Overview In this role you will support Charity clients by coordinating from initial onboarding through ongoing account maintenance. You will work closely with Investment Managers and cross-functional teams to ensure high-quality service and...Read More>>.

Overview In this role you will establish and run a robust governance framework for a portfolio of Client Organisation Projects and Strategic Initiatives. You’ll design tracking mechanisms (KPIs/KRIs) and provide transparent, senior-manage...Read More>>.

Overview In this role you will support Investment Managers in the Private Client team to deliver high-quality service to clients and drive improvements in the Client Administration area. You will manage onboarding and ongoing maintenance of...Read More>>.

Overview In this senior, global role you lead a Client Portfolio Management team within State Street Global Investors' Systematic Equity platform, shaping investment positioning and client engagement. You will act as the face of the investm...Read More>>.

Overview In this role you support MUFG executives by delivering expert client advice across events such as Corporate Actions, Share Plans, Meetings and Dividends. You help nurture client relationships, convey client needs to operations, and...Read More>>.

State Street seeks a senior leader to head Client Portfolio Management within SSIM’s Investment Organization. The role leads a global team delivering investment positioning, client engagement, and thought leadership across equity capabilities....Read More>>.

Position OverviewThe Head of Client Portfolio Management is a senior, highly visible leader within SSIM’s Investment Organization. The role represents Systematic Equity investment capabilities to clients and prospects globally, articula...Read More>>.

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Inserval Global Brokers Limited in London is seeking an experienced Producing Broker with an existing, transferable portfolio to generate new business and expand international relationships through Inserval's platform.You will manage busine...Read More>>.

Lockton, a global insurance broker, is seeking a skilled lead broker for Corporate Property and Casualty placements in Manchester. You will design strategies to secure optimal coverage, pricing, and programme structure while delivering top-tier cl...Read More>>.

Arch Insurance (UK) Limited is seeking a Branch Manager to lead a high-performance team in Greater London. You will drive broker engagement, secure new business, and align branch activity with corporate underwriting appetite while delivering super...Read More>>.

Madison Berkeley is recruiting a Management Surveyor for a major London development, working client side to oversee strategic asset operations. This is not a traditional property management role, but a governance-focused position that interfaces w...Read More>>.

IDEX Consulting Ltd. in Edinburgh is recruiting a Client Services Associate to support Financial Advisers and deliver a high-quality service to clients.You will process new business, investments, withdrawals, switches and rebalances, suppor...Read More>>.

The COO Program Management SVP will be responsible for creating a robust governance and oversight framework to track, monitor and support successful progress of Client Organisation Projects and Strategic Initiatives. The successful candi...Read More>>.

Executive Search Director (Insurtech Specialism) / MCIPD / MSc / Recruitment Business Owner (Professional Services) We’re partnered with a dynamic Cyber Insurtech client, seeking a capable and highly driven Business Development Manag...Read More>>.

Key ResponsibilitiesProgram Management and Tracking:Support the management and tracking of a diverse portfolio of automation programs, including process simplification & automation, and the strategic embedding of AI tools....Read More>>.

Intact Insurance in the UK is seeking a Commercial Manager accountable for P&L performance across defined broker panels, leading a team of Senior Trading Underwriters and Trading Underwriters to deliver growth, profitability, retention and portfol...Read More>>.

We are supporting a global tier-one financial institution with a strategic initiative to expand its footprint across Latin America. As part of this growth, the business is looking to strengthen its Client Lifecycle Management (CLM) and KYC capa...Read More>>.

Ellis James Partners Ltd in Elstree, Hertfordshire, is seeking a Client Administrator to support day-to-day delivery of a high-quality service to clients. The role involves active client contact, onboarding, and collaboration with advisers to move...Read More>>.

AXA is expanding its Southampton team and seeks a Business Development Manager to build and maintain strong broker relationships, develop new business, and drive profitability for the region.You will collaborate with internal and external s...Read More>>.

Titan Private Wealth is recruiting for a role within the Investment Management team in Harrogate. You will provide secretarial and administrative support to the investment management team and assist with onboarding clients from intermediaries, del...Read More>>.

Brevere Group seeks an Administration and Client Support professional to provide full administrative support to a Senior Consultant and Paraplanner in a wealth management practice serving high-net-worth clients. You will manage new business admini...Read More>>.

IDEX Consulting is seeking an organised and proactive administrator to support its client servicing function in Cardiff. You will work with Advisers and the Administration Manager to keep client cases progressing smoothly and provide professional,...Read More>>.

Prime Brokerage & Client Relationship Management Specialist London (Central, Greater)Contract We are recruiting a Prime Brokerage & Client Relationship Management Specialist, to join a project supporting a le...Read More>>.

