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Client Services Manager at OneDome
Southampton, England, United Kingdom - Full Time
Skills Needed
Time Management
Qualification
Graduate
Manager Client Services at Charles River Laboratories
High Peak SK23 6FJ, , United Kingdom - Full Time
Skills Needed
Process Flow, Bid Processes, Teams, Customer Service, Client Visits, Training, Presentation Skills, Performance Reviews, Trade Shows, Site Management, Line Management, Hiring, Life Sciences, Communication Skills, Responsiveness, Report Production, Client Services
Qualification
BSc
Food Services Associate at Trinity Health
Pontiac, Michigan, United States - Full Time
Skills Needed
Food Preparation, Cashiering, Customer Service, Food Safety, Teamwork, Communication, Time Management, Attention To Detail
Specialization
A high school diploma or GED equivalent is preferred, along with the ability to read and write. One year of previous experience in a commercial restaurant or food service department is required.
Sr Director HR Services at Honeywell
Phoenix, Arizona, USA - Full Time
Skills Needed
Good Communication Skills
Qualification
Graduate
Experience Required
Minimum 10 year(s)
Food Services Assistant at Bupa
Fleet GU52 0RB, , United Kingdom - Full Time
Skills Needed
Good Communication Skills
Specialization
Experience in a customer facing environment with a basic food hygiene certificate you want to deliver an excellent service to make our residents feel at home.
Qualification
Trade Certificate
people services manager at wagamama
London, England, United Kingdom - Full Time
Skills Needed
Good Communication Skills
Qualification
Graduate
Social Services Manager at Snohomish Health and Rehabilitation of Cascadia
Snohomish, Washington, United States - Full Time
Skills Needed
Advocacy, Assessment, Documentation, Communication, Collaboration, Social Evaluation, Discharge Planning, Behavior Monitoring, Intervention Planning, Referral Coordination, Crisis Intervention, Patient Care, Community Resources, Emotional Support, Teamwork, Problem Solving
Specialization
A Bachelor’s or Master’s degree in social work is required, along with an LCSW, LSW, or MSW license. Experience in post-acute or skilled nursing is preferred.
Experience Required
Minimum 2 year(s)
Client Services Manager at OneDome
Fareham, England, United Kingdom - Full Time
Skills Needed
Time Management
Qualification
Graduate
Support Services Worker at Thrive Group Canada
Hamilton, ON, Canada - Full Time
Skills Needed
Good Communication Skills
Qualification
Diploma
Workplace Services Lead at BP Fuel Garage
Special capital Region of Jakarta, Java, Indonesia - Full Time
Skills Needed
Workplace Services, Operational Support, Stakeholder Engagement, Budget Preparation, Data Management, Collaboration, Project Management, Innovation, Continuous Improvement, Emotional Intelligence, Diversity, Real Estate, Property Management, Corporate Real Estate, Legislation Compliance, Vested Methodologies
Specialization
Candidates should have a minimum of a bachelor's degree in a relevant field and at least 9 years of professional experience in property and workplace services. Experience in a multinational organization and outstanding stakeholder engagement skills are essential.
Experience Required
Minimum 10 year(s)
PRO Services Specialist at Floor & Decor
Metairie, Louisiana, United States - Full Time
Skills Needed
Customer Service, Communication Skills, Salesforce, Crm Software, Bilingual, Interpersonal Skills, Multi Tasking, Collaboration, Training, Knowledge Of Products, Problem Solving, Time Management, Relationship Building, Results Oriented, Presentation Skills
Specialization
Candidates must have a high school diploma or equivalent and at least one year of experience in retail or contractor sales. Strong communication skills and familiarity with CRM software are preferred, and bilingual abilities are a plus.
Dealer Services Manager at Traeger Grills
