Client Services Representative

Surrey, South East £30000 - £35000 Annually Bourne Estate Agents

Posted 9 days ago

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Job Description

permanent

About Bourne Estate Agents

Bourne Estate Agents operates across Surrey and Hampshire, delivering market-leading service and results. We pride ourselves on a customer-centric culture, collaboration across branches, and a fast-paced environment that rewards initiative and growth.

Role Overview

We are seeking a motivated Client Services Representative to join our Going office. The role focuses on generating new leads for our sales and lettings teams, enhancing the client experience, and supporting the delivery of compelling property solutions. Experience isn’t mandatory, but a passion for customer service, resilience in a busy setting, and the ability to work well within a team are essential. There is clear potential for career progression within a high-growth, multi-branch business.

Key Responsibilities

Generate and qualify new leads for the sales and lettings teams (inbound inquiries, referrals, events, and campaigns).

Build relationships with prospective clients and maintain a high standard of customer service throughout the early client journey.

Collaborate with sales, lettings, and marketing to convert leads into opportunities and appointments.

Assist in presenting property solutions, market information, and competitive advantages to prospects.

Support the client experience by coordinating communications, scheduling, and follow-ups.

Maintain accurate CRM records of leads, interactions, and status updates.

Monitor market trends and feedback to help refine outreach strategies.

Contribute to marketing campaigns and property promotions as needed.

Provide a positive and professional presence in the Going office, representing Bourne Estate Agents brand values.

Support training and development opportunities to grow within the company.

Skills, Experience & Qualifications

Customer-focused mindset with excellent communication and listening skills.

Ability to thrive in a fast-paced, target-driven environment and work well in a team.

Strong organizational skills, attention to detail, and reliable follow-through.

Comfortable using CRM systems and basic digital marketing tools; tech-literate and adaptable.

No mandatory prior real estate experience; onboarding and training provided.

A proactive, coachable attitude with a willingness to learn and grow.

Personal Attributes

Energetic, personable, and confident when engaging with potential clients.

Resilient under pressure and capable of balancing multiple tasks.

Professional, values integrity, and represents the Bourne brand with enthusiasm.

Ambitious with a clear interest in developing a career in property.

Benefits & Perks

Competitive base salary with an achievable OTE (£30k–£35k) and bonus opportunities.

Comprehensive onboarding and ongoing training.

Clear career progression paths within a market-leading group.

Modern office environment with supportive, collaborative teams.

Exposure to multiple branches and growth opportunities across Surrey & Hampshire.

Flexible working considerations where feasible.

KPI Focus

Lead generation volume and quality; lead-to-appointment conversion rate.

Customer satisfaction and feedback scores.

Timely follow-ups and CRM data integrity.

Contribution to revenue through appointments and referrals.

How to Apply

Please send your CV and a brief cover note outlining:

Your interest in customer-facing roles and a fast-paced environment.

Any relevant experience (even if not in real estate) and examples of delivering excellent service.

Why Bourne Estate Agents and the Going office align with your career goals.

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

Client Services Representative

GU7 Godalming, South East Bourne Estate Agents

Posted 6 days ago

Job Viewed

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Job Description

full time

About Bourne Estate Agents

Bourne Estate Agents operates across Surrey and Hampshire, delivering market-leading service and results. We pride ourselves on a customer-centric culture, collaboration across branches, and a fast-paced environment that rewards initiative and growth.

Role Overview

We are seeking a motivated Client Services Representative to join our Going office. The role focuses on generating new leads for our sales and lettings teams, enhancing the client experience, and supporting the delivery of compelling property solutions. Experience isn’t mandatory, but a passion for customer service, resilience in a busy setting, and the ability to work well within a team are essential. There is clear potential for career progression within a high-growth, multi-branch business.

Key Responsibilities

Generate and qualify new leads for the sales and lettings teams (inbound inquiries, referrals, events, and campaigns).

Build relationships with prospective clients and maintain a high standard of customer service throughout the early client journey.

Collaborate with sales, lettings, and marketing to convert leads into opportunities and appointments.

Assist in presenting property solutions, market information, and competitive advantages to prospects.

Support the client experience by coordinating communications, scheduling, and follow-ups.

Maintain accurate CRM records of leads, interactions, and status updates.

Monitor market trends and feedback to help refine outreach strategies.

Contribute to marketing campaigns and property promotions as needed.

Provide a positive and professional presence in the Going office, representing Bourne Estate Agents brand values.

Support training and development opportunities to grow within the company.

Skills, Experience & Qualifications

Customer-focused mindset with excellent communication and listening skills.

Ability to thrive in a fast-paced, target-driven environment and work well in a team.

Strong organizational skills, attention to detail, and reliable follow-through.

