Client Liaison Manager Job at Avery Healthcare Group Ltd. (Northampton)

Client Liaison Manager

We are looking for an experienced Client Liaison Manager/Office Manager to join ...

Location

United Kingdom , Glasgow

Salary:

Not provided

Kingswood Group

Expiration Date

Until further notice

Requirements

Proven track record of excellent Customer service within a Financial Services Operational environment
Able to demonstrate a strong client focus
People and performance management
Have a can-do attitude
Problem solving and decision-making ability outside of established procedures but within a policy framework
Ability to adjust to challenges and pressures in the day-to-day business
experience of achieving results, deadlines and SLA's

Job Responsibility

Lead, supervise and motivate a team of Client Liaison Administrators by setting clear goals and support the daily operations including monitoring performance
Meet and greet clients and other visitors to the office
assist advisers in the creation of client financial reports and letters, including compilation of annual review packs, production of valuations and client investment reports and ensuring that these are recording accurately and in a timely manner
Maintain oversight of Individual Training Plans, MI and assist in the analysis and identification of relevant trends and issues, making appropriate recommendations and implement appropriate actions
Support a culture of continuous improvement with a view to continually seek ways to improve customer service, quality and efficiency
Take appropriate steps to maximise efficiency of colleagues and operational processes
Responsible for monitoring the quality of work across client interaction work and business processing and escalate to management where appropriate
Sign off staff holidays and ensure adequate cover for the office is made
Proactively review QA results, ensuring any follow up or corrective action is relevant and carried out timely, to achieve QA targets
Support the Training and development framework in delivering a right 1st time approach that also empowers colleague development within the business

What we offer

26 days annual leave including a day off for your birthday (plus bank holidays)
Contributory pension scheme
Private Healthcare
Life assurance
Health insurance
2 charity volunteer days
Employee recognition
Recruitment referral
Career Development
Cycle to work scheme

Fulltime

Client Liaison Associate Analyst

We are seeking to hire a Client Liaison Associate Analyst to act as a key link b...

Location

Cyprus , Nicosia

Salary:

Not provided

Albourne

Expiration Date

Until further notice

Requirements

Financial background will be regarded as an advantage
Taking initiative and ownership, being proactive with a strong sense of responsibility
Strong data entry and organization skills, with particular emphasis on detail
Strong verbal and written communication skills
Strong aptitude for learning and problem-solving. Self-starter
Efficient in managing multiple tasks and meeting deadlines
Ability to work effectively in a team environment
Flexibility to adapt to changing business needs and environments
Fluent in English and computer literate
Attend company and function events upon request

Job Responsibility

Work with Portfolio Reporting analysts and other client-facing teams to understand key deliverables
Asset Class Reporting (ACR) team by requesting data room/portal access
Coordinate with fund managers on client requirements
Prepare status update reports for clients based on communications received
Foster knowledge transfer within the company by working closely with other investment analysts
Capture relevant fund status updates to ensure client deliverables are met
Manage email communication across client requests
Project manage dual fund requests across unique client requests
Manage and store fund communication in the database, updating the status as needed
Maintain tools and internal databases with up-to-date, clean, accurate, and current information (Fund Status, frequency, and Source)

What we offer

Support for professional qualifications (such as CFA and CAIA)
Career growth and tools for ongoing learning and development
Medical insurance for you and your dependents
Provident fund
Yearly bonus dependent upon performance and company growth
Opportunity for international travel (i.e., short periods of secondment to other Albourne offices)
5 additional service recognition holidays in surplus to standard annual leave
Albourne Training Days (minimum of 40 hours per year)
Free office parking
A supportive, multi-cultural work environment

Fulltime

Client Liaison Administrator

Do you have experience working within a Wealth Management/Wealth Planning enviro...

