We are looking for a Client Servicing Lead for our client based in London.
You will be joining a well-established Wealth Management firm, a partner practice of SJP (St. James Place) and will play a crucial role in ensuring regular contact with clients and facilitating meetings with Advisers to review their accounts.
Responsibilities
Proactively schedule and book client review meetings with the MD, ensuring that all clients are contacted regularly and meet with the MD at least once a year.
We are currently seeking a dedicated and experienced Client Services Team Leader to support and guide our dynamic team on a daily basis.
The successful candidate will play a pivotal role in ensuring the efficiency and productivity of our Client Services Team while upholding best practices and high standards.
This is a rare opportunity to join one of the UK's foremost vehicle rental specialists and deliver an important element of our sales approach, supporting our aim to maximise the growth and profitability of the business.
Reporting to the Senior Client Services Managers and working alongside other Managers, you would have your own portfolio of clients and have the following responsibilities:
Be the main point of contact for the clients in your portfolio and co-ordinate all services
A Client Services Manager is being recruited for the Business Advisory team of an established firm of Chartered Accountants in Wimborne.
They will manage and lead the service areas to ensure the services are delivered to a high standard according to company's ethos and in accordance with policy and procedure, whilst also identifying and responding effectively to new service delivery opportunities.
The successful candidate will be responsible for the operational delivery of the charity's varied programme, to include therapeutic counselling and social inclusion.
This is an incredible opportunity for someone to make a real difference to peoples' lives and qualities of life and provide them with a brighter, happier future.
Our client is searching for a Manager to oversee the Client Engagement and Retention Team to join their growing business and drive their customer and client experience performance.
This is a busy role, so it would be beneficial if you have worked on multiple products at one time and are from a professional services/ shared services high volume background.
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