893 Csr Associate jobs in the United Kingdom

Client Services Analyst

London

£38k - Bens - Bonus

You will only be considered if you have Investment or Wealth Management Client services experience

This role does not offer sponsorship

Job Description

The Client Services Analyst is responsible for delivering high-quality front-line support to Wealth Managers and their support teams. This includes resolving system-related queries, assisting with onboarding, and ensuring a seamless client experience through efficient use of internal platforms and tools. The role involves providing both remote and in-person assistance to ensure Wealth Managers can effectively use all operational systems to serve their clients.

Principal Duties

• Develop a deep understanding of core Wealth Manager systems and act as a trusted subject matter expert for all system-related inquiries.
• Serve as the first point of contact for Wealth Managers, providing timely and accurate resolutions to operational and system queries.
• Manage the Client Services inbox and phone line , ensuring all communications are handled promptly and in line with agreed service levels.
• Collaborate with internal teams to identify recurring issues and implement improvements to enhance system usability and the overall client experience.
• Support new Wealth Manager onboarding and orientation , including account setup, system configuration, and user familiarization.
• Produce and maintain clear documentation and workflows to streamline processes and improve efficiency for Wealth Managers.
• Monitor and communicate system enhancements or updates , ensuring users receive relevant guidance and support.
• Participate in testing and feedback sessions for system upgrades and new feature releases.

Essential Attributes

• Client-focused with strong communication and interpersonal skills.
• Analytical and detail-oriented with a problem-solving mindset.
• Strong time management and ability to balance multiple priorities.
• Collaborative and proactive in identifying process improvements.
• Proficient in Microsoft Office (Word, Excel, PowerPoint) .
• Basic understanding of the Financial Services industry and regulatory expectations.

Preferred Attributes

• Experience in a Client Services , Operations , Custody , or Training Support role within Financial Services.
• Familiarity with Wealth Management or trading systems such as IMiX or Advent.
• Confident communicator, comfortable presenting or supporting small groups in training or process reviews.
• Progress toward an IOC qualification or similar professional certification.

Job Description – Client Services Director / Account Manager Existing Business

Reports to: Regional VP

Role Type: Leadership – Account & Delivery Oversight

Role Purpose

The Client Services Director is accountable for the overall health, profitability, and growth of assigned client accounts. This includes ensuring consistent delivery quality, maintaining positive executive-level client relationships, driving account revenue expansion, and achieving internal financial and operational targets.

The role requires balancing, account planning, sales execution, governance, and delivery oversight, working closely with Strategy and Delivery teams to ensure OSF Digital executes to a high standard while meeting client expectations.

Core Responsibilities

Financial

• Own and manage account-level revenue, bookings and account margin
• Provide weekly forecast updates of the opportunities.
• Deliver accurate monthly forecasting (pipeline and bookings).
• Working with delivery to ensure account margin and revenue is aligned with goals
• Ensure corrective action plans are in place for underperforming accounts.

Client Relationship & Governance

• Act as executive escalation point for clients.
• Lead or represent OSF Digital at Quarterly Business Reviews and governance meetings with client stakeholders.
• Monitor and report on account health metrics (satisfaction and adoption).
• Foster and build a relationship with the client to drive and build new opportunities to expand the services of OSF digital.

Delivery Oversight

• Partner with Delivery Leaders to ensure project execution meets time, budget, and scope commitments.
• Review weekly RAG status and financial performance across engagements.
• Proactively identify risks and initiate mitigation actions.

Growth & Expansion

• Develop and execute account plans for each top-tier account.
• Identify and progress cross-sell / upsell opportunities
• Ensure pipeline coverage supports account growth targets.

Internal Collaboration & Leadership

• Coordinate with global OSF functions (Delivery, Strategy, Marketing) to bring the right capabilities into accounts.
• Provide leadership, coaching, and guidance to Client Services Managers / Account Leads.
• Share lessons learned and best practices across the wider Client Services community.