Ellis James Partners Ltd in Elstree, Hertfordshire is seeking a Client Administrator to join its team and support the day-to-day delivery of high-quality client service. You will work closely with Financial Advisers and clients, manage onboarding...Read More>>.

Eden Resourcing is seeking an Administration and Client Support professional to join our Holistic Wealth Management team in Cambridge. The role covers new business administration, client reviews and day-to-day queries, while ensuring compliance an...Read More>>.

Confidential in Elstree, Hertfordshire is seeking a Client Administrator to support the day-to-day delivery of a high-quality service to clients. This is a varied role, involving collaboration with Financial Advisers, clients and providers to move...Read More>>.

ABOUT INNOCAPInnocap is the leading Dedicated Managed Account Platform (DMAP) globally, providing institutional allocators with a superior way to structure, access, and oversee their alternative investments. With over US$125 billion on th...Read More>>.

Client Lifecycle Management Training Specialist Join to apply for the Client Lifecycle Management Training Specialist role at HSBC If you’re looking for a career where you can make a real impression, join HSBC an...Read More>>.

Consulting Point works with consulting firms globally on senior hiring across strategy, transformation and specialist advisory disciplines. We partner with high growth boutiques, global consulting firms and PE backed advisory businesses on lead...Read More>>.

PIMCO is seeking an Account Associate to serve institutional clients, delivering high‑quality servicing and detailed portfolio analysis. The role works within the Account Management Group, collaborating with product managers, portfolio managers,...Read More>>.

We’re partnered with a high-growth, transactional risk broking house, advising buyers and sellers on the structuring and placement of W&I, tax liability and contingent risk insurance across the UK & Europe. Following sustained growth, they are i...Read More>>.

RBC Wealth Management Europe seeks a Director, Wealth Manager to lead and grow the client base, deliver net revenue growth and asset growth while strengthening client relationships across the UK.You will focus on maintaining existing client...Read More>>.

Actively shape the development of Georg Duncker! Georg Duncker is one of the largest independent and privately-owned marine insurance brokers, with more than 150 years of successful operation in the maritime sector. Employingover...Read More>>.

Worth Recruiting is seeking an experienced Head of Client Accounts in Earlsfield to lead the Client Accounts function, ensuring accurate processing, reconciliations, and compliance for client money. The role focuses on managing a Client Accounts t...Read More>>.

As a EMEA Client Onboarding Management Associate in EMEA Client Onboarding Management team, you willmanage the end-to-end implementation of Institutional Client mandates. You will successfully collaborate across our global business to support Clie...Read More>>.

JPMorgan Chase & Co. in London seeks an EMEA Client Onboarding Management Associate to oversee end-to-end onboarding of institutional client mandates.You will coordinate with global teams to ensure onboarding is executed smoothly, managing...Read More>>.

Mason Blake seeks an experienced Client Services Associate to support affluent clients in investments and pensions. You will deliver high-quality service across calls, emails and meetings, manage onboarding and complex transfers, and coordinate wi...Read More>>.

Shearwater Recruitment is partnering with an established wealth management practice in Elstree to recruit a Client Administrator. This permanent, full-time, office-based role supports Financial Advisers with client administration, onboarding and p...Read More>>.

CMA Recruitment Group is seeking an ambitious Management Accountant to join a growing accountancy practice. You will become the go-to finance contact for a diverse client portfolio, delivering monthly management accounts with insightful analysis a...Read More>>.

Scanlans Property Management LLP is seeking a Client Accountant to manage our residential block accounting in a hybrid Manchester role. You will partner with property managers to deliver accurate service charge accounting, reconciliations and year...Read More>>.

Seven Investment Management in Edinburgh is seeking a dedicated client support administrator to assist advisers in delivering a high-quality, compliant service to clients. You will coordinate between advisers, providers, and clients, handling call...Read More>>.

Partners Wealth Management is seeking an experienced Client Support Associate to assist advisers in delivering a high-quality, compliant service to clients via telephone and administrative support. You will coordinate between advisers, providers,...Read More>>.

Financial Lifestyle Management Ltd. is looking for a dedicated Core Support team member based in London. This hybrid position is ideal for a motivated individual with a strong background in financial services and client administration.The s...Read More>>.

Schroders is launching a two-year Wealth Trainee Programme based in Birmingham as part of our Wealth Management - Cazenove teams. You will work closely with clients and experienced professionals to learn investments, financial planning, and client...Read More>>.

Rathbone Brothers in London is seeking a Client Service Executive for the Wealth Management Client Care team. This client facing role manages the client lifecycle tasks, coordinating with investment teams, operations and other stakeholders to deli...Read More>>.

You will join as part of the Investment20/20 programme. Company Overview Loomis Sayles is a performance-driven active asset management company that seeks to identify exceptional investment opportunities on behalf of institutional a...Read More>>.