Client Services Manager

4 weeks ago


Cheltenham, Gloucestershire, United Kingdom Grafton Recruitment Full time
Client Services Manager Opportunity

An exceptional chance to provide high-level support and customer care in a prestigious Financial Planning practice.

We are seeking a dedicated and flexible individual to join our team and contribute to our success.

Key responsibilities include:

  • Managing client review communications and arranging appointments
  • Developing and maintaining internal relationships to drive business growth
  • Promoting the profile of the business within the profession and wider communities
  • Continuous professional development to meet personal development needs

We offer a great working environment, excellent personal development opportunities, and a chance to work with a high-profile Wealth Management firm.

If you have prior work experience in the Professional Services sector and a passion for delivering exceptional customer service, we encourage you to apply.



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