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Client Services Manager
2 months ago
An exceptional opportunity has arisen for a skilled Client Services Manager to provide high-level 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 opportunities.
To be successful in this role, you will need prior work experience in the Professional Services sector. Your key responsibilities will include:
- Delivering a seamless client experience, with a deep understanding of our house style and a passion for the brand.
- Managing new enquiries and prospects, as well as existing client enquiries, to ensure exceptional customer satisfaction.
- Developing and maintaining internal relationships to drive business flow and meet agreed targets.
- Promoting the profile of the business within the profession and wider communities.
- Continuously improving processes and services to enhance the client journey.
Key skills required for this role include:
- Excellent organisational skills and the ability to react quickly to changing priorities.
- A flexible and dedicated attitude, with a passion for delivering exceptional results.
- Strong communication and interpersonal skills, with the ability to build and maintain strong relationships with clients and colleagues.
- A deep understanding of the client journey and the ability to add value at every stage.
We are looking for a talented and motivated individual who is passionate about delivering exceptional client experiences. If you have a strong background in the Professional Services sector and a desire to work for a high-profile Wealth Management firm, we would love to hear from you.
