1988 Customer Service Representatives jobs in Hanwell

Financial Services Admin

Bracknell

Hybrid working opportunity

Up to £30,000 - 34 hour contract.

We are working with a large wealth management company looking to take on a financial services administrator to support one or more financial planners!

This role is suitable for someone wanting to kick start their financial services career and wishes to move into paraplanning or financial planning ! Or someone who wants to remain as a career administrator!

Responsibilities:

• Proactively develop and maintain effective relationships with clients, colleagues and 3rd party firms
• Point of contact for all client servicing and new business queries; to research and resolve client issues timely and efficiently.
• Preparation for client meetings and attend as and when required.
• Provide the business support necessary in meeting strategy and business objectives, as required.
• Process all business in accordance with required processes & proactive pipeline management.
• Prepare and print illustrations, key features and applications as required.
• Maintain core systems ensuring that all tasks are carried out and completed in line with company policy and procedures.
• Request policy information from third party policy providers.
• Coordinate and produce client valuations as part of the advice delivery process.
• Maintain client records in accordance with internal Compliance requirements.
• Prioritise workload to ensure all activities are timely, compliant and conducted in a manner that will meet the agreed performance standards and deliver outstanding service to clients.
• Maintain an awareness of, and act in accordance with, all Compliance and legislative obligations.
• Cover Front of House responsibilities as and when required.

Skills and Qualifications:

• Have either worked within an administration role in financial services
• Have an understanding of GIA, ISA, SIPP's
• A proven strong ethic of client service
• Proficient IT skills in core Microsoft Office systems.
• Organisation and prioritisation skills being able to work independently and within a team.
• Professional telephone manner along with excellent written communication skills; to have an eye for detail.
• Initiative - all ideas and input to the team are welcome. Use judgement and reasoning in order to propose solutions to problems.

This is a fantastic opportunity for someone wanting to join a firm that will support, and progress your career. Full financial support to achieve qualifications to take you to that next stepping stone!

This is a hybrid working role which will see you in the office x3 days a week and x2 from home. Laptop and phone will be provided.

There are individuals within the Financial Planning and paraplanning team that started their financial services career within this exact role!

For more information on this firm and position please click apply!

Client Services - Team Manager

London/Hybrid

salary circa £65,000 - £75,000

Sterling Williams are working alongside a great investment Management company who are seeking a Client Services team Manager

PURPOSE:

This role within Operations is responsible for leading the SIPP Service Team, reporting into the Head of Pensions & Operational Control. This will specifically focus on the operational running of.

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Job title: Client Services Manager – Pension Bridge Sponsorship

Job Type: Permanent  

Hours: Full Time (covering US hours 3 days a week, flexible)

Location: London  

With Intelligence is a leading provider of business intelligence, data, insights and events on the global asset management industry. We provide high-value, specialist business information and events to niche target audiences in the alternative and traditional fund management industries and employ over 400 staff globally with our head office based in London.

The Role:

The Client Services Manager plays a key role in the successful management of delegate and sponsor relationships within our events business, primarily across the Pension Bridge and Women’s Summits portfolios.

Our goal is to create a best-in-class client services experience to exceed the expectations of our event clients. This will require the ability to build strong relationships with both clients and colleagues. This person must demonstrate exceptional customer service, with a continual focus on meeting and exceeding the expectations of our clients.

Responsibilities :

Develop a deep understanding of our event clients’ organizational structure and business needs

Build long-term relationships by acting as the go-to person for our clients contacts; ensure client objectives are met through continual follow-up and thoughtful and efficient responses to their inquiries

Work to consistently ensure our clients’ satisfaction and identify opportunities to streamline and improve their interactions with us

Work with Sales Directors to support their sales process, including keeping information in Salesforce up to date

Support Sales Directors to ensure successful transition of the client relationship post-sale; may include executing contracts, invoices and collection of materials

Carefully track all event sponsors and status and ensure that the information is captured in the relevant databases

Track client deliverables (e.g., logos, descriptions etc.) to ensure accurate and up-to-date information by stated deadlines; provide this information to internal teams as needed

Proactively provide clients with desired information, such as attendee lists, hotel information, etc.

Manage, execute and track attendee changes for both ticket holders and sponsors as it relates to all aspects of their contract and agreement

Work closely with Operations team to ensure fulfilment of all sponsorship branding requirements covering all sponsorship packages

Have oversight of all rooming requirements for sponsor attendees.

