As our client continues to grow, they are seeking to recruit an experienced Client Service Manager to join their team who will contribute to their continued success.
Our client is dedicated to providing an exceptional service to their clients, driven by a commitment to excellence and a passion for financial well-being.
Join an innovative, forward-thinking, and highly successful financial planning company at an exciting stage of expansion.
As our client continues to grow, they are seeking to recruit an experienced Client Service Manager to join their team who will contribute to their continued success.
Our client is dedicated to providing an exceptional service to their clients, driven by a commitment to excellence and a passion for financial well-being.
Join an innovative, forward-thinking, and highly successful financial planning company at an exciting stage of expansion.
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.
You will assist the Client Services Team Leader to provide our services to our clients and also assist our agents in the field.
The primary purpose of the role is to deliver an excellent customer service and experience for both the Company and its customers by working in our Client Services team.
The role is located in our Romford office and involves working with a growing team that works across a range of working times to deliver the full range of services we provide.