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Client Services Manager

Client Services Manager

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Checked Recruitment

Role: Client Services Manager

Salary: circa. £35,000 + bonus (OTE £42k)

Location: Shrewsbury + 1 day WFH

 

Company:

Leading Financial Services firm.

 

 Are you a highly motivated and experienced Client Services Manager with a passion for delivering exceptional client service? Our client, a well-established firm, is seeking a detail-oriented and analytical individual to join their team as a Client Services Manager. This role will be based in Shrewsbury and offers a competitive compensation package, including benefits such as health insurance, retirement plans, and paid time off.

 

The Role:

As the Client Services Manager, you will be responsible for:

  • Acting as the primary liaison for clients, promptly addressing their inquiries and needs
  • Compiling comprehensive client documentation for various advisory meetings and engagements
  • Facilitating the processing of new business transactions and documentation
  • Oversight of client accounts, delivering consistent updates on their progress
  • Handling incoming calls and managing client and third-party queries effectively
  • Efficiently organizing task lists and prioritizing work within specified deadlines
  • Proactively communicating with clients and providing them with regular updates
  • Coordinating and managing advisor schedules for client meetings, ensuring all necessary documentation is prepared
  • Ensuring adherence to responsible, compliant, and timely business practices, meeting all internal and external legislative requirements

About You:

  • Experience in professional / financial services, and a proven ability to work effectively under pressure.
  • Proficiency in utilising Microsoft Office, demonstrating excellent attention to detail and the capability to prioritise and organise tasks efficiently.
  • A track record of building and maintaining strong client relationships, showcasing the ability to thrive in demanding and high-pressure environments.

Benefits:

  •  Automatic enrolment in the pension scheme
  • Access to private medical insurance and death in service benefits after probation period
  • Eligibility for a staff bonus scheme, offering the potential to earn up to 20% of your salary
  • Support for study and exam initiatives
  • Opportunities to participate in community volunteering initiatives and team social events

If you are a motivated individual with a passion for delivering exceptional client service, we would love to hear from you. Please submit your CV and we will get in touch around next steps. 

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Job Overview
Category
Category not defined
Offered Salary
35k/year - 35k/year
Job Location
Shrewsbury, ENG
Job Type
Consultant