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Client Service Engagement Manager
2 months ago
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 existing client review communications
- Managing and arranging client appointments
- Developing and maintaining internal relationships
- 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.
