Client Services Representative

• Support the Client Services Account Manager in providing excellent customer service to clients and field teams
• Support day-to-day client relationships, including progress reports, requirements, meeting notes, and campaign developments
• Handle complaints and queries from receipt through resolution
• Work with internal teams and clients on investigations and data gathering
• Support Account Managers with administrative tasks, reporting, and campaign updates
• Support compliance tasks and initiatives, including monitoring, reporting, and analysis of Mystery Shop programs
• Prepare data analysis and commentary for client-specific reports
• Develop and update client campaign content and materials and distribute them to Fundraisers and internal teams
• Manage internal documentation, how-to guides, and campaign reviews
• Work with field teams to resolve ad hoc queries
• Monitor and manage department phone lines and email inboxes
• Manage operational queries and approvals for private sites and door-to-door channels with internal departments and clients

Client Services Executive

• Explain the State Street standard operating model for Account Services to clients
• Provide business analysis and advice on current and future-state Alpha F2B operating models
• Liaise with stakeholders to establish and document implementation requirements and develop use cases
• Maintain subject-matter expertise in the STT F2B product offering
• Perform consultancy, implementation configuration, and demonstrations specializing in Account Configuration and Maintenance
• Support testing activities and immediate post-production transition through test plan development and test scripts
• Assist client implementations specializing in Front and Middle Office Account Configuration and Maintenance
• Lead client-facing requirements gathering, development, definition, and control of technical standards and methodologies
• Compile, analyze, and interpret information related to complex business processing
• Document project requirements using clear, concise language consistent with appropriate methodologies
• Collaborate with team members to share best practices, raise issues, and develop consistent global processes
• Take individual ownership and accountability for assigned tasks
• Run meetings and workshops to explain and walk through business requirements

Account Services Client Implementation Analyst – Assistant Vice President

• Receive and understand client briefs from private equity and consultancy firms
• Conduct initial research into industries, companies and business topics
• Source experts globally using the AI-driven platform, professional networking sites and online resources
• Contact, engage with and vet experts through calls, emails and messaging
• Evaluate expert suitability for client briefs
• Work closely with the team to meet project deadlines and exceed client expectations
• Develop communication, sales, project management and negotiation skills after intensive training

Client Services Associate, Dutch Speaking

• Act as a primary liaison for clients, keeping them updated on progress and handling day-to-day queries
• Support the preparation and submission of statutory accounts and tax returns by coordinating client information and tracking deadlines
• Ensure all Companies House and HMRC filing deadlines are met
• Manage Company Secretarial responsibilities and maintain statutory records
• Keep internal systems accurate and up to date
• Support billing, document processing, and general compliance administration
• Set up clients correctly on systems and portals, providing help and troubleshooting as needed
• Work with colleagues across the firm to drive consistency in client service processes
• Cover reception and handle post/scanning duties when required

Client Service Coordinator

• Manage a portfolio of key accounts as the senior point of contact for HR Directors and Benefit Managers
• Support the commercial team through account renewal processes, identifying expansion opportunities and ensuring long-term partnership stability
• Transform engagement data into strategic narratives and present quarterly business reviews demonstrating ROI and clinical impact
• Use business intelligence from reviews to deepen client relationships
• Act as the voice of the customer internally, collaborating with Product and Clinical teams to influence the roadmap
• Oversee implementation of complex new clients and align launches with corporate culture
• Provide guidance and support to colleagues, fostering high performance and operational excellence
• Collaborate with the Head of Client Services on complex client inquiries and service challenges
• Lead client webinars and educational sessions, positioning Fertifa as a thought leader in reproductive health
• Serve as a strategic partner to mid-to-large enterprise clients and link clients with internal product and clinical teams
• Report to the Head of Client Services

