Back to search
My client who are based in Petersfield are seeking a Client Servicing Manager to join their team! You will be working for a Chartered Financial Practice who look after a number of clients. The practice supports its team members through formal qualifications and personal development goals. The Client Servicing team is accountable for all client administration and servicing activity. The tasks can vary from meeting arrangements, follow up meeting notes, new business processing, transfer requests and more complex servicing transactions.
Daily Duties
Responding to new/existing client queries received via phone and email.
Updating the Salesforce system with all appropriate information (including creation of client records).
Booking client meetings and completing appropriate meeting preparation.
Actioning meeting notes provided by the adviser and, where appropriate, any follow up actions.
New business processing and business submission.
Support to all advisers on client servicing activities.
Completion of all tasks allocated via Salesforce including ad hoc tasks.
Preparation and follow up on regular client reviews.
Recording and processing of client gifts under referrals process.
Skills & Experience
Excellent customer service experience
Strong written and verbal communication skills at all levels
Highly organised and efficient with their workload
Proactive and solutions focused
Ability to prioritise their workload
Excellent client service skills regardless of communication method
Driven to achieve personal and professional goals as well as the company vision
Works well as part of the team but can also self-motivate
Approachable and friendly during all interactions with different departments
Previous client service experience in a professional environment is essential
Financial Services industry experience desirable
To be able to adopt new changes and have confidence to share ideas
