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Client Experience Manager

2 months ago

Cheltenham, Gloucestershire, United Kingdom Grafton Recruitment Full time

About the Role:

An exceptional opportunity has arisen for a highly skilled Client Services Manager to provide high-level administrative support and exceptional customer care within a prestigious Financial Services firm.

This is a rare chance to work for a leading Wealth Management company with a fantastic working environment and culture, offering excellent opportunities for personal and professional growth.

It is essential that you have prior experience working in the Financial Services sector.

Key Responsibilities:

  • Develop and maintain a deep understanding of what constitutes an exceptional client experience.
  • Manage new client inquiries and existing client relationships, ensuring seamless communication and exceptional service delivery.
  • Have a strong appreciation for the company's brand and values, and be able to effectively communicate these to clients and stakeholders.
  • Believe in the company's culture and values, and be able to embody these in your daily work, supporting team members to thrive in their roles.
  • Be flexible and dedicated, with a strong work ethic and a passion for delivering exceptional results.
  • Utilize excellent organizational skills to prioritize tasks, manage multiple projects, and meet deadlines.
  • Be able to think on your feet, innovate, and add value to client relationships in a timely and efficient manner.
  • Provide a welcoming, courteous, helpful, and efficient service to clients, ensuring their needs are met and exceeded.
  • Develop and maintain in-depth knowledge of the client journey, propositions, and offerings, enabling you to add significant value to client relationships.
  • Onboard new clients into the business, ensuring a smooth and seamless transition.
  • Maintain existing client review communications, including managing and arranging client appointments as agreed by the Financial Planners.
  • Attend client events and represent the company with professionalism and poise.
  • Manage client queries and concerns, ensuring exceptional service delivery and client satisfaction.
  • Develop and implement continuous improvement programs to enhance client experiences and drive business growth.

Requirements:

  • Develop and maintain strong relationships with clients, enhancing the company's reputation within the industry.
  • Develop and maintain internal relationships to facilitate business flow and meet agreed targets.
  • Promote the company's profile within the industry and wider communities.
  • Engage in continuous professional development to meet personal and professional growth needs.