We are currently recruiting for a Financial Planning firm in London who are looking to recruit a Client Services Manager to join their team.
They are looking to recruit a well-organised, enthusiastic, and experienced Client Services Manager to join their wealth management firm, which delivers high quality financial and investment advice to individuals in the professional services industry.
This role will involve overseeing 2 IFA Administrators and also doing the administration work.
The Customer Services Manager is responsible for managing a high level of administrative support services, from initial contact through to the end of the contract terms.
The Customer Services manager will manage and contribute to projects and changes effecting the customer services environment, as defined by the Chief Operating Officer and/or business/regulatory requirements.
Posted by Page Personnel Finance • £39K/yr to £47K/yr
The Customer Services Manager is responsible for managing a high level of administrative support services for our client's customers and field force, from initial contact through to the end of the contract terms.
Our client is a well established business based in Bromley seeking an experienced Customer Services manager to join their busy team!
The Customer Services manager will manage and contribute to projects and changes effecting the customer services environment, as defined by the Chief Operating Officer and/or business/regulatory requirements.
Manages all client lifecycle processes and oversees the operating model for their respective investment management team whilst delivering and contributing to excellent client service.
A Client Service Executive for a leading UK Wealth Manager, act as the primary point of contact for client enquiries.
Outcomes for the role
Develop and maintain relationships with clients and business stakeholders, utilising knowledge of the business and client requirements to deliver the desired client outcomes.
The Customer Services Manager is responsible for managing a high level of administrative support services for customers and field force, from initial contact through to the end of the contract terms.
The Customer Services manager will manage and contribute to projects and changes effecting the customer services environment, as defined by the Chief Operating Officer and/or business/regulatory requirements.
This role offers hybrid working - hours are Monday to Friday plus bonus.
The Customer Services Manager is responsible for managing a high level of administrative support services for customers and field force, from initial contact through to the end of the contract terms.
We have a fantastic opportunity for an experienced Customer Service Manager to join a Financial Services Company based in Bromley.
Posted by The Portfolio Group • £27K/yr to £28K/yr
My client is a market-leading Information Services consultancy, with clientsacross all different sectors are looking for an Customer Service - Account Manager to join their team.
The role requires you to excel in enthusiasm as part of our Client Experience Account Management team.
To deliver world class care to exceed our client's expectations and provide support to our ever growing client base across Great Britain
The Client Manager will be responsible for managing a portfolio of clients, providing comprehensive accounting services, and building strong client relationships.
We are are seeking a skilled and experienced Client Manager to join the team of your new Accountants.
General
ProTalent are working alongside a reputable accounting firm located in Sutton, Surrey, dedicated to providing high-quality financial services to a diverse range of clients.
The key focus of this role is to lead a team of Client Service Managers who provide day-to-day support to financial advisers.
We are pleased to share an exciting opportunity to join our Client Operations department as a Regional Client Operations Manager.
You will ensure that the client is at the forefront of everything that you do, driving our service through efficiency and accuracy, whilst developing the skills and competencies of your direct reports.