An outstanding opportunity for a Client Services Manager to provide high level office support and customer care within a prestigious Financial Planning practice. A rare opportunity to work for a high profile Wealth Management firm with a great working environment/culture who offer excellent personal development

opportunities. It is essential that you have prior work experience in the Professional Services sector.

Key

responsibilities:


Knowledge and appreciation for what an amazing client experience should look and feel like. ??Dealing with new enquiries and prospects and existing client enquiries

A good understanding of our house style and a love for the brand

Believe in our culture and deliver in such a way that you support each member of the team to thrive in their role

Flexible and dedicated attitude towards the role fuelled by an appreciation for why we do what we do.

Excellent organisational skills

Ability to react quickly and innovate when value needs to be added in a timely and efficient manner

To present a welcoming, courteous, helpful and efficient service

To be fully knowledgeable on the client journey, propositions and offering in order to add as much value to the client journey as possible.

On-boarding of new clients into the business

Maintaining existing client review communications including managing and arranging Client appointments as agreed by the Financial Planners

Client event attendance

Dealing with queries from all clients and from within the Company to a high standard, ensuring client satisfaction is maintained

Development of continual improvement programmes

Skills required:

The ability to maintain good relationships with all clients of the

business; enhancing the profile of the Company within the profession

Develop and maintain internal relationships to help maintain business flow and meet agreed targets

Promoting the profile of the business within the profession and wider communities

Continuous professional development to meet personal development needs