Senior client services Work, Jobs in Leeds, Wyk (with Salaries)

Client Services Associate - Relationships
Lloyds Wealth —Leeds
- Full-time
- Communication skills
- Time management
- Annual leave
- Work from home
1d
Trainee Sales
NDS GROUP LTD —Leeds
- £25,580.00 - £38,595.42 a year
- Full-time
- Sales
- Microsoft Office
- Organisational skills
- Work from home
- Employee discount
Quick apply
Qualifications Specialist | Appointment Setter | Client Engagement Specialist | Call Centre Agent
Lead Tech —Otley
- From £24,000 a year
- Part-time
- Hybrid work
- English
- Financial services
- Communication skills
- Free parking
- Flexible schedule
Quick apply
12d
Business Development Manager
Commercial —Leeds
- Up to £45,000 a year
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- Business development
- Work from home
- Employee assistance programme
Quick apply
Quality & Compliance Administrator (part-time)
HadiCare —Leeds
- £12.82 an hour
- Part-time
- Computer literacy
- English
- Microsoft Office
Quick apply
12d
HR & Recruitment Coordinator
Rhodar Industrial Services Ltd —Leeds
- £30,000 - £34,000 a year
- Full-time
- Microsoft Office
- Administrative experience
- Human resources
- Free parking
- Annual leave
Quick apply
4d
Client Onboarding Specialist
Redmayne Bentley —Leeds
- £29,000 - £33,000 a year
- Full-time
- Organisational skills
- Financial services
- Time management
Business Development Manager
AFP Technology Ltd —Leeds
- £24,000 - £30,000 a year
- Part-time
- Hybrid work
- Business development
- Communication skills
- Free parking
- Work from home
Quick apply
1d
Trainee Mortgage Adviser
The New Homes Group —Wakefield
- £26,600 - £35,000 a year
- Overtime
- Remote
- Customer service
- Presentation skills
- Computer skills
- Annual leave
- Employee assistance programme
Quick apply
Healthcare Analytics & Insights Associate
ReportedHealth —Leeds
- Up to £38,000 a year
- Part-time
- Microsoft Powerpoint
- Data analysis skills
- Business development
Quick apply
3d
Customer Service SME (Subject Matter Expert)
VetFit Labs Business & Technology Services Ltd. —Leeds
- £2,500 - £3,250 a month
- Full-time
- CRM software
- Analysis skills
- Mentoring
- Free parking
- Health & wellbeing programme
Quick apply
1d
Operations Specialist I-III (UK)
Airspace —Leeds
- £36,000 - £65,000 a year
- Remote
Quick apply
6d
Client Operations Executive - 9 Months FTC
HippoDigital —Leeds
- £32,000 a year
- Day shift
- Hybrid work
- Travel
- In-person
- Employee discount
13d
Sexual Exploitation Support Worker (for Black, Asian, Minority Ethnic & Refugee women)
Together Women —Bradford
- £29,113 a year
- Full-time
- Computer literacy
- Computer skills
- In-person
- Employee assistance programme
- Sick pay
Quick apply
5d
Client Services Coordinator
Ameresco —Leeds
- Full-time
- Organisational skills
- Analytics
13d
Talent Aquisition Specialist
IMA —Leeds
- Hybrid work
- Microsoft Office
- Continuous improvement
- Communication skills
Quick apply
Customer Success Manager
KERRIDGE COMMERCIAL SYSTEMS CORP —Leeds
- Full-time
- CRM software
- In-person
- Communication skills
Quick apply
14d
Records Administrator
LNT Care Developments Group —Garforth
- Microsoft Outlook
- Administrative experience
- Data entry
11d
Associate Relationship Manager – Mid Markets Yorkshire
Lloyds Banking Group —Leeds
- From £40,824 a year
- Full-time
- Customer service
- Banking
Telesales Executive
Biometrics Match —Leeds
- £25,420 - £30,000 a year
- Full-time
- Business development
- In-person
Quick apply
12d

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senior client services jobs near leeds, wyk

Client Services Associate - Relationships

Lloyds Wealth -
Leeds

Apply Now

Job details

Permanent | Full-time
1 day ago

Benefits

Financial planning services
Annual leave
Company pension
Work from home
Private medical insurance
Gym membership
Sabbatical
Flexible schedule
Life insurance

Qualifications

Client engagement
Relationship management
Customer interaction
Communication skills
Time management

Full job description

Job Type

Permanent

Closing Date

21/09/2026

Lloyds Wealth aims to improve the way financial advice is offered by making it more affordable, accessible and impactful for more people

To enhance the client-adviser relationship by providing proactive support to both clients and Personal Wealth Advisers. This involves timely and high-standard responses to requests, pro-active client contact to build strong relationships and contributing significantly to client satisfaction and adherence to the company’s values and behaviours. As the first point of contact for our clients, the Client Services Associate will be responsible for understanding how we can help our existing and potential clients, championing best in class client service, alongside accurate, organised, collaborative delivery of required relationship focused tasks.

