Client Services Assistant Job at Office Angels (London)

Client Assistant - Private Client

Our Private Client team has a fantastic opportunity for a talented Private Clien...

Location

United Kingdom , Leicester

Salary:

Not provided

Shakespeare Martineau

Expiration Date

Until further notice

Requirements

Previous office administrative experience gained within a Private Client team or from within a legal or professional services environment
Organised and methodical approach
Confidence with IT systems, including Microsoft Word, Excel and ideally PowerPoint
The ability to work well in a team and develop good working relationships with colleagues and clients, high levels of emotional intelligence and empathy
Confident interpersonal skills with the ability to liaise openly and clearly
Highly enthusiastic, willing to go the extra mile
Open to new ways of working and happy to challenge to drive improvements

Job Responsibility

Key point of contact on behalf of the Private Client team
To assist fee earners in progressing the client files, to include speaking to the client, passing on correspondence, organising meetings with clients and referrers and other professionals such as accountants
Initial client liaison in person and over the telephone, providing detailed notes of their enquiries and tracking ongoing progress. Arrange appointments with clients and provide comprehensive ongoing updates
Land registry, bankruptcy and lawyer check searches
You will be required to make regular telephone/email communication with professional bodies, such as chasing banks, debtors, HMRC and the probate registry
Arranging invoice payments and preparation of cheques for onward submission
Drafting regular correspondence to Investment managers, auditors, clients, charitable organisations in relation to ongoing trust matters and preparing the regular payments and action donation requests
Setting up payments to beneficiaries
Preparation of Wills, Codicils, Lasting Powers of Attorney and other ancillary documents
Basic Account reconciliation within Excel for Estate and Trust Accounts

What we offer

Agile working
blended approach to where and how we work

Fulltime

Client Operations Assistant

Join our dynamic Client Services Department as a Client Operations Assistant and...

Location

United Kingdom , London

Salary:

30000.00 - 38000.00 GBP / Year

Office Angels

Expiration Date

Until further notice

Requirements

detail-oriented
proactive
eager to learn
can-do attitude
excellent organisational skills
strong desire to learn in a fast-paced environment
meticulous care in all tasks
supportive and proactive approach to teamwork
initiative to take ownership of responsibilities and client experiences

Job Responsibility

Data Entry: Maintain accurate data within our systems
Report Generation and Distribution: Assist in creating and distributing client reports
Client Onboarding and Trade Entry: Process new client applications and enter trades
Dealing and Settlement: Handle investment dealing points and assist with cash settlements
Cash Management: Process client payments and support bank reconciliation
Enquiry Management: Resolve client email inquiries using our case management system
Call Handling: Assist clients with their inquiries over the phone
Ad-Hoc Projects: Support various tasks and projects as needed

What we offer

Culture: Be part of an organisation where your voice is heard, and your contributions are valued
Training and Development: Receive thorough onboarding, including product and organisational overviews
Recognition of Performance: Work in a team that rewards merit and outperformance
Contributing to Change: Engage in continuous improvements to operational procedures and client experiences
Equality, Diversity, and Inclusion: We welcome applications from individuals of all backgrounds and communities

Fulltime

Client Experience Assistant

As a Client Service Assistant, you will play a crucial role in creating inspirin...

Location

United Kingdom , City of London

Salary:

26000.00 GBP / Year

Office Angels

Expiration Date

Until further notice

Requirements

Open to all levels of experience however any client-facing, hospitality or administrative experience is highly desirable
Personality is key for this role! Must be personable and able to build good relationships
Must be very hands on and self-motivated whilst being able to work as a team and independently
Collaborative team player with excellent communication and organisational skills
Ability to work in busy, varied work situations and manage your time and workload

Job Responsibility

Deliver exceptional client service that leaves a lasting impression
Assist in managing various administrative tasks to support daily operations
Facilitate seamless client move-ins and move-outs
Contribute to the design and customization of office spaces
organise and execute engaging client events to foster community
Conduct regular checks to maintain high building standards
Identify areas for improvement and suggest enhancements to elevate the client experience

What we offer

Discretionary Bonus
Stunning offices based in the heart of the City with a great company culture and team environment
A range of perks and benefits including 25 Days Holiday + 8 Bank Holidays, Season Ticket Loan, Study Support

Fulltime

Client Services Representative

The traditional financial industry was not built to put the interests of clients...

Location

United States , Palo Alto

Salary:

60000.00 - 80000.00 USD / Year

Wealthfront

Expiration Date

Until further notice

Requirements

Bachelor’s degree
1+ years of experience in retail banking, wealth management, asset management, and/or fintech
Experience in a client facing role is preferred
Strong communication skills
able to explain complicated concepts to clients as well as team members
Able to partner with multiple stakeholders, including other teams and senior executives
Comfortable with being independent and learning new concepts quickly
Excited about our mission statement
Passion for delighting clients
Series 7 and 66 preferred (or must be obtained within 3 months of joining)

Job Responsibility

Provide exceptional customer service through email and phone communication
Help our clients use our product better through online tools and resources
Work with our operations teams to resolve client issues
Be the voice of the customer by noticing and highlighting action items needed to improve the customer experience and delight our clients
Assess client information and approve fund transfers
Assist clients in understanding asset allocation and explain investment risk profiles
Assist clients in understanding and analyzing the performance of their investments, and the potential impacts of client risk decisions

What we offer

medical, vision, dental, 401K plan, generous time off, parental leave, wellness reimbursements, professional development, employee investing discount, equity, discretionary bonus

Fulltime

Client Management Assistant

AwePlus is seeking junior-level Client Management Assistants to remotely help ma...

