropriate to ensure continuous improvement of our service offering
- Builds relationships with other functions and works collaboratively with them to resolve issues.
Committed to continuous improvement
- Takes responsibility for their own development by asking for feedback on their performance to ensure ongoing improvement
- Identifies gaps in their customer engagement ability (verbal and written) and takes responsibility for the continuous improvement of these
- Identifies ways of working that could be more efficient and/or cost effective and puts forwards ideas for improvement
- Keeps up to date with house type ranges, products, specifications and new technology in the home, to ensure informed conversations with customers
Experience, Qualifications, Technical Requirements
- Able to demonstrate ability to work flexibly, efficiently and reliably, with some weekend and end of day hours
- Strong interpersonal, communication and relationship building skills
- Proven ability to work collaboratively, manage complex internal relationships and challenge appropriately
- Proven ability to remain calm, measured and resilient in challenging situations
- Proven track record of ability to manage complex customer matters
- Previous experience of working in the housebuilding industry
What we offer at Taylor Wimpey
At Taylor Wimpey, we are committed to enabling you to make a home with us. Our work is not just about building homes; it's about doing work that matters, making a positive impact on the lives of our customers and the communities we serve.
We enjoy many benefits as standard, including excellent retail discounts, company funded life insurance and private healthcare, and access to a quality pension scheme with company contributions. We also offer our discounted house purchase scheme, car leasing scheme and share plans, as well as the opportunity to tailor your benefit package to suit your needs with options such as buying extra annual leave or adding dependants to your benefit cover. Our total reward offer works perfectly with our culture, we are a welcoming community where everyone can feel at home.
We create a home to your future by providing opportunities for growth and development. We offer industry leading professional training and development, which supports you to unlock your potential and fulfil your career and personal goals in a variety of opportunities and environments. We look to develop our people in the skills and areas they are most interested in, leveraging your qualities and appreciating your unique competencies, skills and expertise that, when we come together, make this a great place to work.
If you want to do work that matters and build a career that lasts, make a home at Taylor Wimpey.
Inclusivity Statement
As a proud Disability Confident Employer, Taylor Wimpey is committed to creating a diverse and inclusive workforce. We actively collaborate with individuals who have disabilities and long-term health conditions which have an effect on their ability to do normal daily activities, ensuring that barriers are eliminated when it comes to employment opportunities. In line with our commitment, we guarantee an interview to applicants who declare to us during the application process that they have a disability and meet the minimum requirements for the role. Join us in building a truly diverse and empowered team.
Internal Applicants:
Please inform your line manager if you wish to apply for this role.
Client Service Analyst
Posted 10 days ago
Job Viewed
Job Description
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:
Client Service Associate
Posted today
Job Viewed
Job Description
Proxymity does not discriminate on the basis of race, colour, religion, sex, sexual orientation, gender identity or expression, national origin, age, disability, veteran status, marital status, or based on an individual’s status in any group or class protected by applicable federal, state or local law. Proxymity encourages application from minorities, women, the disabled, protected veterans and all other qualified applicants.
About Proxymity
Proxymity is a market leading digital investor communications platform focused on providing regulatory compliant products focused initially on Proxy Voting and Shareholder Disclosure services. Founded in London and spun out of Citi, from the very beginning our mission focused on benefitting the whole capital markets ecosystem, rather than just one part or one player within it. This ethos is endorsed by investment from global consortium of some the industry’s most influential financial institutions.
Proxymity’s service offering is now a Global one, matching the needs of our custodian and broker community respectively. This is reflected by a fast-growing client base who have long desired an improved service by a trusted vendor. As a result, we are a fast-growth company and have already gone from 10 - 200+ employees in the last four years with a global footprint in London, New York, Tel-Aviv, Melbourne.
The role:
Within this role you will deliver professional client service by providing proactive issue management ensuring the resolution of all issues with clients on a timely basis, adhering to service level agreements and escalating to management, when needed.
The Client Service Associate is responsible for client reporting including detailed MIS, and for prioritising queries and tasks according to volumes, complexity, sensitivity, and risk. This is an opportunity to join a growing FinTech community and contribute to a dynamic and supportive team.
Responsibilities will include:
- Being the point of contact between the client and the business.
- Work both independently and collaboratively to assist clients by responding to complex queries, which can be via phone, email, or other query means.
- Establish a relationship with clients to build trust and foster positive collaboration.
- Take accountability for issues worked on, in turn providing regular updates to both external and internal parties
- Identify trends in queries raised; work with the client to educate or liaise with internal teams to close gaps.
- Escalate risk issues promptly to managers.
- Collaborate with the team and/or manager to conduct root-cause analysis and implement remediation fixes.
- Work alongside other teams to ensure the successful execution of projects.
Requirements
- Excellent communicator, who is able to maintain a professional manner.
- Good concentration and organisational skills.
- Previous experience within a Customer Service role in a similar field desired.
- Experience of working in or with an operations team in the finance/proxy fields would be beneficial.
- Excellent problem solver with the ability to work under pressure.
Benefits
- Headspace subscription
- Birthday off in addition to annual leave
- Access to Absorb Learning
- Improved family-friendly policies
- Hybrid working scheme
- Choose your tech
- 2 duvet days a year
- 1 volunteer day a year
- 4-week sabbatical after 4 years at Proxymity
- Workation- Our Workation policy means you can work anywhere in the world for up to 45 days per calendar year
- Companywide parties twice a year
- Team socials