21 Client Support jobs in the United Kingdom

We are currently recruiting for a a few roles in the Client Support space at Miller from Entry Level to experienced. Main responsibilities are to provide prompt, accurate and effective

Client Support Manager – Wealth Management / IFA – Leicester

MFK is delighted to be supporting a highly respected wealth management firm with the recruitment of a
Client Support Manager
.

This organisation has been established for almost 40 years and is dedicated to enriching clients' lives through tailored financial planning. With a strong reputation for trust, transparency, and service excellence, they are now seeking an experienced leader to take ownership of their
Client Support Team
.

The successful candidate will report to the Operations Director and play a pivotal role in leading, mentoring, and developing the team while ensuring compliance, efficiency, and outstanding client service. This is an excellent opportunity for someone with experience in
financial planning / IFA operations
who is ready to step into a key leadership role.

Client Support Manager – Key Responsibilities:

• Lead, develop and manage the Client Support Team, conducting regular 121s, appraisals, and career development plans.
• Allocate workflow, resolve team queries, and monitor output to ensure work is completed to agreed quality standards.
• Recruit, onboard, and support new starters, including probation reviews.
• Set and maintain high business standards, including SLAs, accuracy levels, and reporting.
• Identify and implement process improvements to drive efficiency and improved client outcomes.
• Hold regular team meetings to share updates, build engagement, and encourage best practice.
• Collaborate with advisers, paraplanners, and other teams to deliver an exceptional client experience.
• Support wider business projects and operational improvements.
• Keep technical and industry knowledge up to date in line with FCA and industry developments.

Skills & Experience Required:

Essential:

• Proven experience in managing and developing teams within a financial planning, IFA, or wealth management environment.
• Strong organisational skills with the ability to set performance standards and achieve business objectives.
• Excellent IT and data skills, with strong attention to detail and accuracy.
• Ability to build strong working relationships with advisers, clients, and colleagues.

Desirable:

• Certificate in Financial Administration (or equivalent).
• Knowledge of
  Intelliflo Office
  and/or
  ConcertHub
  .
• Experience in process improvement and operational efficiency.

Why Join This Company?

• Competitive salary and benefits package.
• 23 days holiday public holidays (with option to buy/sell up to 5 days).
• 5% employer pension contribution (via salary exchange).
• Private medical insurance (after probation).
• Hybrid working (1 day a week from home) plus flexibility for appointments.
• Funding and support for professional qualifications.
• Employee discounts on services.
• Employee referral scheme.

Company Description

Experian is a global data and technology company, powering opportunities for people and businesses around the world. We help to redefine lending practices, uncover and prevent fraud, simplify healthcare, create marketing solutions, and gain deeper insights into the automotive market, all using our unique combination of data, analytics and software. We also assist millions of people to realise their financial goals and help them save time and money.

We operate across a range of markets, from financial services to healthcare, automotive, agribusiness, insurance, and many more industry segments.

We invest in people and new advanced technologies to unlock the power of data. As a FTSE 100 Index company listed on the London Stock Exchange (EXPN), we have a team of 22,500 people across 32 countries. Our corporate headquarters are in Dublin, Ireland. Learn more at

Job Description

Are you passionate about delivering exceptional client experiences and driving process improvements? Join our dynamic team as a Strategic Client Support Administrator, reporting into the Strategic Client Support Manager, where you'll help support high-profile clients, collaborating across teams, and shaping the future of our financial operations. As a Strategic Client Support Administrator, you will be the dedicated contact for a select group of high-profile clients. You will help ensure exceptional client service, operational efficiency, and process improvement.

