Client Services Representative

• Lead and grow the Client Services function, line managing the Customer Success Manager and AI Adoption Lead(s) with coaching, performance management and development.
• Own the Client Services operating model, KPIs and reporting adoption, client satisfaction (CSAT/NPS), benefits tracking and service performance.
• Act as our senior benefits realisation lead, engaging Client SROs, S151 Officers, Finance Directors and senior leadership teams to agree benefits projections and validate realised savings.
• Establish and maintain a Strategic Benefits Realisation Agreement for every programme, re-agreeing it at key milestones and translating performance data into strategic financial and organisational value.
• Represent ICS.AI at senior client governance forums such as Steering Groups, Programme Boards and MTFP planning sessions.
• Be the senior escalation point for client relationships, and support renewals, programme extensions, QBRs and client governance.

Head of Client Services

• Leading large, multi-disciplinary teams across onboarding, servicing and payment management activities.
• Setting and delivering strategic priorities that improve client experience, operational performance and business outcomes.
• Driving transformation, automation and AI-enabled initiatives that improve efficiency, scalability and service quality.
• Developing high-performing leadership teams through coaching, succession planning and talent development.
• Using data and insights to drive informed decision making and continuous improvement.
• Strengthening risk and control environments across onboarding, servicing and payments activities.
• Building strong partnerships across Coverage, Product, Sales, Risk, Operations and Technology teams.
• Supporting key client relationships and representing Client Operations with senior business stakeholders where appropriate.

Client Services Director – Gem

• The Client Services Coordinator is responsible for building relationships with clients and providing excellent service.
• Manage a portfolio of clients, nurturing trusted relationships with key stakeholders.
• Support the Client Services Director in shaping account strategies for client value.
• Manage day-to-day client needs, ensuring clear communication and onboarding.
• Maintain commercially successful accounts with the support of the Client Services Director.
• Build and source a team for the client, ensuring scheduling is up to date.

Client Services Coordinator

• - Managing calls, correspondence and documents
• - Typing attendance notes and letters
• - Opening and maintaining client files
• - Providing admin support to legal advisors

Client Services Executive

• Delivering all Client Services Administrator duties to a consistently high standard.
• Acting as a subject matter expert for key client lifecycle processes, including: Letters of Authority (LOAs), Data updates, Existing policy schedules, Client retention, Reallocations, Offboarding activities.
• Handling complex and escalated client queries professionally and efficiently.
• Supporting colleagues with procedural guidance and best practice.
• Assisting with the onboarding, training and mentoring of new starters.
• Contributing to the development and maintenance of training materials, guides and process documentation.
• Performing quality checks on administrative output and identifying trends or areas for improvement.
• Managing complex information gathering, provider chases and detailed client cases.
• Supporting operational improvement initiatives and project work across the department.
• Providing cover for colleagues and supporting the Team Leader during peak periods when required.
• Preparing and coordinating pre-meeting information and client documentation.
• Supporting meeting bookings, client correspondence and administration activities throughout the client lifecycle.

Senior Client Services Administrator

• Provide administrative support to Client Operations Teams.
• Keep services running smoothly.
• Complete structured administrative tasks using clear processes.

Client Operations Administrator – Summer Support

• Manage the UK Client Services mailbox, handling a high volume of inbound enquiries efficiently and professionally
• Act as first point of contact for providers and admin-level client queries
• Prepare, issue, and track client agreements and related documentation
• Send Letters of Authority (LOAs) to providers and actively chase responses
• Obtain client valuations in advance of annual reviews
• Process new business applications accurately and in line with internal procedures
• Log and manage all new business through internal registers and systems
• Maintain pipeline momentum, ensuring cases progress without unnecessary delay
• Provide regular updates to advisers on case status and next steps
• Take ownership of file completeness and operational readiness prior to advice and reporting stages
• Support the preparation and issuance of suitability reports to clients
• Oversee agency transfers and liaise with providers where required
• Assist in drafting, maintaining, and improving operational processes and templates
• Support and help coordinate an ongoing UK re-patriation project
• Assist with internal projects, including template upgrades and process improvements
• Support the onboarding of new team members
• Provide general adviser support and workflow coordination across the hub

Client Support Administrator

• responsible for providing excellent customer service to our clients by liaising with our overseas offices, both verbally and electronically.
• handle all client inquiries and communicate with clients professionally, accurately, and efficiently.
• excellent time management skills, client relationship-building capability and the willingness and ability to understand technical and operational activities.
• identify and solve problems is vital, must be able to work independently and prioritise tasks.

Client Services Coordinator, Mandarin Speaking

• Client onboarding & maintenance: administering client take‑on procedures, ensuring all forms, letters, and compliance checks (including AML) are completed accurately and on time.
• Workflow coordination: liaising with client delivery teams to ensure work is scheduled effectively and delivered promptly.
• Data stewardship: maintaining accurate records across Workday and other systems, ensuring information is always up‑to‑date and reliable.
• Continuous improvement: spotting opportunities to streamline processes and enhance the service we provide.
• Case management: managing and progressing requests through the case management system.
• Project support: contributing to process reviews, integrations and documentation updates.
• Workday platform support: assisting with administrative tasks to maintain platform effectiveness.

Central Client Service Administrator

• Act as the primary point of contact for client inquiries, issues, and escalations, providing timely and accurate resolutions, primarily for PACER.
• Troubleshoot and resolve technical and product-related challenges, focusing on low-volume, high-complexity cases that require analytical thinking.
• Conduct in-depth analysis of client needs and usage patterns to identify opportunities for service improvement and product adoption.
• Collaborate cross-functionally with internal teams (e.g., product development, operations, sales) to ensure seamless client support and issue resolution.
• Provide training and guidance to clients on SS&C products and services, ensuring optimal utilization and understanding.
• Prepare and present client reports, performance metrics, and service level agreement (SLA) reviews.
• Proactively identify potential risks or challenges within client relationships and develop mitigation strategies.
• Participate in client meetings and presentations, representing SS&C Solutions Limited professionally and effectively.
• Contribute to the continuous improvement of client service processes and documentation.
• Stay informed about industry trends, competitive landscape, and SS&C product enhancements to provide informed client support.

