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Client Services Manager

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Salary £25k to £30k
Type Permanent
Location London
Sector Wealth & Asset Management
Job Reference T8/HCC/26943
Contact Hannah Cavaciuti
Date posted 12-09-2017

We now have an exciting opportunity within a leading and innovative financial services provider.

As a Client Service Manager you will the main point of contact for clients. Providing a high quality service to clients from the start to end of the process. This will include carrying out dealing, client take ons, transfers and fund administration.
This is a great opportunity to develop and grow within an organisation that is dedicated to comprehensive training and also offers attractive benefits for its employees.

Key responsibilities:

• Answer calls from adviser firms and their clients
• Respond to queries from clients, advisers and colleagues
• Develop and manage relationships with the financial adviser firms and the sales and advisor support teams
• Own and manage relationships with a small number of firms
• Provide training and support via phone to financial advisers and their staff
• Resolve complaints and errors
• Look for ways in which we can improve our service, be aware of the changing needs of clients, and participate in continual performance and development meetings
• Share knowledge and mentor other team members and new staff

Key skills:

• Previous experience in a financial services client facing role
• Basic understanding of retail investments
• Knowledge of onshore/offshore bonds, structured products, fixed interest products and investment trusts is beneficial but not essential

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Contact Hannah about this job

Associate, Consultant