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Client Services Director

2 months ago

Cheltenham, Gloucestershire, United Kingdom Grafton Recruitment Full time
About the Role

We are seeking a highly skilled Client Services Manager to join our team at Grafton Recruitment. As a Client Services Manager, you will be responsible for providing exceptional office support and customer care to our clients in the Financial Planning sector.

Key Responsibilities:

  • Manage and arrange client appointments as agreed by the Financial Planners
  • Develop and maintain internal relationships to help maintain business flow and meet agreed targets
  • Promote the profile of the business within the profession and wider communities
  • Continuous professional development to meet personal development needs

Requirements:

  • Prior work experience in the Professional Services sector
  • Good understanding of our house style and a love for the brand
  • Flexible and dedicated attitude towards the role
  • Ability to react quickly and innovate when value needs to be added in a timely and efficient manner