Serve as the onsite point of contact for sponsors at events: assist with set up of exhibit tables and signage.

Manage shipments to events: create shipping directions for sponsors and partners, manage tracking sheet of expected deliveries, sort boxes onsite and work with venue staff to distribute accordingly.

Work with Sales Directors to explore opportunities for ‘added client value’ to increase ROI for sponsors

Monitor the key performance indicators that influence a positive sponsor experience

Review processes, streamlining where possible to ensure efficiency and standardisation of work practices

Provide guidance and support to Client Services Specialist and deputise for Head of Client Services when required

Requirements

• 1-2 years’ experience in a client services or in a customer facing role
• Events experience preferred
• Excellent verbal and written communication skills
• Strong attention to detail and organisation skills
• Proven ability to multi-task and manage multiple priorities
• Passion for providing excellent customer service and exceeding client expectations
• Ability to build trust with internal and external stakeholders
• Positive, can-do attitude
• Process-oriented mindset
• Travel required to onsite events
• Experience with Microsoft Word, Excel & Outlook required
• Experience with SalesForce, Pardot, Bizzabo, Monday.com, Swapcard preferred
• Able to work EST working hours when required

Benefits

• 24 days annual leave rising to 29 days

• Enhanced parental leave
• Medicash (Health Cash Plans)
• Wellness Days
• Flexible Fridays (Opportunity to finish early)
• Birthday day off
• Employee assistance programme
• Travel loan scheme
• Charity days
• Breakfast provided
• Social events throughout the year
• Hybrid Working

Our Company:

With Intelligence is based at One London Wall, London EC2Y 5EA. We offer amazing benefits, free breakfast daily and drinks provided all day, every day. We actively encourage social networks that oversee activities from sports, book reading to rock climbing, that you are free to join.

As part of our company, you will enjoy the benefits of an open plan office and working with a social and energetic team. With Intelligence provides exclusive editorial, research, data and events for senior executives within the asset management industry. These include hedge funds, private credit, private equity, real estate and traditional asset management, and our editorial brands are seen as market leaders in providing asset manager sales and IR execs with the actionable information they require to help them raise and retain assets. To maintain and grow our position in the market we need to continue to hire highly motivated, thoughtful and to ensure our subscribers are getting the exclusive intelligence they need first, and most comprehensively, through our range of services. If you are interested so far in what you have read, please apply, we look forward to hearing from you.

We are an Equal Opportunity Employer. Our policy is not to discriminate against any applicant or employee based on actual or perceived race, age, sex or gender (including pregnancy), marital status, national origin, ancestry, citizenship status, mental or physical disability, religion, creed, colour, sexual orientation, gender identity or expression (including transgender status), veteran status, genetic information, or any other characteristic protected by applicable law.

Digital Asset Custody, the way it should be

Zodia Custody is a FCA and CBI registered Virtual Assets Service Provider (VASP), offering Crypto-Custody services to Institutional Investors.

Zodia Custody is a Venture backed by Standard Chartered Bank and Northern Trust based in the UK, Ireland and Europe, with ambitious plans to scale internationally, by way of internal and external growth. Zodia Custody has also partnered in Japan with SBI to launch the service in APAC and has plans to continue to expand in APAC and Middle-East.

We aim to be the best in class in providing Crypto Custodian services.

Scope of Role:

Zodia Custody is seeking dedicated and dynamic professionals to join our new Client Services Hub team. The ideal candidates will provide direct support to our 24/7 Operations, ensuring effective systems and controls to monitor our clients. This role is integral to maintaining compliance and mitigating financial crime risk within our organization.

Core responsibilities:

• Direct Support – End to end support for global clients
• Triage all incoming client enquiries
• Monitoring and Investigations
• Conduct investigations on transaction alerts, on-chain transactions, and wallet activities in accordance with the guidelines provided by the Financial Crime Prevention team.
• Identify and escalate potential suspicious activities and financial crime risks from client interactions/activity.
• Provide guidance and support to analysts handling transaction monitoring and screening.
• Deliver timely advice and assist in training related to potential suspicious activities and financial crime risks.
• Client Onboarding Support
• Assist the onboarding team with KYC and information requests from third parties.
• Risk Management -Compile risk metrics, identify, and manage financial crime risks using data analysis and statistical interpretation.
• Process Improvement - Review and update departmental procedures, driving system and process enhancements.
• Operational Support - Assist with various operational tasks as needed.
• **24/7 Coverage** : Contribute to client support in a 'follow the sun' model, with flexibility for weekend work.

