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Client Services Director
2 months ago
A prestigious boutique Wealth and Investment Management firm, Pratap Partnership Ltd, is seeking a Client Services Manager to join their growing team. In this crucial role, you will ensure regular client contact and facilitate meetings with Advisers to review their accounts.
Key Responsibilities:
- Develop and maintain strong relationships with clients to ensure exceptional service and satisfaction.
- Collaborate with Advisers to review client accounts and provide recommendations for growth and improvement.
- Stay up-to-date with industry trends and best practices to ensure the firm remains competitive.
- Contribute to the development of business strategies and initiatives to drive growth and revenue.
Requirements:
- Proven experience in client-facing roles, preferably in the financial services industry.
- Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues.
- Strong analytical and problem-solving skills, with the ability to interpret data and make informed decisions.
- Ability to work in a fast-paced environment and prioritize multiple tasks and deadlines.
What We Offer:
- A competitive salary and benefits package.
- Opportunities for professional growth and development.
- A dynamic and supportive work environment.
