1808 Customer Service Representatives jobs in Halifax

Client Services Administrator

Salary: 30,000 - 32,000 + Bonus
Location: Harrogate (Hybrid - 2 days WFH)
Hours: Monday - Friday, Full-time, Permanent

Do you want to be part of a dynamic and growing wealth management group? Our client is looking for a proactive and detail-oriented Client Services Administrator to join their Investment Management team in Harrogate. This role offers the opportunity to support a well-established team in delivering exceptional service to private clients, while also contributing to process improvements and operational efficiency.

Key Responsibilities of the Client Services Administrator:
* Provide secretarial and administrative support to the investment management team.
* Compile reports, onboard clients, manage filing, and handle other administrative duties.
* Liaise with clients on behalf of Investment Managers, including taking instructions and booking meetings.
* Maintain and update client files and records, including new client setup and deletions.
* Process account opening forms and liaise with compliance, operations, and financial planning teams.
* Support quarterly valuation processes and client communications.
* Provide information to third parties such as SIPP providers, solicitors, and accountants.
* Coordinate with operations on cash movements, including ISA subscriptions and transfers.
* Monitor daily cash balances and manage fund transfers.
* Generate management information from suitability logs using Excel.
* Assist in creating PowerPoint presentations for investment managers.
* Collaborate with the Client Services Manager to improve processes and reduce paper reliance.
* Answer overflow reception calls and stay up to date with company procedures and compliance training.

Key Requirements of the Client Services Administrator:
* GCSE Grade C or above in English and Maths.
* Strong verbal and written communication skills.
* Previous experience in an administrative role.
* Detail-oriented, inquisitive, and a problem-solver.
* Ability to work independently and as part of a team.
* Proficient in Microsoft Word, Excel, and PowerPoint.
* Experience in financial services is advantageous but not essential.

The Successful Candiates Will Receive Excellent Benefits:
* Competitive salary
* Attractive Employee Pension Scheme (7.5% employer & minimum 3% employee)
* 25 days annual leave + public holidays + 3 days off over Christmas
* Option to buy/sell up to 5 days of holiday
* Private medical insurance, group life insurance, and income protection
* Hybrid working model
* Support for further education and training
* Discretionary performance-related bonus
* Confidential Employee Assistance Programme
* 2 days per year for voluntary work
* A wide range of flexible benefits

Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.

Are you a natural relationship builder with a talent for keeping clients engaged and delighted?

Do you love to build partnerships, drive engagement and deliver results?

We are excited to be working with one of the UK's fastest-growing travel platforms who are looking for an experienced Client Services Manager who can manage accounts with care, deliver measurable results, and create engagement strategies that make an impact.

This role is all about managing corporate partnerships – from onboarding new clients to delivering long-term value. You’ll work closely with HR, People, or Benefits Managers, acting as their trusted point of contact, and will design creative campaigns to keep employees engaged all year round.

What You’ll Be Doing

• Smoothly onboarding new business clients and setting them up for success
• Leading monthly or quarterly check-ins to review performance and progress
• Monitoring usage, engagement, and satisfaction metrics
• Presenting clear reports and recommendations for improvement
• Designing and delivering tailored engagement campaigns (launches, updates, competitions, events)
• Collaborating with internal teams to create impactful client-facing materials

What We’re Looking For

• Proven experience in account management, client services, or B2B relationship management
• Strong communication and presentation skills
• Confident using CRM tools, Excel, and reporting dashboards
• Highly organised, with the ability to manage multiple clients at once
• Experience working with HR, employee benefits, and travel and leisure accounts is a plus

Why Join

• Competitive salary package based on experience
• Access to exclusive membership perks for you and your family
• Flexibility with hybrid working arrangements
• A collaborative, fast-paced environment with career growth potential

Ready to bring your client and project management skills to a role where you’ll see the real-world impact of your work. Apply today!

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 

Job summary

First Intuition (FI) is a fast-growing Ofsted rated ‘outstanding’ provider of accountancy training and apprenticeships. Working at FI, you can look forward to great long-term career prospects, and the opportunity to participate in our company bonus and share schemes.

