Client Service Engagement Manager

4 days ago


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

An exceptional opportunity has arisen for a Client Services Manager to provide high-level office support and 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 include:

  • Maintaining existing client review communications, including managing and arranging client appointments as agreed by the Financial Planners
  • Developing and maintaining internal relationships to help maintain business flow and meet agreed targets
  • Promoting the profile of the business within the profession and wider communities
  • Continuous professional development to meet personal development needs

We are looking for a flexible and dedicated individual with a good understanding of our house style and a love for the brand. If you have prior work experience in the Professional Services sector and are able to react quickly and innovate when value needs to be added in a timely and efficient manner, we would like to hear from you.



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