Key Skills and Experience:

• Strong communication, negotiation, and interpersonal skills
• Strategic thinking, problem-solving, and leadership abilities
• Experience in project delivery is highly valued as this role works in close collaboration with Clients and Delivery teams

Location: Battersea (and remote working) = minimum 2 days in the office

Salary: 40-45k

Benefits: Private Medical Insurance + many more

Reports to: Head of Client Services

Hours of work: Full time

Are You Ready to Redefine Client Success?

Are you a client-focused professional with a passion for building lasting relationships, driving customer satisfaction and growing your managed revenue? You've mastered the art of understanding client needs and delivering exceptional service but now, you're craving something more. A bigger challenge. A chance to be the trusted advisor who doesn't just solve problems, but anticipates them before they arise.

If your current role feels like reactive firefighting with no strategic impact, it's time for a change.

Welcome to Databarracks where client partnership meets purpose.

The role

This is a chance to join our growing Client Services team. It’s our job to keep mission-critical IT systems online for our customers. You’ll be managing relationships with IT teams at some of the largest and most respected organisations in the UK and around the world.

Client Services Manager responsibilities include developing strong relationships with customers, connecting with key business executives and stakeholders and preparing sales reports. You will also answer queries and identify and drive new business opportunities among existing customers. In this role, you will liaise with internal teams to improve the entire customer experience. You will be required to travel to client sites.

Key Responsibilities:

• Design and own the Client Services Plan
• Focus on retention and satisfaction of key clients as designated by Head of Sales (KPIs set against features of satisfaction)
• Own and drive the performance in the Customer Management System to ensure that, to an agreed level of KPI, of all customers are in ‘green’ status
• Serve as the lead point of contact for all customer account management matters
• Build and maintain strong, long-lasting client relationships
• Negotiate contracts and close agreements to maximise profits
• Develop trusted advisor relationships with key accounts, customer stakeholders and executive sponsors
• Ensure the timely and successful delivery of our solutions according to customer needs and objectives
• Clearly communicate the progress of monthly/quarterly initiatives to internal and external stakeholders
• Develop new business with existing clients and/or identify areas of improvement to meet sales quotas
• Forecast and track key account metrics (e.g. quarterly sales results and annual forecasts)
• Prepare reports on account status
• Assist with challenging client requests or issue escalations as needed

Skills That Will Set You Apart:

• A keen interest in both technology and client services
• A successful track record of working with customers and closing deals.
• Excellent written and verbal communication skills
• Master multitasker and priority juggler
• Quick learner and knowledge sharer
• Team player with a growth mindset
• Confident enough to ask for help—and wise enough to offer it

About Us:

• Databarracks is a leading IT Resilience provider based in South West London. We help businesses stay strong when disaster strikes—by protecting their tech and empowering their people. We’ve grown fast, won big, and stayed true to our small-company spirit: smart, driven, and fun.
• We recently acquired COOLSPIRiT , the UK’s largest Commvault Solution Provider. Based in Chesterfield, Databarracks is a powerhouse in data management and IT infrastructure—trusted by public and private sector giants alike.
• Now, we’re building something even bigger. And we want you to help lead the charge.

About the Company

Our client is a highly respected investment management firm known for its collaborative culture, high professional standards, and commitment to exceptional client service. The firm partners with institutional and private clients, delivering tailored investment solutions across a range of strategies.

The Opportunity

We are seeking an experienced Client Support Manager to lead a dynamic team within the Client function. You will play a key role in ensuring the highest standards of client service, marketing material accuracy, and operational excellence.

Key Responsibilities

• Lead and mentor a small team of Client Service Associates
• Oversee the production and quality control of client and marketing materials, ensuring accuracy and timeliness.
• You will work closely with Relationship Managers, Marketing, Investments, and Operations teams to deliver top-quality materials, insights, and service to clients and prospects.
• Partner with internal teams to ensure all client communications and fund information meet compliance and brand standards.
• Manage updates to presentations, factsheets, and reports, ensuring consistency across strategies.
• Drive continuous improvement of processes, materials, and reporting tools.
• Support Relationship Managers with client onboarding, bespoke documentation, and reporting.
• Ensure CRM data integrity and coordination with third-party platforms and custodians.

