Client Services Manager

4 weeks ago


Cheltenham, Gloucestershire, United Kingdom Grafton Recruitment Full time
Client Services Manager

An exceptional opportunity has arisen for a skilled Client Services Manager to provide high-level support and exceptional customer care within a prestigious Financial Planning practice. This rare chance to work for a high-profile Wealth Management firm offers a great working environment and culture, along with excellent personal development opportunities.

Key Responsibilities:

  • Deliver a world-class client experience, ensuring every interaction is seamless and personalized.
  • Manage new enquiries and prospects, as well as existing client communications, to build strong relationships and drive business growth.
  • Develop and maintain a deep understanding of our brand, values, and house style to consistently deliver exceptional results.
  • Collaborate with the team to ensure seamless onboarding of new clients, maintaining existing client review communications, and attending client events.
  • Provide exceptional customer service, responding to queries from clients and within the company to maintain high levels of satisfaction.
  • Develop and implement continuous improvement programs to enhance the client experience and drive business success.

Requirements:

  • Proven ability to build and maintain strong relationships with clients and internal stakeholders.
  • Excellent organizational skills, with a focus on delivering high-quality results in a fast-paced environment.
  • Ability to innovate and adapt quickly to changing circumstances, ensuring seamless delivery of exceptional client experiences.
  • Strong communication and interpersonal skills, with a focus on building trust and rapport with clients and colleagues.
  • Continuous professional development to stay up-to-date with industry trends and best practices.


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