An outstanding opportunity for a Client Services Manager to provide high level office support and customer care within a prestigious Financial Planning practice. A rare opportunity to work for a high profile Wealth Management firm with a great working environment/culture who offer excellent personal developmentopportunities. It is essential that you have prior work experience in the Professional Services sector.Key responsibilities:Knowledge and appreciation for what an amazing client experience should look and feel like. ??Dealing with new enquiries and prospects and existing client enquiriesA good understanding of our house style and a love for the brandBelieve in our culture and deliver in such a way that you support each member of the team to thrive in their roleFlexible and dedicated attitude towards the role fuelled by an appreciation for why we do what we do.Excellent organisational skillsAbility to react quickly and innovate when value needs to be added in a timely and efficient mannerTo present a welcoming, courteous, helpful and efficient serviceTo be fully knowledgeable on the client journey, propositions and offering in order to add as much value to the client journey as possible.On-boarding of new clients into the businessMaintaining existing client review communications including managing and arranging Client appointments as agreed by the Financial PlannersClient event attendanceDealing with queries from all clients and from within the Company to a high standard, ensuring client satisfaction is maintainedDevelopment of continual improvement programmesSkills required:The ability to maintain good relationships with all clients of thebusiness; enhancing the profile of the Company within the professionDevelop and maintain internal relationships to help maintain business flow and meet agreed targetsPromoting the profile of the business within the profession and wider communitiesContinuous professional development to meet personal development needs
Back to searchAdministration Manager - Financial Services
Grafton Recruitment
Posted 16 days ago, valid for 20 days
Cheltenham, Gloucestershire GL544NB, England
£24,000 - £28,800 per annum
Full Time
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Sonic Summary
- An outstanding opportunity for a Client Services Manager to join a prestigious Financial Planning practice is available.
- Candidates should have prior experience in the Professional Services sector, with a focus on delivering exceptional client experiences.
- The role offers a salary of £45,000 to £55,000 per year and emphasizes the importance of a flexible and dedicated attitude.
- Key responsibilities include managing client inquiries, onboarding new clients, and ensuring high standards of client satisfaction.
- The firm promotes personal development and seeks individuals who can enhance relationships both with clients and within the company.