You will provide administrative support to several top employers across FIs client portfolio, supporting them with activity such as proactive course bookings, maintaining learner records, providing client reporting, answering queries and other related tasks. In this role you will work with external clients but also various teams across the business giving you the opportunity to build strong working relationships to help us to deliver high quality service. In addition, during our peak onboarding periods, you will provide support to our Apprenticeships Admissions Manager and Head of Client Services to ensure the accurate and timely onboarding of apprentices onto their apprenticeship programmes.

We offer a genuinely competitive salary (£23,400) with eligibility for an annual bonus. Plus, hybrid working (home based / in our Manchester centre) and rewards and benefits that are hard to beat - not least working in a supportive, friendly and growing culture where your own skills will be valued too, and your career goals will be nurtured. That’s priceless, and it’s one of the reasons we’re so successful.

If you want to share in our success… of course you do… and you feel you have the talent we’re looking for, then read on, and click now to complete our application form.

You probably want to know more about FI before you complete your application. Please check out our website here: and our Careers Page here: to find out about who we are, and learn about the fantastic benefits our employees enjoy.

As a Client Services Assistant at First Intuition, you will have the opportunity to.

• Act as the first point of contact for enquiries from students and their employers relating to course administration and provide appropriate advice and guidance.
• Maintain student and client records with course booking data, progress reporting and the documentation and implementation of changes to study pathways.
• Support Client Relationship Managers with data collection, implementation of programme changes and sharing feedback/highlighting issues.
• Collaborate with the Apprenticeships Admissions Manager and Client Relationship Managers to create apprenticeship programme planners and ensure their accuracy.
• Work closely and actively with Head of Client Services, to ensure SLAs are met and provide the provision of consistent excellent service.
• Ensure the accurate data entry of apprentice details and course bookings onto a variety of systems.
• Draft various apprenticeships enrolment forms onto our enrolment system.
• Track, chase and report on outstanding actions relating to the onboarding process.
• Produce reports on student and client information.
• Support additional work as required by management from time to time.

Requirements

Qualifications and Skills:

Essential:

• Excellent attention to detail and accurate data entry processing skills.
• Effective communicator with excellent interpersonal skills.
• Analytical thinking.
• Strong organisational and time management skills.
• Ability to manage own workload and work under pressure during busy onboarding periods.
• Computer literate.
• Understanding of the accountancy sector
• Understanding of Apprenticeships and the ESFA funding rules

Desirable:

• Understanding of the accountancy sector
• Understanding of Apprenticeships and the ESFA funding rules

Benefits

• 25 days annual leave rising to 30 over 5 years’ service PLUS bank holidays
• Flexible-working positive employer with a range of family-friendly policies
• Employee Assistance Programme: 24-hour confidential access to counselling and support services
• Competitive Pension
• Private Medical Insurance
• Company bonus and share scheme
• Training and development opportunities
• Long term career prospects in a growing company
• Employee perks including a range of discounts to suit your lifestyle

About the job you are considering

Capgemini's Telco Media Technology Services (TMTS) team are expanding and looking for focused sales people to join us in our growth. 

Join us a Client Partner and benefit from a leadership team that is known for its supportive & development-focused strategy.

You will become a member of the Technology & Services sub-sector market unit, supporting the wider go-to-market strategy and our competitive differentiation in order to support growth plans.   You will be expected to lead by example, demonstrate sales acumen, form and be part of effective teams and a clear desire and ambition to be recognised as a high-performer and future leader in our business. 

Hybrid working: The places that you work from day to day will vary according to your role, your needs, and those of the business; it will be a blend of Company offices, client sites, and your home; noting that you will be unable to work at home 100% of the time.

If you are successfully offered this position, you will go through a series of pre-employment checks, including: identity, nationality (single or dual) or immigration status, employment history going back 3 continuous years, and unspent criminal record check (known as Disclosure and Barring Service)

Your role

You will be responsible for a portfolio of accounts and developing new opportunities. You will have to build client intimacy, account strategy, sales and manage the operations & performance of the account P&L. 