Salt Lake City, Utah, United States - Full Time
Skills Needed
Leadership, Communication, Organizational Skills, Salesforce, Process Improvements, Vendor Management, Data Analysis, Order Fulfillment, Team Management, Performance Monitoring, Cross Functional Collaboration, Problem Solving, Customer Service, Training, Coaching
Specialization
Candidates should have 3+ years of experience in a management or team leadership role and possess strong communication and organizational skills. A bachelor's degree in Business, Supply Chain, or a related field is preferred.
Experience Required
Minimum 2 year(s)
Client Services Manager at ams
California, California, USA - Full Time
Skills Needed
Vendor Management, Legislation, Demand, Coaching, Age Discrimination, Training, Strategy, Operational Excellence, Collaboration, Supply
Qualification
Graduate
Head of Client Services at Linqia
New York, New York, United States - Full Time
Skills Needed
Client Management, Team Management, Customer Satisfaction, Social Media, Problem Solving, Communication, Campaign Execution, Strategic Planning, Relationship Building, Industry Knowledge, Kpi Analysis, Coaching, Collaboration, Innovation, Accountability, Business Acumen
Specialization
Candidates should have over 12 years of client management experience, with at least 5 years in team management. A passion for social media and a proven track record of client success are essential.
Experience Required
Minimum 10 year(s)
Shared Services Manager at Vitality Brands
Richmond VIC 3121, , Australia - Full Time
Skills Needed
Personal Care, Payroll, Ownership, Forecasting, Finance
Qualification
Graduate
Experience Required
Minimum 5 year(s)
Support Services Worker at The Salvation Army
Vancouver, BC, Canada - Full Time
Skills Needed
Confidentiality, Communication Skills, Training, Crisis Intervention Training, Privacy Issues, Security, Background Checks, Completion
Qualification
Diploma
Manager - Fund Services at Ocorian
, Plaines Wilhems, Mauritius - Full Time
Skills Needed
Fund Administration, Client Management, Team Leadership, Regulatory Compliance, Financial Management, Time Management, Interpersonal Skills, Organizational Skills, Problem Solving, Negotiation Skills, Industry Knowledge, Project Management, Coaching, Communication, Change Management, Client Centricity
Specialization
Candidates should have at least 7 years of experience in global funds or corporate services, with a minimum of 3 years in team management. Strong IT skills and a proven track record in revenue and debtors management are essential.
Experience Required
Minimum 5 year(s)
Career Services Advisor at CHCP
McAllen, TX 78504, USA - Full Time
Skills Needed
Placement Services
Qualification
Graduate
Shared Services Manager at Nava
, , United States - Full Time
Skills Needed
People Leadership, Market Expertise, Technical Benefits Knowledge, Analytical Skills, Operational Acumen, Communication Skills
Specialization
Candidates should have experience in managing teams and building processes, along with familiarity in benefits markets. Technical knowledge in benefits administration and strong analytical and communication skills are also essential.
Experience Required
Minimum 5 year(s)
Patron Services Manager at Cincinnati Symphony Orchestra
Cincinnati, Ohio, United States - Full Time
Skills Needed
Customer Service, Management, Team Leadership, Ticketing Operations, Data Processing, Problem Solving, Communication, Arts Administration, Process Improvement, Training, Event Management, Crm, Relationship Building, Sales Generation, Conflict Resolution, Attention To Detail
Specialization
Candidates should have three or more years of management experience in customer service or a related field. Strong communication skills and a passion for the arts are essential.
Experience Required
Minimum 2 year(s)
Client Services Manager at OneDome
Southampton, England, United Kingdom -
Full Time


