48 Client Service jobs in the United Kingdom

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

Job Advertisement: Client Service Assistant

Location: London, UK
Contract Type: Temporary
Duration: 6 Months
Work Model: 4 days per week in office

Are you ready to take your career in finance to the next level? Our client, a dynamic organisation in the financial sector, is seeking a motivated and detail-oriented Client Service Assistant to join their team! This is a fantastic opportunity to support a critical project that serves a global client base spanning the UK, North America, and Asia Pacific.

As the Client Service Assistant, you will be at the heart of our operations, collaborating with a talented Client Services team to ensure projects are executed flawlessly and on time. If you thrive in a fast-paced environment, enjoy problem-solving, and have a passion for client service, this role is perfect for you!

Core Responsibilities:

• Update Spreadsheets: Manage and maintain accurate data in spreadsheets, ensuring all information is up to date.
• Review Contracts: Extract relevant information from Investment Management contracts and input it into our systems.
• Support Project Management: Assist the project manager in providing Key Performance Indicators (KPIs) and Key Risk Indicators (KRIs) to the project committee.
• Engage in Project Meetings: Actively participate in discussions, raising any issues that could impact project delivery.
• Issue Management: Communicate any concerns or challenges to your management line promptly.
• Input on Projects: Contribute ideas and insights to various departmental projects.
• Reconciliation: Assist with reconciling and making necessary amendments to the client database.
• Maintain Relationships: Foster strong relationships with various Investment teams to ensure timely information flow.

Skills Required:

• Client Service Experience: A minimum of 2 years in Client Service administration within the finance industry.
• Enthusiastic Attitude: A keen and adaptable personality that thrives in a team environment.
• Communication Skills: Outstanding written and verbal communication skills to engage effectively with clients and colleagues.
• organisational Skills: Strong organisational abilities to manage multiple tasks and deadlines effectively.
• Resilience: Capability to work under pressure and meet tight deadlines without compromising quality.

Adecco acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. The Adecco Group UK & Ireland is an Equal Opportunities Employer.

By applying for this role your details will be submitted to Adecco. Our Candidate Privacy Information Statement explains how we will use your information - please copy and paste the following link in to your browser (url removed)

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

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.

• 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.

• 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

• 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.

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