Additional Responsibilities:

• Platform Support - Provide support across trading, operations, settlement, custody, and collateral management platforms.
• Digital Asset Knowledge - While knowledge of digital assets is a plus, experience in supporting trading or custody of financial instruments is highly favorable.

Ultimately, client services are a critical component of the Zodia team, ensuring excellent client satisfaction.

Requirements

Personal attributes:

• Team player
• Professional curiosity
• Proactivity
• Articulate and clear in both verbal and written communication
• Fluent Business English – Additional languages is preferrable as we grow our Global team
• Adaptable and able to work under pressure

Competency:

• 1 to 3 years in client services working in banking or large finance institutions
• Understanding the post trade landscape and associated services
• Have experience of post trade services, ideally previously working for a custodian or an Asset Manager and has a keen interest in disruptive technologies, digital assets and/or crypto
• Report efficiently to management and risk team in a timely manner
• Experience working in a distributed team with diverse culture and backgrounds
• Open to change and comfortable working in a fast-paced environment
• Self-motivated and detail-oriented individual
• Strong verbal and written communication skills
• Problem-solving and conflict-management skills
• Client-oriented mindset
• Must haves exceptional EQ for dealing with clients

*This role will require shift and weekend hours.

Benefits

We are a friendly team, with monthly socials and seasonal celebrations as well as offering a range of fantastic benefits including:

• Competitive employer contribution pension scheme
• Private health care
• Critical Illness cover
• Life Insurance
• Flexible bank holidays (can chose whether to work on bank holidays and use the leave elsewhere in the year)

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!

Every day, somewhere in the world, important decisions are made. Whether it is a private equity company deciding to invest millions into a business or a large corporation implementing a new strategic direction, these decisions impact employees, customers, and other stakeholders. 

Consulting and private equity firms come to proSapient when they need to discover knowledge to help them make great decisions and succeed in their goals. It is our mission to support them in their discovery of knowledge. 

We help our clients find industry experts who can provide their knowledge via interview or survey: we curate this knowledge in a market-leading software platform; and we help clients surface knowledge they already have through expansive knowledge management.  

The Director, Client Services plays a critical leadership role in shaping and scaling the strategic direction of the Client Services function across multiple teams within a Business Unit. With direct influence over Business Unit performance, this individual will collaborate closely with executive stakeholders to develop and execute initiatives that drive operational efficiency, commercial growth, and service excellence at scale.

The Director is accountable for empowering and coaching senior leaders (Associate Directors and Managers), setting Company level standards for client engagement and revenue growth, and leading largescale, cross-functional initiatives that are central to proSapient’s long-term vision. This role requires a dynamic leader who thrives in complexity, inspires others, and models a culture of innovation, accountability, and continuous improvement.

Key Responsibilities include:

Strategic Leadership & Vision  

• Shape the strategic direction of the Client Services organisation by designing and executing initiatives that align with Company growth objectives. 

• Partner with the Executive Team to develop long-term Business Unit plans that improve operational scalability, client outcomes, and revenue performance. 

• Lead transformation efforts across Client Services, embedding systemic improvements, change management strategies, and sustainable frameworks. 

• Serve as a thought partner to senior cross-functional leaders, bringing a client-centric perspective to Company-wide decisions and innovation. 

Leadership of Senior Managers & Business Units 

• Directly manage and mentor senior leaders (Associate Directors, Manager), building leadership capacity, succession plans, and scalable team structures. 

• Empower managers to lead high performing, engaged teams by providing strategic coaching on capacity planning, resource optimisation, and talent development. 

• Set clear OKRs and success metrics across Business Units, monitoring performance, diagnosing root causes of underperformance, and enabling course correction. 

• Ensure alignment of client-facing teams with long-term Company vision, acting as a multiplier for impact through cascading strategic goals and cultural norms. 

Client Experience & Growth 

• Architect multi-departmental strategies that deepen client engagement and growth, leveraging innovation and client feedback to drive retention and revenue. 

