Client Service Engagement Manager

2 days 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, excellent personal development opportunities, and the chance to work for a high-profile Wealth Management firm.



  • Cheltenham, Gloucestershire, United Kingdom Grafton Recruitment Full time

    Job DescriptionAn 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...


  • Cheltenham, Gloucestershire, United Kingdom Grafton Recruitment Full time

    Job DescriptionAn 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...


  • Cheltenham, Gloucestershire, United Kingdom Grafton Recruitment Full time

    Job DescriptionAn 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...


  • Cheltenham, Gloucestershire, United Kingdom Grafton Recruitment Full time

    Job DescriptionAn 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...


  • Cheltenham, Gloucestershire, United Kingdom Grafton Recruitment Full time

    Job DescriptionAn 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...


  • Cheltenham, Gloucestershire, United Kingdom Grafton Recruitment Full time

    Job DescriptionAn 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...


  • Cheltenham, Gloucestershire, United Kingdom Grafton Recruitment Full time

    Client Services Manager OpportunityAn exceptional chance to provide high-level support and customer care within a prestigious Financial Planning practice.We are seeking a dedicated and flexible individual to work in a high-profile Wealth Management firm with a great working environment and culture.Key responsibilities include:Maintaining existing client...


  • Cheltenham, Gloucestershire, United Kingdom Tarren Production Ltd Full time

    Job Summary:Tarren Production Ltd is seeking a highly skilled and motivated Client Relationship Manager to join our team. As a key member of our sales and marketing team, you will be responsible for building and maintaining strong relationships with our clients, agencies, and suppliers.Key Responsibilities:Develop and execute sales strategies to drive...


  • Cheltenham, Gloucestershire, United Kingdom Grafton Recruitment Full time

    Job DescriptionAn exceptional opportunity has arisen for a Client Services Manager to provide high-level office support and customer care within a prestigious Financial Planning practice.This rare chance to work for a high-profile Wealth Management firm offers a great working environment and culture, along with excellent personal development...


  • Cheltenham, Gloucestershire, United Kingdom Grafton Recruitment Full time

    Job DescriptionAn exceptional opportunity has arisen for a Client Services Manager to provide high-level office support and customer care within a prestigious Financial Planning practice.This rare chance to work for a high-profile Wealth Management firm offers a great working environment and culture, along with excellent personal development...


  • Cheltenham, Gloucestershire, United Kingdom Wheelchair Transport Service, Inc. Full time

    About the RoleWe are seeking a highly skilled and experienced Client Relationship Manager to join our team at Wheelchair Transport Service, Inc. as a Client Contract and Services Executive.This is an exciting opportunity for a results-driven professional to play a key role in driving business growth and customer satisfaction.Key ResponsibilitiesOnboarding...


  • Cheltenham, Gloucestershire, United Kingdom PoloWorks Full time

    Job OverviewReporting to: Head of Relationship ManagementWork Hours: 37.5 hours per week with flexible arrangementsHybrid Work Model: Flexible, requiring a minimum of 2 days in the office each week.Compensation: Negotiable, accompanied by a comprehensive benefits packageLocation: Cheltenham/LondonPosition SummaryThis is an exciting new role where the...


  • Cheltenham, Gloucestershire, United Kingdom Grafton Recruitment Full time

    Job Opportunity A prestigious Financial Planning practice is seeking a Client Services Manager to provide high-level office support and customer care. The ideal candidate will have prior work experience in the Professional Services sector and a good understanding of our house style. The role requires a flexible and dedicated attitude, with the ability to...


  • Cheltenham, Gloucestershire, United Kingdom Grafton Recruitment Full time

    Job Opportunity A prestigious Financial Planning practice is seeking a Client Services Manager to provide high-level office support and customer care. The ideal candidate will have prior work experience in the Professional Services sector and a good understanding of our house style. The role requires a flexible and dedicated attitude, with the ability to...


  • Cheltenham, Gloucestershire, United Kingdom ARV Solutions Full time

    Client Engagement and Training CoordinatorAbout the Role:We are seeking a highly motivated and organized Client Engagement and Training Coordinator to join our team at ARV Solutions. As a key member of our sales and training team, you will be responsible for delivering exceptional client experiences and developing our technical documentation.Key...


  • Cheltenham, Gloucestershire, United Kingdom ARV Solutions Full time

    Client Engagement and Training CoordinatorAbout the Role:We are seeking a highly motivated and organized Client Engagement and Training Coordinator to join our team at ARV Solutions. As a key member of our sales and training team, you will be responsible for delivering exceptional client experiences and developing our technical documentation.Key...


  • Cheltenham, Gloucestershire, United Kingdom Wheelchair Transport Service, Inc. Full time

    We are seeking a highly skilled and experienced Client Relationship Manager to join our team at Wheelchair Transport Service, Inc. as an Apprentice Client Service Executive.About the Role:The ideal candidate will have a passion for delivering exceptional customer service and building strong relationships with clients. As a Client Relationship Manager, you...


  • Cheltenham, Gloucestershire, United Kingdom Wheelchair Transport Service, Inc. Full time

    We are seeking a highly skilled and experienced Client Relationship Manager to join our team at Wheelchair Transport Service, Inc. as an Apprentice Client Service Executive.About the Role:The ideal candidate will have a passion for delivering exceptional customer service and building strong relationships with clients. As a Client Relationship Manager, you...


  • Cheltenham, Gloucestershire, United Kingdom Tarren Production Ltd Full time

    Job Summary:Tarren Production Ltd is seeking a highly skilled and motivated Client Relationship Manager to join our team. As a key member of our sales and marketing team, you will be responsible for building and maintaining strong relationships with our clients, agencies, and suppliers.Key Responsibilities:Develop and execute sales strategies to drive...


  • Cheltenham, Gloucestershire, United Kingdom Wheelchair Transport Service, Inc. Full time

    About the RoleWe are seeking a highly skilled Client Relationship Manager to join our team at Wheelchair Transport Service, Inc. This is a unique opportunity to work closely with internal and external stakeholders to drive business growth and customer satisfaction.Key ResponsibilitiesOnboard new customers and develop customer journey maps to optimize...