Location

Vietnam , Thành phố Hồ Chí Minh

Salary:

9000000.00 - 12000000.00 VND / Month

Aweplus Australia Pty Ltd

Expiration Date

Until further notice

Requirements

Bachelor's degree
Excellent English writing and reading skills (IELTS 7.0 or above/equivalent)
Strong attention to details
Strong time management skills
Strong computer literacy, familiar with MS Office Suite
Strong client service professionalism

Job Responsibility

Screening and replying to client's service inquiry emails
Converting information from incoming inquiries to the client management system
Categorizing client inquiries and directing messages to appropriate team members
Filing client profiles in the company client management system
Assisting organizing client profiles by priorities
Assisting in contract-signing and signed contract filing into the company database
Assisting other administrative and documentation tasks as requested by supervisors

Fulltime

Client Management Assistant

AwePlus is seeking junior-level Client Management Assistants to remotely help ma...

Location

Vietnam , Hà Nội

Salary:

9000000.00 - 12000000.00 VND / Month

Aweplus Australia Pty Ltd

Expiration Date

Until further notice

Requirements

Bachelor's degree
Excellent English writing and reading skills (IELTS 7.0 or above/equivalent)
Strong attention to details
Strong time management skills
Strong computer literacy, familiar with MS Office Suite
Strong client service professionalism

Job Responsibility

Screening and replying to client's service inquiry emails
Converting information from incoming inquiries to the client management system
Categorizing client inquiries and directing messages to appropriate team members
Filing client profiles in the company client management system
Assisting organizing client profiles by priorities
Assisting in contract-signing and signed contract filing into the company database
Assisting other administrative and documentation tasks as requested by supervisors

Fulltime

Client Services Administrator

Client Services Administrator role at the heart of client relationships - managi...

Location

United Kingdom , Taunton

Salary:

25000.00 - 30000.00 GBP / Year

Office Angels

Expiration Date

Until further notice

Requirements

Solid administrative background
Excellent attention to detail
Confident, friendly communicator
Self-motivated and adaptable
Comfortable with IT systems and databases
Professional, punctual, and presentable
Administrative experience ideally within financial or professional services

Job Responsibility

Handle client enquiries professionally and manage cases through to completion
Maintain accurate records, ensure FCA compliance, and liaise with providers for smooth processes
Prioritise tasks effectively to meet deadlines and exceed expectations
Support consultants with clear communication and assist with office procedures, post handling, and meeting arrangements
Contribute to a welcoming environment, including preparing refreshments when needed

What we offer

Competitive pension scheme with generous contributions
Additional leave for birthday and Christmas
Financial support and study time for professional qualifications
Annual reviews and bonus scheme
Access to confidential Employee Assistance Programme
Bright offices with gym, showers, and welcoming staff room

Fulltime

Account Executive, Client Services

As our Account Executive, your primary goal is to oversee successful implementat...

Location

United States

Salary:

70000.00 - 85000.00 USD / Year

Vaniam Group

Expiration Date

Until further notice

Requirements

Bachelor’s degree
2+ years of client services experience
1+ year of agency or pharmaceutical advertising experience
Working knowledge of digital marketing
Good working knowledge of pharmaceutical and biotech industries and scientific communications
Is proactive and results oriented, with a commitment to accountability
Possesses strong interpersonal skills, with the ability to interact effectively and professionally at all levels within the organization and with clients
Proficiency in MS Office, Adobe, WebEx (or other similar systems)
Excellent problem-solving skills, including the ability to analyze information skillfully, develop alternative solutions, and work well in group problem-solving solutions
Strong organizational skills

Job Responsibility

Oversee successful implementation of existing client SOWs
Coordinate internal and external resources
Manage timelines and budgets
Provide day-to-day communication with the clients
Troubleshoot, remain cool under pressure, and communicate concisely and effectively to keep clients and internal teams informed and organized
Demonstrate knowledge of therapeutic area of assigned account(s) and competitive environment as well as healthcare regulation implications
Demonstrate knowledge of agency procedures, identify typical issues, and escalate appropriately
Employ ability to modify core product framework plans to form custom project plans
Evaluates deliverables against Project Briefs
Show resourcefulness and thoroughness in supporting the development of tactical plans (including budgets and timelines)

What we offer

100% remote environment with opportunities for local meet ups
Positive, diverse, and supportive culture
Passionate about serving clients focused on Cancer and Blood diseases
Investment in you with opportunities for professional growth and personal development through Vaniam Group University
Health benefits – medical, dental, vision
Generous parental leave benefit
Focused on your financial future with a 401(k) Plan and company match
Work-Life Balance and Flexibility
Flexible Time Off policy for rest and relaxation
Volunteer Time Off for community involvement

Fulltime

Client Services Assistant

Office Angels

Location:
United Kingdom , London

Category:
Finance

Contract Type:
Employment contract

Salary:

Job Description:

Job Responsibility:

Requirements:

Nice to have:

Additional Information:

Job Posted:
July 02, 2025

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