• Reach - CxO intimacy and coverage
• Relevance - Penetration in Cloud & Data + Group/industry portfolio  
• Resilience - Progress in market share and annuity business 
• Results – Top line growth and improved profitability  

As part of the role you will engage pursuit teams and qualify leads as they are identified. The successful candidate will also craft proactive propositions, develop winning sales plans and drive the account performance to support growth. In your background you will have strong client networking skills, building relationships across the accounts stakeholder community. You will be able to demonstrate success in forging strong trust-based relationships and engagement across the breadth of the Capgemini global service lines to hit agreed budgets for sales, revenue, profitability and investment. 

Key for the role will be your sales experience in addition to a degree of knowledge of the Telco, Media, Technology Services market, client business drivers and your ability to identify solutions and insights to build credibility. You will develop over time an awareness of the broad set of Capgemini capabilities through strategy, innovation, digital transformation, technology, infrastructure and business process outsourcing. You will not likely be an expert in all of these, but you will be able to leverage your industry knowledge and credibility to bring the power of Capgemini’s expertise to support you in developing client business. 

You can bring your whole self to work. At Capgemini building an inclusive future is part of everyday life and will be part of your working reality. We have built an inclusive and welcoming environment, for everyone.

Your skills and experience

You are likely to have experience of selling broadscale technology services with a background in the Telco and Media market. Specifically, you will bring:

• Strong sales experience including exposure to sizeable deals and complex programmes 
• A track record of relationship building with senior client stakeholders
• Industry insights on the role of digital, strategic advisory partners and potential to exploit next generation digital solutions
• Experience of managing a sales targets and planning with discipline in account forecasting and performance reporting
• Ability to innovatively and constructively challenge the status quo to drive forward the business
• Able to operate with a high degree of independence as well as being part of a team
• Experienced in opportunity qualification and bid management disciplines, controls & winning sales plans
• Knowledge of the digital industry, key players, points of differentiations, offers and broad capabilities
• Drive, determination and ambition to lead a high-performing account and team

To be successful you’ll bring strong personal skills and the ability to overcome internal barriers through the use of drive, determination and influencing skills. You’ll have a natural ability to work in mixed teams of colleagues and senior executives and possess outstanding communication and interpersonal skills.

Your security experience

To be successfully appointed to this role, it is a requirement to obtain Security Check (SC) clearance . 
To obtain SC clearance, the successful applicant must have resided continuously within the United Kingdom for the last 5 years, along with other criteria and requirements.
Throughout the recruitment process, you will be asked questions about your security clearance eligibility such as, but not limited to, country of residence and nationality.
Some posts are restricted to sole UK Nationals for security reasons; therefore, you may be asked about your citizenship in the application process.

What does "Get The Future You Want" mean for you?

Competitive total reward package

We realise a Total Reward package should be more than just compensation.  At Capgemini we offer range of core and flexible benefits and have a Peer Recognition Portal called Applaud.

Your wellbeing 

You’d be joining an accredited Great Place to work for Wellbeing in 2023. Employee wellbeing is vitally important to us as an organisation.  We see a healthy and happy workforce a critical component for us to achieve our organisational ambitions. 

To help support wellbeing we have trained ‘Mental Health Champions’ across each of our business areas, and we have invested in wellbeing apps such as Thrive and Peppy. 

Impactful and ethical

You will be joining one of the World’s Most Ethical Companies®, as recognised by Ethisphere®. We live our values by making ethical business choices every day. Working ethically is at the centre of our culture at Capgemini, meaning you will be helping to create a future we can all be proud of.

