Client Services Representative

• 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

Client Services Team Leader

• Manage and deliver advertising campaigns across the Ozone ecosystem, ensuring they are set up correctly and meet all success measurements.
• Act as a key contact for advertisers, ensuring seamless project management and transparency.
• Advise clients on strategies to achieve their objectives, from long-term brand building to short-term sales.
• Work closely with the sales team and other internal teams to continuously improve client service, execute campaigns effectively, and align with product innovations.
• Drive long-term client engagement and repeat business by delivering insightful end-of-campaign analytics and presentations that highlight key learnings.
• Show drive and commitment to delivering on your own objectives while actively supporting other team members as needed.

Client Services Executive

• Ownership of a specific regional query load split by industry, account or other grouping
• Responsibility for efficient, high quality query engagement with sales and clients based on standard operating procedures
• Renewed focus on opportunity identification and conversion for both sales and research through queries
• Building strong and collaborative working relationships with relevant research, insights and sales team to support effective and seamless client support
• Collaborating with Gen AI and tech teams to effectively incorporate and implement new AI solutions for query management and analysis
• Developing and building relevant reports for research sales using query and passport usage data as well as other relevant metrics
• Working closely with the insights team and project managers to define and develop well defined and structured pathways for client data partnership
• Coordinating Passport claims requests and necessary actions to sign off the data

Client Support Consultant

• 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
• Process new business applications accurately and in line with internal procedures
• Log and manage all new business through internal registers and systems
• Take ownership of file completeness and operational readiness prior to advice and reporting stages

Senior Client Support Administrator

• Own and manage day-to-day resourcing across Creative, Strategy, and Client Service teams.
• Maintain accurate short, medium, and long-term capacity forecasts.
• Balance workloads effectively across departments to optimise utilisation
• Proactively identify resource gaps, overcapacity, and hiring/freelance requirements.
• Lead weekly resourcing and traffic meetings with department leads.
• Ensure projects are staffed with the appropriate skillsets, seniority, and availability.
• Build and maintain accurate resource plans across all active and upcoming workstreams.
• Ensure resource schedules remain up to date and aligned with changing priorities.
• Anticipate future staffing needs based on sales pipeline.
• Act as the central point of coordination between resource requests and the departments.
• Build strong relationships with department leads to understand team strengths, development areas, and ways of working.
• Support a positive agency culture through fair and transparent resource management.
• Escalate risks, conflicts, or delivery concerns proactively and constructively.
• Monitor and improve team chargeability and utilisation across departments.
• Partner with Client Services and Finance to ensure projects are delivered profitably.
• Track forecasted vs actual hours and identify risks to project margins.
• Support accurate project scoping by providing realistic resource and timing recommendations.
• Help drive operational efficiency and improve billable output across the agency.
• Produce regular reporting on utilisation, recoverability, profitability, and resource trends.
• Manage the sourcing, onboarding, allocation, and offboarding of freelance across Creative, Strategy, and Client Service teams.
• Maintain accurate records of freelance bookings, costs, contracts, and performance
• Ensure freelance support is aligned with budgets, timelines, and profitability targets
• Ensure freelancers are effectively integrated into project teams and workflows.
• Build and maintain a strong network of trusted freelance partners and specialist contractors.
• Refine and improve resource management processes, workflows, and reporting systems.
• Champion best practice in planning, resource management, and timesheet accuracy.
• Drive consistency in how resource allocation is managed across teams.

Senior Resource Manager, Creative, Strategy & Client Service

• Understand Client Briefs: Receive and understand various client briefs, conducting initial research into new industries, companies and business topics to ensure a good base level of understanding of your client’s needs. Your business and commercial understanding will grow exponentially.
• Expert Sourcing: Having understood the client brief, a large part of your day will be spent sourcing experts on a global scale by:
• 1) Utilising our AI-driven Platform as a key source to find potential matches from within our existing network and
• 2) Utilising professional networking sites and other online resources to source new experts to join our network.
• Expert Communication: Employing a mix (Calls, Emails, Messaging, etc...) of outbound methods to reach experts, you’ll then engage with and vet to evaluate their suitability for the brief. These interactions are fantastic opportunities to learn more about an industry, build your professional network and hone your negotiation skills.
• Project Management: Work closely with your team to meet project deadlines and exceed clients’ expectations.

Client Services Associate, Entry Level

• Manage diaries, emails and meeting preparation.
• Liaise with clients and third parties to progress matters.
• Handle billing, compliance checks and file management.
• Support events, marketing and CRM activities.