• PO Management: Manage purchase order (PO) processes, including tracking expiring or missing POs and coordinating with clients and our teams to secure these.
• Client Communication & Escalations: Handle client-facing communications, manage escalations, and resolve issues related to requests submitted to the Strategic Client Support & Billing teams.
• Client Support & Ticketing: Respond to incoming client calls, create or help raise support tickets, and ensure prompt resolution by partnering with relevant departments.
• Stakeholder & Client Collaboration: Participate in calls to resolve complex queries (e.g.,

About us :

*Teamed is on a mission to equalise career opportunities for talent wherever they live. For growing companies, we simplify the whole international and remote employment experience via our proprietary platform and on-the-ground structures. We offer their global staff relevant and attractive local benefits, as well as local protection and compliance.
We are growing fast and seek the best and brightest to take us to the next level.
Join us and help shape the future of global work
Why Does This Role Matter
We are looking for a dedicated and proactive
Client Support Partner *
to join our team. This role is pivotal in ensuring our clients receive exceptional support and expert guidance throughout their journey with us. You will act as a key representative in managing client inquiries, addressing concerns, and navigating complex compliance matters. Your focus will be on service excellence, operational support, and ensuring adherence to local and international HR and employment regulations.

Key Responsibilities

• Be the main point of contact for assigned clients, delivering high standards of support and resolution across all touch-points.
• Build strong client relationships grounded in trust, reliability, and expert support.
• Handle client complaints professionally and empathetically, ensuring swift resolution and continuous improvement in service.
• Advise clients on HR and employment compliance topics relevant to Employer of Record (EOR) services - drawing on internal knowledge resources, AI tools, and our global network of country-specific experts.
• Escalate and manage complex compliance-related issues, working with internal stakeholders and legal experts where necessary.
• Maintain expertise in global compliance standards and EOR best practices to provide authoritative guidance and ensure service excellence across all client engagements.
• Track and report client feedback and support metrics to drive service improvements.
• Maintain accurate and up-to-date documentation of client interactions, issues, and resolutions in internal systems.
• Contribute to the development and refinement of internal support processes and knowledge bases.

What we're looking for

• Proven experience in a customer support, client services, or

Ref

21136

Location

Head Office - PMS - 8 Kings Court, Newcomen Way, Colchester, CO4 9RA

Working pattern

Monday to Friday 0900 – 1700

Salary

Competitive

Closing date

05/09/2025

Description

Client Support Accountant position at PMS Managing Estates

Location – Hybrid/Colchester

Working Hours – 09:00 – 17:00 Monday - Friday

Salary - Competitive

About PMS:

PMS Managing Estates, established in 1987, proudly manages a diverse portfolio of residential, commercial, and retirement properties in East Anglia, London, and the Southeast. We hold full ARMA Accreditation and have garnered numerous industry awards, including 'Larger Managing Agent of the Year' and 'Company of the Year' at the News On The Block Property Management Awards, as well as recognition as finalists and 'Highly Commended' at the ARMA ACE Awards.

Our extensive experience and accolades reflect our commitment to providing top-quality property management services.

PMS is part of the Trinity Property Group, an Odevo Group Company.

Benefits:

We value and promote a positive work-life balance. Providing a balanced, enjoyable career is important to us, and we work hard to make sure everyone feels a valued part of our organisation. You will receive a competitive salary that will match your skills and experience, as well as the following benefits:

• 24 days annual leave for work-life balance.
• Discounts on shopping and services through Perkbox.
• Employee Assistance Programme for confidential support.
• Hybrid and flexible work opportunities.
• Financial support for personal development.
• Opportunities for career growth.
• Recognition incentives.
• Cycle to Work scheme for a healthy lifestyle.
• Employee Referral Scheme for potential bonuses.

Job Description:

The Client Support Accountant is responsible for assisting with a range of accounting functions supporting the Senior Client Support Accountant and Client Accountant. Key responsibilities and tasks include:

• Receipting and allocation of payments
• Dealing with customer accounting queries by email and telephone
• Preparation of Service charge budget templates and running demands
• Maintaining departmental control sheets
• Assisting Client Accountant with year end activities such as distribution of Year End Service charge accounts and set-up of new business sites to the property management system
• Assisting Property Managers as required

Qualifications and Skills:

Candidates for this position should have the following skills and qualifications:

• Ideally possess a relevant Accountancy qualification or working towards (AAT/CIMA/QBE)
• Excellent administration and organisation skills
• Exceptional organisation skills
• Strong IT (Excel), numeracy and literacy skills
• Excellent verbal and written communication
• Ideally Service Charge Accounting experience

Application Process:

All applicants must be eligible to live and work in the UK without restrictions, and documented evidence of eligibility will be required.