About You

• 6 - 10 years' experience in asset management in client services.
• Proven experience managing a small team.
• Solid understanding of multi-asset investment products and client reporting processes.
• Strong communication and relationship-building skills across internal and external stakeholders.
• Intellectually rigorous and analytical. Interrogates data and spots mistakes.
• Client focused - anticipates the requirements of the client (whether they be internal or external) understands and has demonstrated how these can be delivered.
• IMC or CFA qualification (or progress towards) preferred.

Due to the increased number of applications for this role, we may only respond to candidates whose experience most closely matches the criteria.

At our company, we prioritise equity throughout the recruitment process. We are committed to ensuring fairness and equal opportunities for all applicants. If there is anything we can do to make the process more accessible to you, please let us know.

We are looking for an experienced and highly capable Client Services Assistant to provide outstanding administrative and coordination support across our PR client accounts. This is a career administrator role, central to ensuring our clients experience seamless service and our account teams are supported to deliver their best work. 

The ideal candidate will be a proven administrator with excellent organisational skills, strong attention to detail, and the confidence to liaise directly with clients and external stakeholders. This role is suited to someone who thrives in a professional, client-facing environment and takes pride in being the steady hand that keeps everything running smoothly. 

We're looking for someone who:

Has strong administration and coordination skills

Is confident using Microsoft 365 (including Planner & Teams)

Has experience with CoverageBook and Canva (or keen to learn)

Enjoys working in a fast-paced, creative environment

What we offer:

A pivotal role in a supportive, collaborative team

Flexible working – 4 days in the office, 1 from home

Salary £28,000–£32,000, depending on experience

Training and development to help you grow your career

If you're a detail-driven, proactive professional who thrives on supporting others, we'd love to hear from you. Please share your CV and covering letter with , or visit our website to download the job description in full:

Company Description

Founded by Victoria Ruffy, Little Red Rooster is a PR and communications agency bubbling with passionate souls with a dedicated and loyal work ethic.

Whether it's launching a celebratory amp in honour of what would have been Jim Marshall's 100th birthday or getting over 300 media through the doors at the opening night of the global flagship store for Smeg, you can trust our relentless and passionate team to deliver knockout results.

We work to completely transparent and pre-agreed KPIs and always strive to exceed all expectations. It's testament to the agency's standout results and personable nature that many of the brands on the roster have been incumbents since day dot. Talking of which, we also have a very loyal team, with many being part of team Rooster for in excess of five years.

The whole coop is as thick as thieves: passionate professionals at one with the 'ways of the rooster' and the creative director, Keef. We understand the clients we represent and what makes the media tick. As the name suggests, we're the little agency with the big voice.

In 2023, we became a proud B Corp business and in 2025 we joined PR Week's Top 150. We have also been named in the Sunday Times' Best Places to Work Awards two years in a row, a nod to our unique culture.

Client Services Associate – City of London (On-Site)

Basic up to £35K - OTE £65K

Are you a confident communicator who thrives on connecting with people and closing deals? This is your chance to join one of the UK’s most dynamic and fastest-growing property groups — right at the heart of the action.

You’ll be the first voice our customers hear, guiding homeowners through one of the biggest decisions of their lives. Every call is an opportunity to listen, advise, and make things happen. It’s fast-paced, energetic, and highly rewarding.

What You’ll Be Doing:

• Managing high volumes of inbound enquiries from motivated sellers
• Qualifying leads and matching them to the right solution
• Delivering engaging pitches that build trust and drive results
• Following up effectively to nurture and convert opportunities

What We’re Looking For:

• Proven experience in phone-based or high-volume sales
• Exceptional communication and listening skills
• Natural empathy with a results-driven attitude
• Resilience, energy, and the ability to think on your feet

What’s on Offer:

• Competitive base salary + uncapped commission
• Genuine career progression within a growing property group
• Ongoing training and support from experienced leaders
• Private healthcare and gym discounts
• A vibrant, collaborative team culture

If you’re ambitious, love speaking to people, and want a role where your earnings match your effort — we want to hear from you.

Apply today and take your sales career to the next level.

Contact Details: If you are interested in this role as a Client Services Associate please send your CV to or call me on .

