Client Services Assistant Jobs

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 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

Client Operations Assistant

Join Our Clients Dynamic Team! Are you ready to kickstart your career in the inv...

Location

United Kingdom , London

Salary:

45000.00 - 50000.00 GBP / Year

Office Angels

Expiration Date

Until further notice

Requirements

organised and proactive, ready to take ownership of your tasks
A team player who supports colleagues and contributes positively
Quick to learn, with a genuine desire to provide excellent client experiences

Job Responsibility

Data Entry: Maintain accurate records within our systems
Report Generation: Assist in creating and distributing client reports
Client Onboarding: Process new applications and manage trade entries
Dealing and Settlement: Facilitate investment transactions and cash settlements
Cash Management: Oversee client payments and bank reconciliations
Enquiry Management: Resolve client inquiries through our case management system
Call Handling: Assist clients via phone with their questions
Ad-Hoc Projects: Support various projects as they arise

What we offer

Culture: Be part of a supportive environment where your contributions matter
Training and Development: Engage in a comprehensive onboarding programme with ongoing development opportunities
Recognition of Performance: Enjoy a merit-based culture where your efforts are acknowledged and rewarded
Contributing to Change: Collaborate on improving operational procedures and enhancing client experiences

Fulltime

Client Services Executive

Are you a people person with a flair for providing exceptional service? Do you t...

Location

United Kingdom , Erith, Kent

Salary:

27000.00 - 30000.00 GBP / Year

Office Angels

Expiration Date

Until further notice

Requirements

Passion for Service
Strong Communication Skills
Problem-Solver
Team Player

Job Responsibility

Building and maintaining strong relationships with clients
Responding to inquiries and resolving issues with a smile
Coordinating with internal teams to ensure seamless service delivery
Monitoring client accounts and providing updates on services
Assisting in the development of client-focused solutions

What we offer

Competitive Salary
Full-Time Position
Professional Growth
Supportive Environment

Fulltime

Client Services Representative II

The Client Services Representatives (CSRs) are a central part of the Front Offic...

Location

United States , Santa Ana

Salary:

26.29 - 30.50 USD / Hour

Clay Lacy Aviation

Expiration Date

Until further notice

Requirements

Must have a valid C Class Driver’s license with a clean driving record
This position requires an applicant with a flexible schedule and the ability to work all shifts, weekends, and holidays
Excellent communication skills with fluency in reading, writing, and spoken English
Excellent personal presentation and interpersonal skills
Highly computer literate and proficient in Microsoft Suite
Strong organizational skills
Highly detail-oriented
Comfortable working independently
Thrives in a fast-paced environment
Adept problem solver

Job Responsibility

All responsibilities of Client Services Representative I
Serves as concierge to passengers and pilots to ensure clients have a smooth reservation, arrival, and departure experience
Establish long-term, trusted relationships by delivering the highest level of personalized service
Regularly interact with customers and tenants to promote the FBO and ensure a high level of customer satisfaction
Contribute to the training and development of CSR I and other FBO employees
Resolve customer complaints and escalate to supervisor as needed
Daily involvement in interdepartmental huddle calls
Activity work between Client Services team, Concierge, and Line Service to promote highest client Experience
Valet/ Greeter vehicle and inventory management
Actively involved in the continuous safety requirements as per LAWA and CLA policies

What we offer

Eligible for comprehensive benefits
We are committed to supporting employees in their adoption of a healthier and more active lifestyle

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

Looking for more opportunities? Search for other job offers that match your skills and interests.

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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

Looking for more opportunities? Search for other job offers that match your skills and interests.

Similar Jobs for Client Services Assistant

Client Assistant - Private Client

Client Operations Assistant

Client Experience Assistant

Client Services Representative

Client Services Administrator

Client Operations Assistant

Client Services Executive

Client Services Representative II

Location:
United Kingdom, London

Category:
Finance

Contract Type:
Employment contract

Job Posted:
July 02, 2025