Location

United Kingdom , Sheffield

Salary:

Not provided

Kingswood Group

Expiration Date

Until further notice

Requirements

Experience working within a Wealth Management/Wealth Planning environment
Ability to liaise effectively with an array of different departments including Paraplanners, Advisors and Clients
Interest in working within Wealth Management/Planning
Commercial experience working in a similar role is preferred
Experience of providing exceptional client and relationship management

Job Responsibility

Providing support to Advisors such as monitoring diaries, opportunities, queries and requests
Follow standard procedures and workflows via XPLAN
Assist with the preparation of cases in readiness for the paraplanning paperwork
Process all sales related paperwork from submission to completion and any ongoing administration for investments, pensions and protection departments
Be in attendance of operational meetings to discuss ongoing workloads and raise any concerns, challenges or further opportunities
Adhere and maintain and up to date awareness of company policies, practices and procedures
Maintain records according to Kingswood company standards
Prepare meeting packs
Gather and obtain information for annual reviews

What we offer

26 days annual leave including a day off for your birthday (plus bank holidays)
Contributory pension scheme
Private Healthcare
Life assurance
Health insurance
2 charity volunteer days
Employee recognition
Recruitment referral
Career Development
Cycle to work scheme

Fulltime

Client Account Manager

We are looking for a professional client service individual to join our Portfoli...

Location

United States , San Francisco

Salary:

67000.00 - 80000.00 USD / Year

Albourne

Expiration Date

Until further notice

Requirements

Bachelor’s degree from an accredited college/university required
Strong literacy in Microsoft Office
Proactive self-starter and proficient in time management & multi-tasking skills
Professional demeanor and strong interpersonal skills
Abide by the Client Group policies and procedures as well as the Albourne Group’s policies and procedures including but not limited to compliance and database filing
Attendance at company events as requested
Adherence to the Compliance Manual and other Albourne Policies and procedures

Job Responsibility

Act as the daily liaison between clients and Albourne to ensure the delivery of advisory services
Arrange for and participate in regular conference calls and face to face meetings between clients and Albourne analysts or external Investment Managers
Ensure client deliverables are prepared, reviewed and presented to clients in a timely and accurate manner, to meet deadlines imposed by management and clients. If circumstances hinder the ability to meet a deadline, effectively and proactively communicate this with management and clients
Ensure the internal database and knowledge management system are maintained with up to date information on the clients
Manage new client account set up and provide training of Albourne’s systems and tools to assigned clients through online and in person demonstrations
Monitor and maintain internal Albourne listings known as client due diligence requests, budgets, and client preferences
Actively participate in the planning and execution of Albourne Client Events as requested. Participate in the promotion and registration of such events
Work with the wider portfolio group to contribute ideas on how best to service clients based on an understanding of the client’s business
Gain in depth knowledge of the clients’ interests to identify cross selling opportunities in coordination with the marketing team
Partner with Portfolio Analysts to prepare portfolio, strategy, and fund level research for clients e.g. summarizing salient points from Albourne research pieces as requested by clients

What we offer

Comprehensive Compensation and Benefits Package
Fully paid Medical and Dental PPO
Fully paid Basic Life and AD&D
401k & FSA
Hybrid work schedule
Everyday Wellness, weekly yoga and fitness
30 days paid time off each year including Vacation and Holidays

Fulltime

Client Account Manager

We are looking for a professional client service individual to join our Portfoli...

Location

United States , Stamford

Salary:

60000.00 - 75000.00 USD / Year

Albourne

Expiration Date

Until further notice

Requirements

Bachelor’s degree from an accredited college/university required
Strong literacy in Microsoft Office
Proactive self-starter and proficient in time management & multi-tasking skills
Professional demeanor and strong interpersonal skills
Abide by the Client Group policies and procedures as well as the Albourne Group’s policies and procedures including but not limited to compliance and database filing
Attendance at company events as requested
Adherence to the Compliance Manual and other Albourne Policies and procedures