Start Date

Immediate

Expiry Date

06 Dec, 25

Salary

25000.0

Posted On

07 Sep, 25

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

No

Skills

Time Management

Industry

Financial Services

Description

SALARY: UP TO £25,000 DEPENDING ON EXPERIENCE + BONUSES

Hours: 09:00 – 17:30 Monday – Thursday & 9:00 to 17:00 on a Friday. 1 late evening fortnightly until 19:00.

ABOUT THE COMPANY:

Contractor Wealth is tight-knit team dedicated to helping independent professionals make the most of their money. As part of a specialist financial advice firm, we pride ourselves on building personal relationships and providing tailored guidance to support clients’ financial goals. With a friendly, collaborative approach, our team works closely together and with every client to make financial planning straightforward, practical, and effective.
Purpose of the role:
As a Client Services Manager role will be working directly with the Head of Sales Support, & Senior Administrator to help support the Financial Planners, Para-planners and wider team. We are looking for an administrator with exceptional organisational and customer service skills.

SKILLS AND KNOWLEDGE :

  • Good time management and organisational skills.
  • Able to work within a defined process and compliantly.
  • Able to prioritise workloads.
  • Have excellent attention to detail and accuracy.
  • Articulate in all dealings with clients and stakeholders, verbally and within written communications.
  • Ability to work independently and within a team.
  • Experience within a financial planning company is preferred but not essential.
Responsibilities
  • Act as first point of contact for all client enquiries.
  • Maintain and update client records on XPLAN and with providers.
  • Send recommendation packs to clients on DocuSign.
  • Process new business applications, fund switches, rebalances, withdrawals and tops up ensuring compliance, accuracy, and efficiency.
  • Sending Letter of Authority to providers and following up on requested information.
  • Contact prospective new clients and arrange initial appointments.
  • Arrange clients’ annual financial reviews.
  • Manage and organise advisers’ diaries.
Client Services Manager at OneDome
Southampton, England, United Kingdom - Full Time
Skills Needed
Time Management
Qualification
Graduate
Manager Client Services at Charles River Laboratories
High Peak SK23 6FJ, , United Kingdom - Full Time
Skills Needed
Process Flow, Bid Processes, Teams, Customer Service, Client Visits, Training, Presentation Skills, Performance Reviews, Trade Shows, Site Management, Line Management, Hiring, Life Sciences, Communication Skills, Responsiveness, Report Production, Client Services
Qualification
BSc
Food Services Associate at Trinity Health
Pontiac, Michigan, United States - Full Time
Skills Needed
Food Preparation, Cashiering, Customer Service, Food Safety, Teamwork, Communication, Time Management, Attention To Detail
Specialization
A high school diploma or GED equivalent is preferred, along with the ability to read and write. One year of previous experience in a commercial restaurant or food service department is required.
Sr Director HR Services at Honeywell
Phoenix, Arizona, USA - Full Time
Skills Needed
Good Communication Skills
Qualification
Graduate
Experience Required
Minimum 10 year(s)
Food Services Assistant at Bupa
Fleet GU52 0RB, , United Kingdom - Full Time
Skills Needed
Good Communication Skills
Specialization
Experience in a customer facing environment with a basic food hygiene certificate you want to deliver an excellent service to make our residents feel at home.
Qualification
Trade Certificate
people services manager at wagamama
London, England, United Kingdom - Full Time
Skills Needed
Good Communication Skills
Qualification
Graduate
Social Services Manager at Snohomish Health and Rehabilitation of Cascadia
Snohomish, Washington, United States - Full Time
Skills Needed
Advocacy, Assessment, Documentation, Communication, Collaboration, Social Evaluation, Discharge Planning, Behavior Monitoring, Intervention Planning, Referral Coordination, Crisis Intervention, Patient Care, Community Resources, Emotional Support, Teamwork, Problem Solving
Specialization
A Bachelor’s or Master’s degree in social work is required, along with an LCSW, LSW, or MSW license. Experience in post-acute or skilled nursing is preferred.
Experience Required
Minimum 2 year(s)
Client Services Manager at OneDome
Fareham, England, United Kingdom - Full Time
Skills Needed
Time Management
Qualification
Graduate
Support Services Worker at Thrive Group Canada
Hamilton, ON, Canada - Full Time
Skills Needed
Good Communication Skills
Qualification
Diploma
Workplace Services Lead at BP Fuel Garage
Special capital Region of Jakarta, Java, Indonesia - Full Time
Skills Needed
Workplace Services, Operational Support, Stakeholder Engagement, Budget Preparation, Data Management, Collaboration, Project Management, Innovation, Continuous Improvement, Emotional Intelligence, Diversity, Real Estate, Property Management, Corporate Real Estate, Legislation Compliance, Vested Methodologies