Comfortable using CRM systems and basic digital marketing tools; tech-literate and adaptable.

No mandatory prior real estate experience; onboarding and training provided.

A proactive, coachable attitude with a willingness to learn and grow.

Personal Attributes

Energetic, personable, and confident when engaging with potential clients.

Resilient under pressure and capable of balancing multiple tasks.

Professional, values integrity, and represents the Bourne brand with enthusiasm.

Ambitious with a clear interest in developing a career in property.

Benefits & Perks

Competitive base salary with an achievable OTE (£30k–£35k) and bonus opportunities.

Comprehensive onboarding and ongoing training.

Clear career progression paths within a market-leading group.

Modern office environment with supportive, collaborative teams.

Exposure to multiple branches and growth opportunities across Surrey & Hampshire.

Flexible working considerations where feasible.

KPI Focus

Lead generation volume and quality; lead-to-appointment conversion rate.

Customer satisfaction and feedback scores.

Timely follow-ups and CRM data integrity.

Contribution to revenue through appointments and referrals.

How to Apply

Please send your CV and a brief cover note outlining:

Your interest in customer-facing roles and a fast-paced environment.

Any relevant experience (even if not in real estate) and examples of delivering excellent service.

Why Bourne Estate Agents and the Going office align with your career goals.

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

Client Services Associate

London, London S&P Global

Posted 8 days ago

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Job Description

**About the Role:**
**Grade Level (for internal use):**
07
**Client Services Associate, Capital Markets**
**The Role**
The Client Services Associate plays a pivotal role in ensuring an exceptional customer experience with Capital IQ Solutions products. The role begins with an intensive training schedule focusing on a variety of areas including: Capital Markets, S&P Capital IQ Platform, and Excel Plug-in, combined with on the job learning experience. This position requires a comprehensive understanding of our products, technical solutions, and the unique needs of our diverse user segments. Our team is dedicated to delivering unparalleled client satisfaction and fostering strong client relationships. This role serves as an excellent entry point into the company, providing a solid foundation for future career growth and advancement primarily in client-facing roles.
**The Team**
You will be part of a rapidly growing organisation with an exceptional corporate culture. Our data, analytics, and research help our customers make informed, smarter business decisions and investments. We are looking for high achievers that are passionate about client services and want to develop their career in a dynamic, high performing and multicultural team. We are looking for graduates who are able to work well within a team and can demonstrate exceptional learning agility, creativity and problem-solving ability.
**The Impact**
Client Services Associates are the first point of contact for clients. You'll work with them personally to optimise their workflows and streamline their research and data analysis needs. If you're a natural problem solver with a passion for finance, then this could be the role for you.
**What's in it for you**
You will be offered the opportunity to assist S&P Global in achieving its mission of being one of the leading providers of analytical information to the world's financial markets.
You will work with a broad range of clients including investment banks, private equity firms, insurance companies, corporates and investment managers. You will get challenged on a daily basis with a steep learning curve. You will get an opportunity to work with a broad range of clients including investment banks, private equity firms, insurance companies, corporates and investment managers and get to be part of a large fun and international team with fantastic opportunities for growth. Work in a hybrid model with two days required in the office. Career paths include client facing roles with our Sales and Customer Success teams.
**Responsibilities**
+ Helping clients to navigate and extract data from the S&P Global Market Intelligence product range.
+ Provide assistance with building models using the S&P Global Market Intelligence Excel Plug-in.
+ Liaising with the content, commercial and technical teams to address any client queries and ensure our data is maintained to the highest standards.
+ On the later stages of development, proactively reaching out to clients to deliver demos and train them on our various offerings. Developing an understanding of the client's workflow prior to the training and provide tailored instructional content to help clients maximize their usage of the S&P Global Market Intelligence product range.
**What We're Looking For**
+ BSc or BA degree, or equivalent graduated no later than June 2025
+ A background in Business, Economics or Finance is beneficial but not a necessity.
+ Fluency in French or German languages.
+ Excellent written and verbal presentation and communication skills.
+ Passion in building relationships with finance professionals and enthusiasm in learning and working in the financial services industry.
