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Client Services Director

2 months ago

Cheltenham, Gloucestershire, United Kingdom Grafton Recruitment Full time
About the Role

We are seeking a highly skilled Client Services Manager to join our team at Grafton Recruitment. As a Client Services Manager, you will be responsible for providing exceptional office support and customer care to our clients in the Financial Planning sector.

Key Responsibilities
  • Provide high-level administrative support to our Financial Planners, including managing client communications and arranging appointments.
  • Develop and maintain strong relationships with our clients to ensure excellent customer service and retention.
  • Collaborate with our internal teams to drive business growth and meet targets.
  • Promote the profile of our business within the profession and wider communities.
  • Stay up-to-date with industry developments and best practices to continuously improve our services.
Requirements
  • Proven experience in the Professional Services sector, preferably in a client-facing role.
  • Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues.
  • Strong organizational and time management skills, with the ability to prioritize tasks and meet deadlines.
  • Ability to work in a fast-paced environment and adapt to changing priorities.
  • Continuous professional development and a commitment to staying up-to-date with industry trends.
What We Offer
  • A dynamic and supportive work environment with opportunities for growth and development.
  • A competitive salary and benefits package.
  • The chance to work with a prestigious Financial Planning practice and contribute to its success.