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Client Management Specialist
2 months ago
Evelyn Partners is the UK's leading integrated wealth management and professional services group, with over 186 years of experience in helping generations of people and businesses to thrive.
Job SummaryWe are seeking a highly skilled Client Management Manager to join our team. As a Client Management Manager, you will be responsible for delivering exceptional client service and driving business growth through proactive lead generation and relationship development.
Key Responsibilities- Provide exceptional client service and support, responding to client queries and updates via email, letter, or telephone.
- Identify and generate quality business leads by spotting opportunities and referring clients to other areas of the business.
- Develop and maintain strong relationships with clients, understanding their needs and delivering tailored solutions.
- Stay up-to-date with industry developments and best practices, undertaking training and competence as required.
- Work collaboratively with the team to achieve business objectives and drive growth.
- Competitive salary and benefits package.
- Private medical insurance and life assurance.
- Pension contribution and hybrid working model.
- Generous holiday package and option to purchase additional holiday.
- Shared parental leave and opportunities for professional development.