+ Ability to effectively multitask, prioritise and work in a team. Positive, flexible and proactive with a "can do" attitude.
**Right to work requirements**
This role is limited to persons with indefinite right to work in UK.
**About S&P Global Market Intelligence**
At S&P Global Market Intelligence, a division of S&P Global we understand the importance of accurate, deep and insightful information. Our team of experts delivers unrivaled insights and leading data and technology solutions, partnering with customers to expand their perspective, operate with confidence, and make decisions with conviction.
For more information, visit .
**What's In It For** **You?**
**Our Purpose:**
Progress is not a self-starter. It requires a catalyst to be set in motion. Information, imagination, people, technology-the right combination can unlock possibility and change the world.
Our world is in transition and getting more complex by the day. We push past expected observations and seek out new levels of understanding so that we can help companies, governments and individuals make an impact on tomorrow. At S&P Global we transform data into Essential Intelligence®, pinpointing risks and opening possibilities. We Accelerate Progress.
**Our People:**
We're more than 35,000 strong worldwide-so we're able to understand nuances while having a broad perspective. Our team is driven by curiosity and a shared belief that Essential Intelligence can help build a more prosperous future for us all.
From finding new ways to measure sustainability to analyzing energy transition across the supply chain to building workflow solutions that make it easy to tap into insight and apply it. We are changing the way people see things and empowering them to make an impact on the world we live in. We're committed to a more equitable future and to helping our customers find new, sustainable ways of doing business. We're constantly seeking new solutions that have progress in mind. Join us and help create the critical insights that truly make a difference.
**Our Values:**
**Integrity, Discovery, Partnership**
At S&P Global, we focus on Powering Global Markets. Throughout our history, the world's leading organizations have relied on us for the Essential Intelligence they need to make confident decisions about the road ahead. We start with a foundation of **integrity** in all we do, bring a spirit of **discovery** to our work, and collaborate in close **partnership** with each other and our customers to achieve shared goals.
**Benefits:**
We take care of you, so you can take care of business. We care about our people. That's why we provide everything you-and your career-need to thrive at S&P Global.
Our benefits include:
+ Health & Wellness: Health care coverage designed for the mind and body.
+ Flexible Downtime: Generous time off helps keep you energized for your time on.
+ Continuous Learning: Access a wealth of resources to grow your career and learn valuable new skills.
+ Invest in Your Future: Secure your financial future through competitive pay, retirement planning, a continuing education program with a company-matched student loan contribution, and financial wellness programs.
+ Family Friendly Perks: It's not just about you. S&P Global has perks for your partners and little ones, too, with some best-in class benefits for families.
+ Beyond the Basics: From retail discounts to referral incentive awards-small perks can make a big difference.
For more information on benefits by country visit: Hiring and Opportunity at S&P Global:**
At S&P Global, we are committed to fostering a connected and engaged workplace where all individuals have access to opportunities based on their skills, experience, and contributions. Our hiring practices emphasize fairness, transparency, and merit, ensuring that we attract and retain top talent. By valuing different perspectives and promoting a culture of respect and collaboration, we drive innovation and power global markets.
**Recruitment Fraud Alert:**
If you receive an email from a spglobalind.com domain or any other regionally based domains, it is a scam and should be reported to . S&P Global never requires any candidate to pay money for job applications, interviews, offer letters, "pre-employment training" or for equipment/delivery of equipment. Stay informed and protect yourself from recruitment fraud by reviewing our guidelines, fraudulent domains, and how to report suspicious activity here ( .
---
**Equal Opportunity Employer**
S&P Global is an equal opportunity employer and all qualified candidates will receive consideration for employment without regard to race/ethnicity, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, marital status, military veteran status, unemployment status, or any other status protected by law. Only electronic job submissions will be considered for employment.
If you need an accommodation during the application process due to a disability, please send an email to:   and your request will be forwarded to the appropriate person. 
**US Candidates Only:** The EEO is the Law Poster   describes discrimination protections under federal law. Pay Transparency Nondiscrimination Provision - - Professional (EEO-2 Job Categories-United States of America), OPRTON203 - Entry Professional (EEO Job Group)
**Job ID:**
**Posted On:**
**Location:** London, United Kingdom
This advertiser has chosen not to accept applicants from your region.

