Client Services Manager

1 week ago


Cheltenham, Gloucestershire, United Kingdom Grafton Recruitment Full time

Job Opportunity

A prestigious Financial Planning practice is seeking a Client Services Manager to provide high-level office support and customer care. The ideal candidate will have prior work experience in the Professional Services sector and a good understanding of our house style. The role requires a flexible and dedicated attitude, with the ability to react quickly and innovate when value needs to be added. Key responsibilities include maintaining existing client review communications, managing and arranging client appointments, and developing and maintaining internal relationships to meet business targets. The successful candidate will also promote the profile of the business within the profession and wider communities, and engage in continuous professional development to meet personal development needs.



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    Job Opportunity A prestigious Financial Planning practice is seeking a Client Services Manager to provide high-level office support and customer care. The ideal candidate will have prior work experience in the Professional Services sector and a good understanding of our house style. The role requires a flexible and dedicated attitude, with the ability to...


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  • Cheltenham, Gloucestershire, United Kingdom Grafton Recruitment Full time

    Client Services Manager OpportunityAn exceptional chance to provide high-level support and customer care within a prestigious Financial Planning practice.We are seeking a dedicated and flexible individual to join our team and contribute to the success of our Wealth Management firm.Key responsibilities include:Maintaining existing client review...