Are you a driven individual with strong organisational skills looking to excel in client management?
This is a great opportunity to join a dynamic team and contribute to a leading financial services company's growth.
About the Company
Our client is a well-established financial services provider specialising in mortgage and protection solutions. Known for their commitment to delivering tailored advice and building lasting client relationships, they pride themselves on their exceptional service and team-driven success. With a growing client base, they are now seeking a Client Services Manager to support their operations and work closely with brokers to ensure smooth deal progression.
About the Client Services Manager Role
As a Client Services Manager, your primary focus will be managing and organizing client relationships, ensuring smooth and effective communication between clients and the broker team.
Client Services Manager your responsibilities include:
- Booking and managing a target of 20 appointments per month.
- Assessing client details to determine suitability for brokers and appraising deals to facilitate decision-making.
- Managing all client data within the CRM system, including follow-up dates for mortgages and insurance renewals.
- Answering calls and managing client queries to provide prompt and accurate information.
- Maintaining a regular schedule of client interactions and follow-ups, including 3 days a week in the office and 2 days working from home.
- Supporting brokers in discussing deals and managing the client onboarding process.
The Client Services Manager Package
- Basic Salary: £25,000
- Commission: £200 - £300 per month based on performance.
- Location: Hybrid (3 days in-office near Wigan/Liverpool, 2 days remote)
- Additional benefits and a supportive work environment.
**Client Services Manager Skills and Experience Required
- Previous experience in a client management, coordination, or administrative role, ideally within the financial services or mortgage sector.
- Strong organizational and multitasking skills with the ability to manage client relationships effectively.
- Excellent communication skills and attention to detail.
- Proficiency in using CRM systems and managing client data.
- Ability to work independently while maintaining a collaborative approach with brokers and team members.
Why This Role?
If you're looking for a role that offers flexibility, a supportive team, and room for growth, this is the perfect opportunity. You'll be part of a vibrant financial services company, working closely with top performers and enjoying both an office and home-based work setup. If you're ready to take on the challenge and grow your career