Specialist, Client Services

London, London S&P Global

Posted 8 days ago

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Job Description

**About the Role:**
**Grade Level (for internal use):**
08
**The Team:**
Asset managers, custodians, hedge funds and investment banks rely on us to deliver timely, accurate, multi asset class index data to support their trading and investment activities.
ETF & Benchmarking Solutions also provides a comprehensive view of the global ETF market to support the needs of all participants, from issuers and buy-side investors to brokers and market makers.
The EBS Client Service team are subject matter experts who strive to deliver a best-in-class experience in product support, relationship management and customer communications.
**Responsibilities and Impact:**
The successful candidate will be expected to develop deep knowledge of EBS products and systems to support clients and ensure that our business applications run smoothly. You will be working in a fast-paced environment ensuring client requests are prioritized and resolved.
Client service team members collaborate with internal groups such as product management, operations, technology, and sales to resolve problems or deliver product enhancements aimed at retaining existing customers and increasing revenues to the business.
You will have the opportunity to build strong relationships with customers in top-tier financial institutions on the buy-side and sell-side, as you improve their end-user experience and ensure they operate our applications effectively.
+ Manage incoming customer requests using internal systems and processes.
+ Understand the needs of different customers and work with internal product, technical & operations teams to deliver solutions that meet requirements.
+ Troubleshoot customer application UI and backend databases against various application systems errors, while providing customer feedback and progress visibility.
+ Manage the communication and relationship between clients and the business.
+ Partner with internal stakeholders to deliver enhancements aimed at retaining existing customers or delivering new revenue opportunities for the business.
+ Drive continual improvement of the client service processes.
+ Work alongside colleagues in major financial hubs around the world including London, Hong Kong and New Delhi.
**What We're Looking For:**
**Basic Required Qualifications:**
+ Able to self-organize, schedule, and prioritize effectively.
+ Manage multiple tasks and deliver to a high standard while meeting tight deadlines.
+ Advanced working knowledge of main Microsoft Office programs required.
+ Strong oral and written communication skills are essential.
+ Experience with client facing responsibilities an advantage.
+ Interest in working with software systems and technology.
+ Adept at building and maintaining relationships with external clients and with colleagues at all levels.
**Additional Preferred Qualifications:**
+ Experience or strong knowledge of indices and ETFs an advantage.
+ Experience with SQL Server, XML, JAVA, or Python beneficial.
+ Prior use of salesforce or similar client support tools.
+ Data visualisation and/or AI experience desirable.
**Right to Work Requirements:**
This role is limited to persons with indefinite right to work in the United Kingdom.
**About S&P Global Market Intelligence**
At S&P Global Market Intelligence, a division of S&P Global we understand the importance of accurate, deep and insightful information. Our team of experts delivers unrivaled insights and leading data and technology solutions, partnering with customers to expand their perspective, operate with confidence, and make decisions with conviction.
For more information, visit .
**What's In It For** **You?**
**Our Purpose:**
Progress is not a self-starter. It requires a catalyst to be set in motion. Information, imagination, people, technology-the right combination can unlock possibility and change the world.
Our world is in transition and getting more complex by the day. We push past expected observations and seek out new levels of understanding so that we can help companies, governments and individuals make an impact on tomorrow. At S&P Global we transform data into Essential Intelligence®, pinpointing risks and opening possibilities. We Accelerate Progress.
**Our People:**
We're more than 35,000 strong worldwide-so we're able to understand nuances while having a broad perspective. Our team is driven by curiosity and a shared belief that Essential Intelligence can help build a more prosperous future for us all.
From finding new ways to measure sustainability to analyzing energy transition across the supply chain to building workflow solutions that make it easy to tap into insight and apply it. We are changing the way people see things and empowering them to make an impact on the world we live in. We're committed to a more equitable future and to helping our customers find new, sustainable ways of doing business. We're constantly seeking new solutions that have progress in mind. Join us and help create the critical insights that truly make a difference.
**Our Values:**
**Integrity, Discovery, Partnership**
At S&P Global, we focus on Powering Global Markets. Throughout our history, the world's leading organizations have relied on us for the Essential Intelligence they need to make confident decisions about the road ahead. We start with a foundation of **integrity** in all we do, bring a spirit of **discovery** to our work, and collaborate in close **partnership** with each other and our customers to achieve shared goals.
**Benefits:**
We take care of you, so you can take care of business. We care about our people. That's why we provide everything you-and your career-need to thrive at S&P Global.
Our benefits include:
+ Health & Wellness: Health care coverage designed for the mind and body.
+ Flexible Downtime: Generous time off helps keep you energized for your time on.
+ Continuous Learning: Access a wealth of resources to grow your career and learn valuable new skills.
+ Invest in Your Future: Secure your financial future through competitive pay, retirement planning, a continuing education program with a company-matched student loan contribution, and financial wellness programs.
+ Family Friendly Perks: It's not just about you. S&P Global has perks for your partners and little ones, too, with some best-in class benefits for families.
+ Beyond the Basics: From retail discounts to referral incentive awards-small perks can make a big difference.
For more information on benefits by country visit: Hiring and Opportunity at S&P Global:**
At S&P Global, we are committed to fostering a connected and engaged workplace where all individuals have access to opportunities based on their skills, experience, and contributions. Our hiring practices emphasize fairness, transparency, and merit, ensuring that we attract and retain top talent. By valuing different perspectives and promoting a culture of respect and collaboration, we drive innovation and power global markets.
**Recruitment Fraud Alert:**
If you receive an email from a spglobalind.com domain or any other regionally based domains, it is a scam and should be reported to . S&P Global never requires any candidate to pay money for job applications, interviews, offer letters, "pre-employment training" or for equipment/delivery of equipment. Stay informed and protect yourself from recruitment fraud by reviewing our guidelines, fraudulent domains, and how to report suspicious activity here ( .
---
**Equal Opportunity Employer**
S&P Global is an equal opportunity employer and all qualified candidates will receive consideration for employment without regard to race/ethnicity, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, marital status, military veteran status, unemployment status, or any other status protected by law. Only electronic job submissions will be considered for employment.
If you need an accommodation during the application process due to a disability, please send an email to:   and your request will be forwarded to the appropriate person. 
**US Candidates Only:** The EEO is the Law Poster   describes discrimination protections under federal law. Pay Transparency Nondiscrimination Provision - - Entry Professional (EEO Job Group)
**Job ID:**
**Posted On:**
**Location:** London, United Kingdom
This advertiser has chosen not to accept applicants from your region.