For further information, or to explore more opportunities, you can visit PMS on LinkedIn or our website. If you have questions or would like more details, you can contact our recruitment team at , quoting the reference number #LI-EJ1.

About Us

ProblemShared is a key innovator in the rapidly expanding field of digital mind health.

As a practitioner-led, CQC-regulated community of experts, we work together with individuals and organisations such as NHS trusts, universities and private medical insurers to better equip them on their mind health journeys.

By harnessing the combined power of people, data and technology, we broaden access to safe and effective talk therapy, neurodevelopmental assessments, and post-diagnostic support.

Make a Difference Every Day

At ProblemShared we're on a mission to improve lives through accessible, high-quality mind health support. Our values - being Human-Centric, Collaborative, Innovative, Reflective, Generous, and Committed to Excellence - guide everything we do at every level of the business.

Why Join Us?

• Purpose-driven work: Help people access life-changing mental health support
• Remote-first flexibility: Work from anywhere in the UK
• Innovative environment: Be part of a growing HealthTech company shaping the future of care
• Supportive culture: We live our values of collaboration, generosity, and continuous improvement

Are You Ready to Make an Impact?

If you're passionate about delivering exceptional support and want to be part of a team that's changing lives, we'd love to hear from you.

What You'll Do In This Role

As a
Client Support Agent
, you'll often be the first point of contact our clients have with someone in our company. We're looking for you to be a friendly voice and helpful guide for our clients, ensuring their journey with ProblemShared is smooth and well supported. We're a unique part of the business because we interact with clients on all of our service pathways which amplifies the impact our people can have.

Once trained, a typical day is often:

• 80% answering inbound calls, providing empathetic, professional support to clients
• 20% managing email tickets, resolving queries efficiently and accurately

Working with the ProblemShared Client Support team you'll also:

• Become an expert in our in-house platform and processes, guiding clients from first contact through pre-enrolment
• Collaborate with the Operations Team to reduce friction in the client journey and champion self-service solutions
• Provide ad-hoc support to our practitioner community, enabling them to focus on delivering exceptional care

What You'll Bring

Must-Have

• Proven experience in a client-facing support role (phone and email)
• Calm, professional approach even under pressure
• Ability to manage high volumes of queries while meeting KPIs
• Tech-savvy and quick to learn new systems
• Strong organisational skills and a collaborative mindset
• Self-motivated and comfortable working remotely

Nice-to-Have

• Experience in a start-up or scale-up (HealthTech is a bonus)
• Familiarity with Zendesk or similar platforms
• Familiarity with Semble – a clinical management platform
• Experience supporting neurodiverse individuals

What we offer

• Competitive salary with great benefits including;
• Employer matched pension
• 30 days annual leave
• public holidays + the option to buy and sell additional leave, & extended leave options such as sabbatical leave
• Private health insurance
• Enhanced family friendly policies
• Flexible working with the option of free co-working
• All company and team in person meet ups
• Access to a range of wellbeing activities run by our Wellbeing and Culture committee.
• Access to development / training opportunities to support your career ambitions.
• One volunteering day a year

Our Recruitment Process and Next Steps

At ProblemShared, we see beyond just your CV. We're genuinely excited about who you are, your potential, and the unique qualities you bring to our team. We also recognise that life outside of work is important, which is why we prioritise being a flexible employer.

We're proud to be an equal opportunity and Disability Confident Committed employer and celebrate diversity and are ambitious in creating a recruitment process that allows everyone to shine and showcase their unique qualities. We offer tailored opportunities and adjustments to help each individual reach their full potential.

• Once we review your CV a member of our recruitment team will be in touch to learn more about your experience and motivations.
• The next step will be a task and a technical interview who will take you through an interview to allow you to demonstrate your ability and suitability for the role.

We know that applying for a new role and considering a new team to join can be a daunting process. If you have never worked remotely before, this can also generate a lot of questions regarding the environment and ways of working. We aim to make your experience with us as informative and enjoyable as possible.

Apply now and help us make mental health support more accessible for everyone.

