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Cheltenham

    Client Services Manager - Cheltenham, United Kingdom - Grafton Recruitment

    Grafton Recruitment
    Grafton Recruitment Cheltenham, United Kingdom

    3 weeks ago

    Default job background
    Human Resources
    Description

    An outstanding opportunity for a Client Services Manager to provide high level office support and customer care within a prestigious Financial Planning practice.

    A rare opportunity to work for a high profile Wealth Management firm with a great working environment/culture who offer excellent personal development opportunities.

    It is essential that you have prior work experience in the Professional Services sector.

    Key responsibilities:
    nKnowledge and appreciation for what an amazing client experience should look and feel like.

    ??Dealing with new enquiries and prospects and existing client enquiriesnA good understanding of our house style and a love for the brandnBelieve in our culture and deliver in such a way that you support each member of the team to thrive in their rolenFlexible and dedicated attitude towards the role fuelled by an appreciation for why we do what we do.nExcellent organisational skillsnAbility to react quickly and innovate when value needs to be added in a timely and efficient mannernTo present a welcoming, courteous, helpful and efficient servicenTo be fully knowledgeable on the client journey, propositions and offering in order to add as much value to the client journey as possible.

    nOn-boarding of new clients into the businessnMaintaining existing client review communications including managing and arranging Client appointments as agreed by the Financial PlannersnClient event attendancenDealing with queries from all clients and from within the Company to a high standard, ensuring client satisfaction is maintainednDevelopment of continual improvement programmes

    Skills required:
    nThe ability to maintain good relationships with all clients of thenbusiness; enhancing the profile of the Company within the professionnDevelop and maintain internal relationships to help maintain business flow and meet agreed targetsnPromoting the profile of the business within the profession and wider communitiesnContinuous professional development to meet personal development needs
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