Client Services Representative

London, London Moneyfarm

Posted 12 days ago

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Job Description

Permanent

We’re a pan-European digital wealth manager with 130,000 active investors (growing fast!) and over €5 billion invested on our platform. With 220+ people across 4 offices in Italy and the UK, we’re supported and funded by Poste Italiane, Cabot Square Capital, United Ventures and Allianz. We started in 2011 in Milan with a simple vision - to help more people improve their financial well-being by making personal investing straightforward and accessible through technology. Fast forward a few years, and we’re known as one of the most innovative fintechs headquartered in the heart of London.

Mission

To provide investment solutions and advice to protect and grow client wealth through time.

Our Core Values:

We’ve built our business on three Principles:

  • Relationships are our first asset: We’re one team, built on trust, honesty and transparency. We value our relationships above all else.
  • Trust drives success: We give each other the space to grow. We empower our employees to succeed, so they can make a real impact.
  • Our customers dream big, just like us: We see the bigger picture and we make sure our customers see it, too. We’re always focused on the best outcomes for our clients and for each other, no matter what the goal, or how big the dream

What this means in practice:

At Moneyfarm, diversity is the foundation of our competitive advantage. We value our employees for who they are – their backgrounds, experiences, talents, knowledge and individual differences. This is what makes us better at what we do. To accommodate our different needs and commitments, we offer flexible working to all. Our individual impact and output is what counts most.

About the role:

We are looking for an experienced and proactive Customer Service Representative to join our team on a full-time basis, working 9am–6pm, Monday to Friday with the possibility of flexibility. This role requires a strong background in customer service and the confidence to take ownership of complex queries and internal support needs.

In this dynamic and varied position, you’ll play a key part in supporting both our in-office and remote teams by ensuring smooth day-to-day operations and delivering outstanding service to our clients. We’re looking for someone with proven seniority in previous customer-facing roles, someone who brings sound judgment, initiative, and a solutions-oriented mindset.

The ideal candidate is self-motivated, approachable, and thrives in a fast-paced, collaborative environment. You’ll serve as a main point of contact for customer and administrative support, helping to resolve inquiries efficiently and professionally while also contributing to service improvements and mentoring less experienced team members 

Key Responsibilities

  • Handle customer inquiries independently and collaboratively via multiple channels including email, phone calls, and live chat
  • Deliver exceptional customer service by addressing queries efficiently, empathetically, and professionally
  • Ensure all customer interactions are responded to in a timely and accurate manner
  • Maintain a positive, solutions-focused approach to support customer satisfaction and retention
  • Keep accurate records of customer interactions and follow up on outstanding issues when necessary
  • Work closely with team members and other departments to resolve complex queries and improve overall service quality

Requirements

Qualifications and Skills

  • Proven experience in a customer service role is essential, with a strong track record of handling inquiries across phone, email, and/or live chat
  • Strong organizational skills and the ability to manage time effectively in a fast-paced environment
  • Excellent verbal and written communication skills, with a customer-focused and empathetic approach
  • A proactive, solutions-oriented mindset with a “can-do” attitude
  • High attention to detail and the ability to multitask while maintaining quality and accuracy
  • Professional, approachable demeanor and a consistently positive attitude
  • Dependable, punctual, and committed to delivering high-quality service
  • Able to work independently while contributing effectively as part of a team
  • Discretion and an understanding of how to handle sensitive or confidential information appropriately
  • Minimum 2:1 degree

Benefits

    • Health Insurance, Wellness plan
    • Fee free investments on Moneyfarm platform
    • Incentive scheme
    • Career development opportunities
    • Training opportunities
    • Regular office social events
    • Happy and friendly culture!
This advertiser has chosen not to accept applicants from your region.

