Corporate Client Support Manager

6 days ago

Stevenage, United Kingdom mbf. Full time

Join a leading national financial advice and employee benefits advisory practice dedicated to delivering top-tier financial solutions to a wide range of clients. Our client is renowned for their exceptional service and commitment to professional growth, offering a dynamic and supportive work environment and are seeking to recruit a Corporate Client Support Manager.

Key Responsibilities:

  • Provide vital support to group risk clients, corporate advisers, and support team colleagues.
  • Act as a technical interface, handling direct contact with clients and providers.
  • Ensure all review and renewal processes are completed professionally and in a timely manner.
  • Prepare templated recommendation reports for advisers and deal with daily queries raised by clients and colleagues.
  • Accompany advisers to client meetings when required.
  • Perform ad hoc projects and assistance for the Head of Client Services as needed.
  • Maintain high standards of customer service and work efficiently to meet deadlines.
  • Dimensions and Limits of Authority:
  • Responsible for the delivery of services to clients, which is critical to the company's success.
  • Frequently engage with internal and external contacts, using influencing skills where appropriate.
  • Organize and manage time effectively to meet client requirements and deadlines.
  • Ensure consistent high-quality work, even during periods of high pressure and adhere to performance targets.
  • Apply a variety of procedures, methods, and techniques, using discretion, judgment, and proactivity when necessary.

Knowledge and Experience Required:

  • Proven experience in the IFA sector.
  • Proven experience working within the group risk arena (GLA, GIP, GPMI, GCIC, etc.).
  • Qualifications Required:
  • Educated to 'O' Level or G.C.S.E standard (ideally A to C, including Maths and English) - essential.
  • Educated to 'A' Level or degree level - preferred.

Skills and Competencies Required:

1. Business, Management, and Leadership:

  • Organization
  • Communication
  • Teamwork
  • Influencing
  • Inspiring

Ability to work supportively and collaboratively with colleagues across the business.

2. Customer/Supplier Relationship:

  • Effective written and verbal communication skills.
  • Ability to apply judgment and experience when making decisions or speaking to clients, knowing when to refer to an appropriate expert.

3. Other:

  • Ability to meet deadlines and provide clear communication to clients regarding progress.
  • Professional and helpful phone manner.
  • Ability to work unsupervised and use initiative.
  • Commitment to continuous learning and development of product knowledge.
  • Ability to prioritize and organize own workload.
  • Self-motivating.
  • Compliance with FCA requirements.
  • Keep abreast of industry changes and regulations through CPD.
  • Perform various reasonable tasks within the organization to meet business objectives.

4. IT Skills:

  • Proficiency with IO back office software.
  • Familiarity with other research tools relevant to the business.
  • Proficiency with Microsoft Office.
  • Benefits:
  • Competitive salary based on experience.
  • Opportunities for career advancement and professional development.
  • Supportive and collaborative working environment.
  • Access to a comprehensive benefits package.
  • Ongoing training and support to help you succeed in your role.

On Offer:Salary to £30,000 appxComprehensive Benefits28 day holidayHybrid working -2 days in office and 3 from homeIf you are a dedicated and ambitious Group Risk Support Specialist looking to advance your career with a respected national practice, we want to hear from you. Please submit your CV and a cover letter outlining your experience and suitability for the role.

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