As a Client Support Manager, you'll be the key link between Evri and our SME (Small Medium Enterprise) customers, making sure they always receive the high-quality service they expect. Reporting into the SME Service and Performance Team Leader, you'll oversee the daily operational relationship with your client portfolio. From resolving parcel-related issues quickly, to leading service improvements and building collaborative relationships across our business, you'll play a pivotal role in driving customer satisfaction and retention. This is a hands on, relationship-driven role where you'll need to be proactive, commercially aware, and always thinking about how to improve the customer journey.

This is a great time to be joining us We are growing year on year, with ambitious plans for future growth and we would love to give you the opportunity to grow with us

Interested? Take a look at the below to understand what you'll be doing in your role as Client Support Manager

• Lead service improvements across SME clients by enhancing collection performance and tackling root causes of service failures.
• Resolve escalations within SLA timelines, providing clear and effective communication to clients.
• Visit depots and hubs to strengthen relationships and support operational service improvement initiatives.
• Participate in weekly service reviews, monitoring performance, identifying risks of churn or volume loss, and agreeing corrective actions.
• Spot opportunities for improvement and provide recommendations to

Your new company

Due to continued growth, an excellent opportunity has arisen within a well-established, progressive financial advisory company for an experienced administrator. Supportive team culture, good working environment, on-site gym, free parking.

Your new role

A varied role providing administrative support to Financial Advisers and clients, ensuring high standards of service. Key responsibilities include assisting advisers to prepare for client meetings, processing new business applications, managing existing business, liaising with product providers, chasing up outstanding information, being a key point of contact for clients to ensure they are kept up to date with progress.

What you'll need to succeed

Excellent administration and organisational skills, preferably gained within a financial services environment, strong communication skills, attention to detail, excellent time-management skills.

What you'll get in return

In addition to a highly competitive salary and good benefits package, this is a great opportunity for an experienced administrator to join a company which will recognise and reward your contribution and provide you with the opportunity to build upon your experience, including support to attain further qualifications if desired.

What you need to do now

If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now.

If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career.

Desired Skills and Experience
Financial Services Administrator

Client Support Administrator

IFA Administrator

Experienced Administrator

Hays Specialist Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job you accept the T&C's, Privacy Policy and Disclaimers which can be found

Basis

Full time

Job category/type

Business Support

Date posted

09/10/2025

Job reference

HJ0392

This vacancy is open to direct applications only, no approaches via recruitment agencies will be accepted at this time.

Background

Based in Cardiff, our specialist Trusts and Estates Administration department work on behalf of a number of large financial institutions, trust corporations and private clients to offer specialist advice on probate, trusts and estates, lasting powers of attorney and deeds of variation

The Role

An opportunity has arisen within the Trusts and Estates Administration Department for a Client Support Advisor on a full time, Fixed term for 18 months basis.

The role will involve:-

• Taking and acknowledging new referrals over the phone
• Making follow-up calls to clients
• Taking accurate and detailed telephone messages and information from clients
• Collating paperwork for Estate packs and sending to customers within Service Level Agreements
• Case managing their own leads and workflow
• Logging correspondence and documents on our document management system
• Preparing deeds of renunciation
• General administration such as filing and photocopying

Previous experience in a client/customer services environment would be advantageous.

Competent user of MS Word, Excel and Outlook is a must. Familiarity with Solcase & SOS is a distinct advantage, however is not essential for this role as full training will be given.

Excellent communication and interpersonal skills are essential for this post. The successful candidate will also be well-organised, have good time management and be a good team player.

Life at Hugh James

Although our workforce has grown to more than 500, we have retained and nurtured a unique culture which is based on hard work, exceptional talent, ambition, empathy, innovation and good humour. It is those qualities that have helped us grow the business to where we stand today.

Key to our growth strategy to date has been the recruitment and development of great people. This will remain the case as we look forward to the years ahead. Life at Hugh James is vibrant and full of opportunities.

Our culture is friendly and collegiate, but we maintain the professional atmosphere you would expect from a modern, leading law firm. All our staff have access to industry-leading training and mentoring to ensure they reach their potential.

Some of our benefits on offer include:

25 days holiday plus