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Client Services Manager
2 months ago
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 react quickly and innovate when value needs to be added. Key responsibilities include maintaining existing client review communications, managing and arranging client appointments, and developing and maintaining internal relationships to meet business targets. The successful candidate will also promote the profile of the business within the profession and wider communities. Continuous professional development is essential to meet personal development needs.
Key Skills and Qualifications
* Prior work experience in the Professional Services sector
* Good understanding of our house style
* Flexible and dedicated attitude
* Ability to react quickly and innovate
* Excellent communication and interpersonal skills
What We Offer
* Excellent personal development opportunities
* Great working environment and culture
* Opportunity to work for a high-profile Wealth Management firm
If you are a motivated and experienced professional looking for a new challenge, please apply.
