Client services specialist Work, Jobs in Aldsworth, Gls (with Salaries)

Private Client Service Specialist
St. James's Place —Cirencester
- Mentoring
- Organisational skills
- Financial services
- Annual leave
23h
Senior Client Services Specialist
Bellamy Wealth Management —Royal Wootton Bassett
- Up to £28,000 a year
- Full-time
- Organisational skills
- IT
- Financial services
- Free parking
- Life insurance
Quick apply
8d
Travel Operations Specialist
Audley —Witney
- £27,500 a year
- Hybrid work
- CRM software
- English
- Microsoft Office
- Employee assistance programme
- Employee discount
Financial Crime Senior Investigator
Nationwide Building Society —Swindon
- From £32,800 a year
- Full-time
- Communication skills
- Time management
7d
Travel Sales Consultant
Trailfinders —Cheltenham
- £44,000 - £49,000 a year
- Full-time
- Sales
- Employee discount
- Sick pay
Vehicle Damage Assessor (VDA) Trainee
Motofix Accident Repair Centres —Oxford
- Up to £33,500 a year
- Sales
- Customer service
- IT
- Annual leave
- Life insurance
Quick apply
9d
Private Client Consultant
St. James's Place —Cirencester
- Business development
- Leadership
- Communication skills
- Annual leave
3d
Macmillan Welfare Benefits Adviser
Citizens Advice —Oxford
- £28,140 - £28,840 a year
- Hybrid work
4d
Purchasing Administrator
Commercial —Cheltenham
- Up to £26,228 a year
- Full-time
- Hybrid work
- Microsoft Outlook
- Microsoft Office
- IT
- Work from home
- Employee assistance programme
Quick apply
Trainee Inspection Engineer
Independent Integrity Inspection Limited (INDEi) —Swindon
- From £27,040 a year
- Weekend availability
- Analysis skills
- Travel
- IT
Quick apply
Governance & Compliance Services Assistant
Hazlewoods —Cheltenham
- £28,200 - £32,000 a year
- Full-time
- English
- Annual leave
- Employee assistance programme
20h
Compliance Analyst (Client Outcomes)
Attivo Group —Cheltenham
- £32,500 a year
- Full-time
- Hybrid work
- Customer service
- Maths
- Continuous improvement
Quick apply
4d
Marketing Apprentice
The Marketing Trainer —Swindon
- £18,000 - £20,000 a year
- Full-time
- Social media management
- Driving
- Mentoring
Quick apply
1d
Credit Controller
Commercial —Cheltenham
- Up to £28,449 a year
- Temporary
- Hybrid work
- Microsoft Outlook
- Customer service
- Microsoft Office
- Work from home
- Employee assistance programme
Quick apply
PMO Specialist - Cleared Government & Defence Sector
Turner & Townsend —Cheltenham
- Full-time
- Hybrid work
Quick apply
Service Delivery Manager
Commercial —Cheltenham
- £45,000 - £55,000 a year
- Full-time
- Hybrid work
- Azure
- IT
- Leadership
- Work from home
- Employee assistance programme
Quick apply
Technical Sales Support Specialist
Infopro Digital Services Limited —Swindon
- Full-time
- Hybrid work
- Sales
- Customer service
- Microsoft Office
- Employee assistance programme
- Referral programme
Quick apply
Business Development Manager (BDM)
ASGuk (systems) limited —Gloucester
- £30,000 - £60,000 a year
- Full-time
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Store discount
- Profit sharing
Quick apply
3d
Technical Complaints Specialist
Partnership Recruitment —Swindon
- £38,000 - £45,000 a year
- Hybrid work
- IT
- Financial services
2d
Estates Services Manager, Milton Park, Oxford, UK
CBRE —Oxford
- Full-time
- Banking
10d

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Private Client Service Specialist

St. James's Place -
Cirencester

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Job details

Permanent | Apprenticeship
23 hours ago

Benefits

Annual leave
Company pension
Private medical insurance

Qualifications

Financial planning
Mentoring
Organisational skills
Financial services
Communication skills
Certificate in Insurance

Full job description

Are you ready to chart your own career path? With our refreshed strategy, we’re building on our rich heritage and transforming our business to be more scalable and efficient, unlocking the capabilities needed for future success. This includes significantly investing in technology, streamlining the way we work and creating an environment where colleagues feel engaged, empowered and accountable; where they can show up, speak up and perform - because we believe in the difference our work makes.

