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 Service Associate

We are seeking a skilled and professional Client Service Associate to support fi...

Location

United States , Wexford

Salary:

70000.00 - 95000.00 USD / Year

Beacon Hill

Expiration Date

Until further notice

Requirements

5+ years of experience as a Client Service Associate at a financial services company
Active Series license (Series 6 or Series 7 required)
Ability to thrive in a fast-paced environment while juggling multiple priorities
Microsoft Office Suite proficiency

Job Responsibility

Provide high level administrative support to a team of financial advisors
Onboard and maintain new client accounts, optimizing operational efficiencies
Enter client calls and manage all related documentation for completed deals
Communicate with clients while maintaining a high level of professionalism
Coordinate thank-you notes and assist in planning advisor-client events
Support team's business development efforts by maintaining marketing materials

What we offer

Competitive wages
Increased earning potential
Room for growth from within

Fulltime

Client Service Associate

We are seeking a skilled and professional Client Service Associate to support fi...

Location

United States , Pittsburgh

Salary:

70000.00 - 95000.00 USD / Year

Beacon Hill

Expiration Date

Until further notice

Requirements

5+ years of experience as a Client Service Associate at a financial services company
Active Series license (Series 6 or Series 7 required)
Ability to thrive in a fast-paced environment while juggling multiple priorities
Microsoft Office Suite proficiency

Job Responsibility

Provide high level administrative support to a team of financial advisors
Onboard and maintain new client accounts, optimizing operational efficiencies
Enter client calls and manage all related documentation for completed deals
Communicate with clients while maintaining a high level of professionalism
Coordinate thank-you notes and assist in planning advisor-client events
Support team's business development efforts by maintaining marketing materials

What we offer

Competitive wages
Increased earning potential
Room for growth from within

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 , 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 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 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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July 02, 2025