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Client Services Manager

2 months ago


Cheltenham, Gloucestershire, United Kingdom Grafton Recruitment Full time
Job Description

An exceptional opportunity for a Client Services Manager to provide high-level administrative support and exceptional customer care within a prestigious Financial Services firm. A rare opportunity to work for a high-profile Wealth Management company with a great working environment and culture who offer excellent professional development opportunities.

Key Responsibilities:

• Develop and maintain a deep understanding of what an exceptional client experience entails.

• Respond to new inquiries and prospects, as well as existing client inquiries in a timely and professional manner.

• Possess a strong understanding of the company's brand and style guidelines.

• Embody the company's culture and values, and contribute to a positive and supportive team environment.

• Demonstrate a flexible and dedicated attitude, with a passion for delivering exceptional results.

• Possess excellent organizational skills and the ability to prioritize tasks effectively.

• Develop innovative solutions to add value to the client journey in a timely and efficient manner.

• Provide a welcoming, courteous, helpful, and efficient service to clients.

• Stay up-to-date on the client journey, propositions, and offerings to provide exceptional value to clients.

• Onboard new clients into the business and maintain existing client relationships.

• Coordinate client appointments and events, and ensure seamless communication with clients and internal stakeholders.

• Develop and implement continuous improvement programs to enhance client satisfaction and experience.

• Skills Required:

• Develop and maintain strong relationships with clients to enhance their experience and satisfaction.

• Contribute to the development and maintenance of the company's professional reputation within the industry.

• Foster internal relationships to drive business growth and meet targets.

• Promote the company's profile within the industry and wider communities.

• Engage in continuous professional development to meet personal and professional growth needs.