As a Client Services Manager, you will be responsible for overseeing and managing all aspects of client relationships, ensuring satisfaction, retention, and growth.
We are a bespoke electronic security provider working predominantly in central London and are looking for a dynamic and commercially strong operator with an entrepreneurial spirit.
You must have an enquiring mind and a huge amount of common sense to fit into our family run business.
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.
As a Customer Service Representative, you will be responsible for providing exceptional customer service and support to our clients.
This position requires excellent communication skills, both verbal and written, as well as the ability to multitask and problem-solve in a fast-paced environment.
Duties
- Ensure inbound and outbound calls are handled efficiently and professional manner.
To be the first point of contact for all prospect inquiries and undertake all assigned duties in a timely fashion, with awareness of internal and external deadlines, with attention to detail and accuracy.
Key Responsibilities of a Client Service Assistant
Identify, introduce, and arrange initial discussions with the appropriate manager or director.
Weekly follow-up on prospects to ensure a fee quote has been sent and document reasons for lost prospects.
They are currently seeking additional Customer Service Representatives due ongoing developments and with training you will become responsible for providing an efficient and effective administration and customer service for their Mortgage and Savings Accounts customers.
As a financial services organisation who have been in business for over 125 years, they take great pride on providing a professional service to over 47,000 customers throughout England and Wales.
Their aim to be the first choice for families' mortgages and savings, by providing an outstanding services that is fully backed by their excellent personal service and innovative products.