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Sterling Williams are working alongside a Boutique Asset Management Firm, they are seeking an individual that ideally has prior experience within an Asset/Investment Management firm. This is a hybrid role with 2/3 days a week in the office.
Duties of the Client Services Associate to include
·Updating and maintaining the CRM system
·Co-ordinating me
The Client Service Associate presents an exciting and challenging client facing role within the Relationship Management team, situated in the London office.
Client Details
The financial services client based in London's west end, is a London based investment firm that provides execution-only, discretionary and advisory asset management services to
The Client Services Associate role provides support for various stakeholders, including financial advisers, retail investors, and HNW individuals. The role is an opportunity for a candidate to take the next step in their financial services career.
Client Details
The client is a successful and rapidly growing investment manager based in the City of
Are you passionate about the catering & hospitality industry? Do you thrive in a dynamic environment where building genuine relationships is key? If so, we invite you to explore this exciting opportunity to join our highly successful team at Cartwheel Recruitment!
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Job DescriptionJob Title: Head of Residential – Luxury Residential Apartments – LondonSalary: Up to £60,000 + BenefitsLocation: LondonMy client is looking for a Head of Residential to head up their iconic luxury residential portfolio in London. As Head of Residential you will manage, support and train the team along with building client relations a
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Spittlefields, E1
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Kayman Recruitment are partnering with an Independent Recruitment business, specialising in Education, FMCG, Construction and Professional Services who are looking for a CSE who can work with their Clients, maintaining and building business going forwards.
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Job Title: Head of Residential – Luxury Residential Apartments – London
Salary: Up to £60,000 + Benefits
Location: London
My client is looking for a Head of Residential to head up their iconic luxury residential portfolio in London. As Head of Residential you will manage, support and train the team along with building client relations and mainta
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Welcome to Zest. We’re a technology company operating at the forefront of the employee benefits industry. By offering best in class data tools, an accessible platform and targeted communications, Zest provides value to employers and employees alike, ensuring that the right benefits reach the right employee in a way that works for them.
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Job Source: Zest
Client Service Representative
Bromley
Client Service Representative
Bromley
12 Month Contract
£75,000 per annum (PAYE)
The Role
My high-profile banking client is seeking a dynamic and experienced Client Service Representative (CSR) to join their team. In this role, you will serve as the main point of contact for a prestigious clientele dealing in Futures & Options and OTC clearing. Your primary responsibilities will include providing exceptional client support, managing trades and positions, and handling inquiries across the derivatives space. This position demands outstanding customer service skills to enhance overall client relationships. This is a hybrid role 3 days a week office based and 2 days a week remote, Monday to Friday 08:00 - 18:00 (some weekend work may be required).
Key Role and Daily Tasks
Act as a subject matter expert for client queries regarding trades, positions, lifecycle events, and product offerings.
Serve as the central point of contact for clients, conducting research and internal outreach to address client queries and escalations.
Coordinate outreach efforts and understand clients' intentions regarding trading activities and options expires.
Facilitate client requests for additional access to relevant platforms and portals.
Establish regular dialogue with internal teams and keep them informed of client concerns and product requests.
Conduct frequent meetings with priority clients to discuss metrics, outstanding issues, and strategic industry focus ar...