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Client Services Manager Care Home
5 months ago
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 development opportunities. It is essential that you have prior work experience in the Professional Services sector.
A good understanding of our house style and a love for the brand
Flexible and dedicated attitude towards the role fuelled by an appreciation for why we do what we do.
Ability to react quickly and innovate when value needs to be added in a timely and efficient manner
Maintaining existing client review communications including managing and arranging Client appointments as agreed by the Financial Planners
Develop and maintain internal relationships to help maintain business flow and meet agreed targets
Promoting the profile of the business within the profession and wider communities
Continuous professional development to meet personal development needs
