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Client Service Engagement Manager

2 months ago


Cheltenham, Gloucestershire, United Kingdom Grafton Recruitment Full time
Job Description

An exceptional opportunity has arisen for a Client Services Manager to provide high-level office support and customer care within a prestigious Financial Planning practice.

We are seeking a dedicated and flexible individual with prior work experience in the Professional Services sector. The ideal candidate will have a good understanding of our house style and a passion for the brand.

The successful candidate will be responsible for maintaining existing client review communications, managing and arranging client appointments as agreed by the Financial Planners, and developing and maintaining internal relationships to help maintain business flow and meet agreed targets.

Key responsibilities include:

  • Maintaining client relationships and providing exceptional customer care
  • Managing client communications and appointments
  • Developing and maintaining internal relationships to drive business growth
  • Promoting the profile of the business within the profession and wider communities

We offer a great working environment and culture, with opportunities for continuous professional development to meet personal development needs.