Job Responsibility

Act as the daily liaison between clients and Albourne to ensure the delivery of advisory services
Arrange for and participate in regular conference calls and face to face meetings between clients and Albourne analysts or external Investment Managers
Ensure client deliverables are prepared, reviewed and presented to clients in a timely and accurate manner, to meet deadlines imposed by management and clients. If circumstances hinder the ability to meet a deadline, effectively and proactively communicate this with management and clients
Ensure the internal database and knowledge management system are maintained with up to date information on the clients
Manage new client account set up and provide training of Albourne’s systems and tools to assigned clients through online and in person demonstrations
Monitor and maintain internal Albourne listings known as client due diligence requests, budgets, and client preferences
Actively participate in the planning and execution of Albourne Client Events as requested. Participate in the promotion and registration of such events
Work with the wider portfolio group to contribute ideas on how best to service clients based on an understanding of the client’s business
Gain in depth knowledge of the clients’ interests to identify cross selling opportunities in coordination with the marketing team
Partner with Portfolio Analysts to prepare portfolio, strategy, and fund level research for clients e.g. summarizing salient points from Albourne research pieces as requested by clients

What we offer

Comprehensive Compensation and Benefits Package
Fully paid Medical and Dental PPO
Fully paid Basic Life and AD&D
401k & FSA
Hybrid work schedule
Everyday Wellness, weekly yoga and fitness
Free Gym Membership near the office
30 days paid time off each year including Vacation and Holidays

Fulltime

Client Services Manager

Gummicube is looking for a dedicated Client Services Manager to lead our award-w...

Location

United States

Salary:

120000.00 - 130000.00 USD / Year

Airship

Expiration Date

Until further notice

Requirements

5+ years in account management or client services roles at a Digital Marketing Agency (or similar environment)
3+ years in leadership roles managing client services or account management teams
3+ years of marketing or advertising experience (SEO, paid marketing, performance marketing)
Experience managing enterprise accounts with contract values of $1M+ annually
Proven track record of achieving 95%+ net revenue retention in enterprise segments
Advanced Excel/Google Sheets expertise for data analysis and reporting
Experience with enterprise CRM platforms (Salesforce, HubSpot, etc.)
Project management expertise with complex, multi-phase enterprise implementations
Executive presence with ability to present to C-suite stakeholders
Strong emotional intelligence and conflict management skills

Job Responsibility

Oversee your immediate team of coordinators and day-to-day operations focused on enterprise customer success
Lead either our Account Management team focused on client relationship management or our Strategy team focused on strategic account planning
Collaborate cross-functionally with marketing, data, and creative teams to plan and support complex client needs for large accounts
Serve as liaison between the Accounts & Client Services team and Executive Leadership
Onboard and continuously train teams on Gummicube technologies, methodologies, strategies and implementation of process and compliance requirements for enterprise-level service delivery
Meet weekly with Coordinators and Sr. Coordinators to understand account performance, offering insights and guidance with strategy focused on customer success outcomes
Create cadences of account reviews, working with team members to identify areas of improvement and upsell/cross-sell opportunities across enterprise accounts
Act as the client's first line of support behind account owners, able to negotiate deliverables and timing within reason based on complex enterprise client demands and team turnarounds
Report relevant metrics and relationship notes to Executive Leadership including customer health scores, expansion opportunities, and retention risks
Analyze trends and execute marketing strategies aligned with short and long-term objectives to drive customer expansion and retention

What we offer

Equity is also offered with this role
Robust benefits package as part of our Total Rewards approach to compensation

Fulltime

Client Experience Manager

As a Client Experience Manager (CXM) at Market My Market, you'll serve as the pr...