Associate, Credit Client Services

London, London S&P Global

Posted 8 days ago

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Job Description

**About the Role:**
**Grade Level (for internal use):**
07
**The Team:** Client Services Associates are the first point of contact for our clients. In this role, you'll work directly with clients to help optimise their workflows and streamline their research and data analysis needs. If you're dedicated to providing exceptional client support and have a passion for finance, then this could be the role for you.
**The Role:** The role consists of on-the-job learning and training that covers a comprehensive curriculum focusing on a variety of areas including Fixed Income, Capital Markets, the S&P Capital IQ Pro platform and Office Plug-in.
Following approximately 1-2 months of initial training, you will begin to support clients over the phone, via web chats and emails. Beyond learning how to communicate with clients, you will also receive deep-dive training on our data content, learn about our customer segments, and gain exposure to additional S&P Global platforms. Participants must successfully complete required certification assessments as part of a rigorous evaluation process that will test your skills and capabilities.
Once certified, the role will also include proactively reaching out to clients to deliver training on our various product offerings. This involves developing an understanding of the client's workflow and providing tailored assistance to help clients maximize their usage of the S&P Global Market Intelligence product range.
As a member of Client Services, you will serve as a credit specialist for the S&P Capital IQ Pro platform. Working as a team player is very important in this role. Client Services interacts with many internal teams, including Sales, Content, Product, and Technical Support.
**What we're looking for:**
+ Minimum bachelor's degree in finance/economics/accounting or related field.
+ Fresher to 6 months of experience
+ Solid knowledge of finance and accounting principles to resolve client questions
+ Excellent written and verbal presentation, communication and customer service skills
+ Passion for building relationships with finance professionals and enthusiasm in learning and working in the financial services industry
+ Ability to effectively multitask, prioritize and work well within a team with a positive, flexible, proactive "can do" attitude
+ This role requires **European languages (French, German, Spanish)**
**About S&P Global Market Intelligence**
At S&P Global Market Intelligence, a division of S&P Global we understand the importance of accurate, deep and insightful information. Our team of experts delivers unrivaled insights and leading data and technology solutions, partnering with customers to expand their perspective, operate with confidence, and make decisions with conviction.
For more information, visit .
**What's In It For** **You?**
**Our Purpose:**
Progress is not a self-starter. It requires a catalyst to be set in motion. Information, imagination, people, technology-the right combination can unlock possibility and change the world.
Our world is in transition and getting more complex by the day. We push past expected observations and seek out new levels of understanding so that we can help companies, governments and individuals make an impact on tomorrow. At S&P Global we transform data into Essential Intelligence®, pinpointing risks and opening possibilities. We Accelerate Progress.
**Our People:**
We're more than 35,000 strong worldwide-so we're able to understand nuances while having a broad perspective. Our team is driven by curiosity and a shared belief that Essential Intelligence can help build a more prosperous future for us all.
From finding new ways to measure sustainability to analyzing energy transition across the supply chain to building workflow solutions that make it easy to tap into insight and apply it. We are changing the way people see things and empowering them to make an impact on the world we live in. We're committed to a more equitable future and to helping our customers find new, sustainable ways of doing business. We're constantly seeking new solutions that have progress in mind. Join us and help create the critical insights that truly make a difference.
**Our Values:**
**Integrity, Discovery, Partnership**
At S&P Global, we focus on Powering Global Markets. Throughout our history, the world's leading organizations have relied on us for the Essential Intelligence they need to make confident decisions about the road ahead. We start with a foundation of **integrity** in all we do, bring a spirit of **discovery** to our work, and collaborate in close **partnership** with each other and our customers to achieve shared goals.
**Benefits:**
We take care of you, so you can take care of business. We care about our people. That's why we provide everything you-and your career-need to thrive at S&P Global.
Our benefits include:
+ Health & Wellness: Health care coverage designed for the mind and body.
+ Flexible Downtime: Generous time off helps keep you energized for your time on.
+ Continuous Learning: Access a wealth of resources to grow your career and learn valuable new skills.
+ Invest in Your Future: Secure your financial future through competitive pay, retirement planning, a continuing education program with a company-matched student loan contribution, and financial wellness programs.
+ Family Friendly Perks: It's not just about you. S&P Global has perks for your partners and little ones, too, with some best-in class benefits for families.
+ Beyond the Basics: From retail discounts to referral incentive awards-small perks can make a big difference.
For more information on benefits by country visit: Hiring and Opportunity at S&P Global:**
At S&P Global, we are committed to fostering a connected and engaged workplace where all individuals have access to opportunities based on their skills, experience, and contributions. Our hiring practices emphasize fairness, transparency, and merit, ensuring that we attract and retain top talent. By valuing different perspectives and promoting a culture of respect and collaboration, we drive innovation and power global markets.
**Recruitment Fraud Alert:**
If you receive an email from a spglobalind.com domain or any other regionally based domains, it is a scam and should be reported to . S&P Global never requires any candidate to pay money for job applications, interviews, offer letters, "pre-employment training" or for equipment/delivery of equipment. Stay informed and protect yourself from recruitment fraud by reviewing our guidelines, fraudulent domains, and how to report suspicious activity here ( .
---
**Equal Opportunity Employer**
S&P Global is an equal opportunity employer and all qualified candidates will receive consideration for employment without regard to race/ethnicity, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, marital status, military veteran status, unemployment status, or any other status protected by law. Only electronic job submissions will be considered for employment.
If you need an accommodation during the application process due to a disability, please send an email to:   and your request will be forwarded to the appropriate person. 
**US Candidates Only:** The EEO is the Law Poster   describes discrimination protections under federal law. Pay Transparency Nondiscrimination Provision - - Professional (EEO-2 Job Categories-United States of America), OPRTON203 - Entry Professional (EEO Job Group)
**Job ID:**
**Posted On:**
**Location:** London, United Kingdom
This advertiser has chosen not to accept applicants from your region.

