A well-established independent IFA company based in Romsey with over 35 years of experience are seeking a Client Services Manager to join their team to build and maintain first class relationships, enhancing the overall outcomes for clients.
This is a office based role with flexibility around hours, Salary upto mid £30's depending on experience, Private gym sessions 2 x a week, Auto-enrolment pension scheme, On-site parking, Casual dress, Exam support & progression opportunities.
- Pre qualify prospects & match to our services
- Organise meetings for the Directors/Advisers
- Welcome & onboard new clients
- Manage delivery of our ongoing client review program
- Set up and action tasks & workflow steps using CRM
- Action transactions online including setting up new products, topping up, withdrawing and fund switches
- Maintain accurate & compliant data
- Collaborate with all parties to help bring everything together for clients
Please apply online for further information.