Client Services Manager

• Manage the day-to-day delivery, strategic direction, commercial health and delivery of projects and campaigns for retained and project-based clients
• Act as the principal link between clients and internal PR & Communications, Digital Marketing, Brand, Creative and Insight teams
• Project manage multi-channel work under tight media deadlines
• Translate high-level strategy and client briefs into actionable projects and plans
• Ensure outputs meet briefs and brand standards, coordinating reviews and approvals
• Monitor and report on campaign delivery against KPIs, project time, resource use and profitability
• Flag scope creep and drive efficiencies to maintain commercial viability
• Work with account and finance teams on time measurement, budget integration and approvals
• Lead client brief intake, clarifying scope, objectives, deliverables, timelines and budgets
• Manage internal workflows and coordinate creative, digital and PR teams
• Identify opportunities within retained and project-based client accounts
• Contribute to new business pitches, RFP proposals, marketing content and case studies
• Promote BLUE’s brand values, sustainability and excellence across the marine and energy sectors
• Guide the wider client services team on project and campaign best practice
• Participate in team meetings, brainstorming workshops and collaborative internal sessions

Client Services Manager – Projects and Campaigns

• Respond promptly and accurately to client inquiries via chat, telephone, and email
• Help customers manage portfolios of domain names and digital assets to protect and secure global internet brands
• Build and maintain client relationships by understanding each client's unique needs
• Troubleshoot and resolve requests and inquiries related to domain names, DNS, digital certificates, digital brand management, billing, and technical problems
• Escalate unresolved or complex issues to appropriate teams and ensure timely follow-up and resolution
• Develop and maintain in-depth knowledge of services and communicate industry changes and new product offerings
• Assist internal teams with client brand launches, projects, problem-solving, and troubleshooting
• Meet or exceed client service performance metrics and support strong Net Promoter Score results

Client Service Representative

• Support Financial Planners with preparation and delivery of virtual and face-to-face client meetings
• Prepare meeting packs, annual review reports, risk questionnaires and client documentation
• Act as a key contact for clients on administrative matters
• Support new client onboarding, including welcome packs, portal access and compliance checks
• Process applications and maintain accurate records in Enable CRM
• Monitor applications, transfers and provider communications
• Maintain contact with clients and providers
• Produce client review reports and process adviser charging instructions
• Validate investments and valuations
• Handle incoming post and respond to telephone enquiries
• Prepare and send letters of authority to providers and ceding schemes
• Complete electronic AML checks
• Maintain records in line with FCA requirements and keep client files audit-ready
• Gather quotations, illustrations and product research
• Assist with cashflow planning data and recommendation reports
• Produce suitability reports, fund switches, top-ups and review communications
• Prepare costs and charges disclosures using FE Analytics
• Manage electronic signatures via Adobe Sign
• Provide proactive progress updates to clients throughout the advice process

Client Support Executive

• Implement, oversee and continuously improve GAM's distribution operating model
• Serve as the primary operational relationship manager for key distribution partners and service providers
• Coordinate distributor onboarding calls with FundRock and internal stakeholders, maintaining agendas, action logs and timely completion of activities
• Translate commercial requirements from Sales into operational and regulatory requirements for FundRock and other service providers
• Coordinate third-party introducer arrangements with Legal and service providers
• Manage distributor onboarding and ongoing relationship management
• Ensure fee schedules accurately reflect agreed commercial arrangements and trailer fees
• Resolve distributor agreement issues with clients, FundRock, GAM Legal and Compliance
• Support FundRock and Apex with distributor, agent and operational queries
• Respond to platform-related enquiries from Sales teams, distributors and FundRock
• Provide RoomZero AUM and Flow system client matching, breakdown extraction, training and support
• Investigate and resolve trailer fee, fee reconciliation and distribution remuneration issues
• Review and validate introducer estimates, invoices and reporting extracts
• Contribute to Apex Steering Committee meetings and monitor remediation actions
• Investigate complex operational issues, identify root causes and drive process improvements
• Coordinate distributor communications for fund and product changes, initiatives, launches and operational changes
• Participate in Distribution Leadership Group meetings
• Respond to client enquiries and provide fund, account and operational information
• Manage client complaints with Compliance, Product Specialists and other stakeholders

Senior Client Service Operations Manager

• Provide administrative and client-focused support to Legal Advisors in the Child Care team
• Support fee earners in the Child Care team
• Opportunity to work across private client teams including family, personal planning and management, mental health and Court of Protection
• Type via dictation
• Amend documents, including applications to court, court orders and witness statements
• Manage diaries
• Manage files, including opening and closing files, carrying out compliance checks, scanning and saving documents to the document management system
• Contact clients and professionals via telephone and email

Client Services Representative jobs in United Kingdom