Key responsibilities for this role include:

• Acting as a key point of contact for a number of queries for internal and external clients assisting with admin and process challenges.
• Help to manage internal and external clients and assist with ad hoc enquiries
• Monitor the quality of administration processes and services provided by the team to ensure consistent standards and outputs
• Ensure the team are meeting all cut off points and deadlines for client queries including trading and regulatory requirements
• Operate as an account opening SME ensuring compliance and regulatory requirements are met for on-boarding of all new clients
• Assist with delegating roles to the investment support team and ensure fair work allocation and output
• Support team members with professional development and on the job learning
• Act as a collaborative partner with pother business areas including CDD and overall compliance
• Act as deputy for managers during times of leave covering meetings and updates as required.
• Ensure all team processes fall in line with external requirements and business best practice

Key experience for this role includes:

• Experience supporting Front office investment functions within the Investment Management industry
• Generates new ideas/initiatives to ensure the effectiveness of the Team. Looks for ways to improve current processes.
• Level 4 IAD would be highly valuable - willingness to undertake this qualification would also be beneficial if it is not already obtained
• Experience of team management or supervision including managing on compliance and regulatory requirements is essential
• Strong experience of undertaking a high volume of administration tasks within Investment Management
• FCA regulatory experience is essential for this role
• Evidence of being able to manage and prioritise team workload as well as your own tasks is a critical requirement for this role

This is a hybrid opportunity with 3 working days per week spent in the office.

For more information please apply directly.

We're partnering with a growing SaaS business that delivers property and business management solutions to customers across the UK. Their platform sits at the heart of clients' day-to-day operations, supporting everything from financial management and reporting through to property administration and customer service.

As the company continues to expand, they're looking for a Client Services & Success Manager to lead their Client Services function and drive excellent customer outcomes.

The Opportunity

This is a leadership role for someone who enjoys developing people but doesn't want to move away from customer engagement, service delivery and commercial responsibility.

You'll lead a team responsible for customer success, professional services and project delivery, taking ownership of client retention, service quality, professional services performance and major software implementation and migration projects. You'll also work closely with customers, helping them maximise value from the platform while identifying opportunities for additional services and consultancy support.

Key Responsibilities

• Lead, coach and develop the Client Services team.
• Own Professional Services performance, including revenue, utilisation and delivery.
• Identify, scope and convert Professional Services opportunities.
• Build and maintain strong relationships with key customers.
• Lead complex software implementation and migration projects.
• Drive customer retention, engagement and service excellence.
• Own performance of Client care/helpdesk function, including ticket prioritisation, resolution, backlog and SLA performance.
• Manage escalations and oversee client care performance.
• Use helpdesk data and recurring ticket themes to improve service. 
• Partner closely with Sales, Product, Engineering and Technical teams to deliver successful outcomes.
• Support complex sales opportunities through client discovery sessions and product demonstrations.
• Utilise data, technology and AI-driven approaches to improve efficiency and decision-making.
• Lead a transition from Zendesk to Hubspot. 

About You

We're looking for an experienced customer-facing leader with a background in Customer Success, Client Services or Professional Services within a SaaS, software, technology or PropTech environment.

You'll ideally bring:

• Experience managing and developing high-performing teams.
• Strong commercial awareness and experience working towards revenue or services-related targets.
• A track record of identifying and winning additional client work.
• Experience delivering software implementations, onboarding programmes or client projects.
• Strong project management and stakeholder management skills.
• The ability to balance strategic leadership with hands-on client engagement.
• Good technical aptitude and confidence working with software platforms, systems and data.
• Strong financial and accounting knowledge.
• A proactive approach to problem-solving, continuous improvement and adopting new technologies.

Why Apply?

This is an opportunity to join a growing software business where you'll have genuine influence over the customer experience, the development of a key client-facing team and the future direction of the services function. With a remote-first culture, regular opportunities to connect with colleagues and customers, and a strong focus on innovation and continuous improvement, it's an excellent opportunity for someone looking to make a real impact while building their leadership career.

Responsibiities for the role include;

• Managing Tax information through company software for reviewal by more senior stakeholders
• Managing client tax portfolios covering claims, reporting and profit overview
• Working with HMRC to review client compliance and identifying any risks in this area
• Supporting more junior members of the team with training and development in Tax Compliance

Relevant experience for this role includes:

• Experience working in a practice environment with a focus on Tax compliance
• Experience of working in client facing roles resolving complex accountancy challenges
• AAT or equivalent qualification
• Ideally some experience supporting or mentoring more junior colleagues

This is an exciting opportunity to join a fast-growing organisation with a focus on development and training to ensure career progression. For more information please apply directly.

The organisation has experienced consistent global growth and offers a collaborative environment where employees are encouraged to take ownership, develop new skills, and progress their careers. Internal promotion and ongoing learning are central to the culture, making it an ideal home for ambitious individuals looking to accelerate their development.

The Opportunity

As a CRM Associate, you'll work closely with clients and internal specialists to deliver engaging, data-driven CRM campaigns. This is a fantastic opportunity for someone who enjoys a blend of marketing, analysis, customer interaction, and project coordination.

You'll gain exposure to leading CRM technologies, work on campaigns for recognised brands, and develop valuable expertise in customer engagement, lifecycle marketing, campaign strategy, and marketing analytics.

Key Responsibilities

• Support the delivery and optimisation of CRM campaigns for a portfolio of clients.
• Monitor campaign performance and provide insights and recommendations for improvement.
• Build and update email campaigns using intuitive campaign-building tools.
• Assist with customer segmentation, targeting, and campaign strategy.
• Support client onboarding, migration, and project implementation activities.
• Collaborate with a range of internal stakeholders to ensure successful client outcomes.

What We're Looking For

• Degree educated, studying towards a degree, or possess relevant CRM/marketing experience.
• Experience in a customer-facing, client services, account management, or consulting environment.
• Strong analytical and problem-solving abilities.
• Excellent organisational skills with exceptional attention to detail.
• Confident written and verbal communication skills.
• Strong Excel skills.
• Ability to manage multiple priorities in a fast-paced environment.
• A genuine interest in CRM, marketing technology, customer engagement, and data-driven decision making.

Desirable

• Experience using CRM or email marketing platforms.
• Understanding of lifecycle marketing and customer retention strategies.
• Basic HTML knowledge.
• Photoshop or creative design experience.

Why Apply?

• Join a recognised and growing technology business with an international footprint.
• Work with leading consumer brands across a variety of industries.
• Gain hands-on experience with market-leading CRM and marketing technology platforms.
• Clear opportunities for career progression and professional development.
• Collaborative, supportive culture that invests heavily in employee growth.
• Hybrid working model with excellent office facilities and employee perks.
• Opportunity to develop highly sought-after skills in CRM, digital marketing, analytics, and customer engagement.

This position would suit graduates, early-career marketing professionals, CRM executives, customer engagement specialists, or individuals looking to develop a career within marketing technology and client services.