Please Note: Rayner Personnel – Property Recruitment are acting as a recruitment agency with regards to this position. By submitting your application, you are consenting to Rayner Personnel processing and storing your data for the purposes of your job search.

We receive a great many applications for our vacancies and try to respond to as many as we can as quickly as possible. If you have not heard from a member of the team within 48 working hours, please assume that on this occasion your application has not been successful, but please feel that you may apply for other roles we are advertising in the future.

Description

We’re looking for a highly organised and personable individual to support the Client Services Team in the administration of new client enquiries, sales and account management. You’ll be a key link between our clients and production team—ensuring every enquiry is handled effectively, every brief is quoted accurately and every client feels valued and informed throughout their journey.

A steady stream of project enquiries will need to be handled each day, both over the phone and email. This will involve taking down and requesting all relevant information, understanding their problems and requirements, using our pricing charts to price up projects, liaise with the production team about capacity and scheduling, then booking in projects for clients. 

This is a hybrid role blending client service, sales support and light project coordination. You’ll field new enquiries, prepare quotes, manage our CRM, take meeting notes, follow up with prospects and support our producers in keeping projects running smoothly.

This role is ideal for someone who loves structure, communication and organisation—who takes pride in keeping everything running like clockwork.

It is a full-time and permanent position based at our studio in Bordon, Hampshire.

Responsibilities:

• Be the first point of contact for new client enquiries (via phone, email, and web).
• Gather, clarify and document client requirements.
• Prepare accurate quotations using our internal pricing tools.
• Support the team with proposals, meeting notes, action-points and client follow-ups.
• Keep the CRM and project tracking systems (e.g. HubSpot, Notion, etc.) up to date.
• Liaise with the production team to confirm scheduling, capacity and availability.
• Assist our producers with project coordination and client communication.
• Ensure all clients receive timely updates and a smooth onboarding experience.
• Support with invoicing, PO tracking and status reporting where required.
• Identify and flag opportunities for upselling or cross-service promotion.
• Ensure alignment and clarity throughout the entire process

Reports To:

The Creative Director

Essential Skills:

• Experience in an administrative, PA, client service, or sales support role.
• Excellent written and verbal communication skills.
• High level of computer literacy (Google Workspace, CRM tools, etc.).
• Strong attention to detail and the ability to manage multiple priorities.
• Comfortable working in a fast-paced creative environment.
• Confident, professional, and client-facing manner.

Desirable Skills & Qualifications:

• Experience in a creative, marketing or content production agency.
• Experience using CRM platforms (HubSpot, Pipedrive, etc.)
• An interest in marketing, design, photography or content production.
• A full UK driving licence.

Salary, Working Hours & Location:

• £16,000 pro rata salary
• Part-time position (25 hours)
• 6 month fixed-term contract
• 5 hours per day (hours can be flexible)
• Bordon, Hampshire

Additional Benefits:

• 25 days per year (pro-rata to hours worked), plus bank holidays.
• Opportunity to travel for work
• Workplace pension scheme
• The opportunity to grow as an integral part of a young and dynamic team

About Névé Studios:

Névé is a Boutique Creative Agency & Production Studio, specialising in integrated campaigns for ambitious B2C brands in beauty, health & wellbeing, technology. With an emphasis on creative and content strategy, alongside content production (such as photography, video, CGI etc)–our core purpose is to produce truly unforgettable work and do whatever it takes to get results for our clients.

Are you ready to take the next step in your career with a forward-thinking accountancy practice that puts its people first?
This growing firm is looking for a Client Services Manager / Accounts Manager to join their experienced accounts team, paying £40,000 - £45,000

This is the perfect role for a Senior Accountant or Assistant Manager ready to step up . You'll work closely with directors, lead and .

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Client Services Manager

Salary £30,200 per annum plus On call shift payment of £14.30 per session and great benefits including health cash plan and matching pension.

Permanent, Full Time (37.5 hpw)

Exeter

We cant offer a CoS for this role

Home, a place where you belong

Want to lead a team that really cares and empowers customers to live their best life?

Join us at Home Group as a Client Services.

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