Client Services Executive – Projects, Construction

• Role management of client accounts and events
• Project planning and operational delivery of extensive signage and branding projects
• Client management, budgeting, feasibility reviews and implementation
• On-site crew management and stakeholder liaison
• Creation of project and signage programs, budgets and project documentation
• Clear and timely internal communications with studio, production and logistics teams
• Management of program deadlines with clients
• Understand and manage client's objectives, priorities and expectations
• Line management and direction to other team members
• Promote best practice in Health and Safety across projects
• Ensure contract terms are understood and met
• Build strong relationships, providing strategic advice to clients
• Senior oversight and day-to-day budget control
• Proactively drive and champion sustainability policy innovation

Senior Manager, Client Services

• You own your client relationships end-to-end: from brief intake and strategic alignment to influencer marketing campaign delivery and performance reporting
• You translate client business and marketing briefs into data-driven social media strategies, ensuring KPIs, platform selection and creator fit are aligned from day one
• You develop and present pitches for new business, upsell opportunities, and influencer activations, positioning Pulse's social-first capabilities with confidence and commercial instinct
• You oversee influencer campaign execution in close collaboration with internal strategy, talent, and content production teams, keeping timelines, budgets, and stakeholder communication on track
• You analyze and present campaign performance data across key social media metrics, drawing clear conclusions and actionable recommendations for your clients

• The VP of Client Services will have ownership of the senior-level client and agency partner relationships beyond the day-to-day operations.
• Responsible for client retention by maintaining executive- and senior-level relationships and identifying additional opportunities with existing clients.
• Assessing and managing the risk associated with clients and agency partners, as well as meeting client and EVERSANA INTOUCH goals for each account’s financial health, targets, and objectives.
• Lead the coordination and development of the integrated marketing plans internally and with external agency partners.
• Act as a senior, trusted advisor to key global and regional clients, building long‑term strategic partnerships.
• Own and lead a portfolio of flagship accounts, with full accountability for client satisfaction, retention, organic growth, and overall financial performance.
• Drive organic growth across existing clients through upsell and cross‑sell of integrated services, while partnering with New Business teams on pitches, renewals, and strategic opportunities.
• Lead cross‑functional, multi‑disciplinary teams (Strategy, Creative, Media, Digital, Data, PR, Production) to deliver best‑in‑class work on time, on budget, and to scope.
• Oversee account profitability, forecasting, billing, and cost control; ensure disciplined commercial governance, margin optimization, and accurate revenue reporting.
• Set and uphold high standards for client service excellence; proactively identify and mitigate risks, manage expectations, and resolve complex client issues at an executive level.
• Build, mentor, and inspire senior Client Services leaders and account teams; develop succession plans, capability growth, and a strong performance culture aligned with agency values.
• Lead and coordinate multinational account teams across regions and markets, ensuring consistent strategic approach, operational alignment, and governance.
• Translate client business objectives into integrated communication strategies, leveraging market insights, data, and emerging trends to drive measurable impact.
• Represent the agency at senior‑level client meetings, industry forums, and internal leadership forums.

VP, Client Services

• Liaising with product providers to gather current, accurate information.
• Collating information and meeting packs for Advisers.
• Processing new business applications and policy renewals.
• Keeping client records and databases up to date so that they are accurate and complete at all times.
• Building and maintaining strong, positive relationships with clients.

Client Support Administrator – Financial Services

• Take the next step in your accountancy career with an exciting opportunity at Scrutton Bland
• Join a dynamic and collaborative team
• Combine existing accounting experience with an innovative approach to client service
• Undertake and review accounts preparation work as directed
• Prepare and review statutory financial statements
• Assist with the production of management accounts
• Build and maintain strong client relationships
• Collaborate with colleagues across the team to meet deadlines

• Respond promptly and accurately to client inquiries via multiple communication channels such as chat, telephone, and email
• Build and maintain client relationships by understanding the unique needs of each client
• Troubleshoot and resolve customer order requests and enquiries related to domain names, DNS, digital certificates, digital brand management, billing inquiries, and technical problems
• Identify and escalate unresolved or complex issues to the appropriate teams, ensuring follow-up and resolution in a timely manner
• Be a trusted partner for your clients by developing and maintaining and in-depth understanding of our services, and to communicate industry changes and new product offerings
• Assist other teams within DBS with client brand launches and projects, problem-solving, and troubleshooting as needed
• Strive to meet or exceed metrics that are designed to help us achieve our industry leading client service support as evidenced by our world-class Net Promoter Score (NPS) results

Client Service Representative

• Provides administrative support across the Commercial Development team
• Guides customers and colleagues through the process and requirements for application, approval, and licencing of training providers and trainers
• Offers administrative support to the sales teams for Tailored Course Approvals and Instructional Design agreements
• Uses a variety of communication tools such as email, telephone and team’s meetings
• Follows internal policies and processes accurately and efficiently
• Delivers excellent administration and customer service to both internal and external stakeholders
• Takes ownership of customer enquiries relating to IOSH procedures, criteria and training products
• Resolves issues to support projects such as the introduction of digital platforms for workbooks and certification.

Client Support Executive – FTC

• Proactively support legal advisors with diary, email and file management
• Act as a key point of contact for clients and third parties
• Assist with billing, compliance checks and key dates
• Prepare documents, correspondence and reports
• Support wider team and firm activities as required

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