Why you should consider Capgemini

Growing clients’ businesses while building a more sustainable, more inclusive future is a tough ask.  But when you join Capgemini, you join a thriving company and become part of a diverse collective of free-thinkers, entrepreneurs and industry experts.  A powerful source of energy that drives us all to find new ways technology  can help us reimagine what’s possible.  It’s why, together, we seek out opportunities that will transform the world’s leading businesses. And it’s how you’ll gain the experiences and connections you need to shape your future.   By learning from each other every day, sharing knowledge and always pushing yourself to do better, you’ll build the skills you want. And you’ll use them to help our clients leverage technology to grow their business and give innovation that human touch the world needs. So, it might not always be easy, but making the world a better place rarely is.  

About Capgemini

Capgemini is a global business and technology transformation partner, helping organisations to accelerate their dual transition to a digital and sustainable world, while creating tangible impact for enterprises and society. It is a responsible and diverse group of 340,000 team members in more than 50 countries. With its strong over 55-year heritage, Capgemini is trusted by its clients to unlock the value of technology to address the entire breadth of their business needs. It delivers end-to-end services and solutions leveraging strengths from strategy and design to engineering, all fuelled by its market leading capabilities in AI, generative AI, cloud and data, combined with its deep industry expertise and partner ecosystem. The Group reported 2024 global revenues of €22.1 billion. 

Michael Page are working in partnership with this reputable organisation to recruit for a Customer support position. The position involves delivering exceptional service to customers and ensuring their enquiries are resolved efficiently and professionally.

Client Details

Known for their commitment to providing high-quality products and ensuring excellent customer satisfaction.

Description

• Actively assist Sector Managers with daily tasks, inquiries, quotations, and order management.
• Ensure all relevant data is accurately recorded in the CRM system.
• Prepare pricing, tenders, and quotations for their manufactured products, purchased products/services, and recommend alternative products and pricing compared to competitors.
• Consistently follow up on quotations and update the CRM in coordination with the relevant Sector Manager.
• Develop proficiency in product costing and pricing using the company price list.
• Provide support and act as a deputy for Sector Managers during their absence.
• Collaborate with Sector Managers on projects and help identify qualified leads for CRM entry.
• Manage sales order processing by receiving and handling customer orders, coordinating with finance, production, and delivery teams to ensure timely, fully invoiced customer service.
• Coordinate with Supply Chain for direct-to-site (DIR) product cost information.
• Issue Purchase Orders for goods and transportation as required.
• Work closely with department managers and team members to deliver outstanding customer service, identify opportunities for improvement, and resolve issues.
• Adhere to the company's Quality Assurance procedures.
• Facilitate effective communication across departments to maintain high levels of customer satisfaction.
• Fully understand client needs, build strong relationships, and provide excellent customer support.
• Report and resolve any problems or complaints promptly.
• Understand team roles and provide cover when necessary.
• Coordinate with third-party logistics providers to ensure on-time, complete deliveries to sites.
• Generate Certificates of Conformity as per company protocols when needed.
• Ensure Proof of Delivery (POD) documents are logged and stored according to company procedures.
• Maintain the warehouse schedule for incoming goods and outbound shipments.
• Prepare export documentation, including commercial invoices, packing lists, and any other required paperwork.

Profile

A successful Customer Support professional should have:

• Previous experience in a similar role.
• Strong knowledge of export/supply chain.
• Strong communication and interpersonal skills.
• Proficiency in using customer relationship management (CRM) systems or similar tools.
• Problem-solving abilities and a customer-focused mindset.
• Attention to detail and organisational skills.
• Ability to work independently and as part of a team.
• Flexibility to adapt to changing priorities and workloads.

Job Offer

• Competitive salary of approximately 26,000 to 28,000 per annum.
• Supportive work environment.
• On site parking
• 24 days annual leave
• Benefits package

Michael Page are working in partnership with this reputable organisation to recruit for a Customer support position. The position involves delivering exceptional service to customers and ensuring their enquiries are resolved efficiently and professionally.

Client Details

Known for their commitment to providing high-quality products and ensuring excellent customer satisfaction.

