Client Services Director Jobs in Selkirk
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Search results - Client Services Director Jobs in Selkirk
Oval Recruit Ltd.-Edinburgh, 31 mi from Selkirk
analysis.
• Maintain client data across all systems and take dealing instructions from clients and Directors.
• Liaise closely with back office staff and client servicing team to ensure best practice and best possible outcomes for clients.
• Work closely...
Hays-Edinburgh, 31 mi from Selkirk
of portfolio instructions and undertaking other duties from time to time as may be reasonably required
• Making sustainable business links with both external and internal clients and offering a professional and excellent client service at all times
Candidate...
Oval Recruit Ltd.-Edinburgh, 31 mi from Selkirk
with the Private Client Directors on all aspects of their client meetings, including setting up, arranging and handling all post meeting documentation.Create client suitability reports, including transfer analysis and new client portfolio analysis.Maintain client...
HAYS-Edinburgh, 31 mi from Selkirk
and undertaking other duties from time to time as may be reasonably required Making sustainable business links with both external and internal clients and offering a professional and excellent client service at all times Candidate Requirements: The ability to work...
mindmatch.ai -
Oval Recruit Ltd.-Edinburgh, 31 mi from Selkirk
portfolio analysis.
• Maintain client data across all systems and take dealing instructions from clients and Directors.
• Liaise closely with back office staff and client servicing team to ensure best practice and best possible outcomes for clients.
• Work...
Mazars Careers-Edinburgh, 31 mi from Selkirk
Client; Wealth Management and Financial Planning)
To provide seamless, effective and proactive administrative support to our Private Client service line that in turn provides impartial, tailored financial planning, wealth management and tax advice...
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Oval Recruit Ltd.-Edinburgh, 31 mi from Selkirk
with the Private Client Directors on all aspects of their client meetings, including setting up, arranging and handling all post meeting documentation.Create client suitability reports, including transfer analysis and new client portfolio analysis.Maintain client...
mindmatch.ai -
iMultiply Resourcing Ltd-Edinburgh, 31 mi from Selkirk
of fund accountants, ensuring top-quality client service.
• Producing quarterly management packs for Fund Managers with detailed commentary.
• Preparing statutory accounts for Trusts, Small Limited Companies, and LLPs, ensuring accurate disclosures...
appcast.io -
HAYS-Edinburgh, 31 mi from Selkirk
of portfolio instructions and undertaking other duties from time to time as may be reasonably required
• Making sustainable business links with both external and internal clients and offering a professional and excellent client service at all times
Candidate...
DreamSearch Ltd-Edinburgh, 31 mi from Selkirk
relationships and deliver on complex client needs.
3. Strategic diligent leader with genuine enthusiasm for the Renewable Energy/ Energy Storage/ Energy Technology markets, who inspires highest client servicing and team standards
4. The role will be supported...
appcast.io -
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