Location

Salary:

65000.00 - 75000.00 USD / Year

Market My Market

Expiration Date

Until further notice

Requirements

3+ years of client-facing experience in an agency setting with a focus on SEO, local SEO, and/or digital marketing
Proven track record of managing client relationships and driving client retention
Experience with organic SEO strategy development and execution
Strong understanding of Google Business Profile optimization and local search marketing
Experience analyzing SEO performance data and communicating insights to clients
Excellent verbal and written communication skills
Ability to build trust and rapport with clients quickly
Problem-solving skills and ability to navigate challenging client conversations
Strong organizational skills to manage multiple accounts simultaneously
Proficiency with tools such as Google Analytics, Google Search Console, Ahrefs, HubSpot, and project management software

Job Responsibility

Account Strategy: Develop and implement customized account strategies to help clients achieve their marketing goals, ensuring alignment with their business objectives
Upsells and Renewals: Identify opportunities for upselling additional services and secure contract renewals through consistent communication and value demonstration
Client Relationship Management: Act as the primary liaison between clients and internal teams, fostering trust and maintaining strong relationships
Client Event Representation: Attend client events, industry conferences, and meetings to strengthen partnerships and represent Market My Market
Portfolio Management: Oversee a portfolio of 20-40 clients, ensuring all deliverables are met and proactively addressing client concerns
Collaboration with CSMs: Work closely with CSMs to coordinate the execution of marketing activities, including content delivery, reporting, and project management
Performance Monitoring: Track and report on client performance metrics, ensuring campaigns deliver measurable results
Problem Solving: Address client challenges by coordinating with internal teams and presenting solutions to maintain satisfaction and retention
Strategic Consultation: Provide insights and recommendations based on client needs, market trends, and campaign performance
Client Experience: Create thoughtful client experiences and gifting that shows care for the client as an individual and investment in the relationship

What we offer

PTO: 2.25 weeks per year
Health insurance benefits
401(k) plan (after 1 year of employment)
Remote work opportunity

Fulltime

Client Liaison and Admissions Executive

Office Angels is proud to be supporting a prestigious organisation in their sear...

Location

United Kingdom , London

Salary:

13.85 GBP / Hour

Office Angels

Expiration Date

Until further notice

Requirements

Educated to degree level (or equivalent)
A strong communicator with excellent interpersonal skills
Experienced with Microsoft Office, especially Excel
Familiar with CRM software (e.g., HubSpot)
Organised, adaptable and solutions-oriented
Culturally aware, with experience in international or multi-cultural workplaces
Goal-driven, with a proven track record of achieving KPIs
Able to multitask and manage competing priorities in a busy environment

Job Responsibility

Manage delegate registration, invoicing, CRM entry and communication
Provide timely and informative responses to all registration queries
Guide delegates through the enrolment process, including pre-arrival support
Maintain accurate admissions data and support deferred training cases
Offer a warm welcome and ongoing assistance during delegate stays
Coordinate with operations teams to ensure seamless course delivery
Assist with course scheduling and logistics
Collaborate with marketing to support promotional efforts
Organise transfers, accommodation, and client activities
Represent the company at induction and welcome events

What we offer

Career Development: Mentoring, training and opportunities for growth
Inclusive Culture: Join a diverse and collaborative team
Work-Life Balance: Flexible working options and wellbeing support
Competitive Pay: £13.85 per hour + holiday pay + Office Angels support

Fulltime

Client Liaison Manager

Avery Healthcare Group Ltd.

Location:
United Kingdom , Northampton

Category:
Sales

Contract Type:
Not provided

Salary:

Job Description:

Job Responsibility:

Requirements:

Additional Information:

Job Posted:
January 12, 2026

Expiration:
February 08, 2026

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Client Liaison Manager

Avery Healthcare Group Ltd.

Location:United Kingdom , Northampton

Category:Sales

Contract Type:Not provided

Salary:

Job Description:

Job Responsibility:

Requirements:

Additional Information:

Job Posted:January 12, 2026

Expiration:February 08, 2026

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Client Liaison and Admissions Executive

Location:
United Kingdom , Northampton

Category:
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Contract Type:
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Job Posted:
January 12, 2026

Expiration:
February 08, 2026