Client Services Manager - Glasgow, United Kingdom - Reed Insurance

Reed Insurance

Verified Company

Glasgow, United Kingdom

3 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

Fantastic new Client Services Manager opportunity in Glasgow

Salary up to £50K DOE/Qualifications - Hybrid/WFH -Career Progression

Highly competitive benefits package including excellent pension and bonus

REED are pleased to be working with a well-respected Financial Planning company who are looking for an experienced Client Services Team Manager to join and manage their established Client Support team, overseeing all daily activities.

Key responsibilities will include:

Manage and coordinate a Client Service team, providing advice, guidance, coaching and feedback
Ensuring your team is engaged and working effectively with advisers as well as sharing best practice
Conduct regular 121s and appraisals, identifying training needs
Identify improved working methods, implementing and monitoring changes
Set culture and tone for your team through use and support of the business values
Ensure client requirements are met in a compliant, professional, and timely manner
Track business activity and workflow, clearly identifying problem areas and taking action
Produce appropriate MI to wider business, relating to performance and trends
Assist senior management to setting goals and in streamlining processes
Complaint management, taking action to mitigate risks
Support the wider business in the management of internal and external service suppliers
Be involved in various projects when required

Key skills required:

Experience of working within a similar position with a proven track record in managing and developing a team
Knowledge of financial service products and processes, including Investments and Pensions
Good understanding of managing operational procedures to deliver efficiency, accuracy and to meet deadlines
Proven skills delivering for external clients and an ability to engage, understand and meet their needs
Highly organised, with excellent communication skills and able to manage multiple channels
Positive attitude and ability to create a positive team attitude and work ethic
Strong computer skills, including Microsoft Word and Microsoft Excel
CII Level 4 DipPFS qualification is preferred

In return, the client is offering an excellent benefits package, hybrid working and great career progression. If you are interested in this role, submit your CV to avoid disappointment