Director of Client Services

Greater London, London Publift

Posted 2 days ago

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Job Description

About the Company

Publift is a leading global ad tech company that empowers digital publishers with cutting-edge technology, tools, and services to maximise programmatic revenue across their advertising inventory. We partner with publishers worldwide to optimise their ad operations and drive sustainable revenue growth through innovative solutions and expert support.


What we're looking for

We are seeking an experienced Director of Client Services to lead and transform our multi-functional client service organisation. This strategic leadership role will oversee customer success, technical operations, and strategic account management teams while driving operational excellence and revenue growth across our global publisher portfolio.


About the Role

The successful candidate will be responsible for building scalable service delivery frameworks, implementing customer success technologies, and developing data-driven strategies to reduce churn, increase customer satisfaction, and identify growth opportunities within our existing customer base.


Responsibilities

Team Leadership & Development

  • Lead and manage a diverse client services team spanning customer success, technical operations, and strategic account management functions
  • Drive organisational behaviour change to ensure customers receive exceptional service experiences
  • Develop team capabilities through coaching, training, and performance management
  • Foster a customer-centric culture focused on proactive support and value delivery

Technology & Process Implementation

  • Select, implement, and optimise customer success software platforms to enhance service delivery
  • Develop and execute a tiered service delivery model with appropriate cadence for different customer segments
  • Create comprehensive systems for tracking service delivery metrics and performance indicators
  • Build robust customer sentiment tracking and feedback collection mechanisms

Customer Portfolio Management

  • Develop and implement growth strategies across the existing customer portfolio
  • Establish executive-level relationships with key accounts
  • Create systematic approaches to identify and capitalise on upsell opportunities
  • Drive account optimisation initiatives to maximise customer revenue potential
  • Lead new product release rollouts and customer adoption strategies

Revenue & Retention Focus

  • Implement strategies to reduce customer churn and increase retention rates
  • Develop early warning systems to identify at-risk accounts
  • Create and execute customer expansion playbooks
  • Collaborate with sales teams to drive revenue growth through existing relationships

Strategic Planning & Analysis

  • Establish KPIs and metrics to measure client services effectiveness
  • Provide regular reporting on customer health, satisfaction, and growth metrics
  • Analyse customer data to identify trends, opportunities, and areas for improvement
  • Develop long-term strategic plans for client services evolution



Qualifications

Experience & Background

  • 8+ years of experience in client services, customer success, or account management roles
  • 5+ years of leadership experience managing multi-functional teams
  • Proven track record in ad tech, digital advertising, or publisher services industry
  • Experience with programmatic advertising and revenue optimization (preferred but not essential)
  • Bachelor's degree in Business, Marketing, Technology, or related field (preferred but not essential)

Technical Skills

  • Deep understanding of digital advertising ecosystem and programmatic technologies
  • Experience with customer success platforms (Gainsight, ChurnZero, Totango, etc.)
  • Proficiency in data analysis and reporting tools
  • Strong project management and process optimisation capabilities
  • Familiarity with CRM systems and customer data management

Leadership Competencies

  • Demonstrated ability to lead organisational change and drive cultural transformation
  • Strong strategic thinking and execution capabilities
  • Excellent communication and presentation skills for executive-level audiences
  • Proven track record of building scalable operations and processes
  • Experience in global/remote team management

Personal Attributes

  • Customer-obsessed mindset with focus on value delivery
  • Data-driven decision-making approach
  • Strong problem-solving and analytical skills
  • Ability to thrive in fast-paced, dynamic environment
  • Collaborative leadership style with cross-functional partnership focus
  • Leave your ego at the door and get things done