At a glance:

Location: Cirencester Office

Workplace Type: Hybrid

Employment Type: Permanent

Seniority: Associate

The Private Client team supports Partners working with high‑value clients, helping to engage and support them throughout the advice journey. The team plays a key role in constructing tailored advice proposals and works closely with the service team to ensure all recommendations are implemented smoothly. Acting as the link between the administration centre and Partners, the team also provides ongoing aftercare and day‑to‑day support. The approach is highly collaborative, adaptable and flexible, responding to the needs of Partners as they evolve.

The Private Client Service Specialist is responsible for managing the onboarding of new and existing investments for Private Clients and ensuring the consistent delivery of the Private Client service proposition. The role plays a key part in supporting retention of Funds Under Management and ensuring good client outcomes. The position requires a strong understanding of the SJP product range, solid technical knowledge, and effective collaboration with internal and external administration centres.

What you'll be doing:

Coordinating and supporting the end‑to‑end onboarding process for new and existing Private Client business, ensuring tasks are completed accurately and on time.
Supporting the delivery of the Private Client service proposition to Partners and clients, maintaining a reliable and positive service experience.
Proactively identifying errors, discrepancies, and service issues within client accounts and documentation, investigating root causes and taking prompt, effective action to resolve them.
Working collaboratively with internal teams and stakeholders to ensure corrective measures are implemented, prevent re‑occurrence, and maintain a high standard of accuracy, compliance, and client satisfaction.
Consistently monitor workflows and processes to highlight risks, recommend improvements, and ensure a seamless, reliable service experience for private clients.
Building and maintaining effective working relationships with internal teams and external administration centres to support smooth operations.
Communicating with all relevant stakeholders promptly and professionally, ensuring clear updates and collaborative working.
Demonstrating and promote the divisional values of energy, teamwork and openness in day‑to‑day work.
Whilst the job holder has no direct line management; they will need to support and train the Service Delivery Support and the Private Client Assistants and Apprentice with their responsibilities.

Who we’re looking for:

We are looking for a detail-oriented Private Client Service Specialist with strong operational and technical knowledge to manage complex onboarding and deliver a seamless, high-quality service experience for high-net-worth clients.

Essential criteria

Experience in financial services with strong knowledge of client onboarding and administration processes
High attention to detail with the ability to identify, investigate, and resolve errors effectively
Strong organisational skills with the ability to manage multiple workflows and meet deadlines
Effective communication and stakeholder management skills across internal teams and external providers
Solid understanding of financial services products and a commitment to developing technical expertise
Proactive, solutions-focused approach with a strong client-first mindset and ability to improve processes

Desirable criteria

Working towards CII Diploma in Regulated Financial Planning
Experience supporting high-net-worth or private client clients/services
Experience mentoring or supporting junior team members

What's in it for you?

We reward you for the work you do, whether that’s through our discretionary annual bonus scheme that reflects both personal and company performance, competitive annual leave allowance (28 days plus bank holidays, with the option to purchase an additional 5 days), or online rewards platform with a variety of discounts.
We also have benefits to support whatever stage of life you are in, including:

Competitive parental leave (26 weeks full pay)
Private medical insurance (optional taxable benefit)
10% non-contributory pension (increasing with length of service)

Reasonable Adjustments
We're an equal opportunities employer and want to ensure our recruitment process is accessible and inclusive for all, if you require reasonable adjustment(s) at any stage please let us know by emailing us at [email protected]
Research tells us that applicants (especially those from underrepresented groups) can be put off from applying for a role if they do not meet all the criteria or have been on an extended career-break. If you think you would be a good match for this role and can demonstrate some transferable experience please apply, regardless of whether you tick every box.

What's next?

If you're excited about this role and believe you have the skills and experience we're looking for, we'd love to hear from you! Please submit an application by clicking ‘apply’ below and our team will be in touch.
As a business regulated by the FCA we would advise you to familiarise yourself with the conduct regulations and in particular consumer duty obligations prior to an interview with SJP.

Apply Now

Refine Your Search

client services specialist jobs in aldsworth, gls

Private Client Service Specialist

Senior Client Services Specialist

Travel Operations Specialist

Financial Crime Senior Investigator

Travel Sales Consultant

Vehicle Damage Assessor (VDA) Trainee

Private Client Consultant

Macmillan Welfare Benefits Adviser

Purchasing Administrator

Trainee Inspection Engineer

Governance & Compliance Services Assistant

Compliance Analyst (Client Outcomes)

Marketing Apprentice

Credit Controller

PMO Specialist - Cleared Government & Defence Sector

Service Delivery Manager

Technical Sales Support Specialist

Business Development Manager (BDM)

Technical Complaints Specialist

Estates Services Manager, Milton Park, Oxford, UK

I want to receive the latest job alerts for client services specialist in aldsworth, gls

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