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Client Services Manager
2 months ago
About the Role:
Grafton Recruitment is seeking a highly skilled Client Services Manager to provide exceptional office support and customer care within our prestigious Financial Planning practice. As a key member of our team, you will have the opportunity to work with a high-profile Wealth Management firm that values a great working environment and culture, offering excellent personal development opportunities.
Key Responsibilities:
- Deliver a world-class client experience by understanding their needs and preferences.
- Manage new enquiries and prospects, as well as existing client enquiries, to ensure seamless communication and resolution.
- Develop a deep understanding of our brand and house style to consistently deliver high-quality services.
- Collaborate with the team to create a positive and supportive work environment that fosters growth and development.
- Utilize excellent organizational skills to prioritize tasks and manage multiple projects simultaneously.
- Think creatively and innovate to add value to the client journey and improve overall service delivery.
- Provide a welcoming, courteous, and efficient service to all clients, ensuring their needs are met and exceeded.
- Stay up-to-date on client journeys, propositions, and offerings to provide expert advice and guidance.
- Onboard new clients into the business, ensuring a smooth transition and excellent first impression.
- Maintain existing client review communications, including scheduling and coordinating client appointments.
- Attend client events and engage with clients to build strong relationships and promote the company's services.
- Address client queries and concerns in a timely and professional manner, ensuring client satisfaction is consistently met.
- Develop and implement continuous improvement programs to enhance service delivery and client experience.
Requirements:
- Excellent communication and interpersonal skills to build strong relationships with clients and colleagues.
- Ability to maintain confidentiality and handle sensitive information with discretion.
- Strong organizational and time management skills to prioritize tasks and meet deadlines.
- Proficiency in using technology to streamline processes and improve efficiency.
- Continuous professional development to stay up-to-date on industry trends and best practices.