Senior Client Services Analyst

• Lead and support a team of Account Directors, Senior Account Directors, Account Managers and Account Executives, creating an environment where people can perform at their best.
• Build and maintain strong senior-level client relationships, acting as a trusted partner and providing strategic counsel when required.
• Ensure the delivery of first-class client service across all accounts and projects.
• Oversee campaign delivery to ensure work is completed on brief, on time, within budget and in line with agreed profit expectations.
• Support the growth of existing accounts by identifying opportunities to increase spend and strengthen client partnerships.
• Contribute to new business opportunities and support pitches, tenders and client presentations where required.
• Use data, reporting tools and client feedback to monitor performance, identify efficiencies and improve ways of working.
• Work collaboratively with internal teams including Creative, Finance, Operations, Staffing and HR to ensure successful project delivery.
• Champion best practice across client servicing, sharing knowledge and supporting continuous improvement.
• Develop, coach and motivate team members, supporting their skills, confidence and career development.
• Act as a senior escalation point for complex client or departmental issues, resolving challenges professionally and commercially.

Client Services Director

• Provide administrative support across the Commercial Development team
• Guide customers and colleagues through application, approval, and licensing processes
• Support sales teams for Tailored Course Approvals and Instructional Design agreements
• Resolve customer inquiries relating to IOSH procedures, criteria, and training products
• Deliver excellent administration and customer service to both internal and external stakeholders
• Collaborate with like-minded individuals in a supportive work environment

Client Support Executive – Training

• Provide outstanding client service and support to a diverse portfolio of new and existing clients across various exciting industry sectors.
• Understand client’s business and risk management needs, establish and maintain active relationships with primary Stakeholders and decision-makers, and deliver profitable business solutions.
• Optimize revenue from new and existing clients using a range of placement channels and markets.
• Communicate effectively with clients, colleagues, and markets to maximize service delivery levels.

Client Service Executive – Insurance

• Act as the primary point of contact for a portfolio of client accounts, building strong and trusted relationships.
• Lead client onboarding, campaign launches, and ongoing account management.
• Set up, manage, and optimize Programmatic & Managed campaigns to deliver against agreed KPIs.
• Monitor campaign performance, pacing, and account health, proactively addressing risks and issues.
• Collaborate with Sales, Product, Engineering, and internal teams to support client retention and growth.
• Deliver client training, insights, and clear performance reporting, including post-campaign analysis and presentations.
• Identify opportunities for optimization, upsell, and expansion based on performance and client needs.

Client Services Manager

• Handle customer inquiries independently and collaboratively via multiple channels including email, phone calls, and live chat
• Deliver exceptional customer service by addressing queries efficiently, empathetically, and professionally
• Ensure all customer interactions are responded to in a timely and accurate manner
• Maintain a positive, solutions-focused approach to support customer satisfaction and retention
• Keep accurate records of customer interactions and follow up on outstanding issues when necessary
• Work closely with team members and other departments to resolve complex queries and improve overall service quality

Client Services Representative – Fixed Term

• Take the next step in your accountancy career with an exciting opportunity at Scrutton Bland, a forward-thinking and well-established practice, and part of the wider Sumer Group. We are seeking a motivated and ambitious individual to join us as a Trainee Client Support. This opportunity would suit candidates with prior experience in an accountancy or finance environment who are ready to build on their existing knowledge.
• **This role offers a strong combination of hands-on experience, structured training, and professional development, supporting you as you progress towards your chartered qualification. If you are detail-oriented, eager to develop, and looking to grow within a supportive and collaborative team, we would love to hear from you.

Trainee Client Support

• Oversee the delivery of multiple, fast-moving Private Equity projects, ensuring quality, speed, and consistency.
• Coach and support Project Leads through complex, niche, or time-sensitive briefs.
• Use performance data to spot delivery issues early and continuously improve how work gets done.
• Maintain high standards across compliance, process, and client experience.
• Act as a senior point of contact for PE clients, from deal teams through to senior partners.
• Build trusted, long-term relationships by understanding investment strategies and portfolio needs.
• Identify opportunities to grow accounts, expand into new funds or regions, and deepen existing partnerships.
• Work closely with commercial and delivery teams to turn client insight into action.
• Lead, coach, and develop a team of client services professionals (from Associate to Team Lead).
• Create an inclusive, high-performance culture with clear expectations and regular feedback.
• Plan team capacity and resourcing to meet demand without compromising quality.
• Support career development and progression as the PE team continues to scale.

Manager, Client Services – Private Equity

• Responsible for the day-to-day management of the Client Services Team
• Ensure that the team performs efficiently and minimises the number of issues that arise
• Ensure team objectives are met
• Manage the day-to-day workload of the team
• Manage the day-to-day escalations within in the team
• Training/coaching of all new customer service staff
• Identify training needs and assist with “on the job” training where appropriate
• Ensure that we are within our SLAs for all areas and suggest process improvements where necessary
• Suggest process changes/system developments to allow better efficiency within the department
• Resolve any escalated issues in a timely and efficient manner
• Escalate any issues to Client Services Team Manager timely to ensure a quick resolution
• Provide required reports to Team Manager
• Work closely with finance companies to ensure our processes are in line with the standards required
• Assist with monthly billing to Fleet Managed clients
• Assist in the implementation of new Fleet Managed clients
• Deliver key projects agreed at the start of the year

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