Description

• Actively assist Sector Managers with daily tasks, inquiries, quotations, and order management.
• Ensure all relevant data is accurately recorded in the CRM system.
• Prepare pricing, tenders, and quotations for their manufactured products, purchased products/services, and recommend alternative products and pricing compared to competitors.
• Consistently follow up on quotations and update the CRM in coordination with the relevant Sector Manager.
• Develop proficiency in product costing and pricing using the company price list.
• Provide support and act as a deputy for Sector Managers during their absence.
• Collaborate with Sector Managers on projects and help identify qualified leads for CRM entry.
• Manage sales order processing by receiving and handling customer orders, coordinating with finance, production, and delivery teams to ensure timely, fully invoiced customer service.
• Coordinate with Supply Chain for direct-to-site (DIR) product cost information.
• Issue Purchase Orders for goods and transportation as required.
• Work closely with department managers and team members to deliver outstanding customer service, identify opportunities for improvement, and resolve issues.
• Adhere to the company's Quality Assurance procedures.
• Facilitate effective communication across departments to maintain high levels of customer satisfaction.
• Fully understand client needs, build strong relationships, and provide excellent customer support.
• Report and resolve any problems or complaints promptly.
• Understand team roles and provide cover when necessary.
• Coordinate with third-party logistics providers to ensure on-time, complete deliveries to sites.
• Generate Certificates of Conformity as per company protocols when needed.
• Ensure Proof of Delivery (POD) documents are logged and stored according to company procedures.
• Maintain the warehouse schedule for incoming goods and outbound shipments.
• Prepare export documentation, including commercial invoices, packing lists, and any other required paperwork.

Profile

A successful Customer Support professional should have:

• Previous experience in a similar role.
• Strong knowledge of export/supply chain.
• Strong communication and interpersonal skills.
• Proficiency in using customer relationship management (CRM) systems or similar tools.
• Problem-solving abilities and a customer-focused mindset.
• Attention to detail and organisational skills.
• Ability to work independently and as part of a team.
• Flexibility to adapt to changing priorities and workloads.

Job Offer

• Competitive salary of approximately 26,000 to 28,000 per annum.
• Supportive work environment.
• On site parking
• 24 days annual leave
• Benefits package

The Business Support Manager will oversee customer service operations within the retail industry, ensuring seamless support and efficient processes. This permanent role is based in Manchester and is ideal for someone with strong organisational skills and a results-driven mindset.

Client Details

Are you an experienced people manager who thrives in a fast-paced, varied environment?

We're working with a leading professional services business in Manchester that's creating a brand-new role to bring together their admin and customer service support functions.

This is a fantastic opportunity to make your mark, leading a multi-functional team and streamlining processes so senior leaders can focus on strategy.

Description

You'll be managing two busy operational teams - administration and customer service - with around 20 agents with a mix of cross trained responsibilities from customer service, queries to compliance checks, payment approvals and complaints.

Your responsibilities will be split between people leadership and project work. On the people side, you'll be:

• Leading, motivating, and developing your team to hit KPIs.
• Keeping quality and compliance standards high.
• Managing holidays, rotas, disciplinaries, and performance.
• Stepping in hands-on during peak times or to cover absence.

On the project side, you'll:

• Audit and improve processes.
• Tackle ad-hoc operational challenges.
• Support senior leaders with non-finance projects.
• Ensure customers are paid on time by resolving missing documentation issues.

Profile

No two days will be the same - one moment you'll be coaching a team member, the next you might be streamlining an audit process or supporting with a cross-departmental project. You'll work closely with senior leadership and have a real impact on operational efficiency.

We're looking for someone who:

• Has proven experience managing teams in admin, customer service, or operational environments.
• Is confident and respected as a leader - tough when needed but fair and supportive.
• Can manage multiple priorities and adapt quickly.
• Enjoys improving processes and seeing results.

Job Offer

• Salary: 40,000-45,000
• Location: Manchester (Hybrid - 3 days in the office, 2 from home)
• Hours: 37.5 per week
• Sector: Professional Services (open background)

If you're proactive, people-focused, and ready to lead a busy, multi-skilled team, this is your chance to join a business where your impact will be seen and valued from day one.