Client Management Assistant Jobs

New

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

New

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

Private Client Tax Assistant Manager

Crowe Watson Recruitment is delighted to be recruiting on behalf of a leading fi...

Location

United Kingdom , Bristol

Salary:

45000.00 - 55000.00 GBP / Year

Crowe Watson

Expiration Date

Until further notice

Requirements

Must have a minimum of 3 years previous experience working within a UK Practice environment
ATT qualified (or equivalent) with a desire to work towards CTA, or CTA qualified
Strong technical knowledge of UK personal tax legislation
Excellent communication and interpersonal skills
Ability to manage workloads and meet deadlines

Job Responsibility

Managing a portfolio of private client tax clients including HNWIs and trusts
Preparing and reviewing self-assessment tax returns
Providing tax planning and advisory services
Liaising with HMRC and dealing with client queries
Supporting the training and development of junior staff

What we offer

Supportive environment
Real career progression
Diverse and interesting client portfolio
Work-life balance
Continuous development

Fulltime

Private Client Tax Assistant Manager

Crowe Watson Recruitment is delighted to be recruiting for a Private Client Tax ...

Location

United Kingdom , London

Salary:

50000.00 - 65000.00 GBP / Year

Crowe Watson

Expiration Date

Until further notice

Requirements

CTA qualified or working towards (ACA/ACCA also considered)
Strong technical knowledge of personal tax legislation
Excellent communication and client-facing skills
Must have a minimum of 3 years previous experience working within a UK Practice environment
A proactive approach and ability to work independently and as part of a team

Job Responsibility

Manage a portfolio of Private Client tax cases including HNWIs, trusts, and estates
Review self-assessment tax returns and provide technical guidance to junior staff
Liaise with clients and HMRC on a regular basis, offering proactive tax planning advice
Support Partners in business development and client relationship management
Keep up to date with changes in tax legislation and contribute to internal knowledge sharing

What we offer

Flexible working arrangements
Excellent company pension scheme
Wide range of additional benefits to support a healthy work-life balance
Structured training
Clear progression routes

Fulltime

Private Client Tax Assistant Manager

This is an excellent opportunity for a motivated individual with experience in p...

Location

United Kingdom , Glasgow

Salary:

40000.00 - 55000.00 GBP / Year

Crowe Watson

Expiration Date

Until further notice

Requirements

ATT and/or CTA qualified (or equivalent experience)
Strong understanding of UK personal tax legislation
Must have a minimum of 3 years previous experience working within a UK Practice environment
Excellent communication and client relationship skills
Ability to manage multiple deadlines and projects

Job Responsibility

Manage a portfolio of private clients, including HNWIs, trusts, and business owners
Review and prepare complex personal tax returns
Provide tax planning and advisory support on a range of matters
Support and mentor junior team members
Liaise directly with clients and HMRC
Ensure compliance with relevant legislation and internal procedures

What we offer

flexible working arrangements
competitive company pension scheme

Fulltime

Assistant Manager Private Clients

This role manages the daily operations of company-owned Taipei store, to deliver...

Location

Taiwan , Taipei

Salary:

Not provided

WILLIAM GRANT & SONS

Expiration Date

February 28, 2026

Requirements

Passionate about whisky
Frontline/customer-facing sales experience
Event planning and execution experience
People Manager experience
Enjoys working with people
Strong communication skills
Logical thinker
Strong planning and organizational skills

Job Responsibility

Lead and drive the respective store’s target achievements including but not limited to annual sales, events, HNW client recruitment and retention targets to drive HNW sales
Lead and own engagement and delivery of communication and service to customers, focusing particularly on the respective store’s key customers i.e. Platinum/ Gold and selected Silver Membership status VIPs to ensure quality customer experience and drive in-store sales
Lead and manage the daily store operations to ensure to apply the store operation guidelines
Manage the assigned A&P budget to ensure the A&P budget optimization to deliver the store KPIs
Develop exceptional client relationships to develop HNW client database through in-store customer engagement, identifying and developing external client relationships
Introduce and promote WG&S values and brands directly to HNW clients, plan and implement in-store activity and programs to deliver quality service, enhance customer trials, loyalty and understanding of our brand portfolio
Monitor and ensure up-to-date CRM data including purchase completion rate, customer repeated purchase rate, translating insight into effective sales planning to improve and drive sales
Work in close collaboration with the Relationship Marketing Manager and Brand Marketing Team to leverage and integrate market and consumer insights, enhancing various touchpoints in HNW client engagement and ensuring accurate feedback of on-the-ground consumer insights
Plan & identify strategic national partnerships for TDL members recruitment to expand HNW outreach while working closely with the Relationship Marketing team to deliver standardized execution plans across 3 stores

What we offer

Competitive salary and benefits
Bonus plan
Leave system exceeding labor laws
Supplementary medical insurance covering employees and dependents
Pension provisions according to local labor pension regulations
Employee Assistance Program providing practical, impartial support on medical, financial, legal, and family matters
Life insurance included in company group insurance plan
Product subsidies
Annual opportunity to apply for funding for charities
Learning resources

Fulltime

New

Manager Client Technology (Duty Manager)

Altera, a member of the N. Harris Computer Corporation family, delivers health I...

Location

India

Salary:

Not provided

Altera Digital Health Inc. UK

Expiration Date

Until further notice

Requirements

Major Incident / Critical issue early detection and fast remediation for all matters during their shift
Ensuring all client requests, incidents and problems are addressed in a timely and professional manner
Stand up calls with their team managing proper hand-over of activities and client status between shifts and teams
Allocating resources, as necessary, across teams to provide efficient, effective resolution of issues
Identify and implement operational process improvements across teams
Provide detailed and accurate job performance feedback for each resource working under their guidance
Change Approver, Quality controller and Post change validation functions within their Shift
Supervision of employee attendance and participation
Assisting the Shift Site Reliability Engineers in client communication and escalations
Inspiring and Motivating the employees on their rotating shift

Fulltime

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 Management Assistant

Aweplus Australia Pty Ltd

Location:
Malaysia , Kuala Lumpur

Category:
Customer Service

Contract Type:
Not provided

Salary:

Job Description:

Job Responsibility:

Requirements:

Nice to have:

Additional Information:

Job Posted:
December 23, 2025

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Job Description:

Job Responsibility:

Requirements:

Nice to have:

Additional Information:

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