Key Responsibilities :

Ensure every action we take benefits our clients, putting them first to provide the best possible experience, challenging ourselves to think differently and lead the way in finding new ways to help our clients.

Proactively contact clients to understand their needs, provide support and develop strong relationships.

Engage prospect clients, positioning the Lloyds Wealth value proposition and supporting client into the advice journey.

Build rapport quickly and feel comfortable conversing easily and professionally with clients and colleagues.

Support clients and advisers with their goals and objectives .

Handle client inquiries and requests efficiently, ensuring a high level of service.

Maintain client records with accuracy and confidentiality.

Ensure compliance with all regulatory requirements and company policies.

Collaborate with team members to improve service delivery and client satisfaction.

Assist Personal Wealth Advisers through diary management and developing strong client relationships.

Ability to work in a fast-paced environment and have the disposition to adopt and adapt to change quickly.

Contribute to individual and team objectives and will be given the support to be able to invest in improving your personal performance by growing your own skills and capabilities

This role is covered by a Training and Competence Scheme

Skills Required :

Strong communication skills: Ability to articulate information in a clear and understandable manner.

Client centricity: A proactive approach to anticipating and addressing client needs.

Attention to detail: Precision in handling client data and financial documents.

Problem-solving abilities: Capacity to address and resolve client issues effectively.

Time management: Proficiency in managing multiple tasks and meeting deadlines.

Adaptability: Flexibility to adjust to changing client needs and industry trends.

Teamwork: Collaborative spirit to work with various departments and contribute to team objectives .

We understand not everyone will meet 100% of the requirements, however we encourage you to apply if you think your skills are a good fit for this role.

This job vacancy may close earlier than the advertised date if a suitable candidate is found. We encourage interested applicants to submit their applications as soon as possible.

Some fantastic benefits our colleagues enjoy:

Generous Holiday Entitlement: 30 days of annual leave plus bank holidays, with the option to buy or sell 5 days.
Health & Wellbeing: Company-paid Private Medical Insurance, Life Insurance, and Health Screening.
Company Pension Contribution: A matched pension contribution of up to 15% of your base pay.
Cash Allowance: Flexible allowance to spend on additional benefits personal to you, including: dental cover, paid sabbatical leave, gym membership, menopause support.
Bonus Opportunity: Dependent on individual/company performance (eligible after 3 months’ service)
Financial Advice : Access to free financial advice to help secure your financial future.

To find out more, please visit the Rewards and Benefits section of our Careers website.

We support flexible working:

We know how important it is to be able to achieve a balance. We want to support your lifestyle as well as meeting our business needs, so will always aim to be flexible. As well as traditional working patterns, we have colleagues who work informal flexible hours, reduced working hours, and have job-sharing arrangements. Many colleagues work from home, or in a hybrid way.

Ready to restart your career?

We warmly welcome applications from those returning to work after a period of leave, providing appropriate support and training where required.

You belong here:

We embrace individuality and diversity of identity, experience, and thought. We actively strive for inclusive behaviours and actions, making appropriate adjustments for disabilities, health conditions and neurodiversities. We ensure equal opportunities for all and transparently report on gender pay to promote fairness.

We operate under the Senior Managers and Certification Regime as a solo-regulated firm and if this role is classed as a Certified Role under that regime you will be subject to enhanced vetting and will have a number of additional conduct and regulatory duties to adhere to, as well as certifying at least annually that you are fit and proper to perform this role.

Apply Now

Refine Your Search

senior client services jobs in leeds, wyk

Client Services Associate - Relationships

Trainee Sales

Qualifications Specialist | Appointment Setter | Client Engagement Specialist | Call Centre Agent

Business Development Manager

Quality & Compliance Administrator (part-time)

HR & Recruitment Coordinator

Client Onboarding Specialist

Business Development Manager

Trainee Mortgage Adviser

Healthcare Analytics & Insights Associate

Customer Service SME (Subject Matter Expert)

Operations Specialist I-III (UK)

Client Operations Executive - 9 Months FTC

Sexual Exploitation Support Worker (for Black, Asian, Minority Ethnic & Refugee women)

Client Services Coordinator

Talent Aquisition Specialist

Customer Success Manager

Records Administrator

Associate Relationship Manager – Mid Markets Yorkshire

Telesales Executive

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