Specialization
Candidates should have a minimum of a bachelor's degree in a relevant field and at least 9 years of professional experience in property and workplace services. Experience in a multinational organization and outstanding stakeholder engagement skills are essential.
Experience Required
Minimum 10 year(s)
PRO Services Specialist at Floor & Decor
Metairie, Louisiana, United States - Full Time
Skills Needed
Customer Service, Communication Skills, Salesforce, Crm Software, Bilingual, Interpersonal Skills, Multi Tasking, Collaboration, Training, Knowledge Of Products, Problem Solving, Time Management, Relationship Building, Results Oriented, Presentation Skills
Specialization
Candidates must have a high school diploma or equivalent and at least one year of experience in retail or contractor sales. Strong communication skills and familiarity with CRM software are preferred, and bilingual abilities are a plus.
Dealer Services Manager at Traeger Grills
Salt Lake City, Utah, United States - Full Time
Skills Needed
Leadership, Communication, Organizational Skills, Salesforce, Process Improvements, Vendor Management, Data Analysis, Order Fulfillment, Team Management, Performance Monitoring, Cross Functional Collaboration, Problem Solving, Customer Service, Training, Coaching
Specialization
Candidates should have 3+ years of experience in a management or team leadership role and possess strong communication and organizational skills. A bachelor's degree in Business, Supply Chain, or a related field is preferred.
Experience Required
Minimum 2 year(s)
Client Services Manager at ams
California, California, USA - Full Time
Skills Needed
Vendor Management, Legislation, Demand, Coaching, Age Discrimination, Training, Strategy, Operational Excellence, Collaboration, Supply
Qualification
Graduate
Head of Client Services at Linqia
New York, New York, United States - Full Time
Skills Needed
Client Management, Team Management, Customer Satisfaction, Social Media, Problem Solving, Communication, Campaign Execution, Strategic Planning, Relationship Building, Industry Knowledge, Kpi Analysis, Coaching, Collaboration, Innovation, Accountability, Business Acumen
Specialization
Candidates should have over 12 years of client management experience, with at least 5 years in team management. A passion for social media and a proven track record of client success are essential.
Experience Required
Minimum 10 year(s)
Shared Services Manager at Vitality Brands
Richmond VIC 3121, , Australia - Full Time
Skills Needed
Personal Care, Payroll, Ownership, Forecasting, Finance
Qualification
Graduate
Experience Required
Minimum 5 year(s)
Support Services Worker at The Salvation Army
Vancouver, BC, Canada - Full Time
Skills Needed
Confidentiality, Communication Skills, Training, Crisis Intervention Training, Privacy Issues, Security, Background Checks, Completion
Qualification
Diploma
Manager - Fund Services at Ocorian
, Plaines Wilhems, Mauritius - Full Time
Skills Needed
Fund Administration, Client Management, Team Leadership, Regulatory Compliance, Financial Management, Time Management, Interpersonal Skills, Organizational Skills, Problem Solving, Negotiation Skills, Industry Knowledge, Project Management, Coaching, Communication, Change Management, Client Centricity
Specialization
Candidates should have at least 7 years of experience in global funds or corporate services, with a minimum of 3 years in team management. Strong IT skills and a proven track record in revenue and debtors management are essential.
Experience Required
Minimum 5 year(s)
Career Services Advisor at CHCP
McAllen, TX 78504, USA - Full Time
Skills Needed
Placement Services
Qualification
Graduate
Shared Services Manager at Nava
, , United States - Full Time
Skills Needed
People Leadership, Market Expertise, Technical Benefits Knowledge, Analytical Skills, Operational Acumen, Communication Skills
Specialization
Candidates should have experience in managing teams and building processes, along with familiarity in benefits markets. Technical knowledge in benefits administration and strong analytical and communication skills are also essential.
Experience Required
Minimum 5 year(s)
Patron Services Manager at Cincinnati Symphony Orchestra
Cincinnati, Ohio, United States - Full Time
Skills Needed
Customer Service, Management, Team Leadership, Ticketing Operations, Data Processing, Problem Solving, Communication, Arts Administration, Process Improvement, Training, Event Management, Crm, Relationship Building, Sales Generation, Conflict Resolution, Attention To Detail
Specialization
Candidates should have three or more years of management experience in customer service or a related field. Strong communication skills and a passion for the arts are essential.
Experience Required
Minimum 2 year(s)
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