• Own executive relationships with strategic client accounts, helping shape Company-wide client experience standards and success benchmarks. 

• Guide Associate Directors and Managers in identifying new growth opportunities through strategic commercial planning and deployment. 

• Lead high-impact client initiatives, including executive-level business reviews, commercial partnerships, and new solution rollouts. 

Operational Excellence & Change Leadership 

• Design and deploy scalable delivery frameworks that enable operational consistency and high-quality execution across regional teams. 

• Lead enterprise-wide projects such as new market entry, incentive redesign, or technology rollouts that impact the full client lifecycle. 

• Oversee data-driven performance management, enabling Associate Directors to drive accountability and implement systemic improvements across their portfolios. 

• Navigate and lead through ambiguity, ensuring business continuity and engagement during times of organisational change or transformation. 

Requirements

• Senior leadership experience in a fast-paced, client-facing environment such as Expert Networks, Executive Search, or Recruitment Agency, with a strong understanding of service delivery at scale.
• Proven track record of managing experienced managers (e.g., Associate Directors, Managers), and empowering them to lead high-performing, commercially-focused teams.
• Demonstrated success driving operational efficiency, client experience, and revenue growth across multi-team or multi-region business units.
• Deep commercial acumen, with the ability to apply strategic judgment to drive client value, optimise delivery, and scale complex operations.
• Excellent client relationship management skills, with experience owning or influencing executive-level relationships and delivering strategic client initiatives.
• Experience working with Private Equity clients or in a PE-backed environment is a strong plus.
• Exceptional communication and influencing skills, with a leadership presence that inspires confidence at all levels of the organisation.
• Demonstrated commitment to coaching, leadership development, and building inclusive, accountable team cultures.

Benefits

• Tenure Gifts - Vouchers, extra holiday and sabbaticals for each year of employment. 

• Health insurance through Vitality  

• Enjoy the flexibility of working remotely for up to 20 days each year, allowing you to tailor your work environment to your needs and embrace a change of scenery. 

• Employee Assistance Programme - Access to a health and wellbeing service that offers personalised advice and support from specialist teams. 

• Enhanced Maternity & Paternity pay. 

• Annual Leave - 25 days + bank holidays which includes a week's closure over the Christmas period to fully reset. 

• MyMindPal app - Online support for mental fitness that helps people to stress less and enjoy life more  

• Corporate Events - From quarterly gatherings to our annual winter & Summer parties, we love to celebrate, collaborate and have fun together!  

We are committed to building an inclusive workplace – did you know that marginalized groups are less likely to apply to jobs unless they meet every requirement listed? If you are interested in the above role, but don’t necessarily tick every box, we encourage you to apply anyway – this role could still be a great match! Take a look at our diversity statement here.  

Legal Client Service Supervisor

£35,000 | St Albans, Hertfordshire | Permanent

My client are seeking an experienced Legal Client Services Supervisor to oversee the daily operations of our busy New Business Team. This is a pivotal position where you will provide guidance, training, and support to a team of New Business Assistants, ensuring the smooth and efficient onboarding of clients across both property and private client matters.

You will be the go-to person for queries, performance monitoring, and compliance oversight, as well as working closely with senior management to develop and refine processes that enhance client service and operational efficiency.

Key Responsibilities:

• Lead, mentor, and support a team of New Business Assistants, ensuring workloads are managed effectively and service levels are met.
• Oversee client onboarding, including ID checks, AML and sanctions screening, conflict checks, and file opening processes.
• Handle complex client queries and provide solutions promptly and professionally.
• Monitor team performance, provide feedback, and contribute to training and development.
• Ensure compliance with firm policies, audit measures, and regulatory requirements.
• Assist with process improvement projects to enhance team productivity and client satisfaction.
• Step in to cover aspects of the Head of Operations role when required.

About You:

• Proven experience in a supervisory or managerial role, ideally within legal, professional services, or a highly regulated environment.
• Strong administrative skills with excellent attention to detail and time management.
• Confident communicator with the ability to engage with clients and colleagues at all levels.
• Experience with compliance procedures and client onboarding processes.
• Proficient with IT systems, ideally including practice management software.
• A proactive, solution-focused mindset with a commitment to delivering exceptional client service.

Package:

• £35,000
• St Albans, Hertfordshire
• Monday – Friday, 9am – 5pm
• Excellent benefits