Pay range and compensation package

  • Competitive salary and performance-based compensation
  • Flexible work arrangements with remote/hybrid options
  • Professional development opportunities and conference attendance
  • Collaborative, innovation-focused work environment
  • Opportunity to shape the future of digital advertising technology


Success in this role will be measured by:

  • Customer retention and churn reduction targets
  • Net Revenue Retention (NRR) improvements
  • Customer satisfaction scores and sentiment metrics
  • Team performance and employee engagement
  • Successful implementation of service delivery frameworks
  • Achievement of upsell and expansion revenue goals
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Head of Client Services

London, London EMJ

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Job Description

OverviewnAre you a strategic, people-first leader who thrives in high-growth environments? At EMJ, we're on a mission to elevate global healthcare through impactful, insight-driven content. We’ve grown fast—and we’re just getting started. Now, we’re looking for a Head of Client Services who’s ready to lead from the front, challenge the status quo, and build something bigger with us.

As a key member of our leadership team, you’ll drive the success of our client partnerships, elevate our internal capabilities, and directly influence the next phase of our growth. This role is perfect for someone who thrives on autonomy, leads with empathy, and loves solving problems that matter.

Responsibilities

Lead & Inspire a High-Performing Team:

Develop and mentor the CS team to deliver projects that exceed expectations. You'll champion accountability, learning, and ambition to drive publishing targets and KPIs

Drive Strategic Client Success:

Partner with our most valuable clients to shape and execute strategies that deliver measurable impact; influence retention, growth, and satisfaction across the portfolio.

Be a key driver of innovation and efficiency:

You'll be empowered to identify and implement improvements to our client experience and internal processes, directly contributing to a more effective and impactful organisation where your ideas matter.

Grow with a Company That’s Going Places:

Work cross-functionally in a fast-moving, international business; seize real opportunities for personal and professional growth as we expand into new markets and services

What You’ll Own

Day-to-day leadership and development of the Client Services team

Oversight of client project delivery—on time, on budget, beyond expectations

Early identification and resolution of challenges that impact client satisfaction or team performance

Ownership of key KPIs, reporting insights and trends to leadership

Escalation and resolution of complex client issues with a calm, solutions-focused mindset

Relationship building with senior client stakeholders, becoming a trusted advisor

Resource planning and tool optimisation to maximise team output and client value

Who You Are

A proven leader with a strong track record of managing high-performing client services or account management teams

Commercially minded, able to connect the dots between client experience and business impact

Data-savvy and comfortable reporting performance insights to senior stakeholders

Comfortable in fast-paced, scale-up environments—adaptable, proactive, and resilient

Passionate about continuous improvement, always looking for smarter, better ways to work

Why Join Us?

Be part of a company that’s making a genuine impact in the healthcare space

Collaborate with ambitious, values-driven teammates

Work in an environment that recognises and rewards initiative, ownership, and excellence

Enjoy real autonomy—and the support to take bold ideas from concept to execution

Key Information

Reports to:

Victoria Nash, Customer Engagement Director

Hours:

8.30am – 5pm, Mon-Fri

Working pattern:

Up to 2 days WFH (full-time in office during probation)

Location:

This role is based onsite in our London/Moorgate office

About EMJnEMJ's purpose is to elevate the quality of healthcare globally, by supporting all healthcare professionals with free and easy access to medical journals and lifelong learning opportunities. We do this to create Gold Medal Winners, enabling healthcare professionals to become the best versions of themselves. Similarly we equip our employees with all the skills, tools and knowledge they need to be in the top 10% of what they do and create Gold Medal Winners in the company.

At EMJ, we believe in…

Taking care of your own: We all need to be

proactive

and responsible for our own actions. This will lead to an

inspiring

place to work that we are all

proud

of.

Going the extra mile: Always give your best performance, this will create a team that is

different

to anything else, full of

hard working, gold medal winners .

Entire buy in: Everyone has

loyalty

to our vision, values, culture, and the long-term goals of EMJ. We are committed to doing so in a

positive

and

passionate

way.

Find out more about us and careers at EMJ.

Application process:

Your CV will be reviewed by the Recruitment team. If successful, we will be in touch to arrange a telephone call. Following this there will be a 2-stage interview process, one focused on competencies and one on the EMJ values.

As part of your application, we ask you to complete a short video (max 1 minute). We know this is a time investment, and we truly appreciate it. Rest assured, we’ll be reviewing every video carefully. This is your chance to stand out and for us to get to know you better!

Seniority level

Not Applicable

Employment type

Full-time

Job function

Business Development and